The Role
As an Accounting Consultant, you will process financial transactions, compile financial statements, engage with clients, and provide training to junior staff.
Summary Generated by Built In
Outsourced CFO is hiring an Accounting Consultant / POD Leader, who will respectively provide comprehensive client service and support either to our local RSA clients or our USA client base (for the USA clients some flexibility in working hours will be required).
You will be responsible for processing various financial transactions, reviewing the work of trainees, and compiling accurate financial statements and management reports. Additionally, you will engage with clients, build relationships, and assist in scoping their needs. Your role also includes providing training to junior staff members, contributing to client administration tasks, participating in planning and administrative activities, fostering a positive company culture, and staying updated with the latest industry trends.
Key Responsibilities
Client Service
- Process bank statements, supplier and customer bills, fixed assets, and any other accounting responsibilities. Review of this work of trainees
- Compilation of Management Reports from monthly accounting records.
- Compilation of Annual Financial Statements for clients
- Preparation of working papers for independent review engagements under limited supervision
- Annual accounting is performed and reviewed monthly, to ensure that the balance sheet and income statement are accurate and ready for the compilation of the financial statements.
- Assistance with payroll tasks, including but not limited to, payroll processing, payroll reconciliations, EMP201, EMP501 and COIDA / WCA submissions and review of work done by trainees.
- Engaging with clients to build relationships, and assisting and scoping client needs. Assistance on this to juniors.
- Client budget preparation.
Providing Training
- Providing on the job training for Accounting Consultants, Junior Accounting and Trainees
- Presenting training to the cloud accounting team
Client Admin
- Updating CRM with client details
- Client scoping according to scoping document
- Preparing client proposals under supervision
- Assisting with clients onboarding and offboarding
Planning and admin
- Preparation of agenda for monthly planning meetings with the POD Leader
- Timeous submission of Timesheets before COB on Fridays
- Ensure that all projects assigned to your portfolio are rolled out monthly, and that all tasks are signed off on a daily basis.
- Review of budgeted vs actual hours spent on clients
Requirements
- The ideal candidate for this position will hold a CA (SA) AGA(SA), SAIPA or CIMA qualification
- Minimum 2 years post articles and recent experience within an accounting firm environment
- Experience working with Xero, Dext, Hubdoc
- Proven experience embedding AI tools into your daily workflow to solve problems and drive results. Able to demonstrate measurable impact—such as time saved, errors reduced, or client value added—rather than just theoretical knowledge.
Characteristics of the ideal candidate:
- Planning & self-actualisation
- Attention to detail and problem solving
- Analytical thinking and reality testing
- Teamwork and independence
- Rule-following
- Leadership
Our OCFO values:
- Family first
- Integrity matters
- Switched on thinking
- Excellence in everything
- Growth and success
Skills Required
- AGA(SA), SAIPA or CIMA qualification
- Minimum 2 years post articles experience within an accounting firm
- Proven experience with AI tools in accounting
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
Outsourced CFO offers founders financial management services including CFO Services, Cloud Accounting, Automation Services & Talent Solutions, building world-class finance functions for scaling companies.
