Financial Statement Consultant

2 weeks ago


Pretoria, Gauteng, South Africa Accounting & Financial Advisory Full time

About the Role

AFA seeks an experienced Financial Statement Consultant to support our clients in crafting high-quality financial statements. As a key member of our team, you will leverage your expertise in Draftworx and CaseWare Working Papers to deliver exceptional results.

Key Responsibilities

  1. Import trial balances into Draftworx or CaseWare
  2. Map and link trial balances
  3. Create relevant lead schedules
  4. Insert new content (tables, text, sub-sections)
  5. Develop disclosure packs for client input
  6. Balancing statement of financial position and 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

Additional Tasks

  1. Capture time and expenses promptly
  2. Provide weekly status updates to stakeholders

Quality Assurance

  1. Meet deadlines
  2. Ensure drafted sets can roll forward and are modifiable
  3. Maintain basic Quality Assurance Checks

Productivity and Growth

  1. Efficiently complete tasks and processes to meet revenue targets
  2. Utilize time effectively to derive value for management
  3. Accurately report and contain costs
  4. Enhance profitability

Winning Business

  1. Cultivate client relationships
  2. Network within client businesses to develop trust and knowledge

Technical Competencies

  1. Excellent Microsoft Office Suite skills
  2. In-depth experience with Draftworx and/or CaseView and CaseWare Working papers
  3. Past achievements in improving systems or operations
  4. Financial statement reporting expertise
  5. IFRS knowledge
  6. IT and software proficiency

Behavioural Competencies

  1. Attention to detail
  2. Analytical thinking
  3. Passion for accounting
  4. Professionalism
  5. Flexibility and agility
  6. Teamwork
  7. Report writing skills
  8. Problem-solving abilities
  9. Effective communication
  10. Organization and systematic approach
  11. Customer service skills
  12. Proactivity and initiative
  13. Ability to train employees on CaseWare
  14. Enjoyment of travel


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