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Hybrid Finance Lead bei Engage Video Group

Engage Video Group · Cape Town, Südafrika · Hybrid

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Job Purpose

The Finance Lead is a critical member of the business operations team, responsible for leading and executing on all finance-related functions. This includes accounts receivable and payable, financial systems, month-end close, client onboarding, and external financial communications. The Finance Lead ensures financial data integrity, timely reporting, and alignment with strategic business goals.



Key Responsibilities

1. Accounts Receivable Lead

  • Oversee timely and accurate client invoicing based on signed cost estimates (CEs) and POs received.
  • Match payments received to invoices in Xero.
  • Manage credit notes and invoice corrections.
  • Reconcile bank receipts from clients weekly.
  • Debt collection and ensuring open relationships with clients.
  • Build strong relationships and collaborate with Business Unit Directors and clients in a bespoke and complex environment.


2. Finance Systems Custodian

  • Maintain, optimize, and troubleshoot Xero accounting software and Zoho CRM.
  • Clean and structure financial data and ensure consistency across systems.
  • Create and maintain custom dashboards and reports in Zoho CRM.
  • Train and onboard new staff on Zoho CRM processes.


3. Client Onboarding (Finance Focus)

  • Provide clients with accurate vendor onboarding documentation (banking, tax, and company details).
  • Ensure EVG and EVG Publishing are onboarded as suppliers on client systems.


4. Financial Reporting & Compliance

  • Allocate invoices and POs accurately in Zoho for reporting and revenue tracking.
  • Prepare and send monthly debtor statements to clients.
  • Liaise with clients for AP confirmations and reconciliations.
  • Support internal and external audit requests.

5. Month-End Close & Year-end Financial Support

  • Prepare the month-end close for the CFO to TB level. 
  • Ensure accuracy of monthly revenue recognition and retainer reporting.
  • Clear bank accounts
  • Reconcile revenue-related accounts for month-end reporting.
  • Reconcile fixed assets, tax, Intercompany loans, and other accounts.
  • Respond to queries from the CFO.
  • Liaise with internal teams (External Bookkeeper, Client Services, CGO) to support completeness of financial data.
  • Monthly VAT calculations and returns submission.
  • Bi-annually assist CFO with Provisional tax estimates and manage the revenue estimates with Business Unit Directors.


7. Ad Hoc & Strategic Support

  • Prepare revenue and debtor analyses for leadership.
  • Support due diligence processes across the business with different department heads.
  • Respond to ad hoc queries from CFO, CGO, and BUDs (Business Unit Directors).
  • Assist in strategic business decisions with financial insights.
  • Run internal process to accurately forecast Revenue at February year end for Provisional tax purposes.


Key Relationships

  • Internal: CGO, Client Service Team, Bookkeeper, OCFO, Departmental Heads.
  • External: Clients (Finance/AP Teams), Vendors, Financial Service Providers.

Skills & Competencies

  • Strong financial acumen and attention to detail.
  • Excellent communication and stakeholder management.
  • Proficient in Xero and Zoho CRM 
  • Process-oriented with the ability to handle high volumes.
  • Ability to work independently and collaboratively.
  • Strong analytical and reporting skills.
  • Ability to work in a fast-paced and changing environment.


Qualifications & Experience

  • Bachelor's degree in Accounting or Finance
  • CIMA or SAIPA qualification is preferred.
  • 3+ years experience in a financial operations or finance lead role
  • Experience with cloud-based finance tools (Xero, Zoho, Dext) preferred
  • Understanding of financial reporting, tax, and compliance in South Africa
  • Experience in the media industry is preferable.
Jetzt bewerben

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