Company:
Outsourced CFO
Industry: Banking / Financial Services
Deadline: Not specified
Qualification: Bachelors
Experience:
Province: South Africa
City:
Field: Consultancy , Finance / Accounting / Audit
- Outsourced CFO is looking for an experienced Accounting Consultant who can hit the ground running. This is a contract position open to South African citizens who are based in and working from South Africa.
- You will need to be agile, quick to learn, and ready to thrive in a fast-paced, client-facing environment, supporting a small portfolio of mostly US-based clients.
Key Responsibilities:
Client Service
- Process and review bank transactions, customer/supplier bills, fixed assets, and other day-to-day accounting tasks, including oversight of trainee work.
- Compile monthly management reports and ensure timely and accurate annual financial statements.
- Prepare working papers for independent review engagements with limited supervision.
- Perform ongoing monthly reviews to ensure annual accounting records are accurate and up to date for year-end reporting.
- Assist with payroll processing, reconciliations, and statutory submissions (EMP201, EMP501, COIDA/WCA), including review of trainee outputs.
- Engage with clients to build strong relationships, assist in scoping needs, and support junior team members in client interactions.
- Prepare and manage client budgets and provide insights where required.
- Serve as lead contact for certain clients requiring weekly meetings, ad-hoc requests, and strategic accounting support beyond standard tasks.
- Juggle and prioritize multiple smaller client accounts, primarily US-based, ensuring quality and responsiveness.
- Execute clean-up tasks and recommend or implement more efficient accounting processes.
- Take initiative beyond the traditional accounting scope and continuously adapt in a dynamic, fast-paced environment.
Training and Team Management
- Providing on the job training and manage and mentor two junior team members, overseeing their workflow and development.
- Presenting training to the cloud accounting team
Client Admin
- Updating CRM with client details
- Client scoping according to scoping document
- Preparing client proposals under supervision
- Assisting with clients onboarding and offboarding
Planning and admin
- Preparation of agenda for monthly planning meetings with the POD Leader
- Timeous submission of Timesheets before COB on Fridays
- Ensure that all projects assigned to your portfolio are rolled out monthly, and that all tasks are signed off on a daily basis.
- Review of budgeted vs actual hours spent on clients
Requirements
- The ideal candidate for this position will hold an AGA(SA), SAIPA or CIMA qualification and have at least 2 years post articles experience within an accounting firm environment.
Skills and Experience:
- Strong proficiency in Google Workspace, Microsoft Office, Xero, and QuickBooks.
- Proven ability to manage client relationships independently and professionally.
- Experience working with US-based clients and an understanding of their expectations (not RSA-based approaches).
- Comfortable working remotely with flexibility to accommodate occasional late client meetings (up to 7 PM).
- Mentally agile, self-driven, and proactive in finding solutions.
- Experience with e.g. Amazon and Shopify integrations is a big plus.
Characteristics of the ideal candidate:
- Planning & self-actualisation
- Attention to detail and problem solving
- Analytical thinking and reality testing
- Teamwork and independence
- Rule-folllowing
- Leadership