Job Description

The AM will be responsible for managing monthly accounting clients. This will include full ownership of the client relationship and report results to the Director who will discuss further with the clients. The AM is also responsible for reviewing annual financial statements (AFS) and managing the junior staff in this service line.

Tasks (what does the role do on a day-to-day basis)

Monthly management accounting:

Discuss with the client the requirements in each specific case
Execute the tasks agreed with the clients
Ensure clients’ staff are performing their required duties
Timely reporting to the Director
Add value to our clients’ systems and processes

Financial Statements review:

Manage a team to ensure agreed deadlines are adhered to
Coach junior staff
Report any issues noted from the review to the Director
Manage client expectations
Review AFS and ensure AFS is in accordance with the applicable reporting framework

Key competencies for position and level (see Group Competency model)

Customer focus
Communicate effectively
Self-development
Collaborates
Builds effective teams

Key behaviours we expect to see

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

Knowledge and insight of the accounting sector
Taking ownership of clients’ requests, be pro-active
Manage teams (at clients or internal) and be able to work in a team environment
Perform research to obtain the best solution for clients
Look for inefficiencies in our clients’ systems and processes and enhance them
Clear Director’s questions and comments efficiently
Look for opportunities where we can add value to our clients, especially from a financial management perspective
Prepare and review financial statements
Communicate with auditors and resolve questions/comments effectively and on a timely basis

Qualifications

Education / professional qualifications

CA (SA) preferable
Or busy completing CA (SA) (post articles).

Background experience

Completed SAICA training contract (articles)
If not CA (SA) yet - 2 years post articles experience in a financial manager role.
Industry – Financial Services

Technical

Solid knowledge of IFRS and related accounting frameworks.
US GAAP (investment funds) experience a bonus

Computer / program knowledge

MS Office (Word, Excel, PowerPoint, Outlook)
CaseWare
Pastel/Xero
SARS efiling

Company, product and market knowledge

Investment Funds
Financial Statements (IFRS)

Management and leadership

CA – leading teams in audit environment
Non-CA – managerial experience

Languages

English. Some clients are Afrikaans, but not a requirement.

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