Accountant / Reporting Specialist | Claremont

Key Result Area: Main Activities:

1. Reporting

a. Develop and maintain automated Power BI reports and dashboards.
b. Continuously improve data pipelines and visualization for real-time decision-making.
c. Build, maintain, and enhance detailed cash flow reports
d. Ensure reporting aligns with business goals and provides actionable insights.
e. Prepare budgets and forecasts in support to the Financial Manager
f. Provide assistance to the Financial Manager with regard to legal compliance reporting, such as
SARB and SARS (efiling and the like)
g. Monthly updates and reports on Xero regards trusts

2. Process Optimisation a. Analyse existing financial reporting processes and identify opportunities for automation.
b. Implement streamlined workflows to enhance reporting accuracy and reduce manual effort.

3. Presentation & Communication

a. Create compelling, data-driven presentations for directors and senior stakeholders such as
Wealth Managers
b. Communicate complex financial insights clearly and effectively.

4. Team Support & Collaboration

a. Provide operational support to finance team members, helping them work more efficiently.
b. Foster collaboration across teams to ensure smooth project execution.
c. Step into support role for the team when they are on leave (with regards to processing and
financial management).

5. Project Management a. Lead and manage reporting-related projects with strong organizational skills.
b. Work directly with Finance Manager on special initiatives and cross-functional projects

6. Financial Management

a. Regular comparison of fees received for wealth management advice
b. Critically evaluate existing processes and recommend changes
c. Review service provider agreements

Required Experience

3-5 years post articles experience

Advantage experience in wealth and/or asset management
Required Education Postgraduate Commerce degree in Accounting or similar
Professional registration (if
applicable)

CA(SA) required

Computer Literacy

MS Office Suite (including Teams, Word, Excel, PowerPoint, Outlook, Sharepoint)
PowerBi
Xero
Zap BI (advantage)

Personal profile and competencies

Proven experience in financial reporting and data automation.
Proficiency in Power BI, Excel, and other reporting tools.
Strong analytical, communication, and presentation skills
Solid understanding of financial concepts and cash flow.
Experience with process improvement and automation tools (e.g., Power Automate, VBA, or similar).
Effective project management skills and ability to work with multiple stakeholders.
Proactive, solution-oriented mindset with excellent attention to detail.