Key Responsibilities :
- Perform detailed revenue analysis and allocations in line with contracts and internal policies
- Prepare and review reconciliations of revenue accounts and funds
- Monitor revenue flows, identify variances and trends, and compile monthly performance analyses
- Review and interpret advisor contracts and fee-sharing agreements to ensure compliance
- Assist with month-end reporting, including revenue reporting and variance analysis
- Support process automation and continuous improvement initiatives within the team
- Present data insights clearly to financial and non-financial stakeholders
Qualification and Skills Required :
BCom Degree in Accounting, Finance or Financial Management (essential)35 years experience in a revenue analysis or corporate finance role, ideally within financial servicesStrong experience with financial analysis, reconciliations, and reportingKnowledge of investments, bonds, or related financial products advantageousSkills :Advanced Excel (Pivot Tables, VLOOKUP / XLOOKUP, formulas, etc.)
Strong numerical ability and analytical thinking
Excellent communication and stakeholder engagement skills
Whats In It for Me (WIIFM)?
This is an opportunity to join a dynamic finance team within a respected financial services group. You will gain exposure to revenue operations, process improvement, and high-level analysis, while contributing meaningful insights that support strategic decision-making.