Performance Reporting Accountant

Sanlam; Cape Town; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading financial services firm is seeking a Performance Reporting Accountant in Cape Town. The successful candidate will analyze financial results, report on performance metrics, and collaborate with stakeholders to provide insights. Candidates should have a CA (SA) qualification, with knowledge of JDE, Murex, and solid Excel skills required. This opportunity offers an impactful role within a dynamic finance team.

Qualifications

• Demonstrate financial analysis experience.
• Previously engaged in valuations and business performance reporting.
• Prepare financial and management reports effectively.

Responsibilities

• Report and provide insights on business performance.
• Assist in the preparation of business performance reports.
• Liaise with business for performance insights.
• Perform quarterly valuations of non-listed assets.
• Manage surplus cash in operating bank accounts.

Skills

Financial analysis

Strong technical and operational capability

Interpersonal skills

Excel skills

Ability to build relationships

Education

Newly Qualified CA (SA) or equivalent qualification

Tools

JDE

Murex

Job description

Overview

The Business Performance Reporting function assists with the analysis of financial results and factors impacting key performance indicators and resides in the SFM Finance. This role reports to the head of performance reporting and product control and is responsible for liaison with business stakeholders, identify and report on business performance insights. This role therefore requires collaboration within Finance and across business as well as providing market insights and outlook that could impact the business performance.

SFM Finance comprises of Financial Reporting and Business Performance & Product Control units.

Key Responsibilities

• As a Performance Reporting Accountant, your responsibilities will include:
• Report and provide insights on business performance against set business targets or key performance indicators and peers on a regular basis.
• Assist in the preparation of business performance reports for submission to respective stakeholders
• Liaise with business to assess current business performance insights and to the future
• Perform valuations of non-listed assets on a quarterly basis for Sanlam Non-Listed Assets Controlling Body (SNLACB) and other forums submission.

• Management of surplus cash in operating bank accounts.
• Continuously seek improvements in reporting processes and procedures.
• Collaborate with the Cluster and Group functions in providing management information and reports required for various governance structures and for regulatory purposes.
• Assist with ad-hoc tasks and other Finance related activities including budgeting and forecasting processes as well as month and year-end Group reporting processes

Key Skills and Required Experience

• Newly Qualified CA (SA) or equivalent qualification.
• Knowledge of JDE and Murex will be an added advantage.
• Financial analysis experience.
• Valuations and business performance reporting experience.
• Good Excel and power point skills.
• Sound understanding of management information
• The ability to prepare financial and management reports
• Strong interpersonal skills and ability to build relationship with stakeholders
• Strong technical and operational capability

Key Competencies

• Financial analysis and planning.
• Financial Reporting.
• Business Performance and Valuations.
• Good analytical and strong attention to detail.
• Effective interpersonal, communication and presentation skills.
• Ability to manage tight deadlines.

Ability to work in a team environment

Location

Sandton or Cape Town

Personal Attributes

• Communicates effectively - Contributing through others
• Financial acumen - Contributing through others
• Decision quality - Contributing through others
• Optimises work processes - Contributing through others

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

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