Location: Bellville, Western Cape, ZA
Who are we? SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life's financial questions. ULTIMATELY WE GROW AND PROTECT WEALTH.
We are seeking a highly motivated and detail-oriented Finance Assistant to join the Academy team. The ideal candidate will have a strong analytical mindset, excellent communication skills, and a passion for finance and data analysis. The individual will be responsible for providing finance support, conducting data analysis, and delivering insights to support decision-making and stakeholder management. In addition, the function also undertakes the administration and co-ordination of monthly financial procedures (journals and invoicing), budget projections, record keeping, and various different reporting of key data to management and SPF areas.
What will make you successful in this role?Core Tasks/ Key Responsibilities: Assist with budgeting, forecasting and financial reportingAnalyze financial data and performance indicators to identify trends and opportunities.Monitor and report on financial performance against targets.Conduct data analysis to identify trends and patterns.Prepare reports and presentations to communicate insights.Develop financial models and conduct scenario analysis.Collaborate with other departments to support business initiatives.Draft Academy Balanced Scorecard ATR and WPSOther Ad-hoc reportingBuild and maintain relationships with stakeholdersProvide support and guidance to stakeholdersAssist with ad-hoc queries (bursary request and FPI membership fees)Qualification and SkillsGrade 12Preferably tertiary qualification (degree/diploma) in financial management/accountingAdministrative and co-ordination experience3-5 years finance support experience within financial services environmentKnowledge and SkillsIT/systems/tools: MS: Office (Excel, Word, PP, Outlook)SharePointSAP~S4 Hanna/E2SanpayJ-ESTELLBusiness: Good understand the different DA training programs and coursesBasic to intermediate budgeting projections and reportingFinancial transaction processes: journals, payments and invoicingEvents and logistical co-ordinationsSound financial services industry knowledgeRelevant compliance and legislative knowledge (i.e.: POPI)Risk and audit requirements relating to financial payments and journalsInvoicingReconciliations and journalsBillings and collectionsMIS and reportingAccounts and supplier managementService level agreements (SLA's)Personal AttributesQuality orientationProactive and action orientatedAccurate with attention to detailRelationship and stakeholder orientationTeam PlayerStructured and well organisedGood planning and co-ordination abilitiesReliableAble to build good relationships with othersCore CompetenciesClient FocusDrives ResultsFlexibility and AdaptabilityPlans and AlignsAction OrientatedCommunicates Effectively
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