Financial Analyst

Finance

Financial Analyst

Permanent

• Matric
• BCOM Accounting, Economics, BSC Finance or studying towards these qualifications
• Experience in billings, collections and / or financial analysis is essential
• 2 years+ relevant experience
• Experience working in financial services industry desirable

• Key financial analysis and metrics e.g. new business cancellations vs existing business cancellations, break even and profitability analysis of campaigns, cost of acquisition, etc.
• Financial modelling when required
• Variances analysis
• Data Analysis: Oncor, Lapse, Churn and Persistency calculations
• Preparing Budgets and assisting with year-end audits
• Responsible for preparation, submission and analysis of each collection/bill run
• Review and preparation of Bordereaux reconciliations to ensure all commission structures are in line with SLAs
• Review weekly refunds from Client Services and prepare payment instructions
• Responsible for the timely resolution of all queries relating to submissions
• Responsible for completeness and accuracy of customer premium collections.
• Pay through the bank stats for Client Services and Sales
• Preparing and forecasting monthly revenue estimates
• Journal entries when required
• Ensuring our databases are in sync with our Policy Administrators
• Effective engagement and contribution with other departments to achieve company goals

• Advance excel
• Financial modelling capabilities
• Report writing skills
• Ability to communicate and engage with all levels of management
• A good understanding of financial concepts and financial reporting methodology
• An understanding of accounting processes / practices and their impact on financial reporting
• Ability to manipulate large volumes of financial data accurately and efficiently
• Ability to see the "big picture" to understand the impact of financial reports provided
• Stress management and the ability to manage and co-ordinate deadlines under pressure
• Excellent time management skills (the ability to plan, prioritize and meet deadlines)

Monday to Friday 8.00 to 17.00 or as per campaign requirements

• Policy
• Writing
• Reconciliations
• Report Writing
• Economics
• Journal
• Metrics
• Financial Services
• Collection
• Financial Reporting
• Time Management
• Financial Analysis
• Forecasting
• Budgets
• Analysis
• Databases
• Excel
• Accounting
• Finance
• Data Analysis
• Sales
• Management