Reporting Specialist

2 weeks ago

Bellville, South Africa Momentum Metropolitan Holdings 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, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses.
Role Purpose

To produce credible, timely, and insightful reporting on strategic and operational performance, through:

- Adhering to reporting requirements and timelines.
- Improving accuracy by reducing errors, improving alignment, and enhancing consistency.
- Improving efficiency through effective use of resources, meeting submission timelines, and reducing costs.
- Demonstrating insights through identifying trends, isolate outliers, and zoom in on the key drivers.
Requirements

**Qualifications**:

- Matric with Mathematics
- 3 year degree in Data, Statistics, or any Quantitative related fields (Math’s, Econ, Stats, IT) or Commercial (Finance, Accounting, Operations Management) would be advantageous.
- Completed a course in data analysis, analytics, etc. would be advantageous.

Experience
- 5+ years experience in an operational environment required.
- Exposure to Analytics, Visualization, Business writing, Report writing would be advantageous.
- Experience in Medical Scheme or Financial Services environment (preferable).

Attributes
- High proficiency in MS Excel (Data analysis)
- Advanced MS Office
- Data analysis & data visualisation
- Data extraction
- Attention to detail
- Methodical approach
- Business Report writing
Duties & Responsibilities

**Internal Process**
- Gather information from various sources, analyse results and interpret patterns and trends.
- Once data has been gathered and interpreted, report back what has been found in an easily accessible and accurate manner, which supports consistent and informed operational, tactical, and strategic business decisions.
- Process live and confidential data according to specified guidelines.
- Development and design of professional reports and dashboards to support various stakeholders within the company.
- Ensure accuracy and integrity of data and its attribution to costs incurred by business.
- Communicate progress, including easily understandable representation of the data.
- Perform analysis for business to give them a better understanding of relevant data/trends/behaviour.
- Proactive in suggesting for opportunities as well as making analytical observations on any aspect that would be beneficial to business.
- Delve for insights in data and processes to identify trends.

**Client**
- Provide authoritative expertise and advice to clients and stakeholders.
- Ensure daily, weekly and Monthly standard report deadlines are met.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture that builds rewarding relationships, facilitates feedback and provides exceptional client service

**People**
- 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.
- Take ownership of driving career development.
- Lead by example in living the values of the organisation and aligning to the values of the client.

**Finance**
- Identify opportunities to enhance cost-effectiveness and increase operational efficiency.
Competencies
- Business acumen
- Client commitment
- Drive for results
- Leads change and innovation
- Collaboration
- Impact and influence
- Self-awareness and insight
- Diversity and inclusiveness

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.

  • Senior Actuarial Specialist: Reporting Optimization

    6 days ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Senior Actuarial Specialist: Reporting OptimizationThis role involves working as a Senior Actuarial Specialist in reporting optimization, focusing on delivering high-quality MI reporting solutions.Main Responsibilities:Optimize MI reporting processes, ensuring data integrity and accuracy.Collaborate with stakeholders to understand business requirements and...

  • Actuarial Specialist: MI Reporting

    6 days ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Actuarial Specialist: MI ReportingThis role will focus largely on strategic consolidations, experience investigations and other strategic projects.Output/Core TasksSetting up reporting processes for new acquisitionsProvide support to the Head: SLS MI Actuarial Reporting.Experience investigations and basis settingOther strategic projects within SLS Actuarial...

  • Senior Reporting Specialist

    1 week ago

    Bellville, South Africa Health Solutions Full time

    **Introduction** **Role Purpose** - To lead and manage the delivery of automated reporting solutions to internal and external clients that are in line with requirements, standards, and best practices. - To enable the provision of credible, timely and insightful reporting on strategic and operational performance, through: - Developing Dashboards,...

  • Ifrs Specialist: Group Financial Reporting

    1 week ago

    Bellville, South Africa Sanlam Full time

    Who are we? Sanlam was established as a life insurance company in South Africa but has since transformed into a diversified financial services group that operates across the African continent, India, Malaysia and selected developed markets, with listings on the Johannesburg, A2X and Namibian stock exchanges. In 2018 the Group celebrated its centenary as well...

  • Ddq (Due Diligence Questionnaire) & Reporting

    3 weeks ago

    Bellville, South Africa Finovate Full time

    Our client in the Investment and Financial Sector is currently looking for a DDQ (Due Diligence Questionnaire) & Reporting Specialist to join their team in Cape Town. **About the company**: They are a trusted investment partner with investment capabilities spanning global, private, and listed asset classes. They continually strive for investment excellence...

  • Technical Specialist

    2 weeks ago

    Bellville, South Africa Nexio Full time

    **OVERVIEW** Our client requires technical specialist to work within a fault management environment to provide high level technical support. **ROLE AND RESPONSIBILITIES**: A Technical Specialist is responsible for the following: - Liaise with third party NOC engineers and High-Level Support where necessary to seek support on network faults - Communicates...

