Financial Analyst

About Role


This role is all about making sure that CleverProfits delivers great service to its clients through a combination of software and processes. You will report to the Business manager and Account manager where you will be raising the bar on the bookkeeping quality and monthly processes. You will be part of a small team that is responsible for the clients within that team, offering world-class bookkeeping, monthly and weekly quality checks, and report preparation services.

On a practical level you will: 

  • Develop a deep understanding of the existing software being used in the CleverProfits technology stack, especially QuickBooks Online. 
  • Implement continuous quality improvement processes within the bookkeeping work of our business framework.
  • Provide valuable feedback to the Business Manager where defects are found in existing work.
  • Ensure the bookkeeping quality contributes positively to the client throughout their Journey at CleverProfits. 
  • Understand all existing processes and how they are applied, ensuring that it is followed. 
  • Recording transactions to various accounts within The Perfect P&L framework. This will be the primary function of the role. 
  • Conducting monthly bank reconciliations. 
  • Debtor and creditor reconciliations. 
  • Assist in producing profit and loss statements. 
  • Maintain a complete filing system to support financial records. 
  • Reconcile client’s employee and contractor payments. 
  • Maintain internal controls. 
  • Any other duties assigned to you by the Business Manager.



CleverProfits is a fractional CFO service for online entrepreneurs who are largely based in the US. Our value proposition is based around becoming a strategic partner to the entrepreneur and facilitating better business decisions while freeing up time for them to focus on leading teams, and building wealth.

Why work with CleverProfits?  

As a start-up, we’re a young dynamic team that puts our people first. We provide our team with opportunities for career advancement and professional development within a rapidly growing company. We work hard, we help each other succeed, and it is our shared mission to provide a higher level of service to our clients. We use our core values of Growth, Innovation, Fulfilment, and Team Work to guide us to be better people, teammates, and professionals.


What you bring to the table 

  • A BCom in Accounting or Management Accounting
  • A Postgrad in Accounting or Management Accounting is preferable
  • Completed SAIPA/ CIMA advantageous
  • Prior sales tax experience and knowledge essential
  • Knowledge of QuickBooks Online is beneficial 
  • Ability to work remotely and self management 
  • Ability to work outside of regular South African office hours from time to time to serve clients in different time zones 
  • Ability to work from offices based in Southern Suburbs
  • A passion for technology and for figuring out how technology can transform the current CleverProfits offering 
Competitive, Market Related

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