Financial Operations Expert

4 days ago


Cape Town, Western Cape, South Africa Jean-Mari Hellig Consult Full time
Job Title: Financial Operations Expert

A company in Cape Town is seeking a skilled financial operations expert to join their team.

This role plays a critical part in ensuring excellent service to clients and independent professionals, as well as overseeing all financial matters at the company.

Key Responsibilities:

  1. Monthly invoicing and payments management
  2. P&L and cashflow review, analysis, and projections
  3. Finance analysis, reporting, and data-driven decision-making
  4. Regular liaison with external accountants for expert advice
  5. Payroll management for freelancers, including timely payments and compliance

Contract Management:

  1. MSA reviews, implementation, and vendor registration work
  2. Drafting of freelancer contracts and addendums, ensuring clarity and compliance
  3. Liaison with client procurement and HR teams to ensure smooth contract signing
  4. Review, drafting, and maintenance of key legal documents, such as NDAs and consulting contracts
  5. Client and sales analysis, reporting, and business development activities
  6. Maintenance of e-filing for key client and freelancer data
  7. Support for the sales team with business development tasks, target client analysis, pitch deck building, etc.
  8. Coordination of marketing events to attract new clients

Customer Service Support:

  1. Scheduling of interviews and meetings for efficient time management
  2. Onboarding and offboarding processes for seamless staff integration

Team Engagement:

  1. Onboarding of new hires, ensuring a smooth transition
  2. Organizing team events and staff engagement activities to foster a positive work environment
Required Experience & Qualifications
  1. 2 years' experience in finance and operations roles
  2. Highly numerate with strong analytical skills and attention to detail
  3. Experience working with contracts and legal documents, ensuring accuracy and compliance
  4. Strong organizational skills, ability to multitask, and engage with senior stakeholders
  5. Proficiency in Microsoft Office tools, including Word, Excel, PowerPoint, and Outlook
  6. Xero accounting expertise would be advantageous
  7. Willingness to work from home and office, with flexibility to relocate to Cape Town if needed


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