Financial Manager - Financial Planning

Job Title: Financial Manager

Company: Gray Swan Financial Services (Pty) Ltd

Location: Somerset West, hybrid (part office, part remote)

Job Summary:

We are a boutique investment consulting and management family-owned company based on the Lourensford Farm in Somerset West, seeking a skilled and experienced Accountant to join a young team of 16 people. The ideal candidate will have a minimum of 3 years of accounting experience, with proficiency in Sage Online. As an Accountant, you will be responsible for maintaining accurate financial records, doing monthly management accounts, process invoices & payments, preparing VAT & SARS returns, upkeep statutory records and take on some responsibilities with regards to the GraySwan Charitable Trust. This is an opportunity for a detail-oriented professional who thrives in a fast-paced environment, willing to be flexible with regards to responsibilities and has a strong understanding of financial principles.

Responsibilities:

• Manage the day-to-day financial operations of the company, including bookkeeping, accounts payable, and accounts receivable.
• Perform monthly bank reconciliations and ensure accuracy of financial data.
• Monitor and analyze financial transactions, identifying any discrepancies or irregularities.
• VAT and tax returns preparation and submission.
• Assist with budget preparation and forecasting.
• Processing daily payments.
• Assist with the preparation of annual audits and tax filings.
• Maintain accurate and up-to-date records of financial transactions.
• Provide financial analysis and recommendations to management.

Requirements:

• Bachelor's degree in Accounting, Finance, or a related field.
• Minimum of 3 years of professional accounting experience.
• Strong knowledge of accounting principles, practices, and regulations.
• Proficiency in Sage Online is required.
• Excellent analytical and problem-solving skills.
• Attention to detail and accuracy in financial record-keeping.
• Strong organizational and time management skills.
• Ability to work independently and as part of a team.
• Good communication and interpersonal skills.
• Strong computer skills, including proficiency in MS Excel and accounting software.

 

Preferred Qualifications:

• Professional certification such as BCom
• Experience in the financial services industry.
• Knowledge of South African tax laws and regulations.

Working Hours:

 

• 5 hours pd