Finance & Database Coordinator

Role: Finance & Database Coordinator
Category: Financial Service
Location: Morning, Durban
Salary: Market-related

Our client, a Durban-based, investment-led financial planning business, is looking for a dedicated Finance & Database Coordinator to join their high-performing team in Morningside. This is a permanent role for a methodical professional who excels at managing revenue data and supporting financial health.


Key Responsibilities

Revenue Management: Capture and reconcile revenue from service providers and resolve any discrepancies.

Commission Oversight: Request and analyze commission statements for accuracy and maintain an organized archive.

Reporting: Create detailed monthly and annual commission reports in Excel, along with ad-hoc business analytics for management.

Financial Support: Assist external accountants with source documents for management accounts and financial statements.

Collaboration: Liaise with service providers and internal team members for general administrative and operational tasks.



Requirements:

Education: Matric certificate is essential.

Experience: At least 3 years in a finance and database coordination role, specifically involving management accounts or commission/revenue management.

Technical Skills: Proficiency in Microsoft Office (Excel, Word, Outlook) is required.

Soft Skills: Strong teamwork focus, excellent time management, and a high level of accuracy and attention to detail.

Preferred (Plus): Experience with CAT I financial planning (investments, insurance, benefits) and software such as Commspace, Xero, AtWork, Xplan, or PowerBi.