BDO helps a diverse range of clients with different needs. This is especially true of our Advisory Practice, which provides transaction, risk, wealth advisory, company secretarial, and HR services to clients navigating a range of challenges, changes, and opportunities.
Our professionals are from a variety of multidisciplinary backgrounds, allowing us to del...
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Primary Purpose of the Job
This individual will be a key member of the Compliance Team that supports BDO South Africa in building a resilient and successful business, by:
- Receiving and collecting client and opportunity information and facilitating an effective and efficient onboarding process.
- Being a trusted advisor to business, advising on system use and completion of the client onboarding process.
- Understanding that this role includes mindful completion of a workflow process and cannot be a “tick the box” exercise.
- Entrenching a strong culture in the firm that this is about more than pure compliance, but also about promoting a message that everyone has a role to play in protecting the firm against risk.
- The team that the individual will be part of is primarily responsible for the administration of the Acceptance and Continuance of Client Relationships and Specific Engagements” but also has other compliance duties.
- The Onboarding Champion role will report into the Compliance Operations Senior Manager.
Main Duties and Responsibilities
- Responsible for processing efficient and effective compliance related activities for the primary and secondary allocated business units or offices.
- Focussed on collecting and receiving relevant information and entering this on the CRM/Core system in a timeous and accurate way.
- Responsible for data quality for workflow items involved with.
- Pro-actively identify re-acceptances and initiating the process on a continual basis.
- Pro-actively build and verify group structures on a continual basis.
- Submit international conflict checks for all opportunities to international clients onboarded on CRM/Core. Send emails to partners of Restricted entities for all opportunities submitted to Restricted entities. Follow up and track responses.
- Participate in communications in relation to Acceptance and Continuance of Client Relationships. This could include sending out and following up of COI checks, dependent on requirements.
- Assist with initiatives, processes, systems, and tools relating to Acceptance and Continuance of Client Relationships and other compliance functionalities, as needed.
- Able to understand and communicate the “why” of why certain processes are followed and needed.
- Provide training, advice and support to partners, directors and professionals on client acceptance and re-acceptance procedures and systems on a regular basis.
- Perform follow ups and engage with relevant stakeholders of other BDO member firms.
- Pro-active identification and communication of potential improvements as it relates to compliance activities involved in.
- Stakeholder management and engagement, in relation to duties to be performed.
- Using the tools provided proactively to research group structures as well as directorships, and other relevant pre-verification checks as needed.
- The Champion needs to understand the implication of information found, as there are additional processes linked that there are additional actions needed for. Responsibility would lie with the Onboarding champion to complete this process.
Requirements
Qualifications, Recognition of Prior Learning, Work Experience, and Knowledge
- Qualifications/Recognition of Prior Learning equivalent
- Completion of High school
- A qualification in Compliance, Risk, Finance or Audit would be an advantage
Work Experience
- Experience in similar risk management, independence and/or compliance roles.
- Experience within a professional services/audit firm would be advantageous.
Knowledge
- Basic Excel, Word, and PowerPoint.
- Written and spoken English language skills.
- BDO systems experience an advantage.
Technical Competencies
- Efficient processing of compliance related tasks.
- Progress reporting.
- Attention to detail.
- Ability to understand and manage time and constraints as communicated.
Behavioural Competencies
- Good interpersonal and organisational skills
- Strong spoken and written communication skills
- Ability to work independently and collaborate with team members.
- An optimistic outlook
- A proactive approach to continuous improvement
BDO Core Competencies
- Relationships and Collaboration
- Exceptional Client Service
- Engaging people
- Quality, Risk management and Operational performance
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Description
Primary Purpose of the Job
This role will be a key member of the Compliance Team that supports BDO South Africa in building a resilient and successful business, by:
- Designing and facilitating effective and efficient compliance processes with clearly defined roles and responsibilities, that enable business to deliver exceptional client service
- Being a trusted advisor to business, advising on regulations, policies and procedures and enhancing skills through focused training and awareness programmes
- Implementing monitoring processes, providing value-add reporting and ensuring remedial action is taken for identified non-compliance
- Entrenching a strong culture in the firm that is about more than pure compliance, but also about promoting a message that everyone has a role to play in protecting the firm against risk.
