Job Description

Our client is seeking a driven and detail-oriented Accountant/Financial Reporting Specialist. If you''re passionate about improving processes, automating tasks, and creating high-quality financial reports, this role is for you! You''ll collaborate closely with senior leadership and team members to boost efficiency, ensure reporting accuracy, and provide valuable strategic insights.
Responsibilities Include:

• Reporting: Develop and automate Power BI reports and dashboards, create cash flow reports, assist with budgets and forecasts, ensure legal compliance reporting (SARB, SARS), and provide monthly Xero updates for trusts.
• Process Optimization: Analyze and automate financial reporting processes to enhance accuracy and efficiency.
• Communication: Create presentations for senior stakeholders and clearly communicate financial insights.
• Team Support: Provide operational support to finance team members and assist with financial management.
• Project Management: Lead reporting projects and work on special initiatives.
• Financial Management: Regularly compare fees, evaluate processes, and review service provider agreements.

• 3-5 years of post-articles experience (Wealth/Asset management experience is a plus)
• Postgraduate Commerce degree in Accounting or similar; CA(SA) qualification
• Proficiency in MS Office Suite, Power BI, Xero, Zap BI

• Financial reporting and data automation
• Power BI and Excel
• Analytical, communication, and presentation skills
• Cash flow understanding
• Process improvement and automation
• Project management

• Proactive and solution-oriented
• Excellent attention to detail

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