Job Description: Finance Management Facilitator 

Position Title: Finance Management Facilitator
Location: South Africa
Department: Finance
Employment Type: Full-time
Reports to: Finance Manager 

Position Overview: 

The Finance Management Facilitator is responsible for leading and coordinating financial discussions, strategy sessions, and workshops to enhance the efficiency and effectiveness of the finance team. This role involves guiding financial planning processes, fostering collaboration between departments, and ensuring financial objectives are aligned with the organization’s goals. The Finance Management Facilitator helps create a structured and productive environment for financial decision-making and problem-solving. 

Key Responsibilities: 

SayPro Facilitation of Financial Meetings  

• Lead and facilitate finance-related meetings, workshops, and strategy sessions to ensure alignment of financial goals and objectives. 

• Structure meetings with clear agendas and objectives to maximize productivity and focus on key outcomes. 

• Guide discussions on financial topics such as budgeting, forecasting, resource allocation, and financial reporting. 

SayPro Collaboration Across Departments 

• Act as a bridge between finance and other departments, facilitating communication to ensure alignment of financial goals with organizational strategies. 

• Promote collaboration in budget planning, project financing, and financial decision-making across different teams. 

SayPro Budgeting and Financial Planning 

• Facilitate the budgeting process, working closely with department heads to gather input, review budget proposals, and align financial plans with company objectives. 

• Guide teams through financial forecasting and planning sessions to enhance accuracy and long-term sustainability. 

SayPro Decision-Making Support 

• Provide structured decision-making frameworks for finance teams and stakeholders to evaluate financial options, risks, and opportunities. 

• Encourage data-driven decisions, ensuring that financial choices are supported by analysis and aligned with organizational goals. 

SayPro Training and Development 

• Conduct workshops and training sessions for finance and non-finance staff on financial literacy, budgeting, and resource management. 

• Facilitate skill-building sessions to enhance the financial acumen of team members across the organization. 

SayPro Problem Solving and Conflict Resolution 

• Guide teams in resolving financial conflicts or issues by facilitating open dialogue and structured problem-solving techniques. 

• Help identify areas of inefficiency or financial bottlenecks and facilitate discussions to develop improvement strategies. 

SayPro Financial Process Optimization 

• Assist in reviewing and improving financial processes, procedures, and workflows to ensure efficiency and compliance. 

• Facilitate sessions to evaluate current financial systems and propose optimization solutions for better resource management. 

SayPro Stakeholder Engagement 

• Engage with internal and external stakeholders to gather insights, share financial updates, and communicate key financial decisions. 

• Help translate complex financial information into understandable terms for non-financial stakeholders. 

SayPro Documentation and Follow-Up 

• Record key outcomes, decisions, and action points from financial meetings and workshops. 

• Ensure that follow-up actions are clearly assigned, tracked, and executed to maintain momentum and accountability. 

SayPro Project Financing and Resource Allocation 

• Facilitate discussions around financing for new projects, ensuring appropriate resource allocation and cost-effectiveness. 

• Lead workshops on evaluating potential investments and financial projects, helping teams make informed decisions. 

Qualifications: 

• Education: 

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field. 

• Advanced degree or relevant certifications (e.g., CPA, CFA, CFP) is an advantage. 

• Experience: 

• Minimum of [X] years of experience in financial management, facilitation, or related roles. 

• Proven experience leading financial discussions, workshops, and strategic planning sessions. 

• Skills: 

• Excellent facilitation and communication skills, with the ability to manage group dynamics and drive productive discussions. 

• Strong knowledge of financial management, budgeting, and resource allocation processes. 

• Ability to translate complex financial concepts into actionable plans for diverse teams. 

• Proficient in financial software and tools (e.g., QuickBooks, SAP, Microsoft Excel). 

• Conflict resolution, problem-solving, and consensus-building abilities. 

Key Competencies: 

• Effective facilitation and communication 

• Financial analysis and decision-making 

• Team collaboration and leadership 

• Conflict resolution and problem-solving 

• Organizational skills and attention to detail 

• Strong financial acumen and regulatory knowledge 

 

Application Process: Submit CV to info@saypro.online 

 

Tagged as: Facilitator, Finance, Management