COