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My client provides loan finance to SMEs - you must come from commercial property investment not Property Sales -this is not for estate agents. Hybrid role.
In a nutshell we need someone who understands commercial property investment and who can also do the finance attached to deal sourcing and deal structuring.
CTC in the region of 80k pm. (And interest share)
Responsibility:Take complete ownership of financial management, encompassing income and expenses, within the area office, ensuring financial stability and adherence to approved budgets.
· Oversee the end-to-end property investment process within the area office, with a specific focus on deal sourcing, due diligence, deal structuring and portfolio management for wholly owned property acquisitions, joint venture property investments and owner-occupied property acquisitions for business owners.
· Actively participate in various committee meetings, providing input and insights that contribute to informed decision-making.
· Prepare and present detailed investment proposal reports for consideration by relevant investment committees, ensuring accuracy and clarity in all documentation.
· Develop and execute marketing strategies to promote X Limited’s services and products, while actively engaging in presentations and networking activities to foster industry relationships.
· Strategically cultivate and maintain relationships with key intermediaries and industry stakeholders to generate consistent deal flow opportunities, all while promoting and strengthening the brand of X Limited.
· Actively manage client relationships and regularly participate in management meetings for equity investments in joint ventures, contributing to the overall success and growth of these partnerships.
· Actively participate in the development, management, and retention of your direct report.
· Actively participate in the building of a team through the recruitment and selection, and to the development, management, and retention of additional direct reports.
Qualifications:
· A Bcom degree in Accounting, with Accounts 2, Finance or other business-related field.
· A Property Investment-related degree will be advantageous.
· 4 or more years of experience in property investment/property finance structuring.
The individual needs to possess the ability to build and maintain relationships, have strong negotiation skills and be results-focused.
Requirements:
· 5 or more years of experience in Business Investment.
· Experience in Banking, sales and marketing.
Competencies:
· Deciding and Initiating Action
· Leading and Supervising
· Persuading and Influencing
· Presenting and Communicating Information
· Planning and Organising
· Delivering Results and Meeting Customer Expectations
· Relating and Networking with People
Salary: Up to R80,000.00 per month
Education:
Bachelors (Required) with Accounts 2 passed
Experience:
Business Investment: 5 years (Required) Sales and Marketing: 3 years (Required)
Property Finance Structuring: 4 years (Required)Salary: R80000Job Reference #: FinanceConsultant Name: Carol Ann Farrelly
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District Sales Executive-Expeditors Full-timeCompany DescriptionWe’re not in the shipping business; we’re in the information business Peter Rose, Expeditors FounderGlobal supply chain management is what we do, but at the heart of Expeditors you will find professionalism, leadership, and a friendly environment, all of which foster an innovative, customer service-based approach to logistics.15,000 trained professionals250+ locations worldwideGlobally unified systemsJob DescriptionThese are the minimum results expected from a successful District Sales Executive:Manage an assigned territory and demonstrate extensive knowledge of potential customers and competitors in this areaTimely data entry in our Customer Relationship Management toolOrchestrate customer / branch relationships and collaborate with regional Product, Service, Geo, and Knowledge Management resourcesParticipate in the creation of value-added solutions for customer’s logistics needs, including supporting diagrams and cost-benefit calculationsSupport the transition of new accounts through customer introductions, information transfer, and securing any necessary customer paperwork. When needed, support AR (accounts receivable) collection.Attend training & development sessions tocontinue developing selling skills and updating Expeditors Product and Service knowledgeInvolvement in local trade groups, as directed by the District Sales ManagerTake on additional assignments as required, supporting company needsQualificationsDesired Skill-Sets and Characteristics The ability to meet with customers off-site on a regular basisOral and written proficiency in the English languageStrong problem solving, organizational, and interpersonal skillsAbility to work productively both individually and in a team environmentSense of urgency for goal achievementSelf-motivated with ability to work in a fast-paced and constantly changing environmentComfortable with regular data entry on a laptop computerStrong rapport and relationship-building focusedEmpowered to make quick decisions in response to changing conditionsExtroverted, confident, enthusiastic and persuasiveInfluences others to actionTimeliness and accountability for results
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Our client in Atlantis is recruiting for a Sales Analyst.The analyst will be responsible for evaluating and identifying trends in sales by analysing industry data, from both within a company and outside. This involves collecting and examining data and using the information gathered to create coherent, intelligent reports, then presenting your reports to your team and to management:Roles and Responsibilities Assisting sales administrators with pricing and loading of dealsAssisting sales administrators with any pricing queries.Collating and managing free stock budget, providing monthly update reports on free stock budget.Office admin support for Customer Executive as well as all Customer managers.Develop monthly sales reporting tools not limited to target vs actual.Review internal NOD vs agents NODDelivery of pre-defined reports to customer managers and customer executive.Track performance against business targets, monthly KPI metrics as determined by customer managers.Publish daily dash board tracking actual vs sales objective.Run a monthly Business review reportingAssist and compile monthly data for the sales team – monthly for management meetings and quarterly for sales and marketing meetings (internal).Assist in management of any sales incentive models for agents.Create and update NPD trackers to monitor performance against set objectives.Work on varied ad hoc data analytics tasks delivering structures reportingProvide support to all customer managers to analyse sell in / sell out data. Work with data suppliers (IRI, distributors local and export, retailers) to source data and consolidate data into internal reports.Mine databases for key insights which can be used to assist with future strategy direction.Compile and analyse data over time to forecast trends.Gather and analyse data to understand issues and address proactively.Reviewing sales trends and liaising with customer development managers, customer executive, business development manager to assist in developing applicable strategies. Key Competencies advanced problem-solving and analysis skillssuperior oral and written communication skillshigh level of organization and detail-orientationstrong work ethic and willingness to take initiativegood attitude toward teamwork as well as the ability to work independentlydemonstrated ability to multitask and prioritizeexcellent time managementRequirement for the role Bachelors degree in accounting, marketing or financeStrong knowledge of word processing, spreadsheet, database and presentation software
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Process Analytics And Improvement Lead Global Sales Operations-Canonical Group LtdThis is a leadership role for internal and cross-team process improvement based on measurement, analytics and insight.We are seeking a detail-oriented and analytical specialist who is comfortable driving change between senior professionals based on best practice, data, and their own observations. We are not looking for a person who is limited to a Sales Ops background the successful candidate would feel at home moving between groups at Canonical and bringing their strengths to bear on a wide range of process improvement opportunities in very different parts of the business.This position is a senior leadership role within our Sales Operations group, one of several we have created which in Sales Ops, Engineering, Field Engineering and Technical Support. This position reports to the Global Director of Sales Operations, will work closely with our Global Head of Engagement Project Management, will collaborate with people who carry similar responsibility in other teams across Canonical, with accountability to the Chief Operating Officer.The Chief of Staff, Sales Ops, owns continuous improvement of sales processes across all sales teams. To be successful, they will develop and apply a data-driven, scientific approach to process management and improvement. They will collaborate with others to develop and execute execution programs to drive process improvement and change sales practices and processes.In this role you will have the opportunity
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2y
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Our client, an established and leading accounting, tax and audit team seeks an Audit Supervisor to join them. This team services a variety of industries and sectors, predominantly family-owned businesses. The role suits a well-rounded candidate who is a team player and takes pride in all they do.Superb opportunity to join a professional and dedicated team who take immense pride in the quality of service they offer their clients. Based in the beautiful Stellenbosch in the Western Cape!Start soonest!Responsibilities: Audit, tax, accounting services for a portfolio of clientsDirect and lead the Audit TeamRequirements: Minimum of a completed tertiary qualification in Accounting and part or completed SAICA traineeshipMust have excellent knowledge of ISAs and IFRS for SMEsMust have tax experienceExcellent interpersonal skills, with the ability to direct and lead an audit team wellExcellent communication skills, incl. very good command of AfrikaansStrong organisational and planning skills, ensuring deadlines are well executedMust have advanced computer skills as well as Caseware experienceTeam player, who is self-driven with a positive attitudeWell-presented and client-centricPlease note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable roles.
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Analyst - IT Governance, Risk & Compliance (IT GRC) Cape Town 1-year contract Salary is negotiable between R----- and R----- for the 12-month contract term. The Position: In line with its commitment to sustainable growth and good governance, the university is seeking to employ an IT Governance, Risk & Compliance (IT GRC) Analyst in its Information & Communication Technology Services (ICTS) department on a 12-month, fixed-term contract basis. This role reports to the Senior GRC Manager in the IT Governance Support Services (GSS) division of the ICTS department.The environment is results-driven and one where team members are trusted, supported, and empowered to grow, where healthy work-life balance is promoted, contributions are valued, and achievements are celebrated.A hybrid, remote working model is on offer, and while occasional, onsite engagements at the Cape Town-based offices may be required, most of the work and engagements are conducted virtually.The ideal candidate will: have excellent verbal, written and inter-personal communication skills with the ability to develop strong stakeholder relationships and manage expectations; be service-oriented and results-driven with a track record of delivery with attention to detail and within agreed timelines; have strong analytical thinking and problem-solving skills; be skilled at planning, time management and coordinating activities; demonstrate high levels of enthusiasm, initiative and adaptability; have a track record of accountability, taking ownership, following through on commitments and driving tasks through to completion; work well independently and as part of a closely-knit team, contributing toward the team’s performance and growth. Purpose of the Position: The IT GRC Analyst will play a pivotal role in supporting the senior GRC manager in maturing the IT GRC processes and practices by assisting with: (i) IT policies, procedures, and processes; (ii) IT Risk Management; (iii) Quality Assurance & Compliance Management: (iv) Testing of Controls; (v) Management Reports. Main Duties and Responsibilities include:GRC Projects: Assist with the scoping, planning, execution and monitoring of certain GRC-related projects.IT Governance: Assist with the definition and implementation of Key Performance Indicators across the ICTS department;Assist with the development of RACI matrices for various IT processes;Assist with the development and documentation of IT-related policies and procedures.IT Risk Management for Operational & Project risks – periodic support of: Identification & assessment of IT risksMonitoring of the implementation of mitigating controlsMaintenance of the risk and issues registerIT Quality Assurance & Compliance Management: Support of internal audits and assessments against adopted standards (e.g. COBIT, ISO27001 etc.) to as
