Head: Financial Insights

5 months ago

Centurion, South Africa Momentum Investments Full time

**Introduction**

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

**Role Purpose**

The Head: Financial Insights is responsible for analysing financial data, providing strategic insights, recommendations and supporting decision-making processes within the Momentum Investments portfolio. The successful incumbent will be responsible for the design and development of financial reporting and insights, KPI's, business models and analytical capabilities, working together with key business stakeholders.

**Requirements**:
**Qualifications**
- Post-graduate qualification in Accounting or Actuarial Science.
- Registered Chartered Accountant (CA(SA)) with the South African Institute of Chartered Accountants (SAICA) - preferred.

**Experience**
- Minimum 5 years post qualification experience in financial management and/or reporting in the financial services industry, preferably investments and/or insurance.
- Minimum 3 years’ experience in a managerial or leadership role.
- Must have solid, in-depth understanding of the financial services business environment, processes, legislative and industry requirements.
- Knowledge of International Financial Reporting Standards (IFRS).
- Demonstrated experience in financial modelling and business insights.
- Exposure to client strategies, business metrics, data visualisation and data modelling

**Duties & Responsibilities**

**Oversee the interpretation and integration of financial information and the output from data analyses to facilitate and enable decision making**
- Alignment and continuous monitoring of business metrics with strategic projects across the Momentum Investments portfolio.
- Partner with Momentum Investments Business Intelligence teams, as well as the Business Intelligence teams of other Momentum areas, to deliver on required business and financial dashboards and reports.
- Oversee the process and compilation of fit for purpose quarterly financial reports, operational feedback, board reports, investors information, relevant strategic presentations, and others.
- Enable the digitalisation, consolidation and standardisation of financial reports and insights.
- Engage with various stakeholders to source business specific information that will enable delivery.
- Oversee the analyses on sales channel data (sales volumes, sales remuneration, sales management expenses), product data and financial metrics (VNB, earnings investment income, balance sheet analysis) to advise the business to make critical decisions.
- Understand prior analyses and reports in depth to build key reports, summaries, and presentations.
- Collaborate with business unit CFOs and Group Finance to identify and solve for various finance insights needs.

**Oversee the delivery of meaningful business intelligence, analysis, and insights**
- Contribute to strategic planning, client scenario planning, forecast and commercial awareness for the Momentum Investments portfolio across the various channels and business units.
- Design solutions in line with the business intelligence architecture of the environment and business processes that need to be measured and analysed.
- Set the business intelligence and analysis agenda by engaging regularly with stakeholders to determine business requirements.
- Elicit the business requirements and uncover business opportunities, resulting functionality, data and processes needed to recommend the appropriate solution.
- Provide frameworks to best identify, understand, and interpret data structures across various databases within the business to facilitate data analysis and continuous monitoring activities.
- Provide a framework for scenario planning using analytics that support multi-channel delivery in collaboration with process optimization and business execution teams on planning of scenarios.
- Develop commercial metrics for interactions and link to scenario planning in order assess the commercial grounding of scenarios and interaction plans.
- Oversee the data sourcing, data models and data mining functions to support descriptive and trend analysis.
- Contribute to data integrity and cleansing activities to increase the quality of data within Momentum.
- Oversee the design and implementation of accurate, reliable, and timeous metrics and reports to the business.
- Oversee the delivery of data models, reports and insights that proactively identify risks within business, provide insight into client service metrics.
- Work with line management to develop quick win strategy and longer-term operational requirements.

**Enable client centricity within area of responsibility**
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and stakeholders.
-

  • Dealership Financial Manager

    3 weeks ago

    Centurion, Gauteng, South Africa Hutech Head Office Full time

    Dealership Senior Accountant Job Description **Job Summary:** We are seeking a highly skilled and experienced Dealership Senior Accountant to join our team at Hutech Head Office. The successful candidate will be responsible for managing the financial aspects of our dealership, including financial reporting, budgeting, and forecasting. **Key...

  • Insights Specialist

    2 months ago

    Centurion, South Africa Brand and Corporate Affairs Full time

    **Introduction** - Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.We help people...

  • Head: Financial Management and Reporting

    5 months ago

    Centurion, South Africa Affirmative Portfolios Full time

    **Finance** **Centurion** ***: **Head: Financial Management and Reporting - Centurion - R1,827,182.00pa CTC** **Purpose**: The Head: Financial Management and Reporting is primarily responsible to provide strategic leadership to coordinate the delivery of financial processes and budget control according to standard requirements as well as facilitate timely...

  • Financial Planning Manager

    3 weeks ago

    Centurion, Gauteng, South Africa Network Recruitment Full time

    Key Responsibilities:Develop and manage comprehensive financial plans, forecasts, and variance analysis to inform business decisions.Provide insightful financial analysis to support strategic planning and goal achievement.Monitor and control operational costs to optimize resource allocation.Collaborate with department heads to establish performance metrics...

  • Financial Planning Manager

    1 month ago

    Centurion, Gauteng, South Africa Network Recruitment Full time

    Key ResponsibilitiesFinancial Planning and Budgeting: Prepare and manage budgets, forecasts, and variance analysis to ensure accurate financial projections and informed decision-making.Financial Insights and Analysis: Provide in-depth financial analysis and insights to support strategic decision-making and drive business growth.Operational Cost Management:...

