Financial Consultant

Profile Personnel; East London; On-site; ZAR 334,800 - 669,600; Full time

Job summary

Profile Personnel is seeking a qualified financial consultant to provide comprehensive accounting services to clients in various industries. The role involves preparing Management Accounts, Annual Financial Statements, and cashflow forecasts. Candidates should have a BCom Accounting (Hons) degree or CA (SA) and at least 5 years of relevant experience. Proficiency in accounting software like Microsoft and Xero, along with excellent communication skills, is essential. This position is located in East London, Eastern Cape, South Africa.

Qualifications

• At least 5 years of experience in a finance related environment in a mid to senior position.
• Experience in preparation of monthly Management Accounts and drafting of Annual Financial Statements.
• Working knowledge of IFRS and various Accounting Standards.

Responsibilities

• Financial consulting across diverse clients.
• Preparation of Management Accounts and Annual Financial Statements.
• Training and upskilling of bookkeepers in client entities.

Skills

Financial consulting

Accounting software (Microsoft, Sage Accpac, Xero, Spotlight)

Advanced Microsoft Excel

Strong numerical skills

Communication skills

Problem-solving

Education

BCom Accounting (Hons) degree or CA (SA)

Tools

Microsoft Excel

Sage Accpac

Xero

Spotlight

Job description

Summary of duties

• Financial consulting across a broad range of different clients operating in various industries.
• Full-spectrum accounting, VAT and income tax related queries from time to time.
• Preparation of monthly Management Accounts.
• Preparation of Annual Financial Statements.
• Preparation of Annual Audit files for submission to the clients’ auditors and where required, assisting clients with audit requests and submission of supporting documents etc.
• Preparation of budgets.
• Preparation of cashflow forecasts.
• Assistance with reconciliations and ad hoc client queries from time to time.
• Training and upskilling of the bookkeepers in client entities (where required).
• First level review of Management Accounts and reports (where applicable).
• Marketing of the service offering to external parties including basic demonstrations of the software and output that is produced and meeting with potential clients etc.
• Represent the business at industry events, seminars, and networking opportunities to generate leads.
• Identify and qualify potential clients through networking, referrals, industry events, and digital channels.
• Meet with potential clients to assess their accounting needs and present tailored service solutions.
• Prepare service proposals, quotations, and contracts; ensure legal and compliance accuracy.
• Work closely with accounting staff to understand service delivery capabilities and client onboarding processes.
• Stay informed about industry trends, competitor offerings, and pricing models.
• Maintain accurate sales records, track KPIs, and report to management.
• Act as a point of contact for client’s post-sale to ensure smooth onboarding and continued satisfaction.

Qualifications & Experience

• BCom Accounting (Hons) degree or CA (SA)
• Working experience in a finance related environment of at least 5 years in a mid to senior position.
• Experience in preparation of monthly Management Accounts and reporting, including drafting of Annual Financial Statements.
• Experience in preparation of audit files and liaison and assistance with annual audits.
• Working knowledge of IFRS and the various Accounting Standards.
• Experience in Microsoft, Sage Accpac, Xero, Spotlight or another recognised accounting software packages.
• Good Microsoft Excel skills including advanced formulae.
• Strong numerical skills and aptitude.
• Good people’s skills in respect of both staff and clients – and be able and willing to effectively communicate verbally and electronically.
• Must be able to understand and follow accounting policies and procedures.
• Problem solver and ability to make suggestions and recommendations for improvements to existing systems.
• Excellent attention to detail.
• Ability to use initiative and work under pressure.
• Be someone who takes responsibility and ownership of a role and prefers to operate under only limited supervision.
• Ability to work overtime if / when required.
• Ability to communicate at first language English level.