
Accountant / Financial Reporting Specialist
- Claremont, Cape Town
- Permanent
- Full-time
- 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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