business analyst

3 days ago


Paarl, Western Cape, South Africa CA Support CC Full time
BUSINESS ANALYST

Reference: CPT001155-FT-2
Paarl

Our client is the leading commission management platform for financial advisers in South Africa. They are offering an exciting career opportunity for a BUSINESS ANALYST who can ensure that new customer onboardings are executed timeously and accurately. Along with assisting new clients with onboarding, you will use your out-of-the-box thinking skills to help improve and standardize business processes.

Duties & Responsibilities

RESPONSIBILITIES:

  • Manage new client pipelines and implementation schedules
  • Conduct consultations with new clients to understand their business requirements
  • Document and scope business requirements to align with the system
  • Brief internal team on the implementation scope
  • Develop/build ad hoc reports/data insights to address client needs
  • Analyse and standardise any new business requirements from existing clients and implement changes as required
  • Client dispute resolution
  • Collate and process data from various external sources
  • Data analysis and standardisation
  • Post-implementation client training and support
  • Post-implementation consultations, training and support with internal team members
  • Project planning, management and task assignment
  • Identify, develop and implement improvement strategies of onboarding processes
  • Onboard and train new team members
  • Setup team goals and KPI's to align with overall company strategies
  • Ensure alignment of individual team member output with team goals
  • Continuous monitoring of goals/KPI's
  • Testing of new product features
  • Work closely with users and BA team to propose and design the scope of new product features
  • Provide internal training
  • Identify opportunities to drive product refinements to continuously enhance the customer experience.
EDUCATION AND SKILLS:
  • Bachelor's degree or higher in finance, or related field (required)
  • CA(SA) will be a distinct advantage.
  • Minimum 5 years' working experience in an accounting position (required)
  • Working experience in the South African financial services/financial planning industry (preferable)
  • Experience using online software tools will be highly advantageous
  • Proven experience working with large datasets and pattern identification.
  • Advanced knowledge of Excel
ATTRIBUTES:
  • Analytical thinking and problem-solving
  • Highly adaptable to a variety of software, tools, and programs
  • Hungry, resilient, and motivated to succeed
  • Self-motivated and proactive, yet a team player
  • Detail-oriented and capable of delivering a high level of accuracy
  • Organizational and administrative skills
  • Excellent written and verbal communication skills (English and Afrikaans)
OPPORTUNITY AND COMPENSATION:
  • Market-related salary, negotiable
  • A chance to develop to senior account manager and beyond.
  • Hybrid working condition.
  • Be part of something great
TO APPLY OR RECEIVE MORE INFORMATION, PLEASE:
  • Click on the "Apply" button or
  • Apply online at casupport.co.za/vacancies

We thank all candidates for their interest and advise that only those under consideration will be contacted.

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