About Sanlam Corporate
Our vision is to be the preferred partner to Corporate and Public Sector entities by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees.
Division
One of the largest businesses within the Sanlam Group, Sanlam Corporate (SC) specialises in the provision of risk, investment and administration services to institutions and retirement funds. Focused on meeting the unique needs of its diverse clients, SC assists companies in creating and delivering customised employee benefits solutions, including the collection of premiums and communication to fund members.
Overall purpose of the role
The overall purpose of the role is financial management of the business, and monthly financial reporting providing key financial insights to business.
Key responsibilities
- Sound financial and business insight of expenses, income, client cashflows and new business volumes.
- Timeous investigation of variances to budget with appropriate feedback.
- Processing of standard monthly and year-end audit journals as well as any correcting journals that may be required.
- Ensure all monthly, quarterly and year end processes and reporting deliverables are complied with as per agreed deadline dates.
- Assist with budget process and requirements in accordance with required dates.
- Assist with interim and year-end financial close processes and requirements.
- Assist with annual external audits and queries.
- Assist with preparation of management committee meeting packs.
- Using MI, provide in-depth data and analytical insights on the financial information provided to business/stakeholders.
- Building partnerships and maintaining strong relationships with business heads and their teams
- Willingness to improve finance reporting to enhance business decision making.
- Timeous and satisfactory clearance of queries by management and reporting teams.
- Assist with monthly reporting to the Group Finance Office.
- Assistance with ad-hoc finance projects or requests.
Qualifications and experience
- Bcomm Accounting
- CIMA/studying towards CIMA/CA (SA)
- At least 2 – 5 years relevant experience
- Experience working in insurance is advantageous
- Technical accounting and reporting skills – regulatory requirements, taxation and VAT, budgeting, planning and forecasting
- Strong commercial acumen.
Knowledge and skills
- Financial management systems and processes
- Knowledge of applicable laws and regulations within the operating environment e.g. Companies Act
- Excellent writing and verbal communication skills in English
- Proficiency in Excel
Personal qualities
- Flexible and Adaptable - Rebounding from setbacks and adversity when facing difficult situations.
- Courage - Stepping up to address difficult issues, saying what needs to be said.
- Manages Complexity - Demonstrated ability and proven record to make complex decisions.
- Ensures Accountability - Holding self and others accountable to meet commitments.
- Plans and Aligns - Planning and prioritising work to meet commitments aligned to organisational goals
Core competencies
- Cultivates Innovation by creating new and better ways for the organisation to be successful.
- Client Focus - Building strong customer relationships and delivering customer-centric solutions.
- Drives Results - Consistently achieving results and meets deadlines, even under tough circumstances.
- Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
- Resilience - Rebounding from setbacks and adversity when facing difficult situations.
Turnaround time
The 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.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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