I am an experienced accounting and finance professional with an extensive CFO background who, being detail orientated, can compile financial accounts from source for review and analysis as well as extract, present and analyze financial and operational information so that informed decisions can be made. My expertise is as follows:
- Financial accounting using SAP Business One, Xero, Sage Pastel and Quickbooks
- Detailed historical account cleanups and reconciliations
- Financial reporting
- Budgets and forecasts including cashflow
- Financial modelling
- Financial analysis
- Business analysis including implementation of business processes
- Data visualization, analysis and presentation
- Excel advanced
- SQL and Python for data extraction, visualization and analysis
Financial Management
Finance & Accounting
Management Consulting
Business Analysis
Data Analytics
Financial Modeling
Forensic Accounting
Cash Flow Analysis
Business Planning & Strategy
Due Diligence
Business Coaching
Management Information System
Internal Control
Taxation
Refilwe M.
Johannesburg, South Africa
$35/hr
5.0
5 jobs
I am a Chartered Accountant (CA(SA)) registered with SAICA and a professional tax practitioner with over 15 years of experience helping business owners, SMEs, and established companies manage their accounting, tax compliance, and financial reporting requirements.
I provide reliable outsourced accounting and finance solutions that allow business owners to focus on growing their businesses while remaining compliant and maintaining accurate financial records.
My experience spans financial services, banking, lending, treasury, securitisation, corporate finance, retail and business banking, property development and investment, business funding, and financial consulting. I have also led finance teams, managed budgeting processes, and prepared financial statements in accordance with international reporting standards.
I help clients:
• Maintain accurate accounting records
• Improve financial visibility and decision-making
• Ensure tax and regulatory compliance
• Streamline finance and reporting processes
• Meet statutory deadlines with confidence
Services I provide:
✓ Full bookkeeping services
✓ Monthly management accounts
✓ Annual financial statements
✓ VAT, PAYE, UIF and income tax returns
✓ Tax compliance and SARS submissions
✓ Payroll administration
✓ CIPC annual returns
✓ Outsourced accounting and finance function
✓ Business advisory and financial consulting
✓ Budgeting and cash flow management
✓ Business plans and funding support
Software & Systems:
• Sage (Sage X3, Pastel Accounting & Payroll, Sage Business Cloud Accounting)
• Draftworx
• CaseWare
• SAP
• Microsoft Excel (Advanced)
• Microsoft Power BI
• Great Plains
• Finnivo Consolidation Suite
• LoanIQ (MISYS)
• Audit Software (ACL, AS II, STAR)
Why clients work with me:
• Chartered Accountant (CA(SA)) with 15+ years of experience
• Strong technical accounting and tax expertise
• Extensive financial services and corporate finance background
• Detail-oriented, analytical and results-driven
• Proven ability to manage multiple projects and deadlines
• Clear communication and professional service delivery
I work with both South African and international clients and understand the importance of accuracy, responsiveness, and delivering work on time. My goal is not only to ensure compliance but also to provide meaningful financial insights that help clients make better business decisions.
If you are looking for a trusted accounting professional who can deliver accurate financial reporting, tax compliance, and practical business advice, I would be happy to assist.
Financial Management
Financial Accounting
Financial Analysis
Bank Reconciliation
Accounts Receivable
Account Reconciliation
SAP
Data Entry
Accounts Payable Management
Accounts Payable
Financial Statement
Microsoft Excel
Bookkeeping
Xero
Sage
Value-Added Tax
Business Consulting
Willem S.
Johannesburg, South Africa
$27/hr
5.0
4 jobs
I help business owners and management teams improve profitability, manage cash flow, and make better decisions through financial modelling, forecasting, budgeting, and strategic finance support.
With experience in finance leadership and operational businesses, I provide practical financial insights that help companies understand where they are today, where they are heading, and what actions will create the most value.
Services include financial modelling, cash flow forecasting, budgeting, management reporting, business analysis, KPI dashboards, working capital management, and Fractional CFO support.
Financial Management
Accounting
Financial Accounting
Financial Analysis
Xero
Management Accounting
Accounting Report
Financial Statements Preparation
Zoho Books
Income Statement
Cost Accounting
Financial Reporting
Balance Sheet
QuickBooks Online
Lillibe D.
Strand, South Africa
$30/hr
5.0
14 jobs
🔹 Custom Excel Solutions | Financial Modeling & Business Management
Overview:
I help small businesses and entrepreneurs create custom Excel solutions to streamline operations, improve business insights, and enhance financial visibility.
📊 What I can offer you:
✔ Tailor-made Excel financial models for budgeting & forecasting
✔ Cash flow management & break-even analysis
✔ Key indicator tracking dashboards
✔ Reporting & data analysis tools
✔ Simple yet powerful business intelligence solutions
✔ Transform data into actionable insights
💼 Whether you need an Excel tool to track sales, analyze costs, or manage cash flow, I can design a solution to fit your business needs.
