Financial Analyst – Management Accounts and Budgeting

• Preparation of Monthly Management accounts and forecasts

• Financial forecasting and predictive modelling
• Adhoc financial analytics as requested by business
• Develop, maintain and improve comprehensive financial models to support scenario analysis and strategic planning
• Reporting

• Cashflow analysis and reporting, Exco pack, revenue summary, summary collections, collections trends and adhoc business reporting
• KPIs including Lapse, persistency, churn, net book growth, book movement,
• Effective contribution to Audits
• Regular engagement with relevant team members and departments to understand the underlying issues causing variances to budget with key ratios and profitability analysis
• Contribute to the achievement of the team's projects and business goals
• Streamlining processes, automation, process flows/map and contract summary updated regularly
• Variance analysis and evaluations for financial activities including costing and budgeting

• B.Comm or similar (finance related majors)
• 3 - 5 years of experience in a similar role is required
• Advanced Excel, (Power BI and Sage Intacct advantageous)
• Required Financial Modelling experience
• Ability to interpret the analysis
• Ability to maintain and work with large volumes of financial data accurately and efficiently
• Experience in the Financial Services or Insurance Industry advantageous
• A good understanding of financial concepts
• A good understanding of financial reporting methodology
• An understanding of accounting processes / practices and their impact on financial reporting

• Ability to communicate clearly and collaborate with all levels of management
• Analytical and logical
• Ambitious
• Team player
• Diligent, honest and trustworthy
• Proactive, punctual, and reliable
• Understands the importance of confidentiality
• Self-motivated individual
• Excellent time management skills

• Ability to see the “big picture” to understand the impact of financial reports provided

• Stress management and the ability to manage and co-ordinate deadlines under pressure

Talksure