Additional Information
Role Overview
This role is responsible for end-to-end service delivery, financial data integrity, and team performance within a matrixed global model supporting North American clients. The position requires strong financial acumen, operational discipline, and the ability to drive utilisation, quality, and client outcomes through a team of analysts.
We understand the need to provide a flexible working environment partnered with team collaboration and socialisation. Therefore, we operate a hybrid working model with 3 days of working from home per week. This role is based in the Cape Town office.
Responsibilities include but are not limited to:
1. Operations & Service Delivery
Client Delivery & Financial Oversight
Oversee accurate and timely processing of financial source documents, including interims, audits, tax returns, budgets, and rent rolls.
Ensure data integrity, completeness, and audit readiness across all client deliverables.
Drive adherence to SLAs, turnaround times, and quality standards aligned to NA client expectations.
Act as a primary escalation point for complex client queries and service issues, ensuring resolution and stakeholder alignment.
Performance & Utilisation Management
Monitor and actively manage team utilisation, capacity, and workload distribution to optimise delivery efficiency.
Track and report on key operational KPIs (e.g. turnaround time, accuracy, backlog, utilisation).
Identify trends and implement corrective actions or process improvements to improve performance
Stakeholder & Matrix Collaboration
Build and maintain strong cross-regional relationships (leads, analysts in NA and India, directors and other managers).
Participate in client forums, governance calls, and cross-department initiatives.
Ensure effective communication across the matrix, filtering and directing queries to the appropriate team members.
Operational Excellence & Continuous Improvement
Lead and support process improvement initiatives (e.g. data clean-ups, workflow optimisation, automation opportunities).
Identify and implement technology and process solutions to improve efficiency, scalability, and control.
Contribute to department-wide initiatives, operating rhythms, and innovation programmes.
Resource & Coverage Management
Manage PTO planning and scheduling to ensure continuous service delivery and adequate coverage.
Oversee administrative processes including Workday inputs (attendance, payroll alignment, etc.).
2. People & Performance Management
Team Leadership & Culture
Provide full oversight of the team, creating a high-performance, accountable, and inclusive culture.
Embed MRI core values into daily team behaviours and decision-making.
Foster an environment that encourages ownership, innovation, and continuous improvement.
Performance Management & Development
Set clear expectations and monitor individual and team performance against KPIs.
Conduct regular 1:1s, performance reviews, and ongoing feedback conversations.
Diagnose performance challenges and implement targeted coaching and development plans.
Talent Development & Retention
Identify, develop, and retain high-potential talent, building strong succession pipelines.
Track and support career progression, skills development, and capability building within the team.
Create customised development goals aligned to both individual aspirations and business needs.
Recruitment, Onboarding & Training
Lead or support recruitment efforts to attract top talent aligned to business requirements.
Oversee structured onboarding and training programmes to accelerate time to proficiency.
Ensure continuous upskilling aligned to technical (finance) and operational needs.
Team Engagement & Wellbeing
Promote a positive and engaged team environment through regular communication, team sessions, and engagement initiatives.
Proactively address team issues, risks, and morale challenges.
Organise team building activities and forums to strengthen collaboration and culture.
Role Requirements & Qualifications
Education & Professional Qualifications
Bachelor's degree in Accounting, Finance, Business, or a related field, or an equivalent relevant professional qualification (e.g. SAIPA, SAICA, ACCA, CIMA) preferred.
Additional training in people leadership, performance management, or process improvement would be beneficial.
Mrisoftware · Cape Town, South Africa