Job Opportunities at BDO South Africa

Description

• The primary purpose of the Financial Services Manager: Banking role is to assist the Partners at BDO Financial Services with identifying, leading, and managing key accounts and implementing business development within the Banking sector in South Africa, focusing on external audit and consulting services.
• The Manager will also be given the responsibility to lead Banking project engagements in both the audit (external and internal) and consulting areas of the Financial Services division, based out of Johannesburg.
• This role will involve taking responsibility for the planning, execution and delivery of engagements; leading project and audit teams to achieve this; and building and maintaining client relationships while delivering on this.
• In addition, the Senior Manager will be expected to get involved with the day-to-day operations of the Financials Services business unit, which include (but are not limited to) functions such as: finance (budget and WIP monitoring and management), staff recruitment, staff training, counselling / mentoring audit trainees under the SAICA assessor program, coaching / mentoring junior managers, audit quality, risk management / client onboarding, and assisting leadership of FS with proactively contributing to setting the FS strategy and then implementing the strategy plan in the sector of Banking, once approved.
• Focus will be specifically on experience in the Financial Services sector, particularly in banking and lending.
• We are looking for candidates who would be: A go-getter looking for exciting career growth opportunities in a fast-growing business unit within a leading professional services firm.
• A self-starter that is able to project manage and run assignments and teams independently, with a passion for client relationships and mentoring young CA talent.
• Able to analyse and make decisions regarding complex accounting, auditing, and risk management matters, relating to the Banking and Lending industry;
• Able to develop and review high quality working papers, audit files and reports, and then be able to present the results to senior level staff members at BDO and at clients
•  Able to identify key areas of change and subjectivity affecting the Banking and Lending industry in South Africa, research these areas and summarise internal views andconsultations, with a view to providing thought leadership out to the FS market on banking and lending; Able to collaborate with the existing FS team as part of a flat reporting structure; and to collaborate with other FS Managers, Senior Managers, Associate Directors and Partners across BDO Financial Services.

Requirements

• B. Com Honours; CA (SA) qualification;
• A minimum of 3-5 years’ post-qualification/articles experience;
• Specific experience in banking and/or lending external audit engagements at a professional services firm, and/or Financial Services work experience outside practice but within the industry post articles;
• A sound knowledge of and exposure to the IASB accounting standards, audit standards (ISA’s) currently in issue, and a wide general knowledge of legislation and regulations that could affect financial reporting in the Financial Services industry; Deep knowledge and experience with the application of IFRS 7, IFRS 9, IFRS 13 and IAS 39 and all the ISA’s currently in issuance. Competencies:
• Building trust and relationships Fostering collaborative teamwork Accessibility, persuasiveness and influencing Proactive in all that we do Fostering active communication Continuously adding value Client focused Demonstrating a commercial and innovative digital mind-set Aligning career aspirations with the strategies, goals and objectives of the team and firm Innovative and willing to share ideas for new ways of working Ability to work with all levels within an organisation
• Demonstration of passion and energy to Financial Services and to the specific area of specialisation

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Primary Purpose of the Job:

• The Creditors Clerk position is to ensure and maintain responsibility for the full creditor’s function of the organization. The role is to diligently ensure that all creditors (regional, national and international) are paid accurately and timeously. This position requires that correct processing of reconciliations are done against supplier statements as well as capturing invoices onto Maconomy and dealing with queries all while ensuring compliance with BDO's financial policies and procedures. The function is to also assist with audits and financial reports should the need arise.

Main Duties and Responsibilities:

• The Creditors Clerk will be responsible for:    
• Accurate processing of all creditor transactions, monthly Journals and completing Credit application and required documents.      
• Preparation and creation of Purchase orders for Admin and submit for approval
• Receive, Verify invoices from Service lines      
• Ensure that invoices/PO’s are approved in accordance with levels of authority      
• Match invoices to approved PO      
• Capture invoices on Maconomy, ensuring correct allocation to GL according to the budget and allocating of costs to different service lines.      
• Reconcile creditors accounts to vendor statements & A/P age analysis      
• Weekly and monthly cash flow forecasting      
• Foreign payments & currency conversions      
• Prepare month end creditors age analysis report      
• Process journal reallocations      
• Loading payments and beneficiaries on the banking system      
• Screening vendor applications and loading approved vendors on the system      
• Updating vendor database & creating new vendor accounts when approved      
• Maintaining professional relationships with vendors
• Processing & payment of internal expense claims      
• Assist external auditors with annual audit      
• Attending to telephonic & email queries (query resolution)
• Maintain an efficient filing system with respect to accounting data, records, contracts and invoices      
• Request documents from suppliers or Service lines when required (i.e. debit order invoices)     
• Support procurement function in enforcing procurement standards and policies.

Requirements
Qualifications

• Matric
• Bookkeeping course
• B.Com Degree is advantageous  

Experience

• 3-5 years creditors experience
• Experience in a professional services environment  

Job Skills and Competencies

• Ability to engage with people at all levels
• An organised administrator
• Solid ability using Word, Excel, PowerPoint, Maconomy etc

Professional attitude

• Excellent interpersonal and communication skills

Behavioural Competencies

• Ability to handle and manage stress
• Excellent interpersonal skills
• Problem Solving Skills
   

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What You'll Gain:

• A structured, output-based environment
• Opportunities to grow your knowledge and experience, transitioning from student to employee
• Access to a dynamic and fast-growing team
• Interactions and relationship-building with BDO SA managers and partners
• Personal and professional growth

Requirements

•  We have an opportunity available for a graduate who meet the following criteria:

Requirements:

• Diploma/degree in Accounting 

Competencies:

•  Excellent command of English, both written and spoken
•  Exceptional communication skills
•  Ability to work independently
•  Attention to quality and detail
• Strong teamwork skills
•  MS Office skills
•  Interest in pursuing a career in the accounting field

Eligibility:

• This is a 12-month fixed-term contract
• You must be unemployed and have never completed a YES internship before
• Availability to start on 01 October 2024
   

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Description

• An Audit Administrator is responsible for Administrative tasks, Record Keeping, Invoicing, and Updating of information on in-house systems.

Reporting to various Partners and the Audit Operations Officer, the audit administrator will inter alia be responsible for the:

• Processing of travel expenses and subsistence allowance
• Following up on outstanding timesheets
• Capturing Overtime for the trainees
• Invoicing and WIP management
• Completion of the IRBA data
• Preparing reports for partners when required i.e. billings, productivity and debtors reports
• Capture opportunities on CRM and complete the acceptance procedures for all new clients. Assisting with queries and assisting the partners and managers with follow ups
• Prepare and present at the first year induction
• Assisting the trainees with bank confirmations where required
• Processing legal confirmations and deed searches

Requirements

Qualifications

• Matric
• Bcom qualifications will be an advantage.

Experience

• At least 2-5 years experience in a similar role
• Advanced computer skills
• Proficient in MS office packages
• Invoicing experience is crucial

Skills

• Excellent administrative skills
• Excellent communication skills
• Attention to detail in all aspects of work
• Good work ethic and interpersonal skills
• Able to work under tight time constraints
   

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Description
Primary Purpose of the Job

Main Duties and Responsibilities:

Key Performance Areas:

Annual Review of scheme benefits

• Advise to client on appropriate benefits in line with market and Clients Industry
• Obtain quotes from market place and conduct full Costing and benefit Analysis
• Audit the current benefits to specific Industry including costs

Processing of Scheme

• Installations and Amendments to benefits within required Service Level Agreements (SLA's)
• Maintain Fund and Risk Rules
• Ensure that risk and retirement data tie up to rules
• Obtain Investment strategy document
• Prepare member communication
• Submit to Insurer
• New entrant/existing client communication packs

Board of Management Meetings

• Board of Management Meetings
• Take, type and send minutes to clients
• Setting annual dates for Board of Management meetings with clients and all participants
• Action all items from Minutes
• Provide Board training as and when required
• Monitoring and ensuring risk benefits are structured correctly
• Member communication on change of benefits

Investments

• Monitor Investment Performance – against Peer Benchmark as well as costs and appropriate Investment Strategy
• Ensure that Investment Strategy has been implemented as per instructions from Board
• Ensure switch forms are completed correctly and processed

Member Communication

• Ensure member booklet is accurate
• Ensure accuracy of benefit statements
• One-on-one retirement planning & member education
• Drafting presentations and newsletters o delete

Daily Client Maintenance/Service

• Issuing standard documents, such as quarterlies, surveys, legal updates etc. timeously to clients
• Prepare and manage reports and documents
• Following up queries and resolving problems of clients, members and pensioners Provide advice pertaining to employee benefits, risk, governance and compliance, investments, legislation and pending changes which could impact on each particular benefit programme

Best practice

• Maintain expected performance standards each month, ensuring and adhering to the required monthly recons, timekeeping and attendance standards
• Ensure accuracy and completeness of all tasks performed within service level agreement
• Regular client interaction on a professional and effective manner on both verbal and written communication
• Perform additional ad-hoc tasks as and when required across the client service centre to meet commitments made to clients
• Remain abreast of new innovations and technologies in the industry
• Contribute towards team efficiency and team dynamics/spirit Development of knowledge of the employee benefits industry and investment matters
• Acquaint oneself with relevant legislation i.e. Pension Funds Act, Taxation, FAIS Act etc.

Requirements
Qualifications, Experience, Knowledge and Skills:

Qualifications:

• RE5 and FSP Approved licensed Representative in the following categorieso
• Long Term Category
• Retail Pension Benefits
• Pension Funds Benefits
• Collective Investment Schemes
• CFP or similar qualifications / NQF level 5 minimum

Experience:

• 3 or more years consulting experience in Employee Benefits

Competencies: Knowledge and Skills:

Behavioural Competencies:

• Good verbal/written communication skills
• Building trust and relationships
• Fostering collaborative team work
• Professionalism
• Strong client orientation
• Attention to detail
• Ability to prioritise and handle stress
• Creative yet organised
• Task driven & delivery focused
• Socially aware and able to work as part of a diverse team
• Innovative and willing to share ideas for new ways of working
• Ability to work with all levels within an organisation