Manager: Credit Sales Forecasting

Capitec Client Care; Stellenbosch; On-site; ZAR 60 000 - 100 000; Full time

Job summary

An innovative banking institution is seeking a dynamic Sales Forecasting & Reporting Manager to lead teams in financial sales forecasting and reporting. This pivotal role involves leveraging data modeling techniques to set sales targets and provide accurate reports on sales performance. The ideal candidate will possess extensive experience in sales forecasting and data analytics within the financial sector, alongside strong leadership and communication skills. Join a forward-thinking organization that values diversity and is committed to achieving its employment equity goals, where your contributions will significantly impact the company's success.

Qualifications

• 5+ years in sales forecasting or data analytics in banking.
• Strong proficiency in data modeling and financial reporting.
• Excellent leadership and communication skills.

Responsibilities

• Lead teams in financial sales forecasting and reporting.
• Develop annual sales forecasts and analyze actual sales.
• Ensure accuracy and alignment with financial expectations.

Skills

Sales Forecasting

Data Analytics

Financial Reporting

Leadership

Communication Skills

Networking

Computer Literacy

Presentation Skills

Facilitation Skills

Education

Grade 12 National Certificate

Post-graduate qualification in Accounting or Finance

Relevant Professional Qualification in Accounting

Tools

Python

R

Excel

Power BI

SAS

SQL

Job description

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Date: 7 May 2025

Location: Stellenbosch, Western Cape, ZA

Company: Capitec Bank Ltd

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We're on the lookout for energetic, self-motivated individuals who share our passion for service in the banking industry. To be part of the journey, follow the steps below:

• To see what life at Capitec is all about and complete a short assessment, please click here!
• Once you have completed the above finalize your application by clicking apply below
  
  

Purpose Statement

We are seeking a highly skilled and analytical Sales Forecasting & Reporting Manager to lead a team responsible for financial sales forecasting and reporting. This role plays a key part in setting sales targets for branches and digital teams by leveraging data modelling techniques to project future sales and providing accurate reports on realized sales performance.

The Manager Will Oversee Two Teams

• Forecasting Team – Uses data modelling techniques to develop annual sales forecasts, which are updated monthly in a rolling forecast process.
• Reporting Team – Analyses and reports actual realized sales, ensuring accuracy and alignment with financial expectations.
  
  

Experience

Minimum:

• 5+ years of experience in sales forecasting, financial planning, or data analytics in the banking or financial services sector.
• Strong proficiency in data modeling, forecasting techniques, and financial reporting.
• Experience with forecasting tools (e.g., Python, R, Excel, Power BI, SAS) and financial planning systems.
• Excellent leadership, analytical, and communication skills.
• Ability to work cross-functionally and influence decision-making at all levels.
  
  

Qualifications (Minimum)

• Grade 12 National Certificate / Vocational in Grade 12 National Certificate
• A relevant post-graduate qualification in Accounting - Financial Accounting or Finance
  
  

Qualifications (Ideal Or Preferred)

• A Relevant Professional Qualification in Accounting - Financial Accounting
  
  

Knowledge

Minimum

• Database querying software (ex. SQL)
• Statistical software (ex. SAS, R, Python)
• Predictive analytics in the context of articulating business requirements
• Building and developing effective teams
• Business Analytics
• Project management principles and methodologies (able to maintain continuity on multiple projects, time management, planning and organisational skills)
  
  

Ideal

• Understanding of accounting, budgeting, costing, pricing and provisioning principles as applied in a bank
• Income statement and balance sheet accounting transactions of a bank
• Financial systems & procedures
• Regulations pertaining to credit management
• Credit management systems
• Unsecured credit, including credit facilities and credit cards
• General understanding of the Banks Act Capital Regulations, National Credit Act and the implication for Capitec business and the Credit Bureau
• Strong credit industry knowledge
• Business analysis experience on a banking system
• Analytical experience on credit portfolio
• Bank governance experience (ALCO, Riskco, Credit Committee, etc)
  
  

Skills

• Communications Skills
• Networking
• Computer Literacy (MS Word, MS Excel, MS Outlook)
• Presentation Skills
• Facilitation Skills
  
  

Conditions of Employment

• Clear criminal and credit record
  
  

Capitec is committed to diversity and, where feasible, all appointments will support the achievement of our employment equity goals.

Apply now »