Draftworx & CaseWare Financial Statements Consultant at AFA - Accounting and Financial Advisory

Introduction

• AFA require the expertise of a Draftworx or/and CaseWare Financial Statement Consultant to assist our clients in drafting their financial statements for submission to their auditors.

 Minimum qualifications:

• Studying towards a degree / diploma in accounting

 Desired qualifications:

• BCom (Finance, Accounts or Management) / BCom Hons

 Minimum experience:

• Has drafted annual financial statement using Drafworx and CaseWare Working Papers in the last 12 months.

 Desired experience:

• Has used CaseWare for a minimum of 3 years and within the last year 2 years. Completed SAIPA / SAICA articles

 Reporting structure:

• Reporting to the Financial Statement Automation Manager

  ­­Financial Statements Preparation

•  Import Trial Balances’ into Draftworx or CaseWare
• Map / Link Trial Balances’
• Create relevant lead schedules
• Insert new content (tables, text, sub-sections)
• Creating disclosure packs for client to input information
• Balance – Statement of Financial Position and Statement of Cash Flows
• Draft and Balance Consolidated Annual Financial Statements
• CaseWare - Builder mode - basic
• CaseWare - Basic Design Mode - Basic
• Draftworx – Advanced mode

Reporting and project management

•  Capture time and expenses timeously
• Weekly status updates to all stakeholders

Project Quality

•  Meet deadlines
• Ensure all drafted sets can roll forward and are modifiable
• Meets the basic Quality Assurance Checks

Productivity

•  Efficiency in completing all required tasks and processes to ensure that monthly revenue can be achieved.
• Ensure that time is utilized efficiently and effectively to derive value both internally and externally to the satisfaction of management.
• Meet revenue target
• Accurate, timely reporting & cost containment
• Increased profitability

Winning Business

•  Ability to win Clients
• Networks within the client business to develop trust and knowledge of the business

  Technical competencies:

• Excellent skills on the Microsoft Office Suite
• Has in-depth experience and knowledge of Draftworx and/or CaseView and CaseWare Working papers
• Past achievements which include Improving systems or operations
• Financial Statement Reporting
• IFRS knowledge
• IT and Software Knowledge

Behavioral competencies:

• Keen Attention to detail
• Analytical
• Passion for Accounting
• Professionalism
• Ability to be flexible and Agile
• Team Player
• Report Writing skills
• Can identify and solve problems
• Display excellent communication skills and a professional image
• Organized and systematic
• Customer relationship and service skills
• Proactive and take initiative
• Ability to train employees on CaseWare
• Enjoy travelling