Senior Cfo Consultant

2 weeks ago


Cape Town, South Africa M3 Human Capital Management Full time

Outsourced CFO is looking for a CA(SA) who is a dynamic finance professional that wants to take their career to the next level.

Reporting directly to the Head of our CFO Services Department.

Job responsibilities will include, among other:
**Client Engagements**

Build and maintain good existing client relationships through regular meetings

Communicate deadlines and provide deliverables to clients

Deliver on monthly management accounts

Ensure all SARS returns are submitted correctly and on time

Communicate to clients any payments due to SARS

Ad-hoc assistance to client’s accountant (internal, external or OCFO) with various accounting treatments and issues

Regular Cash Flow updates, presentation to and discussion with clients

Annual Budget process (preparation, discussion with client, import into Xero)

Deliver Annual Financial Statements (Ensure accounting is correct and ready for drafting, review drafts, deliver and discuss with client)

Ad-hoc strategy sessions with client - mainly upon request

Keep and update a client Risk register. Discuss this with client at least quarterly

Prepare Board Packs for clients

Attend Board meetings, present financial information and provide financial inputs during meeting

Ensure we stay within monthly time allocation of client’s retainer package

Communicate potential overruns with clients and negotiate hours to be charged extra. Monthly review time spent and then inform the accounts team of additional hours to be invoiced.

Where applicable and upon client referral, do the introduction to Business development, potentially sit into a meeting with the client

Preparing Financial Gap Analysis for new clients
- Preferably after the completed Gap Analysis, discuss the client’s main focus areas and develop a 90-day action plan. Action the items allocated to OCFO and have monthly check-in with the client surrounding this. Clients often use OCFO’s as a soundboard and/or accountability partner.
- Any ad-hoc client requests e.g. Dividends vs Bonus calculation (determine best route, Power of 1 calculations, Labour Efficiency ratios, any useful client specific analysis, assist to set up KPIs for staff or entrepreneur to indicate the business health, during a sale of shares/investments provide inputs regarding legal contracts and link tax impact and financial impact)
- Preparing Financial Gap Analysis for new clients
- Where necessary, review Internal Controls of clients and recommend changes to improve control and reduce risk
- Review processes of clients to identify inefficiencies and room for automation
- Where applicable to introduce client to OCFO Integrate team and be the middle man/communicate between client and OCFO Integrate team to ensure all accounting bases are covered

**People Development**
- Ad-hoc training to staff, attending / presenting webinars when requested
- Staying updated with CPD requirements (reading articles, attending webinars, research tax/accounting treatment impact on client etc.)
- Update SAICA training website for article clerks to complete their competency requirements

**Administration**
- Update timesheets ensuring accurate client billing
- Review Zoho monthly to ensure clients are correctly set up
- Communicate retainer changes to Directors and Accounts team e.g. a client down or upscaling on their retainer
- Analytical thinker and problem solver
- Attention to detail with great negotiation skills
- A planner who works well under pressure
- Dependability and meeting deadlines
- Independent and target driven
- Managing remote working teams
- Excellent leadership ability
- Strong writing skills
- Proficient in Cloud Accounting systems
- Excellent Google Suite; Excel, Word and Outlook

**Our OCFO values**:

- Family first
- Integrity matters
- Switched on Thinking
- Excellence in everything
- Growth and success

**Head Office**: Cape Town City Centre, Western Cape (hybrid approach, being Cape Town based)

**Permanent Contract** - Subject to a three-month probation period.

**Starting Date**: 15 January 2024
- Your profile will be kept on our database for any other suitable roles._

Application Deadline: 2023/12/10


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