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.What will you do?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 ResponsibilitiesFinancial AdministrationAssist with budgeting, forecasting and financial reportingAnalyze financial data and performance indicators to identify trends and opportunities.Monitor and report on financial performance against targets.Reporting: Data Analysis and InsightsConduct 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 reportingStakeholder Engagement and ManagementBuild 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 environmentIT/systems/tools Knowledge and SkillsMS: Office (Excel, Word, PP, Outlook)SharePointSAP~S4 Hanna/E2SanpayLotus notesJ-ESTELLBusinessGood understanding of 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 journalsPayment processingInvoicingReconciliations and journalsBillings and collectionsMIS and reportingAccounts and supplier managementService level agreements (SLA's)Personal AttributesQuality orientationProactive and action orientatedCommunication skillsAccurate with attention to detailRelationship and stakeholder orientationTeam PlayerGood administrative skillsStructured and well organisedGood planning and co-ordination abilitiesAttention to detail/accuracyPro-activeTeam playerClear communicatorReliableAble to build good relationships with othersCore CompetenciesCultivates InnovationClient FocusDrives ResultsCollaboratesFlexibility and AdaptabilityFinancial AcumenPlans and AlignsAction OrientatedCommunicates EffectivelyTurnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.Closing date: 31 December 2024The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.Build a successful career with usWe're all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.Our commitment to transformationThe Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
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