DEPARTMENT

Finance

POSITION

Financial Analyst

POSITION TYPE

Permanent

MINIMUM QUALIFICATIONS

AND EXPERIENCES

• Matric
• BCOM Accounting, Economics, BSC Finance or studying towards these qualifications
• Experience in billings, collections and / or financial analysis is essential
• 2 years+ relevant experience
• Experience working in financial services industry desirable

JOB RESPONSIBILITIES

·         Key financial analysis and metrics e.g. new business cancellations vs existing business cancellations, break even and profitability analysis of campaigns, cost of acquisition, etc.

·         Financial modelling when required

·         Variances analysis

·         Data Analysis: Oncor, Lapse, Churn and Persistency calculations

·         Preparing Budgets and assisting with year-end audits

·         Responsible for preparation, submission and analysis of each collection/bill run

·         Review and preparation of Bordereaux reconciliations to ensure all commission structures are in line with SLAs

·         Review weekly refunds from Client Services and prepare payment instructions

·         Responsible for the timely resolution of all queries relating to submissions

·         Responsible for completeness and accuracy of customer premium collections.

·         Pay through the bank stats for Client Services and Sales

·         Preparing and forecasting monthly revenue estimates

·         Journal entries when required

·         Ensuring our databases are in sync with our Policy Administrators

·         Effective engagement and contribution with other departments to achieve company goals

CHARACTERISTICS OF THE REQUIRED CANDIDATE

·         Advance excel

·         Financial modelling capabilities

·         Report writing skills

·         Ability to communicate and engage with all levels of management

·         A good understanding of financial concepts. A good understanding of financial reporting methodology

·         An understanding of accounting processes / practices and their impact on financial reporting

·         Ability to manipulate large volumes of financial data accurately and efficiently

·         Ability to see the “big picture” to understand the impact of financial reports provided

·         Stress management and the ability to manage and co-ordinate deadlines under pressure

·         Excellent time management skills (the ability to plan, prioritize and meet deadlines)

WORKING HOURS

Monday to Friday 8.00 to 17.00 or as per campaign requirements