Accountant | Umhlanga

Join one of South Africa's leading Independent FSP's as an Accountant.

The successful candidate will be responsible for overseeing all aspects of Finance within the company to ensure that it is operating as efficiently as possible.

Key Responsibilities:

1. Account reconciliation
2. Balance sheet analysis
3. Monthly reporting
4. Tax reporting
5. Preparation of budgets
6. Prepare Monthly Accounts on Pastel for three companies
7. Prepare VAT for the three companies and submit to SARS
8. Analyse and upload all commission statements to Commspace system
9. Track all commission
10. Reconcile and load all ad hoc payments as well as monthly payments for authorisation
11. Manage Petty cash
12. Prepare Invoices
13. Calculate Referral commission
14. Auditing of New Business, Switches, Offshore Redemptions
15. Year End Audit management
16. Manage maintenance of the building

Key Performance Measures:

1. Meet all deadlines timeously
2. All work is completed accurately with attention to detail
3. Be able to think strategically and analyze the business to identify opportunities for improvement
4. Finance Director is kept fully appraised and regularly updated
5. Timeously and professionally communicate (i.e. face to face, by email or telephonically) relating to all areas of responsibility pertaining to the role, including document sending and follow ups

Important Relationships:

1. Directors
2. Financial Planners
3. Managers
4. Administrators
5. Other professional advisors (e.g. Attorneys and Accountants)
6. Clients
7. Paraplanner Team Members
8. Product providers

Qualifications:

Bachelor's degree in finance, accounting, or related field with experience.

Experience:

Proven experience in financial analysis, forecasting, and budgeting.

Special Skills / Competencies:

1. Attention to detail – Detailed and accurate
2. Excellent written and verbal communication skills
3. Strong organisational skills
4. Clear thinker
5. Ability to work well under pressure
6. Independent and creative problem solver
7. Initiative – Ability to achieve agreed outcomes without supervision
8. Excellent administrative, research, report writing, and communication skills
9. Excellent analytical skills with a preference for working in a structured, planned manner
10. Understanding of the Financial Planning process
11. Able to work within defined business processes
12. Prioritise and plan own workload
13. Ability to multi-task and prioritise effectively
14. Articulate
15. Excellent inter-personal skills, both written and verbal
16. IT skills
17. Team player