Fractional Financial Manager / Senior Accountant

Zeal HR; Somerset West; On-site; ZAR 500,000 - 750,000; Full time

Job summary

A leading company in the financial industry seeks a Senior Accountant based in Somerset West. This role involves overseeing financial management for clients, delivering a variety of accounting services, and engaging proactively with clients to meet their financial needs. The ideal candidate will possess a BCom Degree and have strong experience in South African accounting regulations and tools like Xero.

Qualifications

• 3-5 years of experience in bookkeeping or a related field.
• Strong knowledge of accounting regulations in South Africa.
• Experience with CIMA/SAIPA is advantageous.

Responsibilities

• Prepare and review monthly management accounts for clients.
• Lead monthly financial management meetings with clients.
• Develop and implement financial reporting solutions.

Skills

Accounting principles

Financial management

Problem-solving

Strong Excel skills

Client communication

Education

BCom Degree in Accounting or Finance

Tools

Xero

SARS

Job description

An exciting opportunity has become available within the financial industry, for a Senior Accountant. The position is based in Somerset West. In 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.

REQUIREMENTS:

• BCom Degree in Accounting or Finance (Honours or SAICA/SAIPA articles advantageous)
• 3-5 years of experience in bookkeeping or a related field, ideally with a CIMA/SAIPA traineeship.
• Strong knowledge of accounting principles and regulations in South Africa.
• Extensive experience in Xero and strong knowledge of Xero Integrations (e.g., Dext for billing and expense claims).
• Strong Excel skills for building and maintaining financial models (e.g., cash flow, budgets, forecasts).
• Proficient in tax calculations and filing returns with SARS.
• Strong organizational, communication, and problem-solving skills.
• Passion for finance, proactive, and committed to continuous learning and development.
• Strong alignment with Company's values: Servant Heart, Growth Mindset, Team Player, Extreme Ownership.

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, 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 company service offerings such as Advisory, Fractional FM, and Fractional CFO services.

Desired Skills:

• CIMA
• SAIPA
• Accountant
• Financial Manager
• SARS
• XERO

Desired Work Experience:

• 2 to 5 years

Desired Qualification Level & Accreditations:

• Degree
• Chartered Institute of Management Accountants
• South African Institute of Professional Accountant