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*Reference: CPT002708-MS-1*
An international manufacturing company based in the Cape Winelands, operating in the Food and Beverage industry is seeking to employ a *Technical Account Manager* to join their team.* *
*Job purpose: *
The Technical Account Manager (TAM) role, entails having direct contact with customers, mainly focused on all technically related topics with regards to the production and filling of final B2C products. This also includes support during production trials, filling, and troubleshooting, both during and after production. Part of this role has to do with Technical Project Management (TPM). In this regard, the incumbent will be in close communication with the R&D- and Application Departments as central point of contact related to all technical concerns from customers. He/she can therefore be seen as the interface between Sales and Application, R&D and the BU’s regarding product selection for opportunities, as well as project control in respect of new developments and applications. The TPM function is therefore more system-related, also covering technical feasibility exercises/studies with respect to customer projects and keeping track of a project’s status, the project overview and timeline in close co-operation with the Key Account Managers.
*Responsibilities: (Not limited to) *
* Processing projects in collaboration with Application & Sales and continuous project management.
* Giving support on recipe formulation and filling technology.
* Advising and supporting Sales in the selection of products and ensuring quality and timelines during the entire Development Order Process are met.
* Being technically an integral part of the team for all customer projects (LtO), thereby being responsible for project management and project controlling as well as checking product/raw material requests for technical feasibility.
* Driving product development activities along the different LtO-stages in close collaboration with Sales.
* Deliver suitable product solutions in line with the given requirements into LtO for customers. Depending on technical requests, potential/strategic aspects and our existing portfolio (AZURE), the following possibilities for execution (project types) form part of this: Assortment, Application, Development, Technical Development.
* Being the central point of contact for all technical concerns from the customers (technical call centre).
* Linking with customers for trials and approvals and taking part in customer visits.
* Ensuring an optimum exchange of information within the division and with the interfaces.
* Documenting efficient and effective processes in the companys internal IT systems.
* Supporting selected customers in initial and sample filling processes in consultation with Sales.
* Advising customers on product and production-related problems.
* Compiling production guidelines and mixing recommendations at the customers request.
* In collaboration with the customer, defining techn
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One of the worlds most respected wealth management firms is looking for a qualified CA(SA) or Lawyer who is passionate about investments and client servicing to join their team as a client relationship manager.
* Develop and maintain relationships with internal departments/business divisions of the Group to effectively manage the clients affairs
* Support the business development/marketing efforts of the Group
* Consult with third party professionals such as lawyers, tax specialists and asset managers, and obtain their opinions pertaining to the management of the clients affairs
* Run clients affairs including preparing meeting documents, analysing performance of investments, valuing investments; analysing costs
* Ensure all transactions pertaining to the management of the clients affairs are executed timeously, efficiently and accounted for correctly
* Obtain in-depth knowledge of our clients, their businesses and the family dynamics, maintain the client file with meeting notes, becoming familiar with the trust deed and entitiy structures
* Approve payments, cash management, forex transactions
* Review financial statments of client entitie
* Renegotiate existing loans with banks, negotiate new loans with bank
* Review contracts between client entities and third parties
* Share and develop expertise and provide team members with technical assistance on complex documentation, including reviewing and drafting where necessary
* Understand and manage risk involved in administering structure ensuring internal procedures are adhered to and maintained
* Such other duties as may reasonably be required by the management from time to time
* Build and maintain long term relationships eith clients, which includes all forms of contact/communication with clients and their advisors
*QUALIFICATIONS AND EXPERIENCE*
*QUALIFICATIONS AND EXPERIENCE*
* CA(SA) or Qualified Lawyer
* Minimum of 5 years experience in Finance Services Industry
* Technical application and understandign of Fiduciary Relationships
*SKILLS*
* Advanced Microsft Excel, Word and PowerPoint skills
* Excellent analytical and numeracy skills and a strong commercial awareness
* Solid administration skills built up within a similar high net worth environment
* A solid understanding of financial accountant gained through practical experience
* A comprehensive understanding of financial markets and investment management
* A comprehensive understanding of trust and corporate structuring, and the principles of corporate governance to be applied in a family setting
* Project Management Skills – must have ability to manage numerous projects simultaneously
* A sound understanding of financial markets, investment management and financial accounting gained through practical experience and / or as part of a qualification / degree
* Interpersonal skills necessary to develop deep un
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Responsibilities:
* Participate in client interactions, clients signing documents, attending meeting, taking meeting minutes.
