Financial Consultant

SUMMARY:
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POSITION INFO:
Summary of duties: • Financial consulting across a broad range of different clients operating in various industries. • Full-spectrum accounting, VAT and income tax related queries from time to time. • Preparation of monthly Management Accounts. • Preparation of Annual Financial Statements. • Preparation of Annual Audit files for submission to the clients’ auditors and where required, assisting clients with audit requests and submission of supporting documents etc. • Preparation of budgets. • Preparation of cashflow forecasts. • Assistance with reconciliations and ad hoc client queries from time to time. • Training and upskilling of the bookkeepers in client entities (where required). • First level review of Management Accounts and reports (where applicable). • Marketing of the service offering to external parties including basic demonstrations of the software and output that is produced and meeting with potential clients etc. • Represent the business at industry events, seminars, and networking opportunities to generate leads. • Identify and qualify potential clients through networking, referrals, industry events, and digital channels. • Meet with potential clients to assess their accounting needs and present tailored service solutions. • Prepare service proposals, quotations, and contracts; ensure legal and compliance accuracy. • Work closely with accounting staff to understand service delivery capabilities and client onboarding processes. • Stay informed about industry trends, competitor offerings, and pricing models. • Maintain accurate sales records, track KPIs, and report to management. • Act as a point of contact for client’s post-sale to ensure smooth onboarding and continued satisfaction. Qualifications & Experience • BCom Accounting (Hons) degree or CA (SA) • Working experience in a finance related environment of at least 5 years in a mid to senior position. • Experience in preparation of monthly Management Accounts and reporting, including drafting of Annual Financial Statements. • Experience in preparation of audit files and liaison and assistance with annual audits. • Working knowledge of IFRS and the various Accounting Standards. • Experience in Microsoft, Sage Accpac, Xero, Spotlight or another recognised accounting software packages. • Good Microsoft Excel skills including advanced formulae. • Strong numerical skills and aptitude. • Good people’s skills in respect of both staff and clients – and be able and willing to effectively communicate verbally and electronically. • Must be able to understand and follow accounting policies and procedures. • Problem solver and ability to make suggestions and recommendations for improvements to existing systems. • Excellent attention to detail. • Ability to use initiative and work under pressure. • Be someone who takes responsibility and ownership of a role and prefers to operate under only limited supervision. • Ability to work overtime if \/ when required. • Ability to communicate at first language English level. 

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