RooCruit Candidate:
Roo5387
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About the Candidate
An ambitious and dedicated Chartered Accountant with over 14 years of corporate experience in financial management, auditing, financial reporting, and digital marketing. Proven expertise in financial analysis, budgeting, strategic planning, and the development of digital marketing strategies to support business growth. Strong ability to enhance operational efficiency and drive organizational profitability through both financial insights and data-driven marketing initiatives. Skilled in managing complex financial transactions, ensuring compliance with regulatory standards and company policies, delivering accurate, value-adding financial reporting, and executing targeted marketing campaigns across digital channels. Demonstrates excellent leadership, interpersonal, and communication skills, constantly fostering collaborative relationships with stakeholders, cross-functional teams, and external partners. Committed to maintaining the highest ethical standards and contributing to the long-term financial and brand success of the organization.
Area of Expertise
Bookkeeping, advanced excel, email handling, copywriting, financial accounting, taxation, auditing and financial management
Experience & Availability
International Experience:
Yes
Availability:
10, 20 or 40 hours a week
Years Experience:
14
Current and Previous Roles:
Relevant Experience
Job Title: Fractional CFO and Executive assistant,
Duration: 14
Key Responsibilities: Managing and supervising a multidisciplinary team of financial accountants, tax consultants, and digital marketing freelancers to deliver cohesive financial and marketing services.
Completing certain business and financial related tasks on behalf of the director as an executive assistant.
Building and maintaining strong client relationships while working remotely with clients via virtual platforms and cloud-based tools.
Developing and streamlining processes to ensure clients’ tax compliance, integrating digital workflows to improve remote accessibility and efficiency.
Overseeing client tax planning, VAT refund applications with SARS (South African Revenue Services), and digital tools implementation for improved financial tracking and compliance.
Delivering training on tax and regulatory updates to finance and marketing teams, using both in-person and remote formats.
Reviewing financial statements and providing strategic guidance on business growth, including market entry and digital presence optimization.
Researching and liaising with banks and alternative funders, coordinating funding applications.
Identifying opportunities for new services and leading cross-selling initiatives through CRM-driven campaigns and digital marketing strategies.
Ensuring full compliance with regulatory standards, internal policies, and digital data protection protocols.
Providing expert consultation on complex financial, tax, and risk matters, while advising clients on leveraging digital channels for visibility and lead generation.
Collaborating with the Director to develop and implement the company’s strategic plan, integrating financial KPIs and digital marketing performance metrics.
