Data, MI, and Reporting Specialist

1 week ago

Pretoria, Gauteng, South Africa Hire Resolve Full time
Hire Resolve's client is seeking a Data, MI, and Reporting Specialist who will manage complex data (primarily revenue, commission, and advisor-related in Commsplit) for Commission, Finance, and Group Marketing & Sales. Delivers accurate, timely, and actionable reports, ensuring data integrity, identifying trends, and providing strategic insights for business decisions and performance.

Key Responsibilities: 

Reporting and Insights:

  • Generate detailed, actionable commission and revenue performance reports.
  • Maintain and develop reporting dashboards for key metrics.
  • Collaborate on regular operational and advisor revenue reports for business units and management (GMS and Advisor Support).

Data Management and Analysis:

  • Extract, validate, and maintain accurate revenue, commission, and advisor/client data.
  • Efficiently manage and process revenue information using the Commsplit system.
  • Liaise with the Head of Division, Finance, and GMS to align reporting requirements with revenue processes.
  • Identify and resolve commission data discrepancies to ensure accuracy.

System Utilization and Optimization:

  • Streamline data management and reporting using the Commsplit system.
  • Identify and recommend solutions for system/process inefficiencies.
  • Automate reports.

Collaboration and Support:

  • Assist the Manager in achieving commission and reporting KPIs.
  • Liaise with financial advisors, product providers, and internal teams on data queries.
  • Support Finance and GMS in preparing data for budgeting and strategic planning.

Continuous Improvement:

  • Regularly enhance data management processes for efficiency, accuracy, and timeliness.
  • Identify process improvement opportunities in data management and reporting.
  • Stay updated on industry best practices and technological advancements.
  • Collaborate to ensure reporting aligns with evolving business needs.
Minimum Requirements:
  • Advantageous: Commission processing system knowledge.
  • Proficient in MS Office Suite (Word, PowerPoint, Outlook), advanced Excel (pivots, macros, VLOOKUP, concatenate, data cleanup).
  • Understanding of financial product categories and commission payment transaction flow.
  • Experience with data models and visualization reporting packages (e.g., Power BI).
  • Technical Expertise: Proficient in data management and reporting tools, especially Excel and preferably Power BI.
  • Analytical Skills: Ability to analyze large datasets and extract actionable insights.
  • Attention to Detail: Strong commitment to data accuracy and quality.
  • Communication: Effective written and verbal communication for diverse stakeholders.
  • Problem-Solving: Proactive in identifying and resolving data-related issues.
  • Organizational Skills: Ability to prioritize and multitask in a fast-paced environment.

Benefits:

  • Competitive salary based on experience.
IF you meet the above requirements and want to make a career-changing move, apply today by emailing your CV to [email protected]

You can also connect with Daniel on LinkedIn or contact Hire Resolve
If you meet the above requirements we will contact you within 3 working days

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