- The team is responsible for the “Relevant Ethical Requirements (including Independence)” and “Acceptance and Continuance of Client Relationships and Specific Engagements” components of ISQM1.
- The Compliance Practitioner role will report into the Associate Director: Compliance and will be responsible for designing, implementing and monitoring effective and efficient processes to ensure compliance with policies relating to the above components.
Main Duties and Responsibilities
- Assist with the design and implementation of projects and initiatives, policies and processes, systems/ tools relating to Acceptance and Continuance of Client Relationships.
- Responsible for processing efficient and effective compliance related activities.
- Participate in communications with the Digital Solutions team to ensure effective and efficient automation solutions in relation to Acceptance and Continuance of Client Relationships (including Conflict of Interest and Independence checks).
- Provide training, advice and support to partners, directors and professionals on client acceptance and re-acceptance procedures and systems.
- Execute certain functions in the onboarding process, including but not limited to:
- Review opportunities on the Core system and release from independence.
- Review engagement letters for opportunities ready to be closed and process accordingly
- Perform client related checks in the client onboarding process
- Review engagement codes opened and assess for validity in line with related policies.
- Identification and communication of potential improvements as it relates to independence and conflict check management processes.
- Compilation of efficiency indicators as it relates to the firm’s independence and conflict check management system.
- Stakeholder management and engagement, where required in relation to duties to be performed.
Requirements
Qualifications, Recognition of Prior Learning, Work Experience, and Knowledge
Qualifications/Recognition of Prior Learning equivalent
- A qualification in Compliance, Risk, Finance or Audit.
Work Experience
- 5 years of experience in similar risk management, independence and/or compliance roles.
- Experience within a professional services/audit firm would be advantageous.
- Design and implementation of policies and processes for regulatory compliance and risk mitigation.
- Training design and presentation
- Project management experience
- Business analysis experience relating to technology solutions.
Knowledge
- Intermediate Excel, Word and PowerPoint.
- Progress reporting and Project Management.
- Design and review controls to mitigate identified risks.
- Competencies: Technical & Behavioural
Technical Competencies
- Efficient processing of compliance related tasks.
- Progress reporting and Project Management.
- Design and review controls to mitigate identified risks.
- Attention to Detail
Behavioural Competencies
- Good interpersonal and organisational skills
- Strong spoken and written communication skills
- Ability to work independently and collaborate with team members
- A proactive approach to continuous improvement
BDO Core Competencies
- Relationships and Collaboration
- Exceptional Client Service
- Engaging people
- Quality, Risk management and Operational performance
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Description
Primary Purpose of the Job
- Processing of data to trial balance level and preparation of annual financial statements. Processing and computing of VAT and providing client with monthly management reports. Provide training and development to intermediate and junior bookkeepers. Have the ability to maintain and manage a full client portfolio and ensure all compliance needs of the clients are met.
Main Duties and Responsibilities
- Preparation of annual financial statements in compliance with standards and monthly management accounts
- Preparation of accurate working papers and reconciliations to supp ort the annual financial statements and monthly management accounts
- Timeous submission of monthly VAT returns and management accounts
- Explains various accounting terminology and processes to clients
- Assist clients with accounting procedures and policies
- Acts as the liaison between client and managers
- Plans, organises and leads work of self and subordinates
- Improves margins through efficiency and grow client portfolio
- Actively promotes Xero to clients and provides Xero support as and when required
- Lead the Caseware system
- Mentors and provides feedback to team and junior accountants
Requirements
Qualifications, Recognition of Prior Learning, Work Experience, and Knowledge
Qualifications/Recognition of Prior Learning equivalent
- Grade 12
- Bcom Accounting
- Completion of SAIPA Articles
Work Experience
- 4 to 5 years in bookkeeping/accounting
- Preparation of AFS in Caseware
Knowledge
- Maintain Xero certification
- Competencies: Technical & Behavioural
Technical Competencies
- Analytical skills
- Collecting, storing and processing information
- Critical Thinking skills
- Proficient in excel
Behavioural Competencies
- Ability to handle and manage stress
- Excellent interpersonal skills
- Customer service skills
- Problem Solving Skills
- Excellent planning and organisational skills
- Adaptable
BDO Core Competencies
- Relationships and Collaboration
- Exceptional Client Service
- Business Growth
- Engaging people
- Leadership
- Quality, Risk management and Operational performance
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Description
Primary Purpose of the job:
- The Audit and Assurance Partner will play a strategic role in leading and overseeing audit engagements, providing expert advice on complex financial matters, and contributing to the growth and success of the firm. This position involves fostering client relationships, ensuring audit quality, and driving continuous improvement within the audit practice.
