Purchase Order Financial Analyst in South Africa Cape Town –Free Word Template Download with AI
Professional Services Engagement — Financial Analyst — South Africa Cape Town
Issuing Entity (Buyer)
Company: Atlantic Meridian Holdings (Pty) Ltd
Address: 124 Bree Street, Cape Town, 8001, South Africa
VAT No: 452018773
Registration No: 2019/482716/07
Contact: [email protected]
Phone: +27 21 424 8830
Service Provider (Seller)
Company: Cape Analytics & Advisory (Pty) Ltd
Address: 8 Waterfront Office Park, V&A Waterfront, Cape Town, 8001, South Africa
VAT No: 491120338
Registration No: 2021/334982/07
Contact: [email protected]
Phone: +27 21 555 2210
Purchase Order Details
Purchase Order Date: 14 June 2025
Required Delivery / Commencement Date: 1 July 2025
Contract Duration: 12 months (1 July 2025 – 30 June 2026)
Payment Terms: Net 30 days from invoice date
Currency: South African Rand (ZAR)
Work Location & Jurisdiction
Primary Work Location: Cape Town, Western Cape, South Africa
Office Address: 124 Bree Street, Cape Town, 8001
Governing Law: Republic of South Africa
Applicable Labour Legislation: Labour Relations Act 66 of 1995; Basic Conditions of Employment Act 75 of 1997
Line Items — Scope of Services| Line | Description of Service | Role / Position | Duration | Unit Rate (ZAR) | Amount (ZAR) |
|---|---|---|---|---|---|
| 01 | Engagement of a qualified Financial Analyst to provide ongoing financial modelling, variance analysis, budget forecasting, and management reporting services for the Cape Town operations division. The Financial Analyst shall report directly to the Chief Financial Officer and shall be based at the Bree Street office in South Africa Cape Town. | Financial Analyst (Senior) | 12 months | R 48,500.00 / month | R 582,000.00 |
| 02 | Provision of specialised financial software licences (Advanced Excel, Power BI, and SAP Analytics Cloud) required for the Financial Analyst to perform duties in the South Africa Cape Town office environment. | Software & Tools | 12 months | R 6,200.00 / month | R 74,400.00 |
| 03 | Monthly performance review and KPI reporting by the Financial Analyst, including quarterly board-level presentations delivered in Cape Town, South Africa. | Reporting & Review | 12 months | R 4,800.00 / month | R 57,600.00 |
| 04 | Compliance and regulatory advisory support by the Financial Analyst in accordance with South African Financial Sector Conduct Authority (FSCA) guidelines and the Companies Act 71 of 2008, applicable to operations in South Africa Cape Town. | Compliance Advisory | 12 months | R 3,500.00 / month | R 42,000.00 |
| 05 | Onboarding, induction, and professional development programme for the Financial Analyst, including registration with the South African Institute of Professional Accountants (SAIPA) and completion of local tax and regulatory training specific to the Cape Town business environment. | Onboarding & Training | One-time | R 18,000.00 | R 18,000.00 |
| Subtotal (excl. VAT): | R 774,000.00 | ||||
| VAT @ 15% (South Africa): | R 116,100.00 | ||||
| TOTAL AMOUNT DUE (incl. VAT): | R 890,100.00 | ||||
General Terms Governing this Purchase Order
- 1. Acceptance: This Purchase Order constitutes a binding offer for the engagement of a Financial Analyst professional service. Acceptance is confirmed by the Service Provider's written acknowledgment within five (5) business days of receipt of this Purchase Order.
- 2. Scope of Work: The Financial Analyst shall perform all duties as outlined in the attached Statement of Work (Annexure A), which includes but is not limited to financial statement preparation, cash flow forecasting, cost-benefit analysis, and investment appraisal for the South Africa Cape Town operational unit.
- 3. Place of Performance: All services under this Purchase Order shall be rendered primarily at the Issuing Entity's premises located in Cape Town, Western Cape, South Africa. Remote work may be permitted at the discretion of the Chief Financial Officer, provided that the Financial Analyst remains within the South Africa Cape Town metropolitan area for a minimum of four (4) days per week.
- 4. Payment Schedule: Invoices shall be submitted monthly in arrears. Payment shall be made within thirty (30) calendar days of the invoice date via electronic funds transfer (EFT) to the Service Provider's designated bank account in South Africa. All amounts are denominated in South African Rand (ZAR).
- 5. Termination: Either party may terminate this Purchase Order with thirty (30) days' written notice. In the event of material breach by the Financial Analyst or the Service Provider, the non-breaching party may terminate immediately upon written notice.
- 6. Confidentiality: The Financial Analyst shall be bound by a Non-Disclosure Agreement (NDA) in accordance with the Protection of Personal Information Act 4 of 2013 (POPIA) of South Africa. All financial data, client information, and proprietary models accessed during the engagement in South Africa Cape Town shall remain the exclusive property of the Issuing Entity.
- 7. Compliance with South African Law: The Service Provider warrants that the Financial Analyst shall comply with all applicable South African legislation, including but not limited to the Companies Act 71 of 2008, the Tax Administration Act 28 of 2011, the Labour Relations Act 66 of 1995, and all regulations promulgated by the South African Revenue Service (SARS) and the Financial Sector Conduct Authority (FSCA).
- 8. Dispute Resolution: Any dispute arising from this Purchase Order shall first be subject to mediation in Cape Town, South Africa. Should mediation fail, the matter shall be referred to the High Court of South Africa, Western Cape Division, Cape Town, as the exclusive forum for adjudication.
- 9. Force Majeure: Neither party shall be liable for failure to perform obligations under this Purchase Order due to events beyond reasonable control, including but not limited to natural disasters, government sanctions, or public health emergencies affecting the South Africa Cape Town region.
- 10. Entire Agreement: This Purchase Order, together with its annexures, constitutes the entire agreement between the parties with respect to the engagement of the Financial Analyst and supersedes all prior negotiations, representations, or agreements relating to the subject matter herein.
For and on behalf of the Issuing Entity (Buyer):
Atlantic Meridian Holdings (Pty) Ltd
Signature: ___________________________
Name: Thandiwe Mokoena
Title: Head of Procurement
Date: ___________________________
For and on behalf of the Service Provider (Seller):
Cape Analytics & Advisory (Pty) Ltd
Signature: ___________________________
Name: James van der Merwe
Title: Managing Director
Date: ___________________________
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