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Financial Consultant

Financial Consultant :
Job Summary

The candidate will lead high level financial management engagements with Outsourced CFO clients by providing high level financial inputs to improve their finance function and ultimately assist them to improve/grow their business.

Duties and Responsibilities

*building and maintaining good relationships with existing clients
*directing and motivating SAICA Trainee Accountants to achieve deliverables
*having regular client meetings where deliverables and deadlines are communicated
*delivering on monthly management accounts
*ensuring all SARS returns ore submitted correctly and timeously
*communicating payments clients need to make to SARS
*ad-hoc assistance client's accountant (internal or external or °CFO) with various accounting treatments and issues
*regular cash flow updates, presentation to and discussion with clients
*annual budget process (preparation, discussion with client, import into Xero)
*delivering annual financial statements (ensure accounting is correct and ready for drafting, review drafts, deliver and discuss with client)
*having ad-hoc strategy sessions with client - mainly upon request
*keeping and updating a client risk register and discussing this with client at least quarterly
*preparing board packs for clients
*attending board meetings, presenting financial information and providing financial inputs during meeting
*preparing financial gap analysis for new clients, discussing main focus areas, and developing on action plan
*tax planning for clients "reviewing internal control of clients and recommending changes to improve control and reduce risk "reviewing processes of clients to identify inefficiencies and room for automation other duties related to the role.

Qualifications and Experience

• Chartered Accountant or similar professional designation;
• Minimum 5 years post-article Financial Manager experience;
• Ability to work under pressure, meet deadlines and targets;
• Excellent computer literacy (Excel, Word, Outlook);
• Proficient in cloud accounting systems.

How to Apply

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