Sage 200 Consultant – Pretoria at CLS Human Capital Specialists February, 2024

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An accounting software company in Centurion is looking for a Financial Reporting Consultant to join their team. For this role, the company would like to consider a well-rounded individual who enjoys being part of a team but can work independently, troubleshoot and present solutions, is open to being mentored, is conscientious in their work but has a positive outlook and a friendly nature. Successful candidates can prioritise tasks yet be flexible to shift attention and meet customer and team needs with a helping attitude.

Minimum education (essential):

  • BCom Accounting or a BCom degree with Accounting as a major

Minimum education (desirable):

  • BCom Accounting with completed articles

Minimum applicable experience (years):

  • 3 years experience in an accounting or reporting environment

Required nature of experience:

  • Compilation of financial and management reports
  • Client interaction and engagement
  • Client support
  • Visit clients, troubleshoot and present solutions
  • Financial data integration and reporting

Skills and knowledge (essential):

  • MS Excel advanced level of proficiency
  • Sage BIC
  • Sage Evolution/Sage 200
  • Other accounting software

Skills and knowledge (desirable):

  • SQL intermediate to high level of proficiency

Other:

  • Excellent English and Afrikaans written and verbal proficiency
  • Own transport and a valid driver’s license
  • Consultant might be required to work from key client’s offices occasionally.

Key responsibilities:
Client Engagement

  • Obtain an understanding of the client’s business and the specific reporting required.
  • Keep the client informed of progress with task/project

Needs Analysis:

  • Set up proper documentation on the report scoping, requirements, purpose, and ownership for the client. Pay specific attention to:
  • Timeline requirements
  • Data integration
  • Report automation
  • Storage and sending
  • Report Building and functionality
  • Compilation of integrated financial and operational reports.
  • Identification of data sources and client-specific formulations and layouts.
  • Application of additional functionality like drill-downs and dashboards.
  • Obtain internal assistance on data structures, views, stored procedures, and other functionality required.

Maintenance and Support

  • Provide timely support and updates on fault finding according to client deadlines.
  • Assist with data reconciliations.
  • Obtain client acceptance and sign off on tasks.

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