Financial Accountant: SRA Management Reporting: RA: Finance: JG: Jnr

3 weeks ago

Cape Town, South Africa Sanlam Full time

Who are we?

The Retail Affluent cluster is responsible for Sanlam’s retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs.

We believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

What will you do?

Core Tasks:

Expense reporting which includes managing & review of Finance, CFO & CEO cost centres. Preparation of expense reports (. IT costs, Functional costs) submitted to Group. Managing and review of sundry provisions & sundry debtors for SRA. Review of Sales, Volumes and Cash flow reporting. SRA retention & persistency reporting. Assisting with monthly VAT reviews and ad-hoc VAT queries. Review of SRA trial balance, co-ordinating the overall review of Balance sheet accounts for SRA. Budget reporting iro Volumes & fund flows, and Finance, CFO & CEO cost centres including budget submissions on HFM & loading expense budgets on SAP. Assisting with preparation of SRA Management and SRA Budget reports . CFO reports, Budget presentation, Budget reports & Board documents. Quarterly stats submissions to ASISA. Interim & year end – account summaries for auditors; admin expense note (year-end), etc. Support and development of accounting solutions (. SAP). 

What will make you successful in this role?

Role Requirements:

Qualifications:

Chartered Accountant (CA).

Experience :

2 - 3 years’ experience in a financial reporting environment.

Knowledge:

Good technical accounting knowledge. Knowledge of Sanlam’s financial reporting systems (Hyperion Financial Management (HFM) & SAP) will be an advantage. Computer literate (MS Office with advanced Excel skills in practice) Financial planning and recommendation  Financial reporting Financial controls Financial information review Financial analysis

Competencies:

Communicates effectively Decision quality Cultivates innovation Attention to detail and accuracy Plans and aligns Customer focus Drives results and engagement Independence Collaborates Being resilient

Personal Attributes

Communicates effectively - Contributing through othersFinancial acumen - Contributing through othersDecision quality - Contributing through othersOptimises work processes - Contributing through others

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Closing date: 10 May 2024 

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