Job Description

SUMMARY:
Dynamic Opportunity: Accountant / Financial Reporting Specialist - Lead Automation, Strategy, and High-Impact Reporting!
POSITION INFO:
:
A leading financial services firm is looking for a highly motivated and detail-driven Accountant / Financial Reporting Specialist to join their dynamic operations team. Reporting directly to the Finance Manager, this role is ideal for a qualified with strong post-articles experience and a passion for financial automation, reporting excellence, and strategic analysis.
This individual will work closely with senior leadership and cross-functional teams to develop insightful, real-time financial reports and dashboards, enhance process efficiency, and support legal and regulatory compliance reporting. The successful candidate will play a key role in improving financial workflows, supporting budgeting and forecasting, and creating impactful presentations for internal stakeholders. hr data-start="1040" data-end="1043" />
Key Responsibilities:
Design and maintain Power BI dashboards and automated financial reports
Develop and improve cash flow reports, budgets, and forecasts
Support legal compliance reporting including SARB and SARS submissions
Continuously evaluate and streamline financial processes through automation
Present financial insights and trends to directors and Wealth Managers
Collaborate across departments and assist finance team members operationally
Manage reporting-related projects and support special initiatives
Review fees, service provider agreements, and financial procedures critically
Requirements:
CA(SA) qualification is mandatory
3-5 years post-articles experience in a financial reporting or accounting role
Postgraduate degree in Accounting or a similar commerce field
Strong proficiency in Power BI, Excel, and the MS Office Suite
Experience with Xero, SharePoint, and ideally tools like Zap BI or Power Automate
Excellent analytical, communication, and presentation skills
Strong understanding of financial processes, automation, and reporting compliance