* To assist team in freeing up time to procure more AUM.
* Assist with responding to general client queries, e.g.investments, withdrawals, tax & admin related queries, portfolio structuring, rebalancing, trades.
* Assist the team with the efficient implementation of new business. Preparation of on boarding documentation with new/existing clients. Liaising with the Client Execution Team w.r.t.the on boarding process (including end back). Post client meeting follow up with Partner / Portfolio Manager / Analyst to ensure all client requests are documented and executed.
* Delivery of high qualityservice that is both accurate, timeous and of high quality w.r.t.reporting
* Improving systems efficiency and taking initiative to improve efficiencies wherever possible
* Ad Hoc projects to improve our service/offering.
* Investment trade coordination: follow up to completion, liaising and following up with 3rd party investment providers (execution team).
* Arrange foreign investment allowances, special applications, account opening, mandate preparation, asset swaps, Section 14 transfers, structure unwinds
* Transactional requirements: Coordinating payment requests, ensure cash requirements are met, basic trade preparation for cash flow top-ups, ensure custodial fee accounts topped up at all times, deal with corporate actions
* Managing team compliance matters, maintenance of compliance files ensuring that sufficient information is held to satisfy the relevant authorities, including CPD requirements
* Liaising with certain designated clients in conjunction with the team on monthly statements, to clients, GBI valuations, deal with selected billing requirements
* Ensure tax reporting is executed as per client requirements
* Assist in quarterly Investment Review process
* Administrative problem solving / Value add
* To assist team with solving any admin related problems
* Liaising with 3rd party service providers and with various business contacts, including banks, investment houses etc.
* Prepare and review Accounting Automated Posting file in collaboration with other team members
* Prepare and review investment file, post corporate actions and ensure the accuracy of client portfolios
* Accounting work and manual update of client ledgers
* Reconcile daily transactions, bank balances and investment positions in our Reconciliation System
* Management and monitoring of Statics data through different systems
* Checking, bindingand distribution of client presentations when required
* Draft general correspondence
Requirements
* Business Degree with accounting and investment insight.
* At least two years experience in an accounting environment is an advantage
* English level equivalent to First Certificate
* Good knowledge of MS office
* Good knowledge in accounting
* Knowledge and understanding of multi-currency accounting
* Knowledg
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Your strong sense of ownership & leaderships skills is sought by a dynamic Finance Administration Specialist seeking its next Product Finance Team Leader to lead and manage the teams total operational and people capabilities. You will manage a team of Product Accountants who are responsible for executing Investment Administration, Risk Management, Tax, Financial Reporting, Fund Accounting and Client Servicing. The candidate will be required to manage staff, including Performance Management, assist with daily operations issues, review staff work and ensure processes are followed and standards adhered to. You must ideally possess a BCom Accounting/Postgrad Accounting Diploma, at 3 years LISP experience with strong fund accounting knowledge in the Retirement, Life and space, CaseWare, Pastel, FinSwitch, Sars applications and strong People Management.Duties: Ensure that the team performs according to contracted performance areas to deliver the highest level of service to stakeholders. Plan, assign and monitor work of the team members. Continuously evaluate and improve processes to ensure effectiveness and efficiency. Proactively identify and manage operational risks. Investigate and resolve client and internal queries efficiently and on a timely basis. Regularly engage, interact with and report to management and the clients. Liaise with internal and external Auditors. Ensure tax, legislative and statutory requirements are met. Identify ways of promoting accuracy and maximizing productivity within the team. Assist with the implementation of changes to existing products and processes as well as new products. Maintain high levels of teamwork within the team, different departments and external parties in order to resolve client queries. Respond in a professional, timely and empathetic manner to both written and telephonic enquiries from internal and external clients. Balance own priorities while directing and motivating others. Management of team deliverables, training and day to day team management. Ongoing development of team members including training, upskilling and Performance Management. Ad hoc Project Management, reporting and other duties as needed by the Head of Product Finance. Requirements Ideally candidates will have a relevant tertiary qualification such as a BCom Accounting/Postgraduate Diploma in Accounting. Strong leadership experience: with at least 2 years People Management and operational. Strong accounting, reconciliation, and analytical skills essential. Knowledge of tax laws in general for Unit Trust, Retirement, Life and LISP products. Knowledge of the applicable LISP and CIS legi
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*Governance Associate: Compliance Control Assistant – Cape Town, Western Province *
*Competitive Package on Offer!*
*Our client, a Global Investment firm* is currently expanding and growing their in-house Legal, Governance and Compliance team and is offering this exciting career opportunity.