🔹 Financial Forecasting & Business Intelligence Specialist | Data-Driven Decision Making
Overview:
I am a seasoned financial professional with over two decades of experience in financial modeling, credit risk analysis, business intelligence, and data visualization. I played a key role in driving strategic decision-making through data-driven insights, forecasting, and stakeholder collaboration.
💡 Key Expertise:
✔ Financial forecasting & budgeting (corporate & SME)
✔ Business intelligence & data visualization (Power BI, SQL, Excel)
✔ Credit risk analysis
✔ Strategic decision-making support
✔ Performance-driven management & financial reporting
✔ Data migration & automation (AWS experience)
🚀 I specialize in helping businesses leverage data for smarter decisions. Let’s work together to unlock your company’s full potential!
Data Analysis
SQL Programming
Microsoft Excel
Microsoft Excel PowerPivot
Excel Formula
Microsoft Power BI
Power Query
Data Visualization
Budget Planning
Budget Visualization
Forecasting
Data Modeling
Financial Modeling
Performance Management
Credit Scoring
Lize V.
Danabaai, South Africa
$25/hr
5.0
4 jobs
Boring Bookkeeping... is my passion!
I am an Accountant and Bookkeeper with more than 30 years of experience in a wide range of industries, making me the ideal candidate for your company. I will serve you with the utmost dedication, adding value to your company!
I can help set you up on the accounting package of your choice. I will get your bookkeeping up to date and keep it up to date on a monthly basis.
I am perfectionistic with high attention to detail but can also be creative and thinking out of the box.
Accounting
Intuit QuickBooks
Sage
Xero
Bookkeeping
Bank Reconciliation
Chart of Accounts
Report Writing
Tshepo K.
Johannesburg, South Africa
$53/hr
5.0
11 jobs
Hi, I’m Tshepo - a Chartered Accountant (CA(SA) with Big 4 and listed company experience now working closely with founders, CFOs, and SMEs to turn complex financial numbers into clear and decision-ready insights. I have 13 years of experience in financial reporting, corporate finance, and strategic advisory across energy, infrastructure, and SaaS sectors.
I help companies, CFOs, and entrepreneurs streamline operations and decision-making by blending finance precision with AI automation and making reporting faster, smarter, and investor-ready.
Selected outcomes from my work:
* Scaled a wholesale diesel company's revenue 15x through improved financial reporting and fundraising.
* Through building relationships with funders, raised $10 million for one of my biggest clients and this funding bolstered the client's revenue and profitability from $30 million to $70 million in 3 years
* Reduced monthly reporting timelines for most of my clients by 30 - 40% through process redesign and automation
* Helped founders and CFO's regain confidence in their numbers by simplifying and structuring reporting
What I Deliver:
Financial Modeling & Analysis
* Dynamic Excel and Python-powered models for forecasting, valuations, and scenario analysis.
* Specializations include PPP financial models, SaaS growth models, and M&A deal structures.
* Incorporate bankability ratios (DSCR, LLCR, PLCR), IRR/EIRR, and Value-for-Money frameworks.
Financial Reporting & IFRS/GAAP Compliance
* Accurate management reporting, month-end closes, audit support, and investor presentations.
* Align models with IFRS, GAAP, and international tax frameworks for cross-border operations.
Automation with Python & ChatGPT
* Automate reconciliations, journal entries, and financial consolidations.
* Extract and clean data from PDFs, Excel sheets, and APIs using Python scripts.
Custom AI Tools & Streamlit Apps
* Built finance-specific AI tools (invoice extractors, CSV analyzers, dashboard generators).
* Integrated ChatGPT, LangChain, or OpenAI API to create intelligent finance assistants.
Business Advisory & ESG Integration
* Develop investor dashboards and KPI systems aligned with ESG performance metrics.
* Guide businesses through M&A due diligence, PPP feasibility, and sustainability reporting.
Why Clients Choose Me
✅ CA-level precision – numbers that investors and boards can trust.
✅ Tech-driven efficiency – faster turnaround using AI and Python.
✅ Strategic insight – more than compliance; I help drive growth and value.
✅ Proactive communication – clear updates, transparent timelines, reliable results.
🏆 Recent Example
Developed a Python + Excel workflow that extracts invoice data from PDFs and converts it into clean CSV outputs.
👉 Result: reduced manual data entry time by 90%, improved reporting accuracy, and automated reconciliation.
Financial Analysis
Financial Modeling
Cash Flow Modeling
Business Valuation
Microsoft Power BI Data Visualization
Budgeting & Forecasting Software
Corporate Finance
Business Strategy
Fundraising Presentation
Pitch Deck
Tableau
Microsoft Excel
Automated Workflow
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