Job Vacancies at BDO South Africa

Primary Purpose of the Job

• The Application Specialist is responsible for the administration, support, and continuous improvement of enterprise business applications, with a primary focus on focus on Microsoft SharePoint and related Microsoft 365 services. The role acts as a bridge between business users and technical teams, ensuring applications are stable, secure, and aligned with business requirements.

Main Duties and Responsibilities

Application Support & Operations

• Provide 2nd and 3rd line support for business applications, including SharePoint Online.
• Troubleshoot incidents, perform root‑cause analysis, and resolve application issues.
• Monitor application performance and availability.
• Manage application upgrades, patches, and enhancements
• Maintain application documentation, support procedures, and configuration records.
• SharePoint & D365

Administer and support SharePoint Online, including:

• Site collections and site provisioning
• Permissions, security groups and access controls
• Document libraries, metadata, content types, and workflows
• Design and maintain SharePoint sites for:
• Document Management
• Team Collaboration
• Business Process enablement
• Support integration with:
• Microsoft Teams
• OneDrive
• Power Automate
• Power Apps.
• Ensure adherence to governance, data retention, compliance and information architecture standards.

Business Engagement and Change Enablement

• Engage business stakeholders to gather and document application requirements.
• Translate business needs into application solutions or enhancements.
• Assist with user acceptance testing (UAT) and deployment activities.
• Provide user training, guidance, and application documentation.
• Participate in application‑related projects, including implementations and migrations.
• Support change management and release activities.
• Identify opportunities to improve application performance, usability, and automation
• Collaborate with developers and technical teams on custom or in-house solutions.

Requirements
Qualifications

• Grade 12 
• Diploma or Degree in Information Technology, Computer Science, or related field 
• Microsoft certifications (SharePoint, D365, Power Platform) are advantageous

Work Experience

• Minimum 3- 5 years’ relevant experience 

Knowledge

• Exposure to AI-enabled features, AI agents, or AI model integrations – Desirable
• Applied knowledge of the Power Platform, including:
• Power Automate workflows (approvals, notifications, data synchronisation)
• Power Apps custom SharePoint forms and canvas apps
• Connector usage, triggers, actions, and platform limitations
• Environment management and security considerations
• Application support and troubleshooting capabilities:
• Incident diagnosis and resolution
• Root cause analysis and configuration-level troubleshooting
• Log analysis and error interpretation
• Change, release, and deployment support
• Understanding of application dependencies and integration points
• Data and integration knowledge:
• SharePoint lists and libraries as structured data sources
• Working knowledge of SQL databases (read-only / integration level)
• Conceptual understanding of APIs and system connectors
• Awareness of how SharePoint data is consumed by reporting tools such as Power BI
• Tools and Platforms:
• SharePoint Admin Centre
• Microsoft 365 Admin Centre
• Power BI integration with SharePoint data sources
• Dynamics 365 CRM platforms
• Low-code / no-code enterprise solutions

Technical Competencies

• Microsoft 365 ecosystem knowledge:
• SharePoint, Teams, OneDrive, Power Automate, Power Apps
• Application support experience in an enterprise environment
• Understanding of:
• User access management and security
• Application lifecycle management
• Understanding of SQL and data integration concepts
• Experience in a regulated or corporate environment

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Description

• We are seeking a dynamic and experienced Executive PA to support the Executives of the Department. This role requires a proactive individual who can manage a wide range of administrative, operational, and executive support tasks in a fast-paced environment and will also play a central role in ensuring effective communication, record-keeping, and coordination across all company activities.