You have the ability to convey information clearly and concisely, the ability to plan and prioritise effectively, pay strong attention to detail, carry oneself and your functions with integrity together with possessing active listening and solid interpersonal skills
*Key Duties and Responsibilities:*
*Governance Board and sub-committee management**:*
* Manage the appointment, resignation and removal of Directors and sub-committee Members
* Prepare and file specific resolutions, ordinary resolutions, and Directors’ (round robin) resolutions
* Schedule meetings of the Governance Board and sub-committee, including preparing the agenda, meeting material and minutes
* Update Charters as required
* Maintain governance registers
* Corporate Secretarial support
* Execute and maintain all required official corporate filings according to applicable laws and regulations
* Draft resolutions, notices, proxy forms and agendas for meetings
* Maintain minute books (including record of resolutions etc.)
* Maintain all statutory registers and check quorum at meetings
*AML/KYC support**:*
* Maintain KYC information
* Prepare responses to AML/KYC requests
* Assist the KYC team with KYC process
* Implement processes or systems to ensure good corporate governance and ongoing compliance with legislation.
* Creating new legal international entities
* Arranging approval of deed of Incorporation, resolutions
* Liaising with bank to open bank accounts
* Liaising with tax advisor to ensure VAT and other Tax registrations
*Qualifications and Experience required**:*
* *BCom Hons, Business Science, LLB or relevant degree*
* *A minimum of 5 years relevant work experience gained within financial services industry with exposure to a compliance environment*
* Proven drafting and minute taking skills
To apply for this role, please contact *Nicole Spamers: *(nspamers@elev8recruitment.co.za)(mailto:nspamers@elev8recruitment.co.za)and *Andrea Jones: *(ajones@elev8recruitment.co.za)(mailto:ajones@elev8recruitment.co.za)
*Please Note: *Only shortlisted candidates will be contacted and should you not hear from us within two weeks, then please consider your application unsuccessful.
Governance, Associate, Compliance, Control, Assistant, Law Degree, LLB, Business Science, Financial services, Compliance, drafting, minute taking
Governance, Associate, Compliance, Control, Assistant, Law Degree, LLB, Business Science, Financial services, Compliance, drafting, minute taking
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2y
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Chief Growth OfficerR1.9m plus bonusCape TownHigh performing, growing Fintech is looking for a seasoned CGO with a track record of achievement to join the EXCO team. You will be accountable for growth of the brand by executing on the Marketing and Brand strategies in line with the product and business KPI’s. This role has the mandate to shape the brand and it’s representation on all marketing and communications channels. Using data driven customer insights and analysing channel conversion metrics to continuously acquire, retain customers and grow the visibility of the brand in targeted market segments.Key ResponsibilitiesRefining the purpose and strategic positioning of the BrandThe customer value proposition as the market evolvesUsing multiple data sets to identify consumer insights to inform the business, brand, marketing, product and customer experience strategy.Designing and execution of the growth Strategy which encompasses:MarketingBrandAcquisitionRetention andCustomer ExperienceYou will be extremely data-driven and comfortable getting your hands dirty and digging into the data (via Google Analytics, Firebase, Mixpanel, Financial Data) to leverage robust reporting and analytics to optimize performanceManage the marketing and sales function of the Company’s business, in accordance with the business plan, budget or otherwise as the CEO directs;Qualifications and experienceDegree or post-graduate qualification in a related discipline.Min of 10 years in a similar role.A high-calibre portfolio of creative strategy, data insights and execution
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Our client is looking for a OHS/HR Administrator to join their teamDuties and Responsibilities:Understand and check COVID protocols, registers, compliances, and reporting (DOL)Conduct all onboard training for COVID and OHS protocolsCoordinate OHS functions (investigation, risks assessments, etc)Manage audit projectsManage and arrange training for all OHS and Machine handling related positions in conjunction with HR.Ensure all certificates are valid submitted to SETA when required and filed in conjunction with HR.Ensure training schedule is up to date and plan training when required in conjunction with HR.Manage all OHS supplier accounts and quotesManage PPE requirements and orderingEnsure all applicable paperwork is collected, signed etc. and handed to the correct parties and filed.Ensure that policies and processes at both sites is aligned and executed.Conducting weekly meetings with marshals.Take minutes of OHS meetings and coordinating the to do list.Drafting and Issuing of all notices.Upkeep of all OHS filing and files.Assist with general operations task as requested.Scheduling interviewsPrint CVs / interview guides for interviewsGeneral FilingStaff announcementsCompiling starter packs for new employeesPO request for Workforce / Edu Letu (including checking invoices)Request for temporary staff WorkforceArrange and co-ordinate training (supporting documentation) in conjunction with HR.Assist with completing exit documentation (provident withdrawal forms, exit interviews, etc.)IT request forms (new engagements / exit process)Key Skills Excellent written and verbal communication skills.Ability to implement and maintain systems.Able to effectively communicate with staff at all levels.Ability to conduct research and analyze data.Honesty, Integrity, Reliability & ConfidentialityStrong attention to detailProblem-solving skillsCritical thinking capabilitiesAbility to exercise sound judgment in decision making.Apply urgency in work done report faults urgently, act urgently; results orientated.Self-motivated: Ability to work with little supervisionA willingness to learn.Strong ability to multitask.Open to change and learning new systems.Able to work under pressure and meet deadlines.Good time managementMust have own transport Job Role: OHS/HR Administrator Industry: Accountancy / Finance Salary: Negotiable Required Skills 3 Years of Experience Qualifications MatricQualification in Health and SafetyComputer Literate (MS Office)Understanding of Labour LegislationExperience needed: 6 Months COVID-19 experience.2-3 years OHS Administration.HR administration advantageous
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzQ5MTE0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1179749&xid=1108_49114
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Surgo (PTY) Ltd. has partnered with a global analytics and digital solutions company serving industries including insurance, healthcare, banking and financial services, media, retail, and others. They aim to bridge the gap between digital expectations and real outcomes for international companies with Digital Intelligence.
