Job Description:
DEPARTMENT
Finance
POSITION
Financial Analyst
POSITION TYPE
Permanent
MINIMUM QUALIFICATIONS AND EXPERIENCES
- Matric
- BCOM Accounting, Economics, BSC Finance or studying towards these qualifications
- Experience in billings, collections and/or financial analysis is essential
- 2 years+ relevant experience
- Experience working in financial services industry desirable
JOB RESPONSIBILITIES
- Key financial analysis and metrics e.g. new business cancellations vs existing business cancellations, break even and profitability analysis of campaigns, cost of acquisition, etc.
- Financial modelling when required
- Variances analysis
- Data Analysis: Oncor, Lapse, Churn and Persistency calculations
- Preparing Budgets and assisting with year-end audits
- Responsible for preparation, submission and analysis of each collection/bill run
- Review and preparation of Bordereaux reconciliations to ensure all commission structures are in line with SLAs
- Review weekly refunds from Client Services and prepare payment instructions
- Responsible for the timely resolution of all queries relating to submissions
- Responsible for completeness and accuracy of customer premium collections
- Pay through the bank stats for Client Services and Sales
- Preparing and forecasting monthly revenue estimates
- Journal entries when required
- Ensuring our databases are in sync with our Policy Administrators
- Effective engagement and contribution with other departments to achieve company goals
CHARACTERISTICS OF THE REQUIRED CANDIDATE
- Advance excel
- Financial modelling capabilities
- Report writing skills
- Ability to communicate and engage with all levels of management
- A good understanding of financial concepts and financial reporting methodology
- An understanding of accounting processes/practices and their impact on financial reporting
- Ability to manipulate large volumes of financial data accurately and efficiently
- Ability to see the "big picture" to understand the impact of financial reports provided
- Stress management and the ability to manage and co-ordinate deadlines under pressure
- Excellent time management skills (the ability to plan, prioritize and meet deadlines)
WORKING HOURS
Monday to Friday 8.00 to 17.00 or as per campaign requirements
Required Skills:
- Policy
- Writing
- Reconciliations
- Report Writing
- Economics
- Journal
- Metrics
- Financial Services
- Collection
- Financial Reporting
- Time Management
- Financial Analysis
- Forecasting
- Budgets
- Analysis
- Databases
- Excel
- Accounting
- Finance
- Data Analysis
- Sales
- Management
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