Financial Analyst
6 days ago
**MAIN PURPOSE OF THE ROLE**
To provide our Company Management with accurate, complete and value-adding financial reporting, financial analysis and management insight relating to the financial status of campaigns administered & sold by the company.
**DUTIES AND RESPONSIBILITIES**
- Reporting Key financial analysis and metrics
- Data Analysis
- Lapse, Churn and Persistency Analysis
- Preparing Budgets and assisting with year-end audits
- Responsible for the submission and analysis of each bill run
- Preparation of Bordereaux reconciliations to ensure all commission structures are in line with SLAs
- Responsible for the timely resolution of all queries relating to bill run submissions
- Responsible for completeness and accuracy of customer premium collections
- Pay through the bank stats for Client Services and Sales
- Preparing monthly revenue estimates
- Ensuring our databases are in sync with our Policy Administrators
- Responsible for preparing written financial analytic reports and presentations
- System testing
- Develop and maintain SQL queries for data extraction, transformation, and loading processes
- Create and maintain dashboards and reports using tools like Power BI
- Perform data validation and quality assurance to ensure accuracy and reliability of analytical results
- Identify trends, patterns, and anomalies in data sets to inform strategic business decisions
- Collaborate with cross-functional teams to understand business requirements and translate them into data-driven solutions
**QUALIFICATIONS AND EXPERIENCE REQUIRED**
- Matric
- Relevant degree (Accounting, Economics, Statistics, Mathematics)
- Must have at least 2 years' experience in a similar role
- Experience in Billing and working knowledge of Debicheck
- Must have Advanced Excel and working experience on Fabric
- Experience with Financial Modelling
- Experience in the Financial Services Industry would be an added advantage
**BEHAVIOUR AND COMPETENCIES REQUIRED**
- Data Driven (MS Office advanced, Fabric)
- Diligent, honest, and trustworthy
- Proactive, punctual, and reliable
- Understands the importance of confidentiality
- Self-motivated individual
- Possess exceptional analytical skill
- Innovative and out of the box thinker
- Ability to communicate and engage with all levels of management
- Stress management and the ability to manage and co-ordinate deadlines under pressure
- Excellent time management skills
Remuneration: A market related package including benefits.
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