Our client is recruiting for an Dynamics 365 CRM Consultant to join their team based in Cape Town.
Job Purpose:
The Dynamics CRM Consultant will be responsible for reviewing client business processes, re-engineering the clients processes to improve efficiency, and performing many of the functional tasks required for a successful CRM implementation.
Responsibilities:
• Lead requirements gathering sessions
• Documentation of business processes and requirements
• Lead the development of Use Cases and Design document artifacts to effectively convey requirements
• Configuration of Dynamics CRM
• Test script creation, planning and execution
• Train documentation creation
• Delivery of on-site and virtual training sessions
• Documentation of Data Mapping for integration and migration tasks Requirements:
• Professional experience of Dynamics 365 for Sales, Customer Service, Marketing, Portals
• Professional experience of Microsoft Power Platform and plugins
• Professional experience of the methods and tools used to customize and extend Dynamics 365 solutions
• Experience in Power Platform (Power Apps Portals, Canvas and Model Driven Apps, Power Automate, Power BI) and Common Data Service
• Strong workshop, facilitation and presentations skills
• Good understanding of DevOps
• Good understanding of testing methodologies
• Certifications Six Sigma, Lean, Agile desirable
• Work proficiency in English required Salary: Market Related
Should you wish to apply for the position, please apply directly via this job board, please ensure that you quote reference number 202623 subject heading or email body.
Surgo (Pty) Ltd will consider all applications in terms of its Employment Equity (EE) and is committed in maintaining diversity in its appointments. Surgo (Pty) Ltd, therefore also encourages people with disabilities and from other diverse backgrounds to apply. Due to the high volume of applications, should you not receive feedback within three months upon submission, you can assume your application was unsuccessful and we encourage you to reapply. Please note that as a registered member of APSO, Surgo (PTY) Ltd. does not hold applicants accountable for any application fee.
Your CV will be kept on our database for us to contact you should any future vacancies become available. If you do not wish for us to keep your CV for any other positions, please email recruitment@surgo.co.zaJob Reference #: 202623
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SURGO (PTY) Ltd. has partnered with a global analytics and digital solutions company serving industries including insurance, healthcare, banking and financial services, media, retail, and others. The Client is headquartered in New York and has more than 40,000 professionals in locations throughout the United States, Europe, Asia, Latin America, Australia and South Africa.
The Client is recruiting for an experienced Digital Transformation Executive to join their team based in Cape Town.
Job Purpose:
The Digital Transformation Manager leverages the core power of domain expertise as the fulcrum and infuse it with levers that include Artificial Intelligence, Dynamic Analytics, Automation and Robotics, and Next Gen Solutions to drive digital transformation by reimagining customer journeys and enabling agile and intelligent operations to improve revenue growth and profitability of our clients.
Essential Functions:
• Responsible for Diagnostic to Solution Proposal creation for Digital projects
• Generate ideas for building game-changing capabilities by scanning the market/competition and internal operations
• Consultative mindset, with approach to think of a business challenge creatively and with a future digital solution mindset
• Build relationships with key business leaders and sponsors other stakeholders to drive uptake of innovation projects, define project vision, scope, requirements, and deliverables
• Successfully collaborate with core and extended teams across the enterprise for deployment of Digital Solutions by internal and client showcasing and articulating the business case and value proposition
• Create best in class products by integrating firms product footprint and investments automation, process simulation, re-engineering, domain expertise, analytics etc
• Responsible for maintaining the Governance and reporting on projects to Business units, Leadership, clients
• Maintain awareness of new and emerging operating practices, technologies such as robotic automation, machine learning, mobility, artificial intelligence and dynamic analytics and the potential application on operations
• Managing client visits for prospects, existing clients with respect to transformation presentations
• Providing transformation solutions and roadmaps for new deals / pursuits
• Contribution of creation of showcase content, though leadership white papers, collaterals
• Updates job knowledge by studying state-of-the-art tools, technologies, reading professional publications; maintaining personal networks; participating in professional organisations
Primary Internal Interactions:
• Business and Account Leadership
• Advanced Automation Robotics
• Analytics
• Products and Platforms
• Quality Process Excellence
• Operations SMEs Supervisors
• RFX and deal team
• Client Management team
• Other enabling functions on need basis
Primary External Interactions:
• Existing and Prospect clients
Technical Skills:
• Strong Insuranc...Job Reference #: 202617
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Our client is an established venture capital investment manager that accelerates the international expansion of African innovation-driven businesses by leveraging Knowledge, Networks and Funding. Based in Observatory, Cape Town, they are recruiting for a Compliance and Office Manager/Support to join their team soonest.