  • Technical Specialist

    3 weeks ago

    Bellville, South Africa Nexio Full time

    **OVERVIEW** Our client requires technical specialist to work within a fault management environment to provide high level technical support. **ROLE AND RESPONSIBILITIES**: A Technical Specialist is responsible for the following: - Liaise with third party NOC engineers and High-Level Support where necessary to seek support on network faults - Detect,...

  • Actuarial Specialist

    1 week ago

    Bellville, South Africa Momentum Metropolitan Holdings 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, protect...

  • Pricing Specialist

    3 days ago

    Bellville, Western Cape, South Africa Talent Match Consulting Full time

    Job Overview:Talent Match Consulting is seeking a skilled Pricing Specialist to join our team. This role offers a unique opportunity to work in the short term insurance space, providing support on all actuarial disciplines.Data collection, management and reportingPerforming investigations and ad-hoc analysisSupporting reinsurance modelling and reservingWe...

  • Regulatory Specialist

    2 weeks ago

    Bellville, South Africa Sanlam Full time

    Who we are? Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. **We take particular pride in**: - Sanlam’s longevity and innovation -...

  • Order Fulfillment Specialist

    7 days ago

    Bellville, Western Cape, South Africa OneCart Full time

    We are looking for a highly organized Order Fulfillment Specialist to join our team at OneCart. As a Personal Shopper, you will be responsible for preparing orders for delivery, assisting customers with queries, and providing excellent customer service.Key Responsibilities:Help customers make the best possible purchases by offering advice and...

  • Business Process Specialist

    2 weeks ago

    Bellville, South Africa Santam Full time

    CAREER OPPORTUNITY Santam has a unique opportunity for a Business Process Specialist, to form part of the Business Process Optimisation team. The Team supports multiple companies within the Santam Group through the offering of the following services: Lean Six Sigma Training and Certification, Lean Six Sigma Project Execution, Process Excellence Training,...

  • Incident Audit Specialist

    2 weeks ago

    Bellville, South Africa Sanlam Full time

    Objective of the Incident Specialist role? The operational incident specialist is responsible for the monitoring of the ongoing effectiveness of SCI’s internal incident management processes, procedures, and policies. This role will assist the COO to pro-actively manage the end-to-end incident identification, resolution and reporting process: from embedding...

  • Information Governance Specialist

    2 weeks ago

    Bellville, South Africa Santam Full time

    What will you do? A position for an Information Analyst exists in the Santam Re Operations team, based at Santam Re’s Bellville (Cape Town) offices. This role will be responsible for supporting the Information Governance Specialist and the Business Unit (BU) Information Managers across the Santam Group in operationalising, troubleshooting and improving...

  • Commercial Property Acquisitions Specialist

    6 days ago

    Bellville, Western Cape, South Africa Status Staffing Full time

    About the PositionStatus Staffing is seeking an experienced Commercial Property Acquisitions Specialist to join our team.The successful candidate will possess a Bcom degree and 4+ years of experience in property investments, including property structuring and portfolio management.Main Responsibilities: Network and market by developing relationships with...

  • Actuarial Specialist for Insurance

    6 days ago

    Bellville, Western Cape, South Africa The Recruitment Council Full time

    Our client, The Recruitment Council, is seeking an experienced actuary to join their dynamic team in the Annuity business. As Annuity Actuarial Specialist, you will report directly to the Head of our Annuity business and work closely with them to meet objectives in terms of profitability and growth while driving innovation and client centricity.Key...

  • Direct Marketing Specialist

    3 weeks ago

    Bellville, South Africa Pepkor Speciality Full time

    Pepkor Speciality has an exciting and **_new_** opportunity for a **Direct Marketing Specialist.** This position will analyze and identify the best use of customer data requirements that maximises campaign response and report back to key stakeholders on all campaign and data initiatives in line with agreed timings. **Key Responsibilities**: - Execute the...

  • Customer Success Specialist

    1 week ago

    Bellville, South Africa JOBJACK Full time

    JOBJACK is looking for a driven, patient, and passionate problem solver to join our Operations Team as a Customer Success Specialist. With superior people skills and a positive attitude, a Customer Success specialist bridges the gap between sales and customer management, enhancing product value and keeping a "high-level view" of the support process. This is...

  • Fintech Application Quality Assurance Specialist

    6 days ago

    Bellville, Western Cape, South Africa Sanlam Limited Full time

    About the RoleWe are seeking a highly skilled fintech application quality assurance specialist to join our team at Sanlam Limited. As a quality assurance specialist, you will play a crucial role in ensuring the quality and reliability of our fintech applications.Key ResponsibilitiesDevelop and execute performance test strategies and plans to ensure the...

  • Administrative Support Specialist

    3 days ago

    Bellville, Western Cape, South Africa Santam Insurance Full time

    About the Opportunity:This is an excellent opportunity for a skilled Administrative Support Specialist to join our team. You will be responsible for providing high-level administrative support to the head of PDC, maintaining project and programme management governance and standards, delivering small internal projects, and performing general administrative...