Openings at Outsourced CFO

Job Description

• We are recruiting on behalf of our client, for a Financial Manager. Our client is a financial services company established in 1981, that focuses exclusively on providing financing to established SMEs. They are dedicated to fostering inclusive growth in South Africa by helping SMEs expand.
• Our client values individuals who are truthful, candid, creative, curious, conscientious, and committed to holistic learning and growth. They operate as a close-knit team, engaging face-to-face with customers and stakeholders, and therefore maintain an entirely office-based work environment. If you are passionate about supporting the growth of SMEs and building South Africa, you could be the right fit.
• As the Financial Manager, you will work closely with the executive team, gain broad exposure to the business and be accountable for the accounting function for the group and some key financial processes in servicing customers.The individual will report directly to the Commercial Director and will work closely with other members of the senior management team.

Responsibilities;

Manage the accounting function;

• Direct and lead the Finance Department team
• Ensure IFRS compliance
• Responsible for monthly reporting, Annual Financial Statements of several
• companies and the audit engagement
• Experience with, or possess a sound conceptual understanding of, the principles
• inherent in a financing business
• VAT & income tax returns & SARS queries
• Insurance matters
• Budgets

Key Process management;

• Ensure effectiveness
• Maintain efficiencies
• Sign off process compliance activities

Manage projects;

• Sculpt, Plan, Execute, and Debrief
• Coordination
• Manage project resources

Prepare reports;

• Timeous delivery
• Alert Management to exceptions
• Cash flow management & forecasts
• Compile reports and present to Exco
• Prepare reports for Board meetings and funders

Requirements

• Minimum of 15 years’ experience (preferably with exposure to mid-sized companies including reporting to external stakeholders)
• Leadership experience in a financial role
• Working knowledge of IFRS
• Project management
• General Microsoft office tools
• Excel – Advanced
• Exposure to ERP systems & Xero/Sage/Quickbooks
• Flexibility to adapt with business changes
• Analytical mind, organized, precise and meticulous
• Problem solver
• Ability to take initiative, learn quickly and strive for results
• Excellent communication skills (verbal and written)
• Strong team player and motivator
• Full time on site - Randburg

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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.
• 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.
• Flexibility to work USA hours when required / for meetings (from 17h00 onwards)

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