Key Responsibilities:

Executive Support

• Manage executive diaries, appointments, and meetings.
• Coordinate personal tasks for senior executives (travel, catering, gift purchases, etc.).
• Organize executive travel arrangements including visas, transport, and accommodation.
• Coordination operations across all offices nationally.
• Prepare agendas, minutes, presentations, and briefing materials for meetings
• Coordinate communication between the executives, staff, internal stakeholders, and external stakeholders
• Conduct research, and compile briefing notes, presentations, and reports to support decision making
• Act as the first point of contact between the executives and internal/external stakeholders.
• Manage correspondence, including drafting letters, emails, and reports.
• Maintain confidentiality and handle sensitive information with discretion.
• Support the executives in the planning and coordination of organisational projects, stakeholder engagements, and events.
• Ensure effective office administration and workflow management for the executives’ offices.
• Performance and Project Management Support.

Administration

• Handle all administrative duties for the Executives.
• Draft and format correspondence, reports, and presentations.
• Address high-level queries and complaints, including those at executive levels.
• Provide ad hoc support to the Directors as needed.

Procurement & Finance

• Source and procure stationery, marketing materials and corporate gifts per internal policy.
• Negotiate pricing to ensure cost-effectiveness.
• Manage stock levels and track executive expenses.

Driver Coordination

• Assign tasks to drivers for deliveries, etc.

Reception Management

• Supervise and evaluate Reception team performance.
• Ensure timely distribution of event details.

Travel Coordination

• Book travel for executives and facilitators (flights, car rentals, accommodation).
• Manage visa applications and airport transfers.

IT Support Liaison

• Liase with IT and escalate IT-related issues when necessary.
• Department Asset Register management

Facilities Management

• Coordinate with Facilities and Building Managers to maintain high service standards.
• Ensure cleanliness and upkeep of office and campus spaces.
• Oversee event and class setup with Facilities.

Requirements
Key Skills and Competencies Required:

Technical and Professional Skills:

• Proficiency in Microsoft Office Suite.
• Experience with calendar management tools.
• Familiarity with project management tools 
• Knowledge of financial dashboards, reporting tools.
• Strong written and verbal communication skills.
• Familiarity with business operations, financials, and corporate strategy.
• Strong communication skills
• Excellent document management and writing skills.

Soft Skills and Personality Traits:

• High level of discretion and ability to handle confidential information.
• Strong interpersonal and relationship management skills.
• Exceptional organizational and multitasking skills, with the ability to prioritize effectively.
• Ability to work independently with minimal supervision.
• Proactive problem solver with a high level of initiative.
• Strong emotional intelligence (EQ) to build relationships with senior leaders.
• Ability to remain calm under pressure and meet deadlines in a fast-paced environment.
• Strong negotiation and stakeholder management skills.
• Letter, presentation, Memo and submission drafting skills.
• Proactive, adaptable, and resourceful approach.
• Professionalism, attention to detail, and problem-solving ability

Desired Experience & Qualification

• Possess a National Diploma/Degree in Office Administration, Business Administration, or a related field.
• At least 5 years’ experience in executive administrative support or as a Personal Assistant to senior management/executives preferably in a corporate environment.

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Purpose of the role:

• As a seasoned Technology Project Manager with Business Analyst capabilities and experience, we expect you to plan, organize and oversee projects from start to finish. You should put measures in place to ensure a high level of success for the project. Utilize leading class project management frameworks to deliver project professionally, ensure the contentment of all project stakeholders, within the designated budget and timeline. A project manager identifies the project's goals, objectives, and scope and creates a project plan that outlines the tasks, timelines, and resources required. They communicate with the project team and stakeholders, manage risks and issues, and monitor progress to ensure that the project stays on track. A project manager also evaluates the project's success and identifies areas for improvement in future projects.

