Draftworx & Caseware Financial Statements Consultant

3 days ago

Johannesburg, South Africa Accounting & 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.

**Minimum qualifications**:

- Studying towards a degree/diploma in accounting

**Desired qualifications**:

- BCom degree/equivalent

**Minimum experience**:

- Drafted annual financial statements using Draftworx 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

1. Financial Statements Preparation
- Import Trial Balances’ into Draftworx or CaseWare
- Map / Link Trial Balances’
- Create relevant lead schedules
- Insert new content (tables, text, sub-sections)
- 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

2. Reporting and project management
- Capture time and expenses timeously
- Weekly status updates to all stakeholders

3. Project Quality
- Meet deadlines
- Ensure all drafted sets can roll forward and are modifiable
- Meets the basic Quality Assurance Checks

4. 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

5. Winning Business
- Ability to win Clients
- Networks within the client business to develop trust and knowledge of the business

6. Technical competencies:

- Excellent skills in the Microsoft Office Suite
- Has in-depth 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

7. Behavioural 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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