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Draftworx & Caseware Financial Statements Consultant
2 weeks ago
Introduction
AFA require the expertise of a Draftworx or/and CaseWare Financial Statement Consultant to assist our clients in drafting their financial statements for submission to their auditors.
Minimum qualifications:
- Studying towards a degree / diploma in accounting
Desired qualifications:
- BCom (Finance, Accounts or Management) / BCom Hons
Minimum experience:
- Has drafted annual financial statement using Drafworx and CaseWare Working Papers in the last 12 months.
Desired experience:
- Has used CaseWare for a minimum of 3 years and within the last year 2 years. Completed SAIPA / SAICA articles
Reporting structure:
- Reporting to the Financial Statement Automation Manager
- **Financial Statements Preparation*
- Import Trial Balances' into Draftworx or CaseWare
- Map / Link Trial Balances'
- Create relevant lead schedules
- Insert new content (tables, text, subsections)
- Creating disclosure packs for client to input information
Balance
- Statement of Financial Position and Statement of Cash Flows
- Draft and Balance Consolidated Annual Financial Statements
CaseWare
- Builder mode basic
CaseWare
- Basic Design Mode
- Basic
Draftworx
- Advanced mode
- Capture time and expenses timeously
- Weekly status updates to all stakeholders
- **Project Quality*
- Meet deadlines
- Ensure all drafted sets can roll forward and are modifiable
- Meets the basic Quality Assurance Checks
- **Productivity*
- Efficiency in completing all required tasks and processes to ensure that monthly revenue can be achieved.
- Ensure that time is utilized efficiently and effectively to derive value both internally and externally to the satisfaction of management.
- Meet revenue target
- Accurate, timely reporting & cost containment
- Increased profitability
- **Winning Business*
- Ability to win Clients
- Networks within the client business to develop trust and knowledge of the business
- **Technical competencies**:
- Excellent skills on the Microsoft Office Suite
- Has indepth experience and knowledge of Draftworx and/or CaseView and CaseWare Working papers
- Past achievements which include Improving systems or operations
- Financial Statement Reporting
- IFRS knowledge
- IT and Software Knowledge
- **Behavioral competencies**:
- Keen Attention to detail
- Analytical
- Passion for Accounting
- Professionalism
- Ability to be flexible and Agile
- Team Player
- Report Writing skills
- Can identify and solve problems
- Display excellent communication skills and a professional image
- Organized and systematic
- Customer relationship and service skills
- Proactive and take initiative
- Ability to train employees on CaseWare
- Enjoy travelling
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