CA (SA) Private Equity

CA (SA) Private Equity

Senior CA(SA) with private equity, financial instruments, and commercial-finance capability

Mandate:

Distribute fund instruments to accounting firms and SMME clients while coordinating the full internal finance function

Role overview:

We requires a senior, commercially minded CA(SA) with meaningful private equity exposure and a strong understanding of financial instruments used in fund, investment, and SMME funding environments.

The role combines two important mandates: outward-facing marketing and distribution of fund instruments, and inward-facing coordination of the full finance function. The person must be able to build credibility with accounting firms, advisors, SMME decision-makers, investors, and internal stakeholders, while maintaining technical discipline and governance standards expected in a PE firm.

ESSENTIAL CANDIDATE REQUIREMENTS:

· CA(SA) qualification: Qualified Chartered Accountant with a strong technical accounting foundation and post-qualification commercial exposure.

· Private equity environment: Prior experience in, or close advisory exposure to, private equity, venture capital, investment holding companies, alternative investment funds, corporate finance, or PE-backed businesses.

· Financial instruments expertise: Working knowledge of instruments used in the PE and SMME funding space, including ordinary equity, preference shares, shareholder loans, convertible instruments, mezzanine-style funding, structured funding arrangements, fund participations, and related investment documentation.

· Commercial translation ability: Able to translate technical investment, accounting, tax, and fund concepts into clear language for accounting firms, advisors, SMME clients, and internal commercial stakeholders.

· Finance function ownership: Experience coordinating a complete finance function, including management accounts, reporting packs, cash flow, budgeting, audit, tax, controls, statutory obligations, and external advisor coordination.

· Client and advisor engagement: Comfortable presenting to and building trust with financially literate external audiences, especially accounting and advisory practices.

· Remote and travel readiness: Able to operate effectively in a remote role while travelling when needed for partner engagement, client meetings, workshops, and internal sessions.

PREFERRED EXPERIENCE AND TECHNICAL DEPTH:

· PE fund operations, investment holding company finance, portfolio reporting, or fund administration exposure.

· Investor reporting, drawdowns, distributions, management fees, capital accounts, fund performance reporting, and fund cash flow administration.

· IFRS treatment of financial instruments, including classification, measurement, fair value, impairment, derecognition, embedded features, and related disclosures.

· Practical exposure to transaction documentation, subscription agreements, shareholder agreements, funding agreements, term sheets, or investment committee materials.

· Experience dealing with auditors, tax advisors, fund administrators, legal advisors, banks, accounting firms, and portfolio company finance teams.

· Exposure to SMME funding, enterprise supplier development, Section 12J-style legacy knowledge, structured finance, alternative lending, or similar fund-based products.

· Strong Excel, financial modelling, management reporting, board pack, and presentation skills.

· Ability to maintain both commercial momentum and technical governance in a growth-stage investment business.

ROLE - MARKETING AND DISTRIBUTION OF FUND INSTRUMENTS:

The candidate will support and help drive the commercial positioning, education, and distribution of the fund instruments to accounting firms, advisory networks, and SMME clients.

The candidate will coordinate the internal finance function and ensure that reporting, controls, cash flow, audit, tax, and fund-related financial administration are handled with discipline.

· Channel engagement: Build relationships with accounting firms, advisors, and referral partners who can introduce suitable SMME clients or investor opportunities.

· Technical product explanation: Explain the structure, purpose, benefits, limitations, risks, and accounting implications of fund instruments in a clear and credible way.

· SMME client engagement: Participate in meetings with SMME owners, executives, and finance teams to assess fit, answer financial questions, and support onboarding discussions.

· Commercial collateral: Prepare or review pitch decks, product summaries, explanatory notes, financial examples, FAQs, term sheets, and advisor-facing materials.

· Advisor enablement: Equip accounting firms with practical guidance on how fund instruments may apply to their client base and what information is required to progress opportunities.

· Cross-functional coordination: Act as a bridge between investment, finance, legal, tax, compliance, and commercial teams to keep market messaging accurate and executable.

· Governance in distribution: Ensure distribution activity remains aligned to approved product parameters, internal risk appetite, compliance requirements, and PE governance standards.

· Market feedback loop: Capture objections, questions, pricing feedback, adoption barriers, and client use cases to refine product positioning and distribution strategy.

· Monthly finance cycle: Coordinate management accounts, reconciliations, journals, reporting packs, variance analysis, and close timelines.

· Cash flow and budgeting: Own or coordinate budgets, forecasts, rolling cash flow forecasts, payment planning, and funding requirement monitoring.

· Financial controls: Implement and maintain scalable finance processes, approval workflows, reconciliations, controls, and documentation standards.

· Audit, tax, and statutory: Coordinate annual financial statements, audit requests, tax submissions, statutory filings, and external accountant or advisor deliverables.

· Fund and instrument accounting: Review the accounting treatment of fund instruments, investment flows, management fees, distributions, shareholder loans, preference shares, and other PE-related transactions.

· Stakeholder reporting: Prepare financial information for management, shareholders, investors, board packs, fund stakeholders, and commercial decision-making.

· External advisor management: Manage interactions with auditors, tax advisors, legal advisors, banks, fund administrators, and accounting firms.

· Decision support: Provide financial analysis, scenario modelling, and commercial insight to support product strategy, investment activity, pricing, and operating decisions.

Pay: R100 000,00 - R150 000,00 per month

Work Location: In person