Head: Financial Insights

**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.
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