Regional Financial Accountant & Admin Job CFA Society

Finance Jobs

Role Purpose

The Regional Financial Accountant & Administrator plays a pivotal role in supporting the financial management, statutory compliance, and administrative operations of CFA Society East Africa across Kenya, Uganda, Rwanda, Ethiopia, and Tanzania. Reporting to the CEO/Society Manager, the role ensures accurate, timely, and transparent financial reporting while providing operational and administrative coordination that underpins the Society’s governance, growth, and delivery of high-quality member services and professional development programs.

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Key Responsibilities

Regional Financial Management & Control ((Regional)

• Oversee end-to-end financial management across Kenya, Uganda, Rwanda, Ethiopia, and Tanzania.
• Prepare, review, and monitor annual regional and country budgets; track performance and flag variances.
• Prepare monthly management accounts, cash flow statements, and variance analyses.
• Maintain accurate books of accounts and supporting documentation using XERO.
• Manage bank accounts, petty cash, reconciliations, and foreign exchange transactions.
• Ensure timely processing of supplier invoices and payments.
• Coordinate statutory filings and tax compliance across all jurisdictions (PAYE, NSSF, NHIF, WHT, corporate returns, etc.).
• Liaise with auditors to prepare annual audited financial statements.
• Monitor cost effectiveness and recommend cost-saving and efficiency initiatives.
• Recommend and administer investment of surplus funds in line with Board-approved policies.

Grant, Sponsorship & Fund Management (Regional)

• Oversee financial reporting and compliance for grants, sponsorships, and donor-funded activities.
• Ensure proper allocation, tracking, and utilization of restricted and unrestricted funds.
• Prepare financial reports for sponsors, partners, and CFA Institute as required.

Procurement & Vendor Management (Regional)

• Manage procurement processes, vendor selection, contracts, and renewals.
• Ensure value-for-money procurement while maintaining quality and compliance.
• Maintain an approved supplier register and manage vendor performance.

Governance, Compliance & Board Support (Regional)

• Maintain statutory, governance, and financial records across all five countries.
• Support compliance with CFA Institute requirements, constitutions, and local regulations.
• Prepare financial and management reports for Board and committee meetings.
• Support scheduling, documentation, and record-keeping for Board and committee meetings.

Administration, Governance & AGM Coordination (Kenya)

• Provide full administrative and operational support to the Kenya Board and committees.
• Coordinate AGM planning, statutory notices, nominations, voting processes, logistics, quorum confirmation, and post-AGM reporting.
• Prepare agendas, minutes, resolutions, and action trackers for Board, committee, and AGM meetings.
• Maintain accurate governance and statutory records.

Events, Webinars & Program Coordination (Kenya)

• Plan, coordinate, and execute all Kenya-based events, webinars, networking sessions, and CPD programs.
• Develop event budgets and post-event financial reports.
• Promote events through mailing lists and approved communication channels to maximize attendance.
• Coordinate venues, speakers, suppliers, registrations, RSVPs, and feedback.

Membership, Database & Communications (Kenya)

• Maintain accurate databases for members, candidates, stakeholders, sponsors, and partners.
• Manage member onboarding and orientation activities.
• Respond to member and stakeholder queries professionally and promptly.
• Support basic social media posting for approved Kenya activities.

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How to Apply

Apply by sending your CV and cover letter to:

cfasocietyeastafrica@gmail.com

Full Job Description:
https://lnkd.in/dyVGFXz8