Job Purpose:
The successful candidate would take charge of the implementation of compliance processes (across our funds) and keep these maintained and updated as required by the various reporting bodies. This person would take pride and pleasure in compliance and risk management in a financial services industry, but would like more variety in their job and would enjoy also managing the small office for 8-10 employees and provide support to the CFO and Inhouse Legal Counsel on ad hoc tasks. The role will include occasional event organising and management, as well as a small amount of executive PA work that would include travel arrangements and diary management. Minimum Requirements
• Grade 12 - National Senior Certificate
• Compliance related Tertiary Qualification, or similar
• 1 - 3 years proven working experience in compliance and risk environment
• Valid Drivers License and own vehicle
• Valid SA ID
• Clear criminal record Technical Competencies
• Microsoft Excel, PowerPoint, Outlook, Word, Google Drive, Google Sheets, Gmail, Cloud, Slack and Excel Personal Competencies:
• Customer centric
• Professional
• Strong administrative skills
• Presentable
• Strong organisational skills
• Innovative
• Punctual
• Excellent interpersonal skills
• Excellent verbal and written communication skills
• High performance culture and ethic
• Strong problem solving skills
• Flexible, self-motivated and proactive
• Trustworthy with high standards of personal integrity Performance Areas Tasks/Functions:
• Need to be technologically literate
• Proficient with numbers
• Be a peoples person and able to engage with people professionally
• Be able to read legal documents in English and understand license requirements
• Be able to prepare paperwork for the book keepers
• Be able to submit applications for license / emigration / company formations
• Be able to submit compliance reports to the FSB - basic insurance compliance work
• Knowledge of opening bank accounts in foreign jurisdictions
• Knowledge of the implementation of KYC / AML procedures
• Read requirements for applications such as for the starting of companies / business licenses for different jurisdictions
• Need to understand the difference between cryptos, futures, securities and derivative
• Submit payroll figures to accountants / book keepers
• Submit bank statements to accountants / book keepers
• Gather information for taxes from the banks and call estate agents if a property needs to be valued
• Organise flights, appointments and visas
• Update web content Working Hours
• Mondays to Fridays, 08:00 to 17h00
• Hybrid Salary
• Market ...Job Reference #: 202409
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The candidate will be responsible for overseeing and providing guidance to the Scrum teams in BI. The additional responsibilities will include but are not limited to:Ensuring that development teams follow Scrum framework values and agile practicesMentoring and motivating the teams to improve processes, facilitating meetings and decision-making processes, and eliminating team impediments.The Scrum Master will be considered a subject-matter expert, have excellent logic and problem-solving skills, and have a drive to make a difference. They will be responsible for enforcing the rules of Scrum, removing impediments from their team while promoting self-management, and constantly improving our standards of work.Output/Core Tasks: Establishes and manages team cadence throughout the delivery lifecycle, facilitation of all scrum ceremoniesEnsure the development teams are practicing the core agile principles of collaboration, prioritization, team accountability, and visibility.Stakeholder management and playback, including product owners, executive sponsors, and other external teamsWork closely with leadership to define products and establish product backlog. Owns delivery roadmap.Support execution team with resolution of roadblocks and interdependencies, managing risks and issues.Assist with bedding down BI capability operating model (People and process)Using agile methodology values, principles, and practices to plan, manage, and deliver solutions.Training, mentoring and supporting scrum teams to follow agile values, principles, and practices.Determining and managing tasks, issues, risks, and action items.Manage each project’s scope and timelineCoordinate sprints, retrospective meetings, and daily stand-upsEnsure deliverables are up to quality standards at the end of each sprintScheduling and facilitating scrum events, meetings, and decision-making processes.Monitoring progress and performance and helping teams to make improvements.Planning and organizing demos and product/system testing.Ensuring the proper use of collaborative processes and removing impediments for the scrum team.Tracking project processes, deliverables, and financials.Be the point of contact for external communications as well as prepare and present status reports to stakeholders.Coach team members in Agile frameworksFacilitate internal communication and effective collaborationWork with product owners to handle backlogs and new requestsHelp teams implement changes effectivelyGuide development teams to higher scrum maturityRole Requirements: Qualifications: Bachelors degree in computer science, information technology, or a relevant field preferred.Certified Scrum Master3+ years of experience as a Scrum Master or in a similar role.Excellent knowledge of Scrum techniques and artefacts (such as definition of done, user stories, automated tes
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzcyOTQxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1266704&xid=1108_72941
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Our client is looking for a Corporate Finance Manager to join their dynamic, growing team. The purpose of the position is to manage the central Finance function and to provide financial management, financial control and intelligence. The role is proactive with a key requirement of identifying areas of improvement and profit optimisation.