Responsibilities:

• Manage projects successfully from start to finish such that they run within the planned timeframes, within budget and within scope;
• Define Determine and define project scope and objectives;
• Predict resources needed to reach objectives and manage resources in an effective and efficient manner;
• Adopts Project Management Best Practices: The project manager is responsible for defining, teaching, and enforcing the use of good project management practices, to drive successful delivery of projects;
• Manages to Project Priorities; Performs Risk Management: The project manager works with the project team and project stakeholder to resolve obstacles, issues and mitigates risks to the success of the project. The project manager's time each day is dedicated to addressing the project's top three-to-five priorities that impact planned delivery;
• Communicates Project Status Upward and to the Client: No significant project status leaves the boundaries of the project without project manager approval. The project managers communicates regularly on the status of the project and actions to resolve challenges;
• Drives Decision-Making to Lowest Level Possible. The project manager drives ownership of decisions to the level where the accountability of the decision must lie;
• Promotes Client Involvement. The project manager recognizes that project success is directly related to satisfying the client; therefore, client involvement is essential to ensure that the right product is built;
• Encourages and Supports Escalations. The project manager establishes a project culture where escalations to resolve “stagnant” problems are viewed as good business and not viewed as being personal;
• Enforces Effective Change Control. The project manager ensures that scope creep, communications, and quality are carefully managed;
• Mentors Project Members. The project manager is a teacher and a helper;
• Promotes Good Working Relationships. The project manager serves as a role model in promoting good working relationships across a project;
• Makes Things Happen. The project manager has the knowledge, skills and experience to be able to recognize when problems surface or potential problems are looming. The project manager must be able to articulate these problems, bring the right people together to solve those problems and know when the problem has been properly addressed and closed—all this with the proper sense of urgency that the problem requires.

Requirements

Purpose of the role :

Qualifications:

• Degree, Diploma or related qualification in IT, Computer Science or similar
• 7 and more years of experience in managing projects in the business and technology environment
• PMP ® certification, or Prince 2 or similar is preferred
• Proficiency is at least one (1) project management tool is preferred

Skills:

• Project budgeting, managing the finances of a project well
• Planning and execution on plans, managing deviations from plan
• Delivery through a team
• Managing a pressurized environment
• Dealing with difficult stakeholders
• Excellent communicator – both with technical teams and with business executives

Behavioral Competencies:

• Continuous learning mindset
• Consistently delivers high quality work
• Ability to meet deadlines (reliable and dependable)
• Proven application of providing guidance to junior members of the project team
• Displays initiative and takes accountability for delivery of own work
• Exceptional communication skills, both written and verbal
• Effective interpersonal and relationship building skills
• Sound mentorship and coaching ability with desire to develop self and others

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Primary Purpose of the Job

• We are hiring a meticulous data professional to fulfil a hybrid role that combines SQL development, report creation, and data engineering. This role is accountable for designing and managing robust data pipelines, developing and tuning SQL queries, and building and maintaining the enterprise data warehouse. The candidate will also produce high‑quality reports and dashboards, translating data into clear, actionable insights that enable informed business decisions across the organization.

Main Duties and Responsibilities

Design, develop, and optimize complex SQL queries, stored procedures, functions, and scripts.

• Ensure that all database systems are maintained and enhanced to meet the organisation's requirements for data integrity, security, and availability.
• Create and restore databases
• Monitor database performance, implement changes, apply new patches and versions when required
• Create Server agent jobs
• Build, manage and support data warehousing solution and contribute to the development of data models.
• Ability to establish ODBC connections between different types of databases and platforms
• Create linked servers.
• Create data integrations with various servers and datasets.
• Develop and maintain operational, financial, and ad-hoc reports using SQL-based reporting tools (e.g., SSRS, Power BI)
• Ensure data accuracy and consistency in all reports and dashboards.
• Design and implement data pipelines and ETL processes for integrating data from various sources.
• Work with large datasets, ensuring data reliability, consistency, and scalability.
• Create and maintain documentation on database design, ETL processes, and report development.
• Work closely with the developers on projects to assistance with the database structure and relationships

Requirements
Qualifications

• Grade 12 
• Degree or Diploma in Computer Science or related field

Work Experience

• Minimum 3- 5 years’ relevant experience
• Proven experience in developing reports and databases

Knowledge

• Advanced in MS SQL Server BI Stack tools and technologies (SSRS, SSIS, TSQL, Power Query, Power Bi, Dax)
• Strong knowledge of Python.
• Strong Microsoft Excel skills including Macros
• Familiarity with cloud platforms (e.g., Azure)
• Competencies: Technical & Behavioural

Technical Competencies

• Excellent knowledge of data backup, recovery, security, integrity, and SQL.
• Experience in Crystal reports or similar business intelligence tools
• Solid understanding of ETL processes, data warehousing concepts, and data modelling.

