About First Cape | Mo FirstCape
FirstCape is one of New Zealand’s largest and best resourced wealth advisory and asset management business, creating an enhanced and broadened product offering to help our clients achieve their goals at whatever stage of their investment life cycle. Here at FirstCape, we believe that our people are our greatest asset. Our success is dependent on the collective talent, expertise, and dedication of each and every one of our team members. We are committed to creating an environment where everyone can thrive, grow, and contribute to their fullest potential.
About the opportunity | Mo te whai waahi
A unique opportunity to join FirstCape's Finance team to support the Finance Manager FP&A to produce and automate financial accounting, planning and reporting. This includes statutory reporting, forecast /budget models and management reporting using Solver (Business analytics tool) and automation features within the ERP (Dynamics365). Working closely with the finance team, the role will also support the Senior Financial Accountant during year end statutory reporting cycle.
Key Responsibilities | Ngā Kawenga Mahi
- Support preparation of FirstCape Group financial statements and subsidiaries regulated by the NZX and FMA.
- Support the automation of Group and subsidiary financial statements by building financial statement hierarchy and reports in Solver tool.
- Work closely with the Finance Manager to build and maintain forecasting, budgeting, and long-range planning models in Solver, including scenario and sensitivity analysis as well as producing all monthly business reporting, including cost centre, T&E and headcount reporting.
- Partnering with the Finance Manager – FP&A to develop and maintain brand-specific monthly management reporting, including KPIs, trend analysis, and performance dashboards.
- Assist with finance system enhancements, upgrades and testing (UAT) for D365 and related reporting tools.
- Support FP&A manager in administration and improvements of ERP system (Dynamics365).
- Ad hoc reporting and analysis as requested by CFO and business leaders.
- Assist with process improvements to Month end close and group consolidation and elimination.
- Support data quality, reconciliation, and control checks across financial systems to ensure accuracy and compliance.
- Prepare regulatory returns such as Capital Adequacy reporting and NTA reporting for NZX and FMA.
What you will bring to the role | He aha ka kawea e koe ki te mahi
- Experience in preparation of financial statements, including consolidation accounting and cashflows.
- Experience of budgeting/rolling forecast and financial modeling.
- Advanced Excel (essential): Power Query, Power Pivot, complex formulas, (XLOOKUP, SUMIFS, IF, INDEX/MATCH), financial model structuring.
- Experience in Dynamics 365, PowerBI, Solver, SQL preferred but not essential.
- Qualified CA (or equivalent), preferably with 1-2 years post qualified commercial experience but not essential
- Excellent interpersonal skills with the ability to communicate at all levels
- Ability to meet tight deadlines and perform and prioritize tasks according to role
- Self-driven & results oriented individual
- Excellent analytical and problem-solving skills
- Excellent attention to detail
- Consistently proactive in approach to identifying and reacting to issues when they arise
Why work at FirstCape? | He aha mahi i te FirstCape?
We offer a competitive compensation package commensurate with experience. Additional benefits include wellbeing support, volunteer days and a great company culture. We pride ourselves on offering our employees outstanding development and learning opportunities to support career growth, and the opportunity to work alongside the best talent in the market.
We are an inclusive employer and want our workforce to reflect a rich and diverse way of thinking and working. We know people are more than a single identity and the qualities that make each one of us unique need to be valued and embraced. So regardless of your gender, age, background or how you choose to identify, there's room for you to realise your potential here. And importantly, there's room to be yourself.
We’re also committed to providing equal opportunities to all candidates. Let us know if you have any accessibility requirements so we can work with you to make adjustments where possible to support your application. Alternatively, if you don’t meet all the requirements of the role but think you would be a great candidate, please apply explaining why you want the role, how you think your skills or background are transferable, and how you plan to upskill where needed (we will support you with this, but want to know you have thought about this too).
To be eligible to apply, you must have the right to work in New Zealand. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.
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