Responsibilities include:
* Full financial reporting, budgeting, forecasting and financial support
* Delivering presentations for all key internal management meetings
* Reconciling balance sheet accounts, accruals, prepayments and collection of debtors
* Prescribing best practice accounting policies and operational accounting implementation to ensure the adequacy and compliance of IFRS and relevant legislation
* Managing the budget and forecast process
* Interrogating budgets and forecast against actuals to identify and implement cost saving opportunities
* Reviewing internal and external audit findings, and managing resolution and closure of findings
* Acting as a Risk Officer for the relevant areas
* Timeously approving supplier invoices for payment and releasing POs
* Reviewing and approving travel and accommodation
* Developing financial models and validating the accuracy and reasonability of business cases for new services and products or joint ventures prior to the submission to the Group Capital Committee
* Managing the implementation and financial aspects of reporting projects (systems and processes)
* Reviewing and signing off the commercial terms of new supplier contracts and supplier take-on forms
* Continuous improvement and enhancement of financial information, with increased automation and efficiency to eliminate manual interventions
* Reviewing, assessing, streamlining and improving existing processes to ensure on time delivery
* Responsible for maintenance of profit centre (PC), GL accounts and BPC master data dimensions for relevant areas to ensure that it is in line with reporting needs
* Ad-hoc support and financial analysis, special projects, and other similar or related duties
* Managing team KPIs to deliver goals and to ensure career development, engagement and succession
Requirements:
* Chartered Accountant with a minimum of 3 years post qualification experience
* Previous experience in managing a team / process / project
* Knowledge of SAP FI, BPC and BI advantageous
* Microsoft Excel intermediate
* PowerPoint intermediate
* Strong leadership and interpersonal skills - must have the ability to manage and influence teams
* Highly motivated, results orientated and self-directed individual
* Effective and decisive decision-making skills
* Excellent written and oral communication skills
* Ability to present ideas in a business-friendly, concise and easily comprehensible manner
* Proven analytical, evaluative, and problem-solving abilities
* Ability to effectively prioritise and execute tasks in a high-pressure enviro
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzI2NTI2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1191551&xid=1555_26526
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Cape Town - Prospects and develops new opportunities to grow the business. Develop / execute account plan with coaching support. Achieves sales goals within the assigned sales territory, market segment or channel partnersRequired College, University, or equivalent degree in marketing, sale or a related subject or acceptable sales related work experience, or an acceptable combination of education and experience.This position may require licensing for compliance with export controls and sanctions regulationBasic relevant work experience preferredResponsibilities:Develops opportunities to increase sales by identifying, researching, and contacting prospective customersDevelops and executes account plans for top prospects and conduct agreed upon face-to-face sales callsBuild positive customer relationships that enable identification of a customers needs, business model and buying processUses understanding of customer needs and prioritize to identify and offer clients solutions
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzUwNDUwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1190938&xid=1266_50450
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Governance Associate: Compliance Control Assistant Cape Town, Western Province Competitive Package on Offer! Our client, a Global Investment firm is currently expanding and growing their in-house Legal, Governance and Compliance team and is offering this exciting career opportunity.You have the ability to convey information clearly and concisely, the ability to plan and prioritise effectively, pay strong attention to detail, carry oneself and your functions with integrity together with possessing active listening and solid interpersonal skillsKey Duties and Responsibilities: Governance Board and sub-committee management : Manage the appointment, resignation and removal of Directors and sub-committee MembersPrepare and file specific resolutions, ordinary resolutions, and Directors (round robin) resolutionsSchedule meetings of the Governance Board and sub-committee, including preparing the agenda, meeting material and minutesUpdate Charters as requiredMaintain governance registersCorporate Secretarial supportExecute and maintain all required official corporate filings according to applicable laws and regulationsDraft resolutions, notices, proxy forms and agendas for meetingsMaintain minute books (including record of resolutions etc.)Maintain all statutory registers and check quorum at meetings AML/KYC support : Maintain KYC informationPrepare responses to AML/KYC requestsAssist the KYC team with KYC processImplement processes or systems to ensure good corporate governance and ongoing compliance with legislation.Creating new legal international entitiesArranging approval of deed of Incorporation, resolutionsLiaising with bank to open bank accountsLiaising with tax advisor to ensure VAT and other Tax registrations Qualifications and Experience required : BCom Hons, Business Science, LLB or relevant degree A minimum of 5 years relevant work experience gained within financial services industry with exposure to a compliance environment Proven drafting and minute taking skillsTo apply for this role, please contact Nicole Spamers:
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc0NTM4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1190641&xid=1109_74538
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