Behavioural Competencies

• Ability to work independently and as part of a team
• Proactive, self-starter with initiative to find ways to improve solutions, systems and processes 
• Excellent analytical and problem-solving skills
• Ability to learn new software and technologies quickly.
• Ability to follow instructions
• Strong attention to detail
• Excellent communication and documentation abilities.

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Primary Purpose of the Job

• You will be responsible for designing, developing, deploying and supporting solutions on the Microsoft Power Platform (Canvas Apps, Model‑Driven Apps, Power Automate, Power Pages) and/or Dynamics 365 (CE/CRM and possibly F&O) environments. You will act as a senior technical resource: driving architecture, mentoring other developers, integrating with other systems (e.g., Azure, APIs, SQL/Dataverse), ensuring best practices (ALM/CI‑CD, governance, performance), and helping translate business requirements into technical solutions.

Main Duties and Responsibilities

• Engage with business stakeholders to gather and refine requirements and translate them into technical designs and solutions.
• Lead the development of model‑driven and/or canvas Power Apps, Power Automate flows, Power Pages, and extend the solution via custom code/plugins where needed.
• Architect and build integrations between the Power Platform/D365 and other systems (REST APIs, Azure Functions/Logic Apps, Dataverse, SQL, third‑party services).
• Customize/configure Dynamics 365 (Sales, Customer Service, Field Service, etc) and extend using SDK, plugins, workflows, custom connectors.
• Develop and maintain Dataverse schema, business rules, security model, sharing model, and data integrations.
• Ensure ALM (application lifecycle management) practices: version control (e.g., Azure DevOps/Git), build/release pipelines, automated testing, environment management.
• Mentor and support junior developers and other team members; share best practices.
• Drive performance, scalability, reliability, and maintainability of solutions.
• Contribute to documentation (architecture, design, test plans, user guides) and to support/troubleshooting of live systems.
• Stay current with Microsoft roadmap (Power Platform, D365, Azure) and propose innovations/improvements.

Requirements

• Qualifications/Recognition of Prior Learning equivalent
• Grade 12
• Microsoft certifications (PL‑200, PL‑400, Dynamics 365 Developer Associate) preferred.
• Bachelor’s degree in Computer Science, Information Systems, or similar preferred

Work Experience and Knowledge

• 5+ years of experience in a Microsoft ecosystem developer role, including strong hands on with Power Platform and/or Dynamics 365.
• Proven experience designing and delivering solutions using Power Apps (model driven & canvas), Power Automate (including advanced flows or RPA), Power Pages.
• Strong experience with Dynamics 365 CE/CRM (and possibly F&O) customization/configuration and extension.
• Proficiency in C#/.NET (for plugins/custom workflow activities), JavaScript/TypeScript (for client scripting/custom controls), HTML/CSS as needed
• Good working knowledge of Dataverse (entity modelling, relationships, business rules, security), SQL Server, relational database concepts.
• Experience with REST/HTTP APIs, OData, integration patterns, third party connectors.
• Exposure to Azure services (Logic Apps, Functions, API Management, Service Bus).
• Strong experience with ALM/DevOps practices: version control, CI/CD pipelines, automated testing, environment management.
• Strong problem-solving skills, able to work independently and lead technical architecture decisions.
• Excellent communication skills and mentoring ability.
• Strong understanding of integration patterns, web services, APIs, and data migration strategies for connecting Dynamics 365 with external systems.
• Solid knowledge of software development lifecycle (SDLC) methodologies and agile development practices.
• Familiarity with data migration concepts and tools for migrating data to Dynamics 365.

