Specialist: Reporting
Date: 18 Apr 2024
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.
Purpose
Minimum Experience
Key Responsibilities
Preparation of the quarterly reports to the various subcommittees and to the external stakeholders (e.g. FSCA and the Auditors)
Management Information: Understand business requirements/needs and translate/interpret these to the IT Team for AI to automate and simplify reports and access to MI.
Provide support to various stakeholders - internally and externally.
Excel Skills (Excellent)
PowerBI (Basic)
Additional Minimum Qualifications
Degree or Diploma in Accounting or Financial Management
Process
- Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
- Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
- Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
- Analyse data and provide monthly reports that reflect insight into tendencies and patterns.
- Collate information, conduct analysis, compile reports and share results for the purpose of improving business processes.
- Analyse, interpret, and produce detailed reports explaining trends, discrepancies and inconsistencies.
- Conduct research by gathering and analyzing data from specific sources to compile reports for management decision making.
- Standardise and maintain calculations and define and maintain aggregation rules.
- Perform validations and cross checks and produce the measurement reports.
- Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
- Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
- Plan for own task execution and advises on improvements related to area of specialisation.
Customer
- Provide support to ensure workflow items, escalations and queries are resolved within SLA in order to promote customer satisfaction and retention.
- Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.
Learning and Growth
- Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
- Contribute positively to own area-specific knowledge improvement associated with area of specialisation.
Governance
- Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
Competencies
Liberty Values
Technical Competencies
- Business IT Systems (Intermediate)
- Research and Information Gathering (Basic)
- Reporting and Interpretation (Basic)
- Standard operating procedure compliance (Intermediate)
- Compliance & operational risk knowledge (Intermediate)
- Operations Management (Intermediate)
- Customer Advice (Technical) (Basic)
- Customer Relationship Management (Basic)
Behavioural Competencies
- Professional/Technical learning (Basic)
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Customer service orientation (Basic)
- Communicating with Impact (Basic)
- Customer Orientation (Basic)
Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group's Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Job Segment:
CRM, Relationship Manager, Technology, Customer Service