High-Level Overview
The client, a private investment firm, is seeking an experienced Interim Financial Controller to support the fund’s back-office finance function during a critical year-end and reporting period. The role will work closely with fund leadership and a third-party CFO service provider, with a clear mandate to deliver quarterly and year-end reporting, resolve statutory issues, and establish repeatable finance processes. The engagement is time-bound and execution-focused, with a clear emphasis on delivery rather than long-term finance leadership responsibilities.
Role and Responsibilities
Direct Report: Fund leadership (Managing Partner as primary)
Candidates Required: 1
Key Deliverables:
Reporting (Quarterly & Year-End)
- Deliver quarterly financial reports, including coordination of inputs, validation of data, and production of decision‑ready outputs.
- Lead delivery of year‑end financial reporting, including preparation of financial statements and coordination with auditors.
- Ensure reporting outputs are accurate, timely, and aligned with fund leadership requirements.
- Resolve outstanding statutory and tax registration issues and unblock delayed filings.
- Ensure ongoing compliance with relevant statutory, tax, and regulatory requirements.
- Coordinate statutory submissions and regulatory interactions as required.
- Establish and maintain a clear reporting and compliance calendar covering quarterly reporting, statutory filings, and year-end activities.
- Establish a repeatable quarterly and annual reporting cadence, templates, and timelines.
- Design and document core finance processes, controls, and handover materials.
- Clarify roles, responsibilities, and handoffs across reporting and compliance activities to reduce dependency risk and execution friction.
- Act as the day‑to‑day integrator between fund leadership, the third‑party CFO service provider, and the fund administrator.
- Manage timelines, inputs, and outputs across all finance service providers.
- Provide hands‑on oversight of the general ledger, trial balance, and supporting schedules.
Requirements
- 8+ years experience in financial control, fund finance, or a closely related role.
- Prior exposure to private equity or investment fund environments strongly preferred.
- Experience working in African markets, including familiarity with local regulatory, tax, and operating environments, is advantageous.
Technical Requirements:
- Professionally qualified accountant (e.g. CA(SA), ACCA, CPA, or equivalent) preferred.
- Strong working knowledge of South African statutory, tax, and compliance requirements.
- Hands-on experience with Xero (or similar accounting platforms).
- Ability to diagnose finance and compliance issues quickly and drive resolution independently.
- Prior audit-trained background or experience working closely with external auditors is an advantage.
Other Skills:
- Strong ownership mindset with accountability for end-to-end delivery.
- Comfortable operating in ambiguous, fast-moving environments with multiple stakeholders.
- Confident working with senior leadership and external service providers.
- Highly organised, with the ability to manage parallel reporting, compliance, and coordination workstreams.
- Clear, structured communicator able to translate complex finance topics into practical implications.
Working Arrangement
Location: Remote, with availability during local business hours
Travel: Minimal
Terms of agreement:
Start Date: Immediately
Contracting Period: 4-6 months, full-time
