Financial Consultant

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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