Latest Openings at Outsourced CFO

• Outsourced CFO is looking for an experienced Accounting Consultant who can hit the ground running.  This is a contract position open to South African citizens who are based in and working from South Africa.
• You will need to be agile, quick to learn, and ready to thrive in a fast-paced, client-facing environment, supporting a small portfolio of mostly US-based clients.

Key Responsibilities:

Client Service

• Process and review bank transactions, customer/supplier bills, fixed assets, and other day-to-day accounting tasks, including oversight of trainee work.
• Compile monthly management reports and ensure timely and accurate annual financial statements.
• Prepare working papers for independent review engagements with limited supervision.
• Perform ongoing monthly reviews to ensure annual accounting records are accurate and up to date for year-end reporting.
• Assist with payroll processing, reconciliations, and statutory submissions (EMP201, EMP501, COIDA/WCA), including review of trainee outputs.
• Engage with clients to build strong relationships, assist in scoping needs, and support junior team members in client interactions.
• Prepare and manage client budgets and provide insights where required.
• Serve as lead contact for certain clients requiring weekly meetings, ad-hoc requests, and strategic accounting support beyond standard tasks.
• Juggle and prioritize multiple smaller client accounts, primarily US-based, ensuring quality and responsiveness.
• Execute clean-up tasks and recommend or implement more efficient accounting processes.
• Take initiative beyond the traditional accounting scope and continuously adapt in a dynamic, fast-paced environment.

Training and Team Management

• Providing on the job training and manage and mentor two junior team members, overseeing their workflow and development.
• Presenting training to the cloud accounting team

Client Admin

• Updating CRM with client details
• Client scoping according to scoping document
• Preparing client proposals under supervision
• Assisting with clients onboarding and offboarding

Planning and admin

• Preparation of agenda for monthly planning meetings with the POD Leader
• Timeous submission of Timesheets before COB on Fridays
• Ensure that all projects assigned to your portfolio are rolled out monthly, and that all tasks are signed off on a daily basis.
• Review of budgeted vs actual hours spent on clients

Requirements

• The ideal candidate for this position will hold an AGA(SA), SAIPA or CIMA qualification and have at least 2 years post articles experience within an accounting firm environment.

Skills and Experience:

• Strong proficiency in Google Workspace, Microsoft Office, Xero, and QuickBooks.
• Proven ability to manage client relationships independently and professionally.
• Experience working with US-based clients and an understanding of their expectations (not RSA-based approaches).
• Comfortable working remotely with flexibility to accommodate occasional late client meetings (up to 7 PM).
• Mentally agile, self-driven, and proactive in finding solutions.
• Experience with e.g. Amazon and Shopify integrations is a big plus.

Characteristics of the ideal candidate:

• Planning & self-actualisation
• Attention to detail and problem solving
• Analytical thinking and reality testing
• Teamwork and independence
• Rule-folllowing
• Leadership

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• As an Accounting Consultant, your role is to provide comprehensive client service and support while ensuring compliance with accounting standards and tax regulations. You will be responsible for processing various financial transactions, reviewing the work of trainees, and compiling accurate financial statements and management reports. Additionally, you will engage with clients, build relationships, and assist in scoping their needs. Your role also includes providing training to junior staff members. Contributing to client administration tasks, participating in planning and administrative activities, fostering a positive company culture, and staying updated with the latest industry trends.

Job responsibilities will include, among others:
Client Service

• Process bank statements, supplier and customer bills, fixed assets, and other accounting tasks; review trainee work.    
• Ensure SARS compliance: VAT reconciliations, provisional/income tax calculations and submissions; review trainee tax work.    
• Compile management reports from monthly accounting records.    
• Compile annual financial statements for clients.    
• Prepare working papers for independent review engagements.    
• Perform and review monthly accounting to ensure accurate balance sheets and income statements.    
• Assist with payroll tasks: processing, reconciliations, EMP201/EMP501/COIDA/WCA submissions; review trainee work.    
• Engage with clients, build relationships, scope needs, and prepare client budgets; assist junior staff.    
• Provide secretarial services: annual returns, changes in year-end/directors, minutes and resolutions.

 Providing Training

• Provide on-the-job training to Accounting Consultants, Junior Accounting staff, and Trainees; present training to the cloud accounting team.

