Senior Financial Analyst

7 months ago

Bellville, South Africa Sanlam Full time

**Who are we?**

The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle
- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life
- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.

**What will you do?**
- The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle
- and upper-income segments to be financially confident, secure and prosperous. With a deep client understanding and a focus on excellence in technology and client & intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life
- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.- We believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is 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 as well as people with disabilities.**What will make you successful in this role?**

**Job Purpose**
- As a Senior Financial Analyst, your primary role will require you to ensure that consistent financial management practices are applied to business case development, facilitate the business case development process leading up to investment decisions, as well as be responsible for strategic benefit realization reporting (including KPI tracking). The role will also require Monthly Expense management and forecasting on all projects as well as a Multi-year view of the BAU impact of projects once they go-live as well as Management of the Future Fit Fund for projects which quality for capitalisation.**Output/Core Tasks**
- Facilitate the business case development process with key stakeholders
- Formal financial reviews of business cases
- Custodian of Business Case financial templates
- Responsible for KPI driven benefit realization reporting for strategic projects
- Provide financial support to Project Managers, Business Consultants & Business Owners with regards to detail financial analysis & costing for projects, as well as building benefit realization models
- Custodian of the current & long-term project expense view (Both CAPEX, Once-off Costs as well as ongoing Business as Usual expenses)
- Expense management and forecasting
- Drive the 5-10 year views of the projects BAU benefits and ongoing costs
- Management of the Future Fit Fund for projects which quality for capitalisation
- Regular financial reporting on Projects
- Collaboration and alignment with Financial Heads to ensure that budgets and project expenses are closely monitored and adjusted where necessary
- Assist with Secretariat duties (documenting decisions and actions) at various Executive level Investment Governance Forums

**Role Requirements**

**Qualifications**
- B.Com Finance Degree / Financial Management Qualification
- CA (SA) would be advantageous

**Knowledge and Experience**
- Understanding of financial management principles & concepts
- Sound Financial Services Industry and preferably Insurance Industry knowledge
- Experience in Project Finance
- Experience in IT Finance
- Exposure to business case processes, strategic KPI modelling & project financial reporting will be an advantage
- 3-5 years in a similar role

**Competencies**
- Attention to detail and concern for accuracy and order
- Organisational and prioritising skills
- Performance orientated & self-driven
- Problem solving & analytical thinking
- Effective communication skills (both verbal and written)
- Proactive and the ability to work independently and against tight deadlines
- Ability to learn at a fast pace and take initiative without direction
- Assertive and innovative
- Teamwork and contribution to team workload
- Advanced Excel skills and ability to learn the use of new software solutions
- Collaboration with key stakeholders

**Knowledge and Skills**
- Financial Analysis- Financial Information Processing- Financial planning and recommendations- Financial Reporting- People Management**Personal Attributes**
- Decision quality - Contributing independently- Financial acumen - Contributing independently- Optimises work processes - Contributing independently- Plans and aligns - Contributing independently**Build a successful career with us**
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things.

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