Financial Manager: Management reporting: RA: Finance: JG: Middle Management

4 weeks ago

Bellville, Western Cape, South Africa Sanlam Group Full time
Who are we?

The Retail Affluent cluster is responsible for Sanlam's retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs.

We believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

What will you do?

Core Tasks:
  • Expense reporting which includes consolidation of SRA expenses, SRA Corporate expense reporting and unit cost reporting.
  • Expense projection updates for SRA e.g. Deferred share scheme.
  • Review & analysis of expense reports (e.g. IT costs, Functional costs) submitted to Group.
  • VNB & PVP reporting, preparing of VNB report and loading numbers on HFM for Group submissions.
  • Assisting with Profit reporting for SRA- quarterly, interim & year end reporting.
  • VAT reporting, monthly VAT reviews and ad-hoc queries.
  • Budget & Forecast reporting iro VNB, PVP & expenses. Preparing SRA consolidated reports for VNB, PVP & expenses including budget submissions on HFM to Group.
  • Assisting with preparation and review of SRA Management & SRA Budget reports e.g. CFO reports, Budget presentations & Budget reports
  • Quarterly Economic shock submissions to Group Actuarial.
  • Interim & year end - Assets info for HFM (i.e. PPE note); admin expense note on HFM.
  • Support and development of accounting solutions (e.g. SAP).
  • SAP super user role within wider Finance reporting team.
What will make you successful in this role?

Qualifications:
  • Chartered Accountant (CA).
Experience :
  • 3 - 5 years' experience in a financial reporting environment.
Knowledge:
  • Good technical accounting knowledge.
  • Knowledge of Sanlam's financial reporting systems (Hyperion Financial Management (HFM) & SAP) will be an advantage.
  • Understanding of IFRS17 profits and value of new business (VNB).
  • Computer literate (MS Office with advanced Excel skills in practice)
  • Financial analysis and planning
  • Financial management and controls
  • Finacial risk and governance management
Competencies:
  • Communicates effectively.
  • Decision quality
  • Cultivates innovation
  • Attention to detail and accuracy
  • Plans and aligns
  • Customer focus
  • Drives results and engagement
  • Independence
  • Collaborates
  • Being resilient
Build a successful career with us

We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Closin date: 10 May 2024

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

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