About the position
An exciting opportunity has become available within the financial industry, for a Senior Accountant. The position is based in Somerset West. In this role, you will take responsibility for the financial management and oversight of a portfolio of clients. You will be instrumental in delivering a range of services including monthly accounting, financial reviews, strategic financial management, and compliance work. You will also lead and contribute to ad hoc financial projects that require a hands-on, solutions-driven approach.
REQUIREMENTS:
- BCom Degree in Accounting or Finance (Honours or SAICA/SAIPA articles advantageous)
- 3-5 years of experience in bookkeeping or a related field, ideally with a CIMA/SAIPA traineeship.
- Strong knowledge of accounting principles and regulations in South Africa.
- Extensive experience in Xero and strong knowledge of Xero Integrations (e.g., Dext for billing and expense claims).
- Strong Excel skills for building and maintaining financial models (e.g., cash flow, budgets, forecasts).
- Proficient in tax calculations and filing returns with SARS.
- Strong organizational, communication, and problem-solving skills.
- Passion for finance, proactive, and committed to continuous learning and development.
- Strong alignment with Company's values: Servant Heart, Growth Mindset, Team Player, Extreme Ownership.
RESPONSIBILITIES:
Financial Oversight & Monthly Work
- Prepare and review monthly management accounts for a range of clients.
- Perform monthly reconciliations, including payroll, VAT, and bank reconciliations.
- Ensure timely and accurate VAT calculations and submissions.
- Perform provisional tax calculations and prepare relevant schedules.
- Draft, review, and sign off on financial statements.
- Support clients with budgeting, forecasting, and cost modelling.
- Lead monthly financial management meetings with clients to provide insights and advice.
Fractional Financial Management
- Act as the financial manager for assigned clients.
- Develop and implement financial reporting solutions and dashboards.
- Offer strategic input on financial planning, cash flow management, and financial decision making.
Project & Advisory Work
- Assist with special projects such as system implementations, restructuring support, and due diligence checks.
- Provide support and guidance during audit and independent review processes.
- Address audit queries and assist in preparing necessary documentation.
- Identify and implement process improvements, ensure quality standards, and meet deadlines consistently.
Client Communication & Service:
- Provide exceptional customer service by proactively engaging with clients, addressing inquiries promptly, and delivering timely financial information.
- Develop a deep understanding of clients' financial situations, identify additional financial needs, and suggest suitable company service offerings such as Advisory, Fractional FM, and Fractional CFO services.
Desired Skills:
- CIMA
- SAIPA
- Accountant
- Financial Manager
- SARS
- XERO
Desired Work Experience:
Desired Qualification Level & Accreditations:
- Degree
- Chartered Institute of Management Accountants
- South African Institute of Professional Accountant
