Technical Accounting Business Analyst

SUMMARY:
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POSITION INFO:

PBT Group is seeking a skilled Technical Accounting Business Analysis to play a pivotal role in supporting the development and delivery of an innovative, cutting-edge investment platform. This platform will provide a seamless, customer-centric experience for independent financial advisers and internal advisory networks. Leveraging modern architecture and global technologies, the solution aims to set a new benchmark in the financial services industry by delivering competitive, digitally enabled investment services.

The Technical Accounting Business Analyst will contribute to transitioning the current business into this modern framework, ensuring accuracy, compliance, and financial integrity. This role is critical to achieving the vision of becoming a leading investment platform in South Africa.

Key Responsibilities

• Support the financial and accounting functions required for the development and operation of the investment platform.
• Collaborate with cross-functional teams to ensure alignment with accounting principles, financial regulations, and organisational goals.
• Ensure accurate financial reporting, reconciliation, and analysis for platform operations.
• Assist in designing and implementing accounting processes that support straight-through processing and enhance efficiency.
• Provide technical accounting expertise to support platform transitions and migrations.
• Monitor compliance with regulatory and statutory requirements, providing insights and solutions to address emerging challenges.
• Prepare and present financial data, reports, and analyses for stakeholders to support informed decision-making.

Skills & Experience Required

• Proven experience in a financial services and investment-related accounting role.
• Strong technical accounting skills with a deep understanding of financial reporting standards.
• Experience with financial systems integration and accounting process optimisation.
• Ability to interpret and apply accounting regulations within a dynamic, tech-driven environment.
• Excellent analytical and problem-solving skills with attention to detail.
• Strong communication and interpersonal skills to engage with stakeholders at all levels.
• Knowledge of SQL data extract techniques

Qualifications

• Relevant degree in Accounting, Finance, or a related field.
• Professional certification (CA(SA), ACCA, CIMA, or equivalent) is advantageous.