About the role
The Finance Clerk / Bookkeeper will support the financial administration of the business by maintaining accurate financial records, processing transactions, monitoring payments, and assisting with routine financial reporting. The role will help the business owner maintain better visibility over cash flow, outstanding payments, expenses, and financial obligations as the business grows.
Key responsibilities
Key Responsibilities
**Financial Recordkeeping**
* Capture and maintain accurate financial transactions.
* Record income, expenses, purchases, and payments.
* Maintain organised financial documentation and supporting records.
* Reconcile financial records against bank statements.
* Ensure that financial information is recorded accurately and timeously.
**Accounts Payable and Receivable**
* Prepare and issue customer invoices.
* Track outstanding customer payments and follow up on overdue accounts.
* Capture supplier invoices and maintain payment records.
* Assist with supplier payment scheduling and verification.
* Maintain accurate customer and supplier account information.
**Cash Flow and Financial Administration**
* Assist with monitoring cash flow and expenditure.
* Prepare summaries of income, expenses, and outstanding balances.
* Maintain petty cash records where applicable.
* Support the preparation of budgets and expense reports.
* Bring unusual transactions or potential cash-flow concerns to management's attention.
**Payroll and Compliance Support**
* Assist with payroll administration and the maintenance of payroll records, where assigned.
* Maintain supporting documentation for financial transactions.
* Assist with preparing records required by accountants, auditors, or tax practitioners.
* Support the collection and organisation of documentation required for applicable statutory obligations.
* Maintain confidentiality of financial and employee information.
**Reporting**
* Prepare routine financial summaries for management.
* Assist with monthly financial reconciliations.
* Maintain accurate records for management review.
* Identify discrepancies and escalate unresolved issues.
Minimum Requirements
* Grade 12 / Matric certificate.
* A certificate or diploma in Bookkeeping, Accounting, Finance, or a related field is advantageous.
* At least 1–3 years of relevant finance or bookkeeping experience is preferred.
* Working knowledge of Microsoft Excel.
* Experience with accounting software such as Sage, Xero, or QuickBooks will be advantageous.
Required Competencies
* Numerical accuracy and attention to detail.
* Strong organisational and analytical skills.
* Integrity and financial confidentiality.
* Ability to meet deadlines.
* Basic financial reporting and reconciliation skills.
* Problem-solving and discrepancy identification.
* Effective communication and recordkeeping.
Performance Indicators
* Accuracy of financial records and transaction processing.
* Timely preparation and issuing of invoices.
* Effective monitoring of outstanding customer accounts.
* Timely completion of reconciliations.
* Reduction in avoidable financial recording errors.
* Availability of reliable financial information for management decisions.
Business Impact
The successful candidate will help the business owner maintain accurate financial records, monitor cash flow, improve payment follow-ups, and make better-informed financial decisions. Complex accounting, tax, and statutory submissions must be referred to appropriately qualified professionals where required.
Minimum requirements
- 3+ years' relevant experience
- certificate or diploma in Bookkeeping, Accounting, Finance
- SA citizenship/residency or a valid work permit
Applications are automatically screened against these minimum requirements.