Revenue Analyst

Momentum Metropolitan Holdings Limited; Centurion; On-site; ZAR 500 000 - 750 000; Full time

Job summary

A leading financial services firm located in Centurion, Gauteng, seeks a skilled professional to manage financial analysis and governance processes. The ideal candidate will hold a Bachelor’s Degree with Honours in Economics or Finance and have over 5 years of relevant experience. Responsibilities include developing efficient reporting systems and providing insights for strategic decisions. Strong proficiency in Excel and analytical skills are essential for success in this role. This opportunity provides a dynamic environment for professional growth.

Qualifications

• Bachelor's Degree with Honours in Economics or related field.
• 5 years' experience in the financial services sector.
• Knowledge of accounting principles and practices.

Responsibilities

• Forecast revenue trends and conduct financial analyses.
• Oversee governance processes related to investment fees.
• Develop efficient systems for revenue reporting.

Skills

Financial analysis

Strategic thinking

Collaboration

Analytical skills

Communication

Excel proficiency

Education

Bachelor's Degree with Honours in Economics, Accounting, Finance or Maths

Tools

Excel

Qlikview

SQL

PowerBI

Job description

Job Location : Centurion, Gauteng, South Africa

Application Deadline : February 25, 2026

Role Purpose

• Responsible for reporting, forecasting, and analysing margin and revenue across the Momentum Investments portfolio of businesses and planning units.
• Support profitability for the division and each subsidiary while providing insights for strategic decision-making.
• Oversee governance processes related to investment fees.
• Develop the information systems, relationships, and processes required for the function to operate efficiently and effectively.

Requirements

• Bachelor's Degree with Honours in Economics, Accounting, Finance or Maths or equivalent.
• 5 years' experience in the financial services industry (experience in asset management is).
• Knowledge of accounting principles and practices.
• Tax (VAT) knowledge.
• Knowledge of regulations (FSB / FIAS).
• Knowledge of asset or multi management or collective investment principles.
• Knowledge of financial markets.
• Excel, Word, Access (knowledge of JDE would be an advantage).
• Qlikview, SQL and/or PowerBI knowledge would be an advantage.

Duties & Responsibilities

Perspective: Forecasting and Analysis

• Responsible for creating revenue forecasts in support of both the annual budget process as well as to identify key trends and risks to support long-term business decision making.
• Provide insight into the various drivers of the firm’s revenue including assets under management, market impact, and new clients flows and sales activity.
• Provide insight into progress on strategic objectives associated with revenue and AUM.
• Perform sensitivity and scenario analysis assessing the impact of various potential market conditions on firm revenue.
• Perform discounted cash flow and valuation analysis on special projects and initiatives.
• Provide insight into the price competitiveness of the firm’s product ranges within the market.
• Provide financial impact analysis for key projects and initiatives both within Finance and the broader Momentum Investments.
• Identify opportunities and threats to the future financial performance of the firm as a result of industry trends and market conditions.

Perspective: Governance and Oversight

• Review all client and asset manager fee arrangements to ensure fairness, profitability, transparency, regulatory compliance and operational feasibility.
• Consult with the distribution and investment teams when new fee arrangements are being negotiated.
• Responsible for ensuring sufficient financial controls and audit trails are in place for all revenue calculation processes.
• Review and publish client TIC/TER reports in compliance with ASISA standards.
• Stay current on relevant FSCA regulations and ASISA guidelines as they pertain the charging and disclosure of investment fees.
• Review all legal agreements to ensure compliance with fee policies and principles.
• Ensure effective financial management, control and corporate governance.
• Take accountability for the management of business-related risks.

Perspective: Process and Reporting

• Manage the monthly fee reporting cycle applicable to clients and finance areas.
• Ensure that all revenue is completely and accurately reported.
• Follow up and resolve any revenue queries, issues or outstanding items.
• Monitor and enhance existing revenue processes.
• Conduct problem analysis (people, system and process).
• Analyze the quality of management information.
• Conduct needs identification.
• Implement enhancements including the development of financial models and systems.
• Perspective: Stakeholder Management
• Relationship management (Internal – IT, application support, management, colleagues, group finance and external clients, advisors etc.).
• Accurate and timeous reporting within agreed SLA to all stakeholders.
• Perspective: Project Management
• Manage and or participate in Revenue Analysis projects.
• Perspective: Knowledge Sharing
• Share on the job skills/ knowledge with the team.

Competencies

• Strategic Thinking: Ability to develop and implement long-term marketing strategies that align with business objectives.
• Innovation: A creative mindset with the ability to think outside the box and drive innovative marketing solutions.
• Collaboration: Excellent interpersonal skills with the ability to build and maintain effective working relationships.
• Analytical Skills: Strong analytical and problem-solving skills with the ability to interpret data and make informed decisions.
• Communication: Excellent verbal and written communication skills, with the ability to present complex information clearly and concisely.
• Adaptability: Ability to thrive in a fast-paced and dynamic environment, with a proactive and flexible approach to work.
• Strong mathematical ability
• Strong MS Excel knowledge a must.

Working knowledge and understanding of the processes and systems pertaining to all or most of the following processes within an investment administration environment preferable:

• Administration fee management
• Broker or Advisor or Corporate fee management
• Initial, annual and ongoing fee management
• Rebates
• Accurate and precise problem solving skills
• Systematic and organised working approach
• Organising information and people
• Ability to follow and complete routine and complex functions
• Ability to prioritise and plan appropriately
• People management skill
• Attention toli>
• Responsible
• Self-disciplined
• Self-starter
• Pro‑active
• Sound judgement
• Team player

Closing Date

• 2026/01/30