Website Outsourced CFO
For ambitious SMEs, Outsourced CFO provides integrity and professional excellence in financial consulting. Succeeding through uncompromising quality and industry thought leadership, our aim is to help clients rethink, automate and scale their companies in the pursuit of business eminence. The finan… read morecial function is at the heart of every business. Sound financial planning and management enables businesses to grow and flourish, while the lack thereof is always a fundamental reason for failure. Being entrepreneurs ourselves, we understand the significant role that finances plays in the success of a business. As new and younger companies cannot afford to appoint an appropriately qualified professional to navigate this facet of their business, but also cannot afford to be without the technical financial skills that one could offer, Outsourced CFO offers the solution – the business services of a passionate OCFO for an amount of hours per month tailored to your needs. 5th Floor Vunani Chambers 33 Church Street Cape Town City Centre Cape Town 8000
Job Description
We are looking for a practical, process-driven finance professional to join our fast-paced financial management team. This role is ideal for someone with solid experience in finance administration or bookkeeping within one company, who is confident taking full ownership of recurring finance cycles and thrives in delivering accurate, on-time results with minimal supervision.
You will play a key role in ensuring seamless financial operations across invoicing, debtors, payments, reconciliations, reporting, and compliance. Your attention to detail, systems confidence, and ability to spot and solve operational gaps will contribute directly to a scalable and efficient finance function.
Key Responsibilities
Client Invoicing
Own the end-to-end client invoicing process across various billing types
Prepare and issue tax invoices accurately and timeously
Manage updates to recurring and re-scoped invoices with precision
Debtors Management
Oversee the full debtors lifecycle, from invoicing to collection
Manage debit order processing and follow-ups on overdue accounts
Deliver weekly debtors reporting and ensure timely communication with clients
Keep payment expectations current in Xero and Float
Payment Approval & Expense Allocation
Capture and review supplier invoices for completeness and accuracy
Manage approval workflows through Approval Max and ensure proper allocations
Own the weekly and monthly payment runs (Paysoft and bank platforms)
Update payment schedules and maintain supplier expectations in Xero and Float
Bank & Control Account Management
Perform and review regular bank reconciliations across multiple accounts
Maintain accuracy in financial control accounts and statutory records
Manage updates to the fixed asset register and related reconciliations
Monthly Accounting
Drive the month-end close process, ensuring accuracy and deadlines are met
Prepare monthly reconciliations, VAT201 submissions, provisions, and accruals
Maintain month-end accounting documentation and SOP checklists
Reporting & Review
Prepare and deliver weekly and monthly financial and operational reports
Ensure data accuracy and completeness across divisional reporting
Work with leadership to support decision-making through clean financial data
CRM & Query Management
Independently manage internal and external finance queries via Zoho and shared mailboxes
Maintain accurate records in CRM and address client-specific invoicing requests promptly
Process Improvement & SOP Development
Identify inefficiencies and lead improvements across finance operations
Draft and update SOPs to ensure scalable, repeatable finance processes
Proactively plug gaps, improve turnaround times, and enhance reporting accuracy
Requirements
The ideal candidate for this position will have around 5 years’ experience and hold a relevant Diploma.
Skills and Experience of the ideal candidate:
A seasoned Finance Administrator or Bookkeeper with 3+ years in a full-function role
Hands-on experience using Xero, Float, Approval Max, Paysoft, and Zoho CRM
Proven track record of owning recurring finance cycles with minimal supervision
Strong process mindset with the ability to document, improve, and scale workflows
Practical, focused, and consistent — someone who gets things done calmly and accurately
Comfortable mentoring junior team members and contributing to a strong finance culture
Our OCFO values:
Family first
Integrity matters
Switched on Thinking
Excellence in everything
Growth and success
Apply via company website ( http://www.outsourcedcfo.co.za ) or
outsourcedcfo.zohorecruit.com