Financial Analyst

DEPARTMENT

Finance

POSITION

Financial Analyst

POSITION TYPE

Permanent

MINIMUM QUALIFICATIONS AND EXPERIENCES

• 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

JOB RESPONSIBILITIES

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

CHARACTERISTICS OF THE REQUIRED CANDIDATE

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)

WORKING HOURS

Monday to Friday 8.00 to 17.00 or as per campaign requirements

Required Skills :

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

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