Half-day Financial Controller
- Greenside, Johannesburg
- R20,000-25,000 per month
- Permanent
- Full-time
- Perform full bookkeeping functions up to trial balance.
- Process transactions and reconcile accounts using Xero accounting software.
- Monitor cash flow and support forecasting activities.
- Prepare and propose payment runs, ensuring sufficient cash balances.
- Handle payments, set financial controls, and ensure proper approvals are in place.
- Maintain accurate and organised financial records.
- Ensure compliance with financial regulations and internal policies.
- Assist with monthly payroll processing and statutory submissions.
- Maintain financial documentation for hires, contractor agreements, and onboarding compliance.
- Coordinate documentation and scheduling for finance-related one-on-ones.
- Facilitate internal communication between management and staff for finance-related queries.
- Track daily work log items from staff to ensure accurate project reporting and resource allocation.
- Coordinate finance check-ins and maintain HR records.
- Record all financial transactions in Xero.
- Ensure accuracy in categorizing transactions (expenses, income, etc.).
- Flag and address any discrepancies or missing data.
- Perform daily bank reconciliations.
- Reconcile credit card and other accounts as needed.
- Ensure that all accounts are aligned and discrepancies are investigated.
- Track cash flow daily, updating cash flow forecasts.
- Ensure sufficient funds for operational expenses and upcoming payments.
- Highlight any upcoming cash flow risks for early intervention.
- Ensure that all invoices are processed in Xero.
- Follow up on any outstanding invoices or overdue payments.
- Prepare weekly report of payments made and received.
- Ensure all hours worked are accurately logged.
- Calculate wages, deductions (e.g., PAYE, UIF), and prepare for payroll processing.
- Assist with ad-hoc payroll adjustments (bonuses, overtime, etc.).
- Track employee leave balances and attendance.
- Ensure all leave requests are processed and recorded in Xero or relevant system.
- Update employee records with leave days taken.
- Provide a weekly financial report showing profit and loss (P&L), expenses, and any budget variances.
- Analyze cash flow statement and forecast for the upcoming weeks.
- Review and report on any significant deviations from the budget.
- Liaise with external accountants for necessary monthly reports.
- Ensure that all financial documents required for compliance are ready for submission (tax, VAT, etc.).
- Calculate total payments due for the week (vendors, salaries, etc.).
- Ensure sufficient funds are available and track expected payments.
- Prepare payment batches and ensure accuracy before submitting for approval.
- Ensure that all payments are approved by management before processing.
- Make payments via bank transfer or other channels.
- Record and reconcile all payments made.
- Track outstanding invoices and follow up with vendors/clients as needed.
- Maintain an updated list of overdue payments and report any risks to management.
- Schedule and organize meetings for owner check-ins with staff.
- Ensure that all notes or action items from the meetings are documented and tracked.
- Track and confirm daily work log items from all staff.
- Ensure that timesheets are submitted, and discrepancies are flagged.
- Update project reports based on employee work logs.
- Track and confirm all staff leave requests, overtime and reimbursement claims.
- Manage the approval processes for all Employee Events.
- Review internal records and ensure compliance with SARS regulations (e.g., PAYE, VAT).
- Ensure timely submission of relevant statutory reports (e.g., VAT, UIF, SDL).
- Maintain records in accordance with the Protection of Personal
- Prepare tax returns or assist accountants with necessary documents for tax filings.
- Submit any payroll-related statutory returns (e.g., UIF, PAYE).
- Maintain a clear filing system for all invoices, receipts, and other financial documents (both physical and digital).
- Ensure all financial documentation is up to date and accessible for review.
- Safeguard confidential information and maintain data security.
- Review pending invoices, payments, and potential financial tasks for the next week.
- Ensure everything is on track for the following week’s tasks.
- Update the budget forecast as needed based on current and anticipated expenses.
- Maintain Project Reports
- Provide insights on specific project costs and budgets if requested by management.
- Assist with internal project budgeting and expenditure reviews.
- Minimum of 5 years’ experience in a similar role within a small business environment
- Minimum of three to five years of relevant bookkeeping experience
- Degree in Accounting or Finance or related field
- Formal qualification in Accounting, Finance, or a related field
- Strong understanding of South African tax legislation and compliance requirements
- Experience with CIPC processes and statutory filings
- Excellent analytical and problem-solving skills
- Strong numerical and analytical skills
- Ability to work independently and manage multiple responsibilities
- Demonstrated business acumen and the ability to work independently
- Strong communication and interpersonal skills
- Excellent verbal and written communication
- High level of professionalism and attention to detail
- Ability to manage sensitive information and support internal communication
- Xero Proficiency: Proficiency in Xero for managing financial tasks (nice to have)
- Zoho CRM: Experience with Zoho CRM is a bonus.
- Capable of coordinating documentation for finance-related check-ins and maintaining HR records.
- Familiarity with setting financial controls and ensuring compliance with internal policies.
- Proactive problem-solving skills and adaptability in a fast-paced environment.