Main duties and responsibilities:
- Lead and manage audit engagements, ensuring compliance with regulatory standards and firm policies.
- Develop and maintain strong client relationships through effective communication and delivery of high-quality service.
- Provide technical expertise on accounting and auditing matters, serving as a resource for both clients and internal teams.
- Contribute to the growth of the firm by identifying business development opportunities and participating in client acquisition efforts.
- Mentor and develop staff members, fostering a culture of continuous learning and professional development.
- Stay abreast of industry trends, regulatory changes, and emerging issues in auditing and assurance.
- Collaborate with other partners and senior leaders to shape the strategic direction of the audit practice.
Requirements
Qualification:
- Qualified Chartered Accountant (CA) or equivalent professional qualification.
- Registered Auditor.
- Membership with a recognized professional accounting body in South Africa.
Experience:
- Minimum of 10 years of experience in audit and assurance within a reputable global audit firm.
- Demonstrated progression in responsibilities, including leadership roles on complex audit projects.
- Experience in client relationship management and business development.
Job Skills and Competencies:
- In-depth understanding of International Financial Reporting Standards (IFRS) and South African Generally Accepted Accounting Principles (GAAP).
- Knowledge of local and international auditing standards and regulations.
- Familiarity with relevant industry sectors and market trends.
Behavioral Competencies
- Leadership and people management skills.
- Strong interpersonal and communication skills.
- Strategic thinking and business acumen.
- Client-focused with a commitment to delivering high-quality service.
Technical Competencies
- Advanced auditing and accounting technical skills.
- Risk assessment and management expertise.
- Financial analysis and reporting proficiency.
BDO Core Competencies
- Relationships and Collaboration
- Exceptional Client Service
- Business Growth
- Engaging people
- Leadership
- Quality, Risk management and Operational performance
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Description
Purpose of the Role :
- As a Financial Consultant within our Finance Transformation division, you will report to the Lead of Finance Transformation Services (FTS).
- Your focus will be on the management and delivery of client engagements, as well as sales and practice development. You will focus on working with our leading clients and their executive teams to design and define innovative business solutions to respond to transition from the current to the future business state. You will collaborate with partners across the firm and across geographies to ensure a holistic and cross-functional, transformative approach.
- As someone with strong financial and commercial acumen, you will be a pivotal team member expected to contribute toward the continual development of our data management processes.
Main Duties Responsibilities :
Project Delivery and Management
- Lead project planning sessions to set project goals and objectives, determine timelines, define tasks, and outline resources necessary to successfully complete the project
- Monitor the progress of projects, including addressing issues that may arise and ensuring project deliverables are completed on time
- Use an appropriate tracking tool to coordinate different elements of the project
- Organise regular status and review meetings as necessary, including generating and distributing meeting minutes
- Gather resources, identify potential constraints based on activities and timeframes, and define solutions to manage any constraints
- Design a risk management plan to minimize foreseeable disruptions to the project
- Oversee all incoming and outgoing project documentation, including managing contracts
- Manage a portfolio and resources to ensure stakeholder engagement through project plans, schedules, project tracking, budget and resource allocation, Gantt charts, and workload analysis
- Report regularly to management and relevant stakeholders on the progress of the project, challenges, resolutions, and alterations
- Conduct project reviews, including creating detailed reports for Advisory Leadership and the FTS Lead, and identifying areas for future improvement
Quality Management
- Ensure that projects are delivered within the agreed timelines and in accordance with agreed quality standards
- Consider and recommend enhancements for project performance and processes and initiate remedial action where defects are evident
Business Case Development
- Provide input into the product vision and roadmap for FTS by aligning to FTS’s overall strategy, commercial business unit requirements and key opportunities
- Product Development Oversight
- Participate in the conceptual solution design process to make recommendations to enhance solutions that solve complex business problems.
