Advisory Services Consultant (FN17) at Werkie

Key Performance Areas & Responsibilities

• Advisory Services Delivery:
• Deliver accurate, value-adding strategic and operational advisory services.
• Provide actionable recommendations based on sound analysis and industry insight.
• Tailor solutions to client-specific business needs.
• Achieve positive client feedback on advisory engagements.
• Complete projects within scope, time, and budget.
• Identify and escalate risks or compliance issues.
• Contribute to improving advisory methodologies, tools, and approaches.
• Support senior leadership with templates and advisory frameworks.

Planning:

• Ensure resources are aligned with business objectives.

Client Relationship Management:

• Build and maintain strong internal and external client relationships.

Compliance & Deadlines:

• Ensure compliance with internal policies, regulatory requirements, and industry standards.
• Meet all internal and external deadlines.

Communication:

• Acknowledge written communication within 1 hour and respond fully within 24 hours.
• Provide timely reporting to relevant stakeholders.

General:

• Identify revenue-generating opportunities.
• Uphold company values and professionalism at all times.

Areas of Responsibility

• Request and collect all required client documentation.
• Escalate delays in information submission.
• Remind clients of statutory deadlines.
• Act as liaison between clients and the organisation.
• Maintain strict confidentiality and professional ethics.

Job Requirements

Qualifications:

• Matric
• Bachelor’s degree in Business Administration, Finance, Accounting, or related field.

Experience:

• Minimum of 3 years’ experience in a consulting or advisory role.

Skills & Knowledge:

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.
• Proficiency in MS Office and advisory tools.
• Solid understanding of business strategy, financial management, and operations.
• Experience with Xero, Pastel (Partner & Evolution), Sage VIP Payroll, EasyFile, and eFiling.

Tax & Financial Knowledge:

• VAT applicability, tax rates, and deductions.
• Provisional tax and bad debts calculations.
• Financial ratios including GP, NP, liquidity, solvency, ROI, inventory and debtor turnover.

Added Advantage:

• Knowledge of QuickBooks, IQ Retail, or similar accounting software.

Key Attributes

• Detail-oriented and highly organised
• Proactive and independent
• Ethical and trustworthy
• Adaptable and innovative
• Strong client-focused mindset
• Effective team collaborator