Job Description
Our client, a fast-growing and innovative SaaS SME, is seeking a commercially minded CFO to join their executive team. This hands-on role is ideal for a finance professional with 5–10 years’ experience—whether you’re stepping into your first CFO role or aiming to cement your place at the leadership table. You’ll lead financial planning, budgeting, compliance, and stakeholder relations, while driving the company’s long-term growth and profitability.
Success in this role requires proven experience with modern financial systems, a strong focus on automation, and a passion for improving and scaling processes. Candidates must be comfortable moving beyond spreadsheets to deliver strategic insights through integrated platforms. This role extends beyond finance into broader business intelligence and operations, supporting the executive team in building a high-performing, scalable business.
Key Responsibilities:
Monthly Management accounting function
Oversee entire finance function incl. Debtors and Creditors, including ensuring all invoicing, credit notes and invoicing processing is complete and valid.
Monthly accounting process; this includes some processing as we as a full review of all items processed and all reconciliations; a full balance sheet reconciliation is performed monthly.
Review and reconcile the Income Statement, balance sheet and CRM accounts monthly
Production of management accounts by 5th Business day of new month;
Weekly Cashflows
Monthly Forecasting – revenue and expenses
Payroll including calculation of monthly commissions both for accrual and payment
Ensure all VAT, Employees Tax, Income Tax and any other tax or statutory returns are completed accurately and filed timeously
Financial Controls and Processes
SOP and Other Policy Development
Structure and Develop the project accounting framework
Current accounting/VAT analysis and revamp
Process automation and implementation of new software tools
Develop Business Unit strategy, planning and monitoring
Review and improve the controls and processes around debtors, creditors, procurement, fixed assets and cost management and the other various finance processes
Coordinate and run the Financial Audit including the production of the annual financial statements (year end is September – Audit and AFS to be completed by 30 November)
Budgeting and Forecasting
Develop finance strategies to drive the Company forward, in line with the long-term vision of all shareholders.
Development rolling forecasts including suggested actions to assist management in measuring performance against targets.
Development of the companies SaaS metrics and Unit Economics to better understand and manage the performance of the Company.
Develop of ROI calculations per product/Business Unit
Develop Accurate cost ventilation across products/Business Units
Plan, co-ordinate and run the annual budget process (budget to be approved by 15th September); this then rolls into a monthly forecast process;
Coach leadership team members to enable them to own their financial information; budget, monthly actuals and forecast
Company Secretarial
Ensure all company secretarial items are up to date; including but not limited to Annual returns, all required resolutions etc.
Compliance oversight and monitoring
Group Treasury
Maximize return on cash balances by opening appropriate accounts with optimal returns to align with cash management requirements.
Business Intelligence
Drive efficiency and effectiveness throughout the business by driving the business intelligence strategy – as a high-volume business data is key to optimizing all business processes
Artificial Intelligence, Machine learning and automation
Optimize all business processes through research and experimentation with all 4IR languages. A key aspect of this role is to future proof the business processes as well as driving operational leverage using technology
Leadership and Team Management
Leading the finance team – currently a senior Sales Admin and Debtors Manager and a Junior accountant
Manage deliverables of the external accountants – certain functions outsourced
Coach leadership members in terms of their responsibilities regarding the financial management
Requirements
Qualifications
Preferably CA/CIMA/SAIPA/ACCA Designation
Part of the EXCO and reporting to the Exco/Board of Directors and CEO
5 – 10 years in a financial management role
Experience
People and Project Management
Perform Complex Account Reconciliations
Perform Process Evaluations, implement improvements
Perform Risk assessments and Maintain Risk Register
Financial and Cost Control Management
Financial Reporting and Analysis
Cash Flow Management
Technical Accounting
Business Intelligence
4IR technology research and implementation
Characteristics
A natural leader who inspires confidence and drives results.
A problem solver with innovative ideas and strong analytical thinking.
A self-starter with high energy, motivation, and resilience.
A hands-on, no-nonsense team player who is ready to roll up their sleeves.
Comfortable with multi-tasking in a dynamic environment.
Committed to following rules and maintaining compliance standards.
Dependable and proactive, with a strong sense of ownership and initiative.
Excellent planning skills and exceptional attention to detail.
A finance professional who is also passionate about general management, particularly within the software and technology sector.
Software/systems experience
Xero Projects
Syft
Fathom
Salesforce
Power BI
Advanced Excel (functions, modelling and data analysis)
Comfortable working with integrated systems, going beyond basic spreadsheet-based reporting
Benefits
Basic salary
Allowances
Risk Benefits
Bonus
Apply via company website ( http://www.outsourcedcfo.co.za ) or
outsourcedcfo.zohorecruit.com