Stakeholder Management
- Act as a liaison between key stakeholders such internally and externally to ensure that business development and project management requirements are being met
Budget Management
- Manage own client account/s within approved budget and profitability targets
- Guide and assist other staff on how to manage their client accounts with regards to approved budget
Requirements:
Qualifications/Recognition of Prior Learning equivalent:
- Education: A bachelor’s degree in a finance. A Master’s degree or accounting qualifications are not a hard requirement but will be looked upon favourably, namely:
- BCom Accounting Sciences degree, or
- BCom Hons CTA, or Qualified CA (SA)
Work Experience:
- 1-2 years management experience
Experience required:
- Experience in a managerial capacity, either within the Finance organisation or as part of a Consultancy
- Exceptional communication skills (both written and verbal) with a focus on the ability to influence and drive change through complex organisations
- Strong troubleshooting/problem-solving skills
- Strong meeting facilitation/presentation skills
- Strong client relationship skills and team development skills
- A track record in implementing project plans, either as a consultant or within a finance function.
- Solid understanding of financial principles
- Experience in business development would be advantageous
Knowledge:
Accounting: History of understanding and applying knowledge of :
- Company financial statements and accounting principles into commercial functions.
- Forecasting, planning, and budgeting: Comfortable with the forecasting process and demonstrable ability to comprehend the inter-relationships between income statements and balance sheet items.
- Communication skills: A proven track record of translating financial performance and goals into written strategies and gameplans for targeting new businesses.
- Judgment: Sufficient statistical nous to test null hypotheses, derive trends, and discard causational relationships.
- Gravitas: Owning decisions and having the confidence to decisively convey opinion to senior stakeholders.
- Ability to work on multiple projects to tight timescales.
- Communication skills: A proven track record of translating financial performance and goals into written strategies and gameplans for targeting new businesses.
- Judgment: Sufficient statistical nous to test null hypotheses, derive trends, and discard causational relationships.
- Gravitas: Owning decisions and having the confidence to decisively convey opinion to senior stakeholders.
- Ability to work on multiple projects to tight timescales
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Description
- The objective of the role is to perform engagement quality reviews, with a specific focus in financial services, in compliance with International Standards on Auditing (ISAs). The role will report to the Head of EQR.
- Reviewing engagement files that require an engagement quality review. This will include the review of financial statements;
- Attend meetings with the engagement partner and manager to determine the scope of the review;
- Present feedback to the engagement partner and manager;
- Collate findings of various reviews to present to the firm for remedial action and future learning;
- Collating and recording of recurring themes;
- Training of audit managers and partners on recurring themes where necessary;
- Liaising with various firm departments on findings.
Requirements
- CA(SA); RA
- 7-10 years post articles experience in auditing;
- EQR experience advantageous
- ISAs
Strong Technical Ability
- Extremely high level of attention to detail, analytical and problem-solving abilities
- Ability to communicate effectively with partners and managers both verbally and written
- Ability to communicate effectively with partners and managers under potentially difficult circumstances
- Ability to apply sound professional judgment.
- Demonstrate a commitment to self-development and growth through research and attending courses relevant to role.
- Strong planning, organising, leading and control skill
- People management (coaching and mentoring).
- Strong Technical Ability
- Extremely high level of attention to detail, analytical and problem-solving abilities
- Keep abreast of relevant changes in own field of work i.e. law amendments, new practice notes, attend technical meetings, etc.
go to method of application »
Description
- The objective of the role is to perform engagement quality reviews, with a specific focus in financial services, in compliance with International Standards on Auditing (ISAs). The role will report to the Head of EQR.