Competencies: Technical & Behavioural

Technical Competencies

• Expertise in Dynamics 365 and the Power Platform, including Dynamics 365 modules such as Sales, Marketing and Services.
• • Advanced skills in Microsoft development stacks, including .NET, C#, JavaScript, HTML, CSS, and SQL Server.
• • Proficiency in developing, deploying, customizing, and integrating Microsoft Dynamics CRM
• • Demonstrated Proficiency in customising and creating CRM Entities
• • Extensive experience in designing and implementing custom plugins, workflows, actions, and web resources in Dynamics 365.
• • Demonstrated Proficiency with PowerApps and Power Automate.
• • Proficiency in combining custom pages with D365 Modular Apps

Behavioural Competencies

• Internally motivated, ability to work independently and in a team environment
• Proactive, self-starter with initiative to find ways to improve solutions, systems, and processes 
• Proven Communication skills with both internal team members and external business stakeholders, ability to influence and build relationships at all levels 
• Excellent analytical and problem-solving skills.

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Primary Purpose of the Job

• A Microsoft Administrator role focuses on managing and optimizing Microsoft-centric infrastructure environments, with an emphasis on deploying and maintaining workflow automation tools like n8n instances & agents. This position requires expertise in hybrid cloud setups, including on-premises Nutanix clusters and public clouds such as Azure and AWS. The administrator will ensure seamless integration and support for API-driven connections that power interactive Large Language Model (LLM) agents and automated workflows. While workflows are primarily designed by development teams, the administrator acts as a key collaborator, providing infrastructure insights, optimisation and troubleshooting to development and business analyst teams to maintain reliable and scalable environments.

Main Duties of the Role

Key Responsibilities:

• Infrastructure Management: Administer and maintain NUTANIX, Azure, and Dell enterprise servers and BDO applications.
• Virtualisation & Cloud Services: Manage virtualized environments and optimise cloud solutions.
• Deploy and configure n8n agents across diverse environments, including Nutanix hyperconverged infrastructure clusters, Microsoft Azure Virtual Machines or App Services, or AWS EC2 instances or Lambda functions, ensuring high availability, security, and performance optimization.
• Administer and monitor back-end to front-end API connections for LLM agents and workflows, including setup of RESTful APIs, webhooks, authentication mechanisms (e.g., OAuth, API keys), and integration with services like Azure API Management or AWS API Gateway.
• Collaborate with development teams to understand workflow requirements, provide infrastructure recommendations, and assist in troubleshooting deployment issues.
• Creation of workflows limited to ITSM, Infrastructure & Security automation activities.
• Work closely with business analyst & enablement teams to align infrastructure capabilities with business needs, such as scaling resources for LLM-driven interactive agents and ensuring compliance with data privacy regulations (e.g., GDPR or POPIA in South Africa).
• Perform routine maintenance, updates, and patching of Microsoft-based systems (e.g., Windows Server, Active Directory, PowerShell scripting) integrated with cloud platforms, while monitoring for vulnerabilities in n8n and API ecosystems.
• Implement and manage monitoring tools (e.g., Azure Monitor, AWS CloudWatch, or Nutanix Prism) to track system health, API performance, and workflow execution, generating reports for stakeholders.
• Ensure secure data flow between back-end services (e.g., databases, LLM models) and front-end interfaces, including configuration of firewalls, VPNs, and encryption protocols.
• Handle incident response and root cause analysis for infrastructure-related issues affecting LLM agents or workflows, coordinating with infrastructure management & cross-functional teams to minimize downtime and ensure efficient workflow utilisation & optimisation.
• Stay updated on emerging technologies in cloud administration, workflow automation, and AI infrastructure (self-hosted or cloud), recommending improvements to enhance efficiency and scalability.
• Document infrastructure configurations, deployment processes, and support procedures to facilitate knowledge transfer and compliance audits.

