Financial Reporting Consultant at CLS Human Capital Specialists

Introduction

• An accounting software company in Centurion is looking for a Financial Reporting Consultant to join their team. For this role, the company would like to consider a well-rounded individual who enjoys being part of a team but can work independently, can troubleshoot and present solutions, is open to being mentored, is conscientious in their work but has a positive outlook and a friendly nature.
• Successful candidates will be able to prioritise tasks yet be flexible to shift attention and meet customer and team needs with a helping attitude.

Minimum education (essential):

• BCom Accounting or a BCom degree with Accounting as a major

Minimum education (desirable):

• BCom Accounting with completed articles

Minimum applicable experience (years):

• 3 years’ experience in accounting or reporting environment

Required nature of experience:

• Compilation of financial and management reports
• Client interaction and engagement
• Client support
• Visit clients, troubleshoot and present solutions
• Financial data integration and reporting

Skills and knowledge (essential):

• MS Excel advanced level of proficiency
• Sage BIC
• Sage Evolution/Sage 200
• Other accounting software

Skills and knowledge (desirable):

• SQL intermediate to high level of proficiency

Other:

• Excellent English and Afrikaans written and verbal proficiency
• Own transport and valid driver’s license
• Consultant might be required to work from key client’s offices from time to time.

Key responsibilities:

Client Engagement

• Obtain understanding of clients’ business and specific reporting required.
• Keep client informed of progress with task/project

Needs Analysis:

• Setup proper documentation on the report scoping, requirements, purpose, and ownership for the client.

   Pay specific attention to:

• Timeline requirements
• Data integration
• Report automation
• Storage and sending

Report Building and functionality

• Compilation of integrated financial and operational reports.
• Identification of data sources and client-specific formulations and layouts.
• Application of additional functionality like drilldowns and dashboards.
• Obtain internal assistance on data structures, views, stored procedures, and other functionality required.

Maintenance and Support

• Provide timely support and updates on fault finding according to client deadlines.
• Assist with data reconciliations.
• Obtain client acceptance and sign off on tasks.