Jobs at Outsourced CFO

Job responsibilities will include, among other things:

• Data Administration
• General Hardware environment health reporting
• Atera reports
• Zapier creator and administrator
• Office 365 administrator
• Level 10 contributor
• Google Workspace Administrator
• ZOHO and CRM profile management
• Setting up of IT equipment
• Receive new IT equipment
• Format new IT equipment based on OCFO protocols
• Setup of new equipment based on OCFO protocols
• On-board new team members onto the new equipment
• Off-boarding of exiting team members
• Updating OCFO Protocols where and when needed
• Purchasing of IT equipment
• Tracking IT equipment and IT equipment spare allocation
• Monitor amount of OCFO spares and ensure that we have the minimum stock quantity at all times
• Submit purchase requests when stock levels dip below acceptable levels
• Receive and quality control spare equipment
• Providing IT Support
• Assist with team members day to-day IT requirements
• Have an accurate knowledge of all IT software being utilized within the OCFO environment, where the IT department is required to provide support on
• Staying up to date with relevant updates on software being supported by OCFO IT and reporting relevant software changes either to the director or affected users
• Software support includes the following platforms: 3CX, ZOHO, Google Workspace, Office 365, Easy File.
• Hardware support includes but is not limited to: End user environment, 3CX Softphones, Laptops for all end users, Profile management on Panelist/ contractors BYOD, End point management for users.
• Unifi Network support
• Training
• Assisting the training team with new team member training
• Security
• Review and action IT security vulnerabilities
• Ensure that all equipment meets the set security standards at OCFO
• Enforces 2FA across all platforms used witing OCFO and ensures users adopt best practice.

Requirements

• The ideal candidate for this position will have a minimum of  1-2 years' experience with CompTIA A+ and N+ preferred or related IT qualification

Characteristics of the ideal candidate

• Critical thinking
• Problem solving
• Innovative
• Ability to understand pain points and provide solutions
• Ability to work in a team environment

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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