Credit Solutions Reporting Lead (Newly Qualified CA(SA))

About the Role

Confluent Services, a Financial Services group based in Cape Town, seeks a newly qualified CA(SA) to join the finance team as Credit Solutions Reporting Lead. The successful candidate reports to the Head of Finance Operations, with a dotted line to the Head of Credit Solutions and direct visibility to the Group CFO.

Primary focus is analytical, supporting the credit solutions business with financial reporting, partner revenue analysis and margin insights..

Key Responsibilities

Credit Solutions: Financial Reporting & Analysis
Prepare monthly revenue reporting by credit partner, including margin analysis and trend commentary
Produce and present financial review inserts for management committee and board meetings
Manage the annual budget and produce quarterly forecast updates for the credit solutions business unit
Partner with the data team to develop and maintain BI dashboards and reports; review outputs for accuracy and completeness
Perform ad hoc financial analysis on request from the Head of Credit Solutions and other senior stakeholders
Continuously assess reporting processes and workbooks for opportunities to improve efficiency and accuracy, including through automation and AI tooling

Requirements

Newly or recently qualified CA(SA)
Fluent in spoken and written English
High attention to detail and accuracy
Strong planning, organising and time management skills
Able to work independently and manage competing deadlines
Self-motivated; takes initiative and ownership
Comfortable building processes and structure from scratch
Strong interpersonal and communication skills
Conducts themselves with integrity and professionalism

Advantageous

Exposure to financial services or lending environments
Proficient in Excel; interest in automation and AI tooling
Prior experience working with data analysts or BI tools
Experience building or improving month-end reporting processes