Senior Financial Analyst - Bellville, South Africa - Sanlam

Sanlam

Verified Company

Bellville, South Africa

1 week ago

Posted by:

Thabo Mthembu

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Description

Who are we?
The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle
- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life
- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.

What will you do?

The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle

- and upper-income segments to be financially confident, secure and prosperous. With a deep client understanding and a focus on excellence in technology and client & intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life
- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.

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 make you successful in this role?

Job Purpose

As a Senior Financial Analyst, your primary role will require you to ensure that consistent financial management practices are applied to business case development, facilitate the business case development process leading up to investment decisions, as well as be responsible for strategic benefit realization reporting (including KPI tracking). The role will also require Monthly Expense management and forecasting on all projects as well as a Multiyear view of the BAU impact of projects once they golive as well as Management of the Future Fit Fund for projects which quality for capitalisation.
Output/Core Tasks
Facilitate the business case development process with key stakeholders
Formal financial reviews of business cases
Custodian of Business Case financial templates
Responsible for KPI driven benefit realization reporting for strategic projects
Provide financial support to Project Managers, Business Consultants & Business Owners with regards to detail financial analysis & costing for projects, as well as building benefit realization models
Custodian of the current & longterm project expense view (Both CAPEX, Onceoff Costs as well as ongoing Business as Usual expenses)
Expense management and forecasting
Drive the 510 year views of the projects BAU benefits and ongoing costs
Management of the Future Fit Fund for projects which quality for capitalisation
Regular financial reporting on Projects
Collaboration and alignment with Financial Heads to ensure that budgets and project expenses are closely monitored and adjusted where necessary
Assist with Secretariat duties (documenting decisions and actions) at various Executive level Investment Governance Forums

Role Requirements

Qualifications

B.Com Finance Degree / Financial Management Qualification
CA (SA) would be advantageous

Knowledge and Experience

Understanding of financial management principles & concepts
Sound Financial Services Industry and preferably Insurance Industry knowledge
Experience in Project Finance
Experience in IT Finance
Exposure to business case processes, strategic KPI modelling & project financial reporting will be an advantage
35 years in a similar role

Competencies

Attention to detail and concern for accuracy and order
Organisational and prioritising skills
Performance orientated & selfdriven
Problem solving & analytical thinking
Effective communication skills (both verbal and written)
Proactive and the ability to work independently and against tight deadlines
Ability to learn at a fast pace and take initiative without direction
Assertive and innovative
Teamwork and contribution to team workload
Advanced Excel skills and ability to learn the use of new software solutions
Collaboration with key stakeholders

Knowledge and Skills

Financial Analysis
Financial Information Processing
Financial planning and recommendations
Financial Reporting
People Management
Personal Attributes

Decision quality

Contributing independently
Financial acumen
Contributing independently
Optimises work processes
Contributing independently
Plans and aligns
Contributing independently

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