Financial Controller: Reporting & Insights

Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

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Role Purpose

The Financial Controller: Reporting & Insights is responsible for strengthening the reporting and insights functions through robust Assets under Management and Administration (AuMA) and revenue analysis, forward-looking forecasting, consolidated reporting and analysis, effective governance and financial controls, and high-quality business insight.

The role supports strategic and executive decision-making across Momentum Investments, strengthens reporting assurance, reduces key-person dependency, and drives process optimisation, automation and analytical capability. It also provides support for due diligence, strategic projects, audit and risk reviews, and the continued development of a resilient, high-performing finance function.

Requirements

Qualifications, Knowledge & Experience:

• Bachelor’s degree in accounting, Finance, Management Accounting, Business Science or a related field.
• CA(SA), CIMA, ACCA, CFA or an equivalent professional qualification is preferred or advantageous, depending on relevant experience.
• At least 3 years of relevant experience in financial reporting, management reporting, business performance analysis or financial control, preferably within financial services, investments or asset management.
• Demonstrated experience in forecasting, scenario modelling, management commentary and converting financial information into decision-useful insight.
• Experience in governance, financial controls, audit or risk reviews, process documentation and remediation of control weaknesses.
• Practical experience delivering process improvement, automation, data analytics or reporting-transformation initiatives.
• Experience supporting due diligence, strategic projects or cross-functional business initiatives is advantageous.

Technical Skills

• Advanced financial modelling, forecasting, scenario analysis and sensitivity analysis.
• Strong quantitative and analytical capability, with the ability to interrogate complex datasets and translate results into strategic insights.
• Advanced Microsoft Excel, including complex formulas, data models and automation
• Ability to effectively leverage AI and digital tools to enhance productivity, analysis and process efficiency
• Strong understanding of management reporting, financial reporting, the commercial drivers of investment and administration businesses.
• Knowledge of governance frameworks, financial controls, risk assessment, audit support and reporting assurance.
• Knowledge of ERP, consolidation, investment-administration and reporting systems in a multi-entity financial-services environment.

Duties & Responsibilities

Forecasting & Strategic Analysis

• Lead the design and execution of revenue and AuMA forecasts for annual budgets, quarterly outlooks and longer-term strategic planning.
• Provide detailed insight into revenue drivers, including AuMA movements, market impact, client flows, asset allocation, product mix, fee rates and distribution activity.
• Deliver scenario and sensitivity analyses for different market, flow, pricing and business conditions.
• Develop financial models and business cases to assess strategic initiatives, commercial opportunities and key risks.
• Translate complex financial and operational information into clear management commentary, trends, risks, opportunities and actionable recommendations.
• Support due diligence and strategic decision-making through financial analysis, risk assessment and commercial evaluation.

Financial Reporting & Consolidation

• Analyse financial results and link reported financial results to the underlying business drivers, and provide clear, decision-useful commentary.
• Prepare, review and consolidate accurate financial information in accordance with Group reporting requirements, approved accounting policies and agreed reporting timetables.
• Drive standardisation, process documentation and automation across financial reporting and consolidation activities to improve efficiency, control and scalability.

Governance & Oversight

• Strengthen financial controls, governance processes and audit trails across revenue, fee, AuMA and financial reporting activities.
• Design, document and assess key controls, including reconciliations, review processes, exception management, evidence retention and remediation tracking.
• Support internal and external audit, regulatory and risk reviews, and coordinate the timely resolution of findings.
• Oversee governance relating to investment and administration fee arrangements, rebates and related reporting, ensuring integrity, consistency and appropriate approval.
• Promote compliance with applicable financial-services requirements and relevant industry standards, including FSCA requirements and ASISA standards where applicable.
• Act as a finance subject-matter resource on revenue, fee structures, reporting assurance and control principles.

Process Improvement & Reporting

• Identify inefficiencies and control weaknesses in current processes and implement sustainable improvements.
• Drive automation and digital enhancements across reporting, reconciliations, forecasting and analytical processes.
• Develop and maintain fit-for-purpose reports, dashboards, models and analytical tools using advanced Excel, Power BI, Power Query, Power Automate and appropriate AI-enabled capabilities.
• Develop and maintain process maps, standard operating procedures, control matrices, handover documentation and business-continuity support to reduce key-person dependency.
• Improve data quality, reporting scalability and the alignment of reporting outputs to strategic priorities.

Stakeholder Management

• Act as a trusted finance partner to Finance, Operations, Distribution, Risk and senior business stakeholders.
• Present accurate, clear and decision-useful reporting and insights in line with agreed timelines and stakeholder requirements.
• Build effective relationships across functions to resolve data, process and reporting issues and support aligned decision-making.
• Influence stakeholders constructively and communicate complex financial matters clearly to executive and non-financial audiences.

Project Management

• Lead or support strategic finance, reporting, automation and system-enhancement projects.
• Define project scope, objectives, milestones, ownership, timelines and deliverables.
• Coordinate cross-functional teams and ensure alignment with business requirements, governance standards and stakeholder expectations.
• Monitor progress, manage dependencies and risks, and drive timely delivery of agreed outcomes.
• Provide financial analysis and decision support for strategic initiatives, due diligence assessments and business cases.

Leadership & Knowledge Sharing

• Build broader team capability through knowledge transfer, review support, coaching and cross-training.
• Support the development of analysts and interns by strengthening financial, analytical, reporting and control capability.
• Standardise reporting and analytical practices and promote a culture of accountability, continuous improvement and collaboration.
• Share expertise and emerging best practice in financial reporting, revenue analytics, governance, automation and AI-enabled ways of working.

Competencies

• Strategic, analytical and commercially minded, with sound financial judgement.
• Proactive self-starter with advanced problem-solving skills and the ability to work through ambiguity.
• Exceptional attention to detail and a strong commitment to data quality, accuracy and supported conclusions.
• Strong planning, prioritisation, project execution and accountability.
• Excellent communicator who can present complex insights clearly and concisely to executive and non-financial audiences.
• Strong stakeholder management, influencing and business-partnering capability.
• Governance, risk and control orientation, with high standards of integrity.
• Collaborative leader and effective team player with a continuous-improvement and automation mindset.