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Accountant / Reporting Specialist | Claremont

Accountant / Reporting Specialist | Claremont

The Recruitment CouncilCape Town, Western Cape, South Africa
4 days ago
Job description

Key Result Areas

  • Reporting

Develop and maintain automated Power BI reports and dashboards.

  • Continuously improve data pipelines and visualization for real-time decision-making.
  • Build, maintain, and enhance detailed cash flow reports
  • Ensure reporting aligns with business goals and provides actionable insights.
  • Prepare budgets and forecasts in support to the Financial Manager
  • Provide assistance to the Financial Manager with regard to legal compliance reporting, such as SARB and SARS (efiling and the like)
  • Monthly updates and reports on Xero regards trusts
  • Process Optimisation

    • Analyse existing financial reporting processes and identify opportunities for automation.

  • Implement streamlined workflows to enhance reporting accuracy and reduce manual effort.
  • Presentation & Communication

    • Create compelling, data-driven presentations for directors and senior stakeholders such as Wealth Managers

  • Communicate complex financial insights clearly and effectively.
  • Team Support & Collaboration

    • Provide operational support to finance team members, helping them work more efficiently.

  • Foster collaboration across teams to ensure smooth project execution.
  • Step into support role for the team when they are on leave (with regards to processing and financial management).
  • Project Management

    • Lead and manage reporting-related projects with strong organizational skills.

  • Work directly with Finance Manager on special initiatives and cross-functional projects
  • Financial Management

    • Regular comparison of fees received for wealth management advice

  • Critically evaluate existing processes and recommend changes
  • Review service provider agreements

    • Required Experience

  • 3-5 years post articles experience
  • Advantage experience in wealth and / or asset management

    • Required Education

  • Postgraduate Commerce degree in Accounting or similar
  • Professional registration (if applicable)
  • CA(SA) required

    • Computer Literacy

  • MS Office Suite (including Teams, Word, Excel, PowerPoint, Outlook, Sharepoint)
  • PowerBi
  • Xero
  • Zap BI (advantage)

    • Personal profile and competencies

  • Proven experience in financial reporting and data automation.
  • Proficiency in Power BI, Excel, and other reporting tools.
  • Strong analytical, communication, and presentation skills
  • Solid understanding of financial concepts and cash flow.
  • Experience with process improvement and automation tools (e.g., Power Automate, VBA, or similar).
  • Effective project management skills and ability to work with multiple stakeholders.
  • Proactive, solution-oriented mindset with excellent attention to detail.

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    Reporting Accountant • Cape Town, Western Cape, South Africa