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

Minimum qualifications:

• Studying towards a degree/diploma in accounting

Desired qualifications:

• BCom degree/equivalent

Minimum experience:

• Drafted annual financial statements using Draftworx 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 in 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

Behavioural 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