Financial Manager

Process and record accounting transactions accurately and on time

Ensure financial data aligns with treaty terms, VAT legislation, and relevant compliance frameworks

Reconcile cedent accounts and track performance-based commissions

Analyse treaty data and recommend commission adjustments where necessary

Process claims accurately and in a timely manner

Ensure claim reserves are up-to-date and reflective of actual liability

Manage collections to maintain stable investment income

Ensure balances are reconciled and outstanding payments are followed up

Alert relevant teams to large outgoing payments and ensure payment execution on due dates

Identify and correct data mismatches in treaty encoding (e.g., VAT conditions, commission rates, signed shares)

Coordinate with underwriters and other departments to resolve data discrepancies

Engage with internal departments including Underwriting, Actuarial, and Finance

Communicate account statuses, escalate queries, and deliver clear financial insights to stakeholders

Maintain full accounting function for two companies using Pastel Accounting

Prepare and submit monthly management accounts

Handle budget planning and cash flow forecasting

Compile audit files and liaise with auditors, responding to audit queries

Manage monthly client invoicing, creditors, and expenses processing

Prepare and submit VAT and provisional tax returns via SARS eFiling

Submit EMP201 returns monthly via SARS eFiling

Calculate and reconcile intercompany transactions