Job Summary

Allan Gray is an investment management firm focussed on building long-term wealth for our clients. The Allan Gray group consists of many legal entities, in South Africa, Namibia, Botswana, Bermuda and Guernsey. Together, these businesses provide various investment products to individuals, retirement funds, insurers, medical schemes, trusts and companies. We design our products and fees so that they tie our success to that of our clients. The group’s orientation is long-term, particularly the investment philosophy and relationships with its clients and employees. 

ABOUT GROUP FINANCE - GROUP TEAM

The finance function at Allan Gray is centralised so the broader finance team manages the financial affairs for all group entities. This includes financial and management accounting as well as tax and regulatory compliance.

The Group team (6 people) is responsible for the consolidation of our group companies and for providing oversight of the reporting for all the group entities. In achieving this objective, the Group team works closely with the other finance teams in getting a deep understanding of what is happening in each of the areas. The environment is highly collaborative, team-based and focused on a high-quality delivery of work. 

Main Responsibilities

This role is a good match for someone that is team oriented. You, together with the other financial manager, the group accountants and any CA trainees, will contribute to the group financial reporting process and will assist in providing:

1.    meaningful and value-adding management information reporting, and
2.    IFRS financial reporting, for the group’s financial year end process
3.    Succession planning for the finance team.

Key Responsibilities

Reporting
Support the preparation of monthly consolidated management and statutory reporting packs through detailed reviews and reconciliations. The management reporting pack includes IFRS-compliant statutory financial statements, management reports and financial analyses.
Review financial reporting across all group entities and special purpose trusts.

Ensure the group’s reporting system requirements are met.

Analysis
Support financial analysis across products and cost centres, including budget variances against actuals and forecasts, and expense and revenue analyses.

Budgeting and forecasting
Support the preparation and review of consolidated group budgets and individual company budgets over one- and five-year planning horizons. This includes asset and income projections for all group entities and a detailed review of expense projections.
Support the review of monthly forecast analyses and variance reporting.

Special projects
Analyse emerging issues and drive the implementation of solutions and special projects as required.

Regulatory (including taxation)
Ensure all group entities comply with applicable regulatory requirements, including taxation.
Review regulatory returns submitted by all Group Finance teams.

Payment review
Review weekly payments prepared by all Group Finance teams.

Team support
Support the Finance team with day-to-day matters, taking a hands-on approach and working through detailed financial information where needed to make a meaningful contribution.

Skills development
Provide training, where appropriate, to develop the technical knowledge and skills of colleagues within group reporting and across other Group Finance teams.

Leadership
Provide leadership to the Group Finance teams.

These responsibilities are not exhaustive. You may be asked to support the broader team as needs arise.

Skills and Competencies

• Ability to pay close attention to detail and identify errors.
• Strong multitasking ability with a deadline-driven approach and solid work ethic.
• Strong numerical aptitude and ability to perform routine work accurately.
• Technically proficient in financial reporting, management reporting, and taxation.
• Strong analytical and problem-solving skills, with the ability to independently research and interpret legislation.
• Adaptable and able to thrive in a dynamic, fast-paced environment.
• Strong interpersonal skills with the ability to work effectively in a collaborative, team-oriented environment, engaging with internal departments and external stakeholders.

Experience

• Demonstrated experience in financial reporting, management reporting, and taxation.
• Experience working in a fast-paced, demanding environment with multiple competing priorities.
• Experience collaborating with cross-functional teams and external stakeholders.

Qualifications

•    CA (SA): non negotiable
•    4 - 6 years of post articles experience
•    Asset management experience is highly advantageous 

Closing Date

11 November 2026

Please include a copy of your matric certificate and university transcripts with your application.