Western Cape: Head of Strategic Implementation posted by I Grow Wealth Investments

• Professional Designation: Must be a Chartered Accountant, CA(SA), with active membership in a recognized professional body.
• 8+ years of post-qualification experience, preferably within a combination of medium-to-large professional services or accounting firm and experience in a strategy-focused senior leadership position (eg CFO of an established company/group of companies).
• Previous experience as a CFO, Finance Director, or equivalent executive role in multiple organisations.
• Exposure to fast-growing or scaling businesses and their unique financial challenges.
• Proven experience in “Project Recovery” or “Digital Transformation”, specifically moving a department from legacy processes to modern, automated workflows.
• Ability to set vision, strategy, and direction for the department.
• Proven ability to attract new clients, identify market opportunities, and grow revenue streams.
• A “Finisher” mindset; the ability to take a conceptual plan and drive it to completion with minimal supervision.
• Advanced proficiency in the modern accounting tech stack (e.g., Xero, Caseware, GreatSoft, Karbon, or similar).
• The ability to see the “Big Picture” while maintaining the granular detail required for CA-level compliance.
• Advanced skills in financial analysis, forecasting, budgeting, and cash flow management.
• Strong knowledge of financial systems, reporting tools, and operational process optimisation.
• Exceptional interpersonal skills to build trust and long-term partnerships.
• Skilled at recruiting, developing, and motivating high-performing teams.
• Analytical thinker with the ability to diagnose complex issues and create tailored solutions.
• Clear and persuasive written and verbal communication, including board-level reporting and presentations.
• Comfortable working across multiple industries and adjusting to varied client needs.

Duties and responsibilities include, but not limited to:

Phase 1: Stabilization & Legacy Data Integrity

• Technical Finalization: Lead the high-level review and sign-off of outstanding Annual Financial Statements (AFS) and Tax submissions to ensure a “clean slate” for system migration.
• Pipeline Throughput: Identify and resolve technical bottlenecks in the current workflow to bring all pending client deliverables up to date.
• Quality Audit: Conduct a forensic review of legacy files to ensure they meet the firm’s updated “Gold Standard” of compliance before archiving into the new infrastructure.

Phase 2: Blueprint Execution & System Integration

• Project Leadership: Transform the firm’s Strategic Blueprint into a phased execution plan with clear, measurable milestones.
• Systems Architecture: Lead the rollout of the departmental tech stack (e.g., Cloud accounting platforms, AI-driven audit tools, and CRM integrations).
• Value-Added Refinement: Critically assess the blueprint during implementation to add technical value, ensuring the processes are optimized for real-world CA standards.
• Standard Operating Procedures (SOPs): Design and document standardized, repeatable workflows that eliminate manual friction.

Phase 3: Operational Synergy & Training

• Co-Head Collaboration: Partner with the Head of Operations to ensure new systems improve daily staff productivity without disrupting core deadlines.
• Change Management: Design and facilitate technical training sessions to ensure 100% staff adoption of new digital tools.
• Performance Analytics: Build and monitor dashboards to track the efficiency gains resulting from the new implementation.

If you do not receive feedback within two weeks of submitting your application, please consider your application unsuccessful.