Practice Administrator at Outsourced CFO

Job responsibilities will include, among other:

Team Capacity and Planning

• Review and align team capacity and POD planning on Zoho
• Ensure accuracy of Zoho projects with OPS team
• Assist POD Leaders with projects and annual CFO retainer services
• Conduct quarterly reviews of individual planning and investigate timesheet variances
• Plan and schedule annual client success initiatives

Supporting Head of CFO Services

• Manage and execute 90-day projects
• Prepare data and reports for weekly Level 10 and CFO leadership meetings

Practice Administration

• Review software subscriptions, client recharges, and billing accuracy
• Align engagement letters with billing and oversee SARS e-filing notifications
• Arrange training and ensure compliance

Team and Client Success

• Organize team events, onboarding/offboarding, and identify upsell opportunities
• Manage client onboarding, rescoping needs, and database accuracy on Zoho CRM
• Conduct weekly client calls and support leadership with admin tasks

Company Culture and Training

• Foster a positive company culture through events and teamwork
• Promote company values and support internal processes
• Complete training, certifications, and ensure team upskilling on tools and software
• The ideal candidate for this position will be a Bcom graduate who completed CIMA, SAIPA or AGA. Project management experience, and experience with an accounting services division would be  advantageous.

Characteristics of the ideal candidate

• Excellent communication and presentation skills.
• Attention to detail & Analytical thinking
• Process driven
• Ability to build and maintain relationships with stakeholders
• Independent worker and self starter

Skills and abilities of the ideal candidate

• Communication & Empathy
• Adaptability