  • Financial Planning Manager

    4 weeks ago

    Centurion, Gauteng, South Africa Network Recruitment Full time

    Key ResponsibilitiesFinancial Planning and Budgeting: Prepare and manage budgets, forecasts, and variance analysis to ensure accurate financial projections and informed decision-making.Financial Insights and Analysis: Provide in-depth financial insights to support strategic decision-making, identifying areas for cost reduction and process...

  • Head: Customer Experience

    5 months ago

    Centurion, South Africa Six Sense Full time

    Gauteng, Centurion - Annually Cost To Company (Market related) A well-established financial services business is seeking to appoint a Head: Customer Experience The Head: Customer Experience will oversee the delivery of customer experience services that will ensure that internal and external customers have a positive and seamless experience throughout...

  • Head of Commercial and Financial Strategy

    3 weeks ago

    Centurion, Gauteng, South Africa E2E Staffing (PTY) LTD Full time

    Job Title: Head of Commercial and FinanceE2E Staffing (PTY) LTD is seeking a highly skilled and experienced Head of Commercial and Finance to join their team. As a key member of the organization, you will be responsible for developing and leading commercial activities, providing strategic input, and managing financial reporting processes.Key...

  • Financial Planning Professional

    1 week ago

    Centurion, Gauteng, South Africa Network Recruitment Full time

    Key Responsibilities:Prepare and manage budgets, forecasts, and variance analysis to provide financial insights that support strategic decision-making.Monitor and control operational costs, ensuring effective resource allocation.Requirements:CA(SA) qualification, strong financial planning, and analytical skills.Collaborate with department heads for...

  • Head: Financial Management and Reporting

    5 months ago

    Centurion, South Africa Six Sense Full time

    Gauteng, Centurion - Annually Cost To Company (Market related) A well-established financial services business is seeking to appoint a Head: Financial Management and Reporting Primarily responsible to provide strategic leadership to coordinate the delivery of financial processes and budget control according to standard requirements as well as facilitate...

  • Insights Specialist

    1 week ago

    Centurion, South Africa Network Recruitment Full time

    Are you ready to join an insurer as an Insights Specialist? Apply today and be part of a team that feels like family and add more value to their team!Qualifications and Experience:Education: A Postgraduate Degree or higher in fields such as Economics, Statistics, Psychology, Marketing, or related business or social studies.Experience:A minimum of 5 years in...

  • Strategic Financial Manager

    6 days ago

    Centurion, Gauteng, South Africa Network Recruitment Full time

    Key Responsibilities:Prepare and manage budgets, forecasts, and variance analysis, ensuring accurate financial insights to support strategic decision-making.Collaborate with department heads to monitor and control operational costs, driving business efficiency and profitability.Develop and implement effective financial planning and analytical strategies to...

  • Insights Specialist

    1 week ago

    Centurion, South Africa Network Recruitment Full time

    Are you ready to join an insurer as an Inisghts specialist ? apply today and be apart of a team that feels like family and add more value to their team !Qualifications and Experience:Education: A postgraduate degree or higher in fields such as Economics, Statistics, Psychology, Marketing, or related business or social studies.Experience:A minimum of 5 years...

  • Chief Financial Officer

    5 months ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Role Purpose** Provide strategic...

  • Dealership Senior Accountant Position

    1 month ago

    Centurion, Gauteng, South Africa Hutech Head Office Full time

    Job Title: Dealership Senior AccountantWe are seeking a highly skilled and experienced Senior Accountant to join our team at Hutech Head Office. The successful candidate will be responsible for managing the financial aspects of our dealership, ensuring accurate and timely financial reporting, and providing financial guidance to the management team.Key...

  • Head of Commercial and Growth

    5 months ago

    Centurion, South Africa Momentum Life Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Role Purpose** The Head of...

  • Senior Financial Analyst

    2 days ago

    Centurion, Gauteng, South Africa Network Recruitment Full time

    Key Responsibilities:Manage budgets, forecasts, and variance analysis. Provide financial insights to support strategic decision-making. Monitor and control operational costs. Collaborate with department heads for performance monitoring.Requirements:CA(SA) qualificationStrong financial planning and analytical skillsPlease apply directly for this opportunity....

  • Insights Lead: Research

    5 months ago

    Centurion, South Africa Brand and Corporate Affairs Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...

  • Strategic Insights Professional

    1 week ago

    Centurion, Gauteng, South Africa Network Recruitment Full time

    Job Title: Insights SpecialistJob SummaryNetwork Recruitment seeks a skilled Insights Specialist to join our team. As an Insights Specialist, you will be responsible for delivering high-quality insights to support business decisions and contribute to the company's success.Key ResponsibilitiesInsight Customization: Customize and deliver insights to meet...

  • Insights Lead: Research

    5 months ago

    Centurion, South Africa ARCS Full time

    Degree in Business, Economics, Psychology, Sociology, Statistics, Mathematics, Marketing, or a related discipline. - 10+ years experience in a similar role. - At least 8 years experience in designing and executing research initiatives in a business or market context. - Experience in Financial Services (advantageous) - Experience conducting market research or...