Fractional Financial Manager

Zealhr; Cape Town; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A financial management and advisory firm in Somerset is seeking a Fractional Financial Manager. The role involves financial oversight for a portfolio of clients, including preparing monthly management accounts, leading financial meetings, and offering strategic financial input. The ideal candidate is a Chartered Accountant with at least 1 year of experience and strong knowledge of accounting principles and cloud accounting platforms. Exceptional communication skills and a proactive approach are essential for client engagement and service delivery.

Qualifications

• Qualification as a Chartered Accountant (SA).
• At least 1 year of post-article experience.
• Strong knowledge of tax legislation and payroll.

Responsibilities

• Prepare and review monthly management accounts for clients.
• Lead monthly financial management meetings with clients.
• Act as financial manager for assigned clients.

Skills

Accounting principles knowledge

Written and verbal communication

Client management

Proactive approach

Time management

Education

Chartered Accountant (SA)

Tools

Xero

QuickBooks

Dext

ApprovalMax

Draftworkx

Job description

Job Description

Our client is looking for a sharp detail-driven Fractional Financial Manager to join a dynamic financial management and advisory firm in Somerset. This role you will take responsibility for the financial management and oversight of a portfolio of clients. You will be instrumental in delivering a range of services including monthly accounting financial reviews, strategic financial management and compliance work. You will also lead and contribute to ad hoc financial projects that require a hands-on solutions-driven approach.

Responsibilities

Financial Oversight & Monthly Work

• Prepare and review monthly management accounts for a range of clients
• Perform monthly reconciliations including payroll VAT and bank reconciliations
• Ensure timely and accurate VAT calculations and submissions
• Perform provisional tax calculations and prepare relevant schedules
• Draft review and sign off on financial statements
• Support clients with budgeting forecasting and cost modelling
• Lead monthly financial management meetings with clients to provide insights and advice

Fractional Financial Management

• Act as the financial manager for assigned clients
• Develop and implement financial reporting solutions and dashboards
• Offer strategic input on financial planning, cash flow management and financial decision making

Project & Advisory Work

• Assist with special projects such as system implementations, restructuring support and due diligence checks
• Provide support and guidance during audit and independent review processes
• Address audit queries and assist in preparing necessary documentation
• Identify and implement process improvements to ensure quality standards and meet deadlines consistently

Client Communication & Service

• Provide exceptional customer service by proactively engaging with clients, addressing inquiries promptly and delivering timely financial information
• Develop a deep understanding of clients financial situations, identify additional financial needs and suggest suitable service offerings such as Advisory Fractional FM and Fractional CFO services.

Requirements

• Qualification as a Chartered Accountant (SA)
• At least 1 year of post-article experience, ideally within an accounting firm or client-facing role
• Strong knowledge of accounting principles (IFRS for SMEs), tax legislation and payroll
• Proficient in cloud accounting platforms (e.g. Xero, QuickBooks, Dext, ApprovalMax, Draftworkx)
• International exposure or experience with cross-border financial management is a plus
• Strong written and verbal communication skills
• Able to manage multiple clients and competing deadlines
• Hands-on proactive approach and comfort working in a fast-paced changing environment

Employment Type: Full-Time

Experience: years

Vacancy: 1