Financial Statement Consultant

Outsourced CFO; Remote; ZAR 600 000 - 800 000; Full time

Job summary

A premier financial consultancy is seeking a meticulous Financial Statement Drafting Consultant. In this role, you will compile and execute IFRS financial statements, assist in client administration, and engage in ongoing training. Candidates with CA (SA) and 3-5 years of relevant experience will thrive in this dynamic environment. The position offers flexibility to work fully remote or in a hybrid model based in Cape Town, Western Cape.

Qualifications

• Minimum 3-5 years of post-articles experience.
• Experience with IFRS, IFRS for SME, and consolidation.
• Experience in mid-tier firms preferred.

Responsibilities

• Compile, plan, and execute IFRS financial statements.
• Update client details in Zoho CRM and assist with onboarding.
• Prepare proposals and document sales opportunities.

Skills

Planning

Attention to detail

Analytical thinking

Teamwork

Rule-following

Leadership

Initiative

Problem solving

Education

CA (SA)

Tools

Caseware

Draftworks

Zoho CRM

Job description

Outsourced CFO is recruiting for a meticulous Financial Statement Drafting Consultant to ensure valuable client service through the accurate and timely compilation planning and execution of IFRS IFRS for SME and consolidated financial statements.

Key Responsibilities

• Compiling, planning and executing IFRS financial statements
• Compiling, planning and executing IFRS for SME financial statements
• Compiling, planning and executing consolidated financial statements

Client Administration

• Updating Zoho CRM with client details
• Client scoping according to scoping document
• Preparing proposals on Practice Ignition
• Documenting upsell or sales opportunities on Zoho CRM
• Client onboarding process facilitation
• Client offboarding process facilitation

Company Culture

• Regular attendance and participation in company team events
• Develop and maintain a positive and productive company culture
• Promote the company values and ensure they are adhered to
• Foster a culture of teamwork, collaboration and mutual respect

Training

• Ensure scheduled training is completed
• Engage technical team on items if you feel you do not have the skills to perform these tasks
• Deliverable training update
• Technology certifications
• Internal software usage (Zoho G-suite)
• OCFO internal processes
• Budget management

Requirements

• Min Qualifications Required: CA (SA)
• Min Experience Required: 3–5 years post articles
• IFRS IFRS for SME and consolidation experience
• Caseware or Draftworks experience
• Mid tier firms experience preferred

Competencies

• Planning
• Attention to detail
• Analytical thinking
• Teamwork
• Rule-following
• Leadership
• Initiative
• Problem solving

OCFO Values

• Family first
• Integrity matters
• Switch on thinking
• Excellence in everything
• Growth and success

Location

Flexible within South Africa (Candidates may be fully remote or utilize our hybrid working model at our Head Office in Cape Town City Centre Western Cape).

Additional Information

• Required Skills: Sales Experience, Direct Sales, Hyperion, Financial Services, Financial Concepts, Banking, Oracle EBS, Securities Law, PeopleSoft, Oracle, Financial Management, Workday
• Required Education: CA (SA)
• Employment Type: Full Time
• Vacancy: 1