DATA and MANAGEMENT INFORMATION SPECIALIST at Competent Candidates

Competent Candidates (PTY) LTD; Pretoria; On-site; ZAR 300 000 - 600 000; Full time

Job summary

An established industry player is seeking a skilled data analyst to drive insights and reporting within the financial services sector. This role involves generating detailed reports on commission and revenue performance, collaborating with teams to enhance data management processes, and utilizing advanced tools like Power BI and MS Office Suite. The ideal candidate will have a strong background in data analysis and reporting, with a focus on continuous improvement and efficiency. Join a dynamic team where your contributions will directly impact business strategies and decision-making processes, ensuring accuracy and reliability in financial reporting.

Qualifications

• 5+ years in data/reporting roles, 2+ years in financial services.
• Advanced proficiency in Excel, including pivots and macros.

Responsibilities

• Generate actionable reports on commission and revenue performance.
• Maintain and develop reporting dashboards for stakeholders.

Skills

Data Analysis

Reporting

Financial Services Knowledge

Collaboration

Education

Relevant degree in Computer Sciences

Tools

MS Office Suite

Power BI

Commsplit System

Job description

Your:

• Education:
  • Relevant degree in Computer Sciences, Information Management or related field.
• Experience Required:
  • Minimum of 5 years of experience in a data and/or reporting position, with at least 2 years in the financial services sector.
• Knowledge:
  • Knowledge of a commission processing system will be advantageous.
  • Advanced MS Office suite proficiency in Word, PowerPoint, Outlook, Excel (Excel skills to include pivots, macros, VLOOKUP, concatenate and data cleanup).
  • Understand various financial product categories and the transaction flow between client engagement and commission payment.
  • Experience in data models and visualisation reporting packages such as Power BI.

will enable you to:

• Reporting and Insights:
  • Generate detailed and actionable reports on commission and revenue performance.
  • Maintain existing and develop new reporting dashboards to present key metrics to stakeholders.
  • Collaborate with team members to prepare regular operational and advisor revenue reports that will assist the different business units and management (specifically GMS and Advisor Support).
• Data Management and Analysis:
  • Extract, validate, and maintain accurate data records for revenue, commission, and advisor/client information.
  • Use the Commsplit system to manage and process revenue information efficiently.
  • Liaise closely with Head of the Division, finance and GMS to align report requirements to revenue capturing processes and methodology.
  • Identify and resolve discrepancies in commission data, ensuring accuracy and reliability.
• System Utilization and Optimisation:
  • Leverage the Commsplit system to streamline data management and reporting processes.
  • Identify system or process inefficiencies and recommend solutions or enhancements.
  • Responsible for report automation.
• Collaboration and Support:
  • Assist the Manager in delivering on key performance areas related to commissions and reporting.
  • Liaise with financial advisors, product providers, and internal teams to address data-related queries.
  • Support the Finance and Group Marketing and Sales Divisions in preparing data for budgeting and strategic planning purposes.
• Continuous Improvement:
  • Regularly assess and enhance data management processes to improve efficiency, accuracy, and timeliness of reporting.
  • Identify opportunities for continuous process improvement within the data management and reporting workflows.
  • Stay updated on industry best practices and technological advancements to ensure the organization's processes remain compliant and efficient.
  • Collaborate with internal teams and stakeholders to ensure that reporting aligns with evolving business requirements.

Desired Skills:

• Data
• MI
• Reporting