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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.