Fractional Financial Manager / Senior Accountant

An exciting opportunity has become available within the financial industry, for a Senior Accountant. The position is based in Somerset West. In this role, you will take responsibility for the financial management and oversight of a portfolio of clients. You will be instrumental in delivering a range of services including monthly accounting, financial reviews, strategic financial management, and compliance work. You will also lead and contribute to ad hoc financial projects that require a hands-on, solutions-driven approach.

Financial Oversight & Monthly Work

• Prepare and review monthly management accounts for a range of clients. 
• Perform monthly reconciliations, including payroll, VAT, and bank reconciliations.
• Ensure timely and accurate VAT calculations and submissions.
• Perform provisional tax calculations and prepare relevant schedules.
• Draft, review, and sign off on financial statements.
• Support clients with budgeting, forecasting, and cost modelling.
• Lead monthly financial management meetings with clients to provide insights and advice.

Fractional Financial Management

• Act as the financial manager for assigned clients.
• Develop and implement financial reporting solutions and dashboards.
• Offer strategic input on financial planning, cash flow management, and financial decision making.

Project & Advisory Work

• Assist with special projects such as system implementations, restructuring support, and due diligence checks.
• Provide support and guidance during audit and independent review processes.
• Address audit queries and assist in preparing necessary documentation.
• Identify and implement process improvements, ensure quality standards, and meet deadlines consistently.

Client Communication & Service:

• Provide exceptional customer service by proactively engaging with clients, addressing inquiries promptly, and delivering timely financial information.
• Develop a deep understanding of clients’ financial situations, identify additional financial needs, and suggest suitable company service offerings such as Advisory, Fractional FM, and Fractional CFO services.

• BCom Degree in Accounting or Finance (Honours or SAICA/SAIPA articles advantageous)
• 3-5 years of experience in bookkeeping or a related field, ideally with a CIMA/SAIPA traineeship.
• Strong knowledge of accounting principles and regulations in South Africa.
• Extensive experience in Xero and strong knowledge of Xero Integrations (e.g., Dext for billing and expense claims).
• Strong Excel skills for building and maintaining financial models (e.g., cash flow, budgets, forecasts).
• Proficient in tax calculations and filing returns with SARS.
• Strong organizational, communication, and problem-solving skills.
• Passion for finance, proactive, and committed to continuous learning and development.
• Strong alignment with Company’s values: Servant Heart, Growth Mindset, Team Player, Extreme Ownership.