What will make you successful in this role?

Key responsibilities include:

Finance Support Functions:    

• Assist in coordinating, compiling and communicating various activities relating to Budgeting activities.
• Assist in coordinating, compiling and communicating various activities relating to Forecasting activities.
• Monthly checking and reconciliations in relation to SHA Line of Business reporting.
• Investigating variances and dealing with queries.
• Tracking and reporting on Expense variances.
• Involvement in tracking and remediating issues relating to Credit Control functions impacting Age Analysis and Cancellation Reserve.
• All of the above will require building and maintaining close relationships and collaboration with our Santam Specialist Finance colleagues.

Project Support Functions:

• Project Financial and Cost management (accurate budgeting, actuals tracking, forecast projections, monitoring and control of expenses, invoicing, journals, general ledger queries and payments).
• Create and maintain comprehensive documentation, including project plans, task lists, progress reports, and meeting minutes.
• Create various dashboards and presentations.
• Attend demos and meetings relating to Group-driven initiatives and disseminate information to relevant stakeholders as is required.
• Assist Ops Team in planning, organising, and executing project activities, ensuring adherence to project timelines, objectives, and scope.
• Understand, translate, and champion the strategic and holistic needs of the business unit.
• Assist with Change Management requirements and activities as needed.
• Coordinate testing activities.
• Schedule and organise meetings and workshops.
• All of the above will require building and maintaining relationships with our Business Change colleagues.

Other Operational Responsibilities:    

• Produce and distribute routine and ad-hoc reports to internal and external stakeholders.
• Assist with any Regulatory, Risk or Governance activities that fall within the Ops Team’s area of responsibility eg. (but not limited to) – incident logging and or tracking, preparing stats for COB reporting, Business Continuity Plans, activities supporting Internal and External audits, Due Diligence requirements and processes.
• Participate/assist with Data Audits.
• Support with creation of process flows and SOP’s (Standard Operating Procedures).
• Assist with any activities relating to VOX (Voice of Experience) surveys.
• Review and update SHA Operational Directives document. 

General Administration:

• Arrange and/or attend meetings (internal and/or external) as and when required.
• Attend to daily administrative routine tasks in accordance with organisational standards, processes and procedures.
• Attend to the production of general correspondence if and when necessary.
• Managing set-up and maintenance of MS Teams Groups and Channels.

Qualifications & Experience

• BCom Accounting or equivalent qualification
• 3 – 5 years experience in the Insurance Industry
• Ability to engage at Senior Management level
• Excellent MS Excel knowledge and Experience (Advanced Level)
• Power point knowledge and experience (Advanced Level)