Financial Information Analyst

2 weeks ago


Bellville, Western Cape, South Africa Santam Full time

Budgeting and Forecasting:

Support the business and support functions with the three -year budget and monthly forecast process and monitoring of results against the long-term strategy targets and reporting on the outcome
Preparation and compilation of consolidated high
- level plans, budgets, and forecasts and analyses of trends in revenue and expenses
Update budget and forecasting model in the budget system with monthly information from the accounting systems
Assist with the preparation of presentations to Exco and the Board
Reporting to shareholder via HFM Consolidation Tool
Ad hoc analyses, as needed
Maintaining the integrity of the data quality in the budget and forecast system
Training and support of relevant budget holders on the Budget System
Budget system administration
Contribute to continuous improvement of budget and forecast process
Support budget and forecast projects and initiatives, including transition to driver-based continuous forecasting
Support with implementation of new budget system

Other:

Provide monthly financial reporting and variance analysis for management expenses
Support ad hoc projects relating to management expenses.
Review and implement expense allocations. Recommend improvements in allocation methodology and process.
Ad hoc analyses and ad hoc reporting
Assist with monthly presentations to Exco
Design and build financial reports and dashboards that facilitate business decision-making and enable the business to meet economic and strategic objectives
Use software/ reporting tools optimally to ensure that the business' information needs are met
Overall responsible for all system-to-system reconciliations Qualifications and experience
Financial Accounting Degree or Diploma.
- and more years or more experience in budgeting and forecasting
Experience in dealing with diverse and senior stakeholders
2 years of Financial data analysis experience

Advanced Excel experience Skills required to do this job:
Insurance knowledge
Proven project and/or process management skills
Sound relationship building skills, at different levels of the organisation
Excellent interpersonal and communication skills
Strong co-ordination, organisational and planning skills
Results orientated, pro-active and deadline driven

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