 Client Admin

• Update CRM with client details.    
• Perform client scoping, prepare proposals, and assist with client onboarding/offboarding.    
• Prepare agendas for monthly planning meetings with the Cloud Accounting Manager.    
• Submit timesheets on time.    
• Ensure timely projects rollout and sign-off.
• Review budgeted vs. actual hours spent on clients.    
• Attend and participate in company team events.    
• Develop and maintain a positive company culture.    

Company Culture

• Promote and adhere to company values.    
• Foster teamwork, collaboration, and respect.    
• Complete scheduled training.    
• Collaborate with the team on challenging tasks.    
• Provide deliverable training updates.    
• Stay updated with accounting industry changes and trends.

Requirements

• The ideal candidate will be a qualified SAIPA, AGA (SA), or CIMA professional with 2 years of post-articles experience, based in Johannesburg, South Africa. Articles in Audit, proficiency with Draftworx and Xero, and a strong background in annual accounting and SARS compliance are highly advantageous.

Characteristics of the ideal candidate

• Initiative & Independence
• Multi-tasking & Problem Solving
• Teamwork & Interpersonal Relationships
• Dependability 
• Attention to Detail & Stress Tolerance
• Planning & Analytical Thinking

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Job Description

• We are recruiting on behalf of our client for a skilled and detail-oriented Financial Accountant.
• The successful candidate will play a key role within the business operations team, taking ownership of core finance functions such as accounts receivable and payable, financial systems management, month-end close, client onboarding, and external financial communications. This role is vital in ensuring financial data accuracy, timely reporting, and strong alignment with the company’s strategic business objectives.

Key Responsibilities:

Accounts Receivable Lead

• Oversee timely and accurate client invoicing based on signed cost estimates (CEs) and POs received.
• Match payments received to invoices in Xero.
• Manage credit notes and invoice corrections.
• Reconcile bank receipts from clients weekly.
• Debt collection and ensuring open relationships with clients.
• Build strong relationships and collaborate with Business Unit Directors and clients in a bespoke and complex environment.

Finance Systems Custodian

• Maintain, optimize, and troubleshoot Xero accounting software and Zoho CRM.
• Clean and structure financial data and ensure consistency across systems.
• Create and maintain custom dashboards and reports in Zoho CRM.
• Train and onboard new staff on Zoho CRM processes.

Client Onboarding (Finance Focus)

• Provide clients with accurate vendor onboarding documentation (banking, tax, and company details).
• Ensure the companies are onboarded as suppliers on client systems.

Financial Reporting & Compliance

• Allocate invoices and POs accurately in Zoho for reporting and revenue tracking.
• Prepare and send monthly debtor statements to clients.
• Liaise with clients for AP confirmations and reconciliations.
• Support internal and external audit requests.

Month-End Close & Year-end Financial Support

• Prepare the month-end close for the CFO to TB level.
• Ensure accuracy of monthly revenue recognition and retainer reporting.
• Clear bank accounts
• Reconcile revenue-related accounts for month-end reporting.
• Reconcile fixed assets, tax, Intercompany loans, and other accounts.
• Respond to queries from the CFO.
• Liaise with internal teams (External Bookkeeper, Client Services, CGO) to support completeness of financial data.
• Monthly VAT calculations and returns submission.
• Bi-annually assist CFO with Provisional tax estimates and manage the revenue estimates with Business Unit Directors.

Ad Hoc & Strategic Support

• Prepare revenue and debtor analyses for leadership.
• Support due diligence processes across the business with different department heads.
• Respond to ad hoc queries from CFO, CGO, and BUDs (Business Unit Directors).
• Assist in strategic business decisions with financial insights.
• Run internal process to forecast Revenue at February year end for Provisional tax purposes accurately.

Key Relationships;

• Internal: CGO, Client Service Team, Bookkeeper, OCFO, Departmental Heads.
• External: Clients (Finance/AP Teams), Vendors, Financial Service Providers.

Requirements
Experience:

• 3+ years experience in a financial operations or finance lead role
• Experience with cloud-based finance tools (Xero, Zoho, Dext) preferred
• Understanding of financial reporting, tax, and compliance in South Africa
• Experience in the media industry is preferable.

Requirements:

• Bachelor's degree in Accounting or Finance
• CIMA or SAIPA qualification is preferred.
• Based in Claremont, Cape Town - Hybrid work set up
• Skills and Characteristics:
• Strong financial acumen and attention to detail.
• Excellent communication and stakeholder management.
• Proficient in Xero and Zoho CRM
• Process-oriented with the ability to handle high volumes.
• Ability to work independently and collaboratively.
• Strong analytical and reporting skills.
• Ability to work in a fast-paced and changing environment.

