Financial Forecast Analyst

1 month ago

Bellville, South Africa Sanlam Full time

**What will you do?**

**Santam Group Finance** has a career opportunity for a **Financial Information Analyst** who will be based in **Tygervalley.**

The Financial Forecast Analyst is required to support the budgeting, forecasting, expense management and reporting process and will working closely with the rest of the financial management team and business to provide quality data to support and aid in decision-making.**What will make you successful in this role?**

**Management information**:

- Develop and maintain reports to support business needs
- Use software/ reporting tools optimally to ensure that the business’ information needs are met
- Support the implementation of any change in the reporting requirements within Santam (e.g. IFRS17)
- IT interface for Decision Support
- Driving the optimisation of processes

**Budgeting and Forecasting Support**:

- Drive the three -year budget and monthly forecast process, monitor results against the long-term strategy targets and reporting on the outcome and serve as a strategic partner to business and support functions
- Collaborate with business to identify key drivers for developing financial models and analyze them to support strategic initiatives
- 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 ie, reporting to Sanlam
- Maintaining the integrity of the data quality in the budget and forecast system
- Budget system administration, including maintaining and developing system reports
- Support budget and forecast projects and initiatives, including transition to driver-based continuous forecasting
- Provide monthly financial reporting and variance analysis for management expenses
- Design and build financial reports and dashboards that facilitate business decision-making and enable the business to meet economic and strategic objectives
- Training of relevant budget holders on the Budget System
- Analyse financial data taking into account business unit strategy
- Overall responsible for all system-to-system reconciliations for inputs into budget system

**Management Expenses**:

- Review and implement expense allocations. Recommend improvements in allocation methodology and process
- Experience with driver-based rolling forecasts
- Monthly reconciliation of JD Edwards (JDE) and Qlikview management expenses
- Preparation of expense reports, analysis and reporting of expenses
- Perform analysis to identify patterns and anomalies
- Support cost saving initiatives

**Qualification and Experience**
- Minimum BCom Accounting Degree /B Tech or similar
- 8 - 10 years’ experience within a reporting/budgeting/forecast role
- Must have knowledge of budgeting and forecasting tools
- Must have knowledge of stakeholder/business partnering
- Experience with driver-based rolling forecasts
- MIS experience is advantageous

**Knowledge and Skills**
- Project, process and change management skills
- Ability to drive decisions and work independently
- Strong research and learning orientation
- Analytical skills
- Conceptual flexibility and ability to understand the context and bigger picture
- Computer literate (Advanced Excel and PowerPoint)

**Core Competencies**
- Being resilient - Contributing through others- Collaborates - Contributing through others- Cultivates innovation - Contributing through others- Customer focus - Contributing through others- Drives results - Contributing through others**About The Company**
- Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.Our success is rooted in our passion for our clients and everything we do is centered on our delivery of Insurance Good and Proper. We’re about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.At Santam we are 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. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.

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