Commercial Analyst - Services

Rubicon; Cape Town; On-site; ZAR 420,000 - 600,000; Full time

Job summary

Rubicon is seeking a Commercial Analyst to manage and track commercial, financial, and operational transactions for the service team within ERP and finance systems.

The role focuses on accurate recordkeeping, progressing transactions to closure, tracking costs and revenue, and supporting invoicing. Ideal candidates are detail-oriented, numerically literate, and comfortable with financial records.

Qualifications

• Minimum 2 years' experience in a commercial, accounting or sales administration or analysis role
• ERP and accounting software packages experience
• Experience processing or maintaining financial and commercial records
• Understanding of quotations, purchase orders, sales orders, invoices, and payments
• Strong proficiency in Microsoft Excel and data visualisation tools such as Power BI

Responsibilities

• Accurately capture and manage all commercial transactions linked to service activities within the ERP system
• Process purchase orders, quotations, sales orders, invoices, credit notes, and related documentation
• Ensure transactions are correctly coded, authorised, and allocated to the relevant customer, project, department, or cost centre
• Maintain accurate records of costs, revenue, orders, and outstanding transactions
• Check that supporting documentation is complete and properly recorded
• Identify, investigate, and elevate discrepancies, missing information, or unusual transactions
• Coordinate with procurement and suppliers regarding parts availability, purchases, replacements, and cost recoveries
• Collaborate with finance to support invoicing accuracy and resolution of discrepancies
• Prepare commercial and financial reports using ERP information
• Report on the financial implications of service activities, including costs, revenue, profitability, and potential cost impacts

Skills

Analytical skills

Attention to detail

Numerical literacy

Commercial/financial understanding

Organizational skills

Process adherence

Written and verbal communication

Task management

Follow-up skills

Proactive learner

Education

Commercial diploma, Data Analytics or B.Com. degree

Tools

Excel

Power BI

Job description

Job Description: Commercial Analyst - Services

Position Overview

The Commercial Analyst manages and tracks commercial, financial, and operational transactions for the service team within the company's ERP and finance systems. The role focuses on accurate recordkeeping, progressing transactions to closure, tracking costs and revenue, supporting invoicing, and reporting on the financial impact of service activities.

This is an analytical commercial support role suited to someone who is process-oriented and able to accurately report on commercial information that supports the management team make sound business decisions. The ideal candidate is detail-oriented, numerically literate, and comfortable working with financial records.

Key Responsibilities

Commercial and Financial Administration

• Accurately capture and manage all commercial transactions linked to service activities within the ERP system
• Process purchase orders, quotations, sales orders, invoices, credit notes, and related documentation
• Ensure transactions are correctly coded, authorised, and allocated to the relevant customer, project, department, or cost centre
• Maintain accurate records of costs, revenue, orders, and outstanding transactions
• Check that supporting documentation is complete and properly recorded
• Identify, investigate, and elevate discrepancies, missing information, or unusual transactions

Commercial Administration

• Capture and manage transactions within the ERP system, including: purchase orders, quotations and Sales orders linked to service activities
• Ensure alignment between approved quotations, executed work, and invoicing
• Coordinate with procurement and suppliers regarding parts availability, purchases, replacements, and cost recoveries
• Maintaining accurate cost and revenue tracking for service-related activities
• Collaborate with finance to support invoicing accuracy and resolution of discrepancies

Reporting and Reconciliation Support

• Continuously track and report commercial transactions
• Assist with account reconciliations and validation
• Provide accurate information to management, finance, sales, procurement, and operations teams
• Prepare commercial and financial reports using information from the ERP
• Report on the financial implications of service activities, including costs, revenue, profitability, and potential cost impacts

Stakeholder Communication & Support

• Serve as a key point of contact for customer commercial transactions relating to service activities
• Liaise with finance, sales, procurement, operations, suppliers, and customers as required
• Follow up on information, approvals, purchase orders, delivery documentation, and invoice queries
• Communicate transaction status and outstanding actions clearly and professionally
• Escalate issues promptly when information is incomplete, delayed, or inconsistent
• Maintain professional and accurate written communication

Process Improvements

• Improve workflow, reporting, and commercial process efficiencies
• Implement improvements to enhance service delivery and data accuracy
• Support integration and optimisation of CRM, ERP, and monitoring systems
• Contribute to standardising processes and documentation across service operations

Qualifications & Experience

• A Commercial diploma, Data Analytics or B.Com. degree
• A minimum of 2 years' experience in a commercial, accounting or sales administration or analysis role
• Working experience of ERP and accounting software packages
• Experience processing or maintaining financial and commercial records
• Sound understanding of quotations, purchase orders, sales orders, invoices, and payments
• Strong proficiency in Microsoft Excel and data visualisation tools such as Power BI

Key Competencies

• Strong analytical and data interpretation skills
• Strong attention to detail and accuracy
• Good numerical literacy and confidence working with figures
• Basic commercial and financial understanding
• Good organisational and recordkeeping skills
• Ability to follow structured processes and deadlines
• Comfortable working with ERP, accounting systems and spreadsheet
• Clear and professional written and verbal communication
• Ability to manage routine tasks consistently and accurately
• Good follow-up skills
• Practical, dependable, proactive and willing to learn

Performance Indicators (KPIs)

• Accuracy of ERP and finance system transactions
• Completeness and quality of supporting documentation
• Timely processing of commercial and financial administration
• Effective resolution and escalation of discrepancies
• Accuracy of reports, trackers, and reconciliations
• Timely follow-up on outstanding approvals, documentation, and transactions
• Data integrity across commercial and finance systems
• Positive stakeholder feedback