Finance Transformation Specialist (PE Onsite)

ENVIRONMENT:

OPTIMISE global finance operations of a PE-based global Logistics Operation seeking a strong analytical-thinking Finance Transformation Specialist. You will play a crucial role in supporting system enhancements, providing data analytics, and assisting Finance teams with the adoption of new tools and processes as set out and prioritized by the Vice President of Finance Transformation. This role contributes to process optimization, system testing, compliance checks, and training initiatives to ensure alignment with both global standards and local regulatory requirements. The ideal candidate must be a qualified CA(SA) with 1-2 years of experience in a Finance or Accounting role preferred. You must be familiar with ERP systems, preferably Workday or similar finance systems and compliance requirements and financial reporting standards and possess Advanced Excel skills with the ability to prepare manuals and instructions in English. You will also require exposure to/interest in authoring tools i.e. Articulate/Adobe/Camtasia.

DUTIES:

Finance Transformation -

• Assist the Global Finance Transformation Manager in implementing process improvements and modernization of finance systems and technologies.
• Participate in testing and feedback collection for new finance tools and system updates.
• Support identification and implementation of automation opportunities within finance processes to improve efficiency and accuracy.

Compliance & Process Governance -

• Ensure compliance with finance policies and procedures across regions.
• Maintain and update finance documentation, policies, and training materials as regulations evolve.
• Conduct periodic compliance checks and report findings to the relevant region.

Training & System Support -

• Support the rollout and adoption of new finance systems by assisting in training sessions, preparing training materials, and gathering user feedback.
• Provide user support for finance systems, assisting with troubleshooting and user training.
• Participate in global training initiatives, ensuring effective knowledge transfer of finance systems and policies.
• Engage in system testing and provide feedback on system functionality and user experience.

Data Analytics & Reporting -

• Generate reports and support analytics to monitor Key Performance Indicators (KPIs) and identify improvement opportunities.
• Contribute data-driven insights to support decision-making and the effectiveness of transformation initiatives.
• Assist the Global Manager in preparing presentations, dashboards, and reports for senior leadership.

Collaboration & Communication -

• Work closely with Finance Transformation team, IT, and other Finance team members to support transformation goals.
• Provide feedback from system users to drive improvements in training, system functionality, and support processes.

REQUIREMENTS:

Qualifications –

• Qualified CA(SA).

Experience/Skills –

• 1-2 Years of experience in a Finance or Accounting role preferred.
• Familiarity with ERP systems, preferably Workday or similar finance systems.
• Advanced Excel skills.
• Exposure to/interest in authoring tools i.e. Articulate/Adobe/Camtasia.
• Familiarity with compliance requirements and financial reporting standards.
• Able to speak, write and read English.
• Can prepare manuals and instructions in English.
• Experience in implementing Accounting and Finance Policies, ability to communicate issues and propose solutions objectively.
• Familiar with and strong interests in ERP Finance systems implementation and support.
• Adaptable to working with diverse teams internationally and managing time zone differences when required.
• Capability of travelling outside of South Africa when needed.

Advantageous –

• Ability to become Wisetech C1 certified (CCP) once hired. Prior experience in C1.

ATTRIBUTES:

• Interest in finance transformation, data analytics, process optimization, and learning development.
• Ability to adapt to new systems, work in a global team environment, and proactively suggest improvements.
• Integrity, and professionalism.
• Strong analytical skills and detailed orientated.
• Excellent organizational skills, good critical thinking skills, strong communication skills, ability to manage multiple priorities.
• Able to manage multiple priorities and work independently or as part of a team.
• Confidence to clearly communicate with various levels within the organization – junior to senior level.
• Able to participate in finance discussions with other functions/teams (Operations, Tax, Legal, System Administration, System Development and Sales teams).
• Understanding operational matters to support but also suggest efficiency.
• Readiness to go extra mile to avoid mistakes and produce new opportunities.
• Patient, prepared to handle repeated issues or questions with long resolutions.
• Can adjust to diverse ideas, impressions, schemes, and tactics from individuals.

Desired Skills:

• Finance
• Transformation
• Specialist

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