- Reviewing engagement files that require an engagement quality review. This will include the review of financial statements;
- Attend meetings with the engagement partner and manager to determine the scope of the review;
- Present feedback to the engagement partner and manager;
- Collate findings of various reviews to present to the firm for remedial action and future learning;
- Collating and recording of recurring themes;
- Training of audit managers and partners on recurring themes where necessary;
- Liaising with various firm departments on findings.
Requirements
- CA(SA); RA
- 7-10 years post articles experience in auditing;
- EQR experience advantageous
- ISAs
Strong Technical Ability
- Extremely high level of attention to detail, analytical and problem-solving abilities
- Ability to communicate effectively with partners and managers both verbally and written
- Ability to communicate effectively with partners and managers under potentially difficult circumstances
- Ability to apply sound professional judgment.
- Demonstrate a commitment to self-development and growth through research and attending courses relevant to role.
- Strong planning, organising, leading and control skill
- People management (coaching and mentoring).
- Strong Technical Ability
- Extremely high level of attention to detail, analytical and problem-solving abilities
- Keep abreast of relevant changes in own field of work i.e. law amendments, new practice notes, attend technical meetings, etc.
go to method of application »
Description
- The objective of the role is to perform engagement quality reviews, with a specific focus in financial services, in compliance with International Standards on Auditing (ISAs). The role will report to the Head of EQR.
- Reviewing engagement files that require an engagement quality review. This will include the review of financial statements;
- Attend meetings with the engagement partner and manager to determine the scope of the review;
- Present feedback to the engagement partner and manager;
- Collate findings of various reviews to present to the firm for remedial action and future learning;
- Collating and recording of recurring themes;
- Training of audit managers and partners on recurring themes where necessary;
- Liaising with various firm departments on findings.
Requirements
- CA(SA); RA
- 7-10 years post articles experience in auditing;
- EQR experience advantageous
- ISAs
Strong Technical Ability
- Extremely high level of attention to detail, analytical and problem-solving abilities
- Ability to communicate effectively with partners and managers both verbally and written
- Ability to communicate effectively with partners and managers under potentially difficult circumstances
- Ability to apply sound professional judgment.
- Demonstrate a commitment to self-development and growth through research and attending courses relevant to role.
- Strong planning, organising, leading and control skill
- People management (coaching and mentoring).
- Strong Technical Ability
- Extremely high level of attention to detail, analytical and problem-solving abilities
- Keep abreast of relevant changes in own field of work i.e. law amendments, new practice notes, attend technical meetings, etc.
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Description
- BDO Pretoria has a vacancy for a Wealth Administrator. Reporting to the Operations Manager, BDO Wealth Advisers.
Responsibilities will include providing support to the Wealth & Healthcare Advisers with the following:
- Process new business applications
- Process increases and alterations on existing business
- Liaison with clients, written and verbal communication
- Capturing and maintaining workflow on the workflow system
- Scan and save all client related documents
- Personal development and training
- Liaison with Wealth & Healthcare Adviser
Requirements
You will be required to have:
- +/- 8 years Wealth & Healthcare administration experience
- Grade 12 or equivalent
- Higher Certificate in Financial Planning
- Excellent communication skills
- Computer literacy
This position will require somebody with the following competencies:
- Organisational skills
- Time management ability
- Task driven
- Analytical
- Supportive skills
- Structured
go to method of application »
Description
- BDO Pretoria has a vacancy for a Wealth Administrator. Reporting to the Operations Manager, BDO Wealth Advisers.
Responsibilities will include providing support to the Wealth & Healthcare Advisers with the following:
- Process new business applications
- Process increases and alterations on existing business
- Liaison with clients, written and verbal communication
- Capturing and maintaining workflow on the workflow system
- Scan and save all client related documents
- Personal development and training
- Liaison with Wealth & Healthcare Adviser
Requirements
You will be required to have:
- +/- 8 years Wealth & Healthcare administration experience
- Grade 12 or equivalent
- Higher Certificate in Financial Planning
- Excellent communication skills
- Computer literacy
This position will require somebody with the following competencies:
- Organisational skills
- Time management ability
- Task driven
- Analytical
- Supportive skills
- Structured
Method of Application
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