Reporting Specialist

Health Solutions • Other • Bellville, Western Cape, South Africa • $200 - $300 / year • 5h ago

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

Responsible for the collection, consolidation, analysis and delivery of insightful reporting on strategic and operational performance.

Requirements

Qualification

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)
Completed a course in data analysis, analytics Data visualisation, etc. would be advantageous

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

Experience

1-2 years’ experience in an operational environment required
Exposure to Analytics, Visualisation (Power BI), Business writing, Report writing would be advantageous
Experience in Medical Scheme or Financial Services environment (preferable)

Duties & Responsibilities

Internal Process

Collect data and information from various sources, generate, update and distribute reports.
Develop and maintain robust reporting templates using tools like Microsoft Excel and Power BI.
Perform data and graphical analysis to identify trends, outliers, patterns and relationship between metrics.
Build reporting tools, scorecards and dashboards to communicate operational insights.
Produce timely reports in line with agreed schedules or upon request.
Develop and document performance indicators and operational metrics.
Automate data collection and reporting processes and outputs.
Implement quality assurance procedures to validate the accuracy of reporting outputs.
Collaborate with cross-functional teams to understand and fulfill reporting needs.
Support and contribute to the delivery reporting related projects.

Client

Provide authoritative expertise and advice to clients and stakeholders.
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 which 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 for driving career development.
Lead by example in living the values of the organisation and aligning to the values of the client.