Finance Business Partner - Distribution (KZN)

Momentum; Durban; On-site; ZAR 700,000 - 900,000; Full time

Job summary

A leading financial solutions provider in Durban is seeking a Finance Business Partner to provide strategic insights and improve operational efficiency. The role requires a BCom Honours Degree and 3-5 years of experience in financial analysis, with advanced skills in Excel and data visualization tools. If you have strong business acumen and excellent stakeholder management skills, this could be your next career move.

Qualifications

• 3-5 years’ experience in financial analysis or performance analytics.
• Strong business acumen to translate financial data into insights.
• Exposure to sales-driven or insurance environments preferred.

Responsibilities

• Partner with leadership to drive business performance and profitability.
• Lead financial planning processes ensuring accuracy and alignment.
• Develop dashboards and reports to measure commercial KPIs.
• Analyze trends and provide strategic recommendations.

Skills

Financial analysis

Business partnering

Data visualization

Advanced Excel

Stakeholder engagement

Education

BCom Honours Degree in Finance

Tools

Power BI

Job description

Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa and is present in 7 African countries including Namibia, Botswana, Kenya, Ghana, and Lesotho. Metropolitan provides financial wellness solutions for low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions, and life insurance. www.metropolitan.co.za

Disclaimer: Please verify the legitimacy of this job advert on our company career page.

Role Purpose
To provide strategic financial and performance insights to the Provincial General Manager and their leadership team. This role combines traditional finance business partnering with business performance analysis to drive operational efficiency, profitability, and data-driven decision-making. The Finance Business Partner will connect financial outcomes with commercial activity, enabling the business to meet its growth and sustainability targets.

Requirements

• BCom Honours Degree in Finance, Accounting, or related field (CIMA, CA(SA), preferred or in progress)
• Minimum 3–5 years’ experience in financial analysis, business partnering, or performance analytics
• Strong business acumen, with the ability to translate financial data into actionable insights
• Advanced Excel skills; experience with Power BI or similar data visualization tools is an advantage
• Exposure to sales-driven or insurance environments preferred
• Proven ability to engage and influence non-financial stakeholders

Duties & Responsibilities

• Partner with the PGM and sales leadership to drive business performance, optimize profitability, and meet financial targets.
• Lead financial planning processes (budgeting, forecasting, long-range planning) ensuring accuracy and strategic alignment.
• Develop dashboards, reports, and performance tracking tools to measure key commercial KPIs (e.g., APE, VNB, productivity, collection rates, headcount efficiency).
• Analyze trends and variances, conduct root-cause investigations, and provide strategic recommendations for performance improvement.
• Support strategic initiatives through business case development, scenario modeling, and financial impact assessments.
• Collaborate with central finance, HR, operations, and sales enablement teams to ensure consistent execution and financial discipline.
• Prepare and present monthly and quarterly business reviews, highlighting key drivers, risks, and opportunities.
• Support cost management by tracking expenditure, identifying inefficiencies, and driving cost-saving initiatives.
• Contribute to financial controls, audit processes, and policy compliance.
• Continuously enhance reporting, analytics capabilities, and decision support tools across the province.

Competencies

• Strong analytical and critical thinking skills
• Commercial mindset and strategic orientation
• High attention to detail and accuracy
• Ability to communicate complex data clearly and impactfully
• Stakeholder management and cross-functional collaboration skills
• Proactive, self-motivated, and able to work under pressure
• Strong planning, prioritization, and execution skills