Financial Services Coordinator
1 week ago
We have an exciting role as Financial Services Coordinator to provide support to the Account Managers in the Financial Services team, to ensure effectiveness & efficiency of the relevant Business Operations and accurate reporting on the financial performance within Financial Services.
We are a fully in-office team. The position is based at our Support Centre in Kuils River, Cape Town.
**Key responsibilities**:
1. Financial management and budget administration
- Process invoices and payments
- Recon invoices and payments to budget
- Identify income and savings expenses and opportunity
- Report on monthly variance report
- Process accruals and journals
2. Ensure timely and accurate reporting of performance metrics and SLA’s to management
- Management report input
- Canvasser activities
- Relevant reporting (evaluate regularly)
- Cross check data to confirm accuracy
- Identify (and implement) areas for efficiencies or improvement in reporting (including automation)
- Timeous reporting
3. Stock planning and control
- Implement push and pull strategies for Aplus and Gift Cards
- Maintenance of stationery items
4. Ensuring compliance of internal and external processes
- Managing NCR renewal and NSO process
- Management of active store list with Credico
- Custodian of process and controls for issuing vouchers and gift cards to the business (other than stores)
5. Manage Communication
- Ensuring alignment in Fin Serv Team with the rest of the business including stores
6. Adhoc project management /co-ordination /administration
- Provide support for any projects or initiatives both planned or underway
**Qualifications**:
**Essential**:
- Degree or National Diploma in Finance or equivalent.
**Preferred**:
- Preference will be given to a newly qualified article clerk or likewise in a Finance and/or Accounting function.
**Experience**:
**Essential**:
- 3 - 5 years relevant experience in a large corporate company or in the retail/financial/commercial industry.
**Preferred**:
- Previous experience in cost management accounting and budgets
**SKILLS required**:
- Solid level of Numerical ability - analysis and reporting.
- Be able to work independently but remain part of a team.
- Microsoft Packages, especially Excel - Intermediate level for PowerPoint and Word
- Analysis of financial figures
- Attention to detail and accuracy
- Assertiveness
- Strong problem-solving skills
- Logical - motivated by building practical and sustainable solutions
- Solutions-oriented, can-do attitude, self-motivated
- Ability to prioritise
- Ability to work at appropriate levels of detail across operational, tactical projects.
- Strong relationship skills
**Job Related Knowledge**:
- Acquainted in the dealing with Financial Institutions and Products
- Knowledge of sales and marketing principles.
- Understanding of the retail environment
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