CaseWare Consultant

1 week ago


Cape Town, Western Cape, South Africa AFA - Accounting and Financial Advisory Full time

Introduction
AFA requires 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.

Reporting structure:


• Reporting to the Financial Statement Automation Manager

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