Requirements
Qualifications, Experience, Knowledge and Skills

Qualifications & Certifications

• Microsoft Certified: Azure Administrator Associate (AZ-104) Core certification for managing Azure resources, VMs, networking, storage, and security; directly relevant for deploying n8n on Azure.
• AWS Certified SysOps Administrator or AWS Certified Cloud Practitioner. AWS EC2, networking, monitoring, and deployment; supports n8n on AWS.
• Nutanix Certified Professional – Multi-cloud Infrastructure (NCP-MCI) or Nutanix Certified Associate (NCA) as a starting point.
• Microsoft Certified: Azure Fundamentals (AZ-900)

Experience

• 3+ years of experience in ICT infrastructure administration with exposure to LLM agent setup & integration.
• Proven experience managing NUTANIX infrastructure (Hyperconverged infrastructure, Prism, Acropolis).
• Hands-on experience with Microsoft Azure administration and cloud services.
• Strong proficiency in Microsoft technologies: Windows Server, Active Directory, PowerShell scripting for automation.
• Cloud platform basics: Azure (VMs, App Services, API Management, Monitor) and/or AWS (EC2, Lambda, API Gateway, CloudWatch).
• Nutanix fundamentals: Prism Central/UI, VM management, storage, networking in hyperconverged clusters.
• Containerization & deployment: Docker basics (for n8n self-hosting), optional Kubernetes awareness (for scalable setups on AKS/EKS).
• API & integration: Configuring REST APIs, webhooks, OAuth/API keys; familiarity with tools like Postman for testing back-end to front-end connections.
• Monitoring & troubleshooting: Azure Monitor, AWS CloudWatch, Nutanix Prism for health/performance tracking.
• Security & compliance: Basic IAM, firewalls, encryption, and data privacy practices (e.g., for LLM workflows).
• Soft skills: Ability to collaborate with developers and business analysts, document processes, and troubleshoot infrastructure issues impacting workflows.

Competencies: Knowledge and Skills

Job Skills and Competencies

• Strong problem-solving skills with the ability to troubleshoot complex technical issues.
• Excellent communication skills to interact effectively with both technical and non-technical stakeholders.

Behavioural Competencies

• Highly organised and able to prioritise tasks in a fast-paced environment.
• Willingness to stay up to date with the latest technologies and industry trends.
   

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Primary Purpose of the Job

• The Senior Business Analyst is responsible for leading enterprise-wide business analysis initiatives, with a primary focus on unpacking, analysing, and documenting AsIs business processes across all business units, and actively identifying opportunities for improvement to inform the design and documentation of optimised To-Be processes.
• The role plays a critical part in establishing a single, accurate view of how the business operates today, forming the foundation for process optimisation, system improvements, automation, AI enablement, and change initiatives.
• This role operates at both a strategic and hands-on level, engaging senior stakeholders while actively facilitating workshops, conducting deep-dive analysis, and producing high-quality process documentation.

Main Duties and Responsibilities

• Enterprise AsIs Process Discovery, To-Be Process Design & Documentation 
• Lead enterprise-wide initiatives to identify, unpack, map, and document AsIs and To-Be business processes across all functional areas. 
• Facilitate in-depth process discovery workshops, interviews, and walkthroughs with business stakeholders at all levels. 
• Decompose complex business operations into clear, structured, and validated process models, including:  
• End-to-end process flows 
• Sub-processes and variants 
• Inputs, outputs, and hand-offs 
• Roles, responsibilities, and dependencies 
• Document current-state and design future state processes using agreed standards (e.g. BPMN, swimlane diagrams). 
• Capture process exceptions, workarounds, inefficiencies, data handoffs, system dependencies, and control gaps. 
• Establish and maintain a centralised process repository (As-is and To-Be) that is accurate, accessible, and reusable across initiatives. 

Process Analysis & Insight Generation 

Analyse AsIs processes to identify:  

• Bottlenecks, duplications, manual effort, and risks 
• Control weaknesses and compliance gaps 
• Opportunities for optimisation, standardisation, and automation 
• Collaborate with business stakeholders and Digitech teams to ensure documentation supports downstream solution design. 
• Support the transition from AsIs to ToBe by providing fact-based insights grounded in real operational data. 
• Design improved To-Be processes 

Stakeholder Engagement & Facilitation 

• Act as a trusted advisor to business and leadership stakeholders on process and operational complexity. 
• Manage and align diverse stakeholder perspectives to arrive at a single source of truth for how processes operate today. 
• Facilitate workshops that drive clarity, alignment, and shared understanding of current-state operations. 
• Translate complex process information into clear, business-friendly artefacts suitable for executive and operational audiences. 

Requirements & Analysis Leadership 

• Lead the definition of business and functional requirements, grounded in validated AsIs processes, in order to design To-Be processes. 
• Ensure requirements traceability back to documented current-state processes. 
• Review and mentor Business Analysts to improve process analysis quality and consistency. 
• Provide quality assurance on analysis deliverables produced by junior and mid-level analysts. 

AsIs Delivery Oversight & ToBe Process Design 

• Oversight and coordination of Junior/Intermediate BAs documenting AsIs processes 
• Coaching, standards, templates, and quality assurance of their work 
• Validation and consolidation of AsIs process artefacts 
• Designing and facilitating ToBe processes based on validated AsIs insights 
• Traceability from AsIs issues → ToBe improvement 

Governance, Standards & Capability Building 

• Contribute to the definition and improvement of business analysis and process documentation standards. 
• Ensure consistency and quality across enterprise process artefacts. 
• Support upliftment of business process maturity across the organisation. 
• Enable reuse of process maps and insights across automation, AI, ERP, and transformation initiatives. 

Key Deliverables

• End-to-end AsIs and To-Be process maps (enterprise, value stream, and detailed levels)
• Process catalogues and inventories
• Business rules and decision documentation
• Stakeholder-aligned and validated process artefacts
• Requirements documentation grounded in current-state understanding and future state optimisation

Requirements
Qualifications, Work Experience, and Knowledge

Qualifications

• Bachelor's degree in Information Systems, Engineering or related technical field 

Work Experience

• 7+ years’ experience as a Business Analyst, with significant experience in enterprise process analysis and documentation 

Knowledge

• Strong experience in Business Process Modelling and Notation (BPMN), using relevant process modelling tools  
• Proven ability to lead large-scale AsIs process discovery and To-Be process design initiatives across multiple business units 
• Strong facilitation skills for complex, cross-functional workshops 
• Expertise in process modelling techniques and tools  
• Strong analytical, problem-solving, and documentation skills 
• Ability to navigate ambiguity and surface clarity in complex environments 
• Competencies: Technical & Behavioural

Desirable Competencies

• Experience supporting automation or digital transformation initiatives 
• Exposure to Lean, Six Sigma, or process optimisation methodologies 
• Experience working with architecture, data, and automation teams 
• Consulting or enterprise advisory background  

Behavioural & Professional Competencies

• Highly structured and detail-oriented 
• Confident communicator with senior stakeholders 
• Curious and persistent in uncovering how work actually gets done 
• Comfortable challenging assumptions and documenting reality 
• Ability to balance strategic thinking with hands-on execution 

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• The Financial Instruments Valuations Manager will be responsible for project management, valuation of financial instruments, subject matter experts on engagements related to financial instruments and specialist advisory projects within FS. It will be the job of the Advisory Manager to provide support to the advisory team. The Financial Instruments Valuations Manager will also mentor, upskill and coach the existing team to ensure that we build a sustainable specialist FS advisory team.

Main Duties and Responsibilities:

• Reviews valuation of financial instruments and documentation/assigned scope of work;
• Understands the relevance of financial instruments and financial services in reviews of the testing and documentation;
• Manage the day-to-day activities of the Specialised Valuations Group along with the related valuation software of B-VAL and B-Listed;
• Take ownership of, and manages work assignments to completion within the allocated time frame and to an appropriate standard (quality), through:
• Proper planning before the assignment, appropriate coaching during the assignment, attention to quality of the deliverable and the supporting documentation, adequately completing provisions;
• Managing the WIP appropriately and within budget, where applicable, billing the engagement, and closing the engagement;
• Is an effective project manager and coaches other to be effective project managers;
• Agrees development plan with the partner at the start of the assignment;
• Coaches the team in the writing of Management Letter Points (MLPs) of an appropriate standard for weaknesses identified. Discusses with the client and obtains their comments;
• Reviews written documents to ensure that they are organised, well-written, referenced, and easy to follow;
• Establish effective working relationships directly with key clients, and broader BDO stakeholders;
• Understand what the company you are working on, does and how they make revenue;
• Bring industry insights and recommendations to the client during client discussions;
• Ensures value-added delivery to the client driving sustainability of client relationship and work allocation;
• Drives up-selling and cross-selling opportunities at the client;
• Assist with executing and supervising on FS advisory engagements;
• Actively participates in meetings with the key client stakeholders and internal senior stakeholders;
• Review project risks, processes, and controls;
• Develop a comprehensive understanding of the client’s processes and methodologies, including the reviews of process flows related to financial instruments and market risk;
• Can work in, manage and coach teams and effectively communicate across different levels within the organisation. Is able to run multiple engagements concurrently;
• Mentor, coach, upskill and supervise junior team members;
• Has a focus on building the business and be able to identify potential leads to communicate to senior leaders;
• Run with the end-to-end proposal and business development process with the assistance of a senior leader;
• Coordinate and lead meetings with C-level client stakeholders;
• Able to lead initiatives from commencement to conclusion with coaching and mentoring. Understands when to request input or assistance;
• Support broader FS business initiatives and also expected to live the BDO values;and
• Ensure compliance with the engagement performance process

Requirements
Qualifications/Recognition of Prior Learning equivalent:

• Honours degree in Mathematical Sciences; or
• Honours degree in Accounting Sciences; or Equivalent

Work Experience and Knowledge

• Minimum 3 years’ experience specialised training in financial instrument fair valuations and hedge accounting
• Experience in Financial Services clients audit (external/internal)
• Proven experience in dealing with clients and management related to financial services

Technical Competencies

• Financial instruments valuations
• Financial accounting for financial instruments
• Financial instruments control environment understanding
• Audit (external/internal) experience

Behavioural Competencies

• Effective Communication Skills, both written and verbal.
• Problem-solving techniques and effective conflict management skills.
• Must have a customer first execution philosophy. Demonstrate awareness of business and industry dynamics. Ability to analyse technology trends and operational business issues and make informed decisions.
• Must demonstrate the ability to respond effectively to changing environments (expected and unexpected). Ability to evolve own ideas and solutions in response to changing circumstances.
• Must have an awareness and openness to diversity – promote inclusion and sharing of ideas and convey respect for different perspectives.
• Demonstrate the ability to use different problem-solving strategies and select the one that best meets the requirements of the situation. Keep the big picture of the problem in mind while focusing on its specifics.
• Must have excellent communication skills, both written and verbal. Demonstrate the ability to effectively interpret the needs of all stakeholders, respond to their needs, and manage expectations.
• Ability to collaborate with all stakeholders in the pursuit of common goals. Must have strong interpersonal skills to manage large teams with influence.
• Must be a proven leader, able to take charge and act assertively without guidance. Use business criteria and values to evaluate alternative courses of action. Make a timely choice based on the options and information available.
• Focus on desired results and business outcomes. Must be both a problem solver and a risk taker. 
• Define performance standards in terms of doing what is appropriate (and doing it well). Work to achieve goals despite barriers or difficulties. Must be able to engage, build and manage relationships with relevant internal and external stakeholders.
• Demonstrate the ability to handle and resolve conflict situations to ensure ongoing goal achievement.
• Practical orientation and current knowledge in the areas of enterprise architecture design (including cloud architectures), platform and application design principles, data management standards and analytical methods, security principles, redundancy, data protection and recovery systems.