Reporting Analyst
2 weeks ago
-Introduction
Delivering timely and accurate reporting requirements, control and process financial information and prepare financial reports and analysis to enable business processes.
Role Purpose
Delivering timely and accurate reporting requirements, control and process financial information and prepare financial reports and analysis to enable business processes and responsible for reporting monthly and annual financial results in terms of management accounts and group reporting.
Requirements
- B Com Finance Degree or Equivalent
- Completed Articles / Traineeship
- Chartered Accountant (preferred)
- At least 3 - 5 years’ experience in accounting with CA qualification
- At least 3 - 6 without CA qualification
- Insurance experience would advantageous
Duties & Responsibilities
- Assisting the Finance Executive to completing and combining the quarterly committee meetings packs. Meetings include Audit and Risk committee, Combined assurance Forum, Investment Committee and Board Committee.
- Completing of info for the board - would mostly focus on financial, but needs to review all information for accuracy and relevance.
- Group reporting - would include monthly flash reporting, quarterly pack reporting and annual financial reporting that needs to be completed.
- Budget - assist with complete budget
- Assist the finance executive with completion of power point presentations (monthly management meetings; QBR - quarterly business review meetings; exco presentations; any group presentations; budget presentations; board meeting presentations; PA and FSCA presentations; Moodys etc.)
- Identify and resolve high risk problem areas and contentious issues that need to be managed in more detail within the reporting space
- Obtain detail understanding of problems identified and ensure communicated to relevant parties to ensure the problems identified are addressed by appropriate responsible parties
- Ensure a detailed understanding of the reporting system (currently BPC) to make reports as efficient as possible - and easily changeable
- Perform a review and give feedback on monthly finance results to relevant stakeholders on agreed upon intervals.
- Perform an independent review of financial results to help identify problem areas for improvement or intervention.
- Provide support to other projects affecting the broader finance team.
- Portfolio support and management/servicing by working closely with the portfolio managers, accountants, reinsurance team and other colleagues.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Participate and contribute to a culture which build rewarding relationships, facilitates feedback and provides exceptional client service within the organisation.
- Contribute to the internal and external audit process and resolve any audit queries within the deadlines set.
- Assist with ad hoc projects, such as changes in regulatory and reporting standards that require finance related changes to be made.
- Build and maintain relationships with internal and external stakeholders.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
Competencies
- Analytical
- Collaborative
- Business Acumen
- Attention to detail
- Good communication skills
- Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.
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