Mi and Reporting

2 weeks ago

Cape Town, South Africa Adept Advisory (Pty) Ltd Full time

A 12 month contract, renewable, on a hybrid working model, within the financial services industry

The purpose of the role is to work collaboratively within your team and across other teams in the business to deliver exceptional
customer experiences.

**Key Responsibilities**:

- To design and deliver specialist reporting through building automated models/reports and dashboards that will support the Operations management decision making process.
- Provide various operational data analytics and reporting input that may be required for strategic decision-making purposes and other requirements associated with managing the Operations team.
- Work with Operations management in determining MI and Reporting requirements for detailed, accurate and consistent monthly reporting, including exception reporting, month end operational reports, daily, weekly & monthly key performance indicators and capacity reporting.
- Analyse data, interpret information, and produce detailed reports explaining trends,
- discrepancies, inconsistencies and share results for the purpose of improving business processes.
- Communicate the results of data analysis in written and verbal form to Operations managers.
- Regularly examine data reports to locate and resolve mistakes throughout.
- Monitor data to identify changes in financial and business trends.
- Extract, interrogate and interpret MI for users of information to add value to decision making.
- Work with the Program teams in determining Operational MI and Reporting requirements for new features being developed.
- Work closely with the IT MI data analytics team to ensure high quality business, client and adviser reporting is delivered.
- Be the key contact point for all Operational MI & reporting related queries.

**Minimum Qualifications Required**:

- Relevant Commerce degree in IT, Finance, Economics,
- Statistics, Investment Management or Business Management.
- 3+ years’ experience with data and/or systems analysis experience, at least some within a formal BI environment
- Higher grade maths (or equivalent) passed with a B average.
- Experience in SQL and other data analysis programs
- Analytical skills that allow for the development of datadriven reports and building models
- Demonstrated ability to manage time and prioritize projects to meet deadlines
- Ability to use SQL and Microsoft Excel to create pivot tables, graphs and charts
- Strong knowledge of business operations, objectives, strategies, process and information flow

**Experience**:

- Minimum 3 - 5 years’ in a Financial Adviser firm, Financial
- Services Customer Service or an Investment Platform business.
- Professionally Qualified & experienced Specialists/Mid-Management
- Understanding of Business Operation and Governance, in particular reference to Operational MI & Reporting, Project
- Management methodologies and QA standards
- Experience in delivering exceptional customer service.
- Experience in solving complex problems for customers (internal or external).
- Experience in building successful relationships and working collaboratively across departmental teams.
- Experience at working in a fast paced, proactive and delivery focused environments.
- Familiar with Agile project methodology and JIRA Service Desk processes.
- Proven ability in analytics, business acumen and presenting / communicating recommendations across all organization levels
- Real-world understanding of data processing and storage
- Experience with reporting and business intelligence software such as ClickSense, Power BI
- Critical thinking under pressure

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