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Job Description

• We are on the hunt for a Business Development Consultant at Outsourced CFO, you will support and work with ambitious entrepreneurs and fast-growing businesses worldwide. This isn’t just about selling a service — it’s about building trusted relationships with founders and executives, understanding their challenges, and connecting them to solutions that drive real growth.
• The individual in this role is responsible for leads and sales management with the guidance of the Head of Growth. This individual is responsible for growth in the Sales department. They help manage inbound leads and outbound campaigns and leads, and help to create new avenues of business for OCFO's service offering. They assist in improving the sales process, tools and team.

Key Performance Areas;

• Sales / Inbound sales activities
• Telephonic and email correspondence with certain inbound leads
• Following up on inbound leads
• Client meetings with certain inbound leads
• Preparing proposals for new clients
• Updating and maintaining OCFO CRM system
• Research on newest business developments and sales techniques, tools and including that in OCFO way of doing things
• Assisting with the generation of weekly sales reports for Directors
• To contribute to top line revenue growth, primarily through new business from new clients and supporting outbound and conversion efforts, with the goal of reaching or exceeding sales targets
• Business Development / Outbound sales activities;
• Research and development to identify potential new target markets
• Crafting and generating leads lists
• Supporting the management of outbound efforts
• Correspondence and proposals and following up with potential clients
• Client meetings with certain outbound leads
• Supporting the management and improvements of the tech stack on which outbound lead generation is built

Requirements
Skills, Experience & Characteristics;

• Marketing or Business Management Diploma/Certificate
• 3-5 years in Sales, Marketing, Business Development
• EGO IS A NO-GO
• Time Management/efficiency
• Empathy 
• Persistence
• Problem Solving
• Cultural Fit: Alignment with the company's values, culture, and mission
• Ethical Integrity: High ethical standards and honesty are non-negotiable
• Internal and External Stakeholder Management

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Job Description

• As a Bookkeeper in our Cloud Accounting team, you will play a key role in managing day-to-day financial processes for a portfolio of clients. From accurate transaction recording to preparing reports and reconciliations, your attention to detail will ensure that our clients' financial affairs are always in order. This role is open to candidates based remotely in South Africa
• Beyond the numbers, you will help maintain strong client relationships, support your team, and contribute to the smooth delivery of our accounting services.

Key responsibilities:

Client Accounting

• Record, process, and reconcile cashbook, debtors, creditors, fixed assets, and inventory.
• Perform balance sheet reconciliations, including loan accounts and prepayments.
• Prepare supporting schedules and documentation under supervision.
• Ensure transactions are accurately captured in the supplier, customer, and general ledgers.
• Process journal entries as needed.
• Assist with payroll tasks: processing, reconciliations, EMP201/EMP501, and COIDA/WCA submissions.
• Perform VAT calculations and reconciliations, and submit VAT201 returns in line with SARS requirements.

Client Engagement

• Engage directly with clients to build strong working relationships.
• Work closely with POD team members to ensure accurate recording and handling of client data.
• Maintain up-to-date and accurate client information on the CRM system.
• Assist with client onboarding and offboarding processes.

Planning and Administration

• Plan monthly deliverables within your assigned client portfolio.
• Ensure timely submission of weekly timesheets (by COB Fridays).
• Completed tasks and projects within your portfolio to be signed-off daily.

Learning and Development

• Complete all scheduled training.
• Stay current with changes and trends in the accounting industry.
• Seek guidance from your POD leader where needed to ensure effective task delivery.

Requirements

• Diploma in Accounting or equivalent qualification.
• Minimum of 2 years’ proven experience in a similar bookkeeping or accounting role.
• Strong working knowledge of Excel — must be proficient in formulas, data formatting, and using tools like "Text to Columns".
• Able to convert and clean up data from PDFs into Excel format.
• Experience with cloud accounting software (e.g. Xero, QuickBooks, or similar) is advantageous.
• Prior experience working in an accounting firm or servicing multiple clients is a plus.

Key Attributes:

• Strong initiative and independence
• Ability to multitask in a fast-paced environment
• Excellent interpersonal and communication skills
• Team player with strong collaboration skills
• Analytical thinker with strong problem-solving ability
• High attention to detail and accuracy
• Reliable, dependable, and professional
• Ability to handle stress and adapt to change
• Strong planning and time management
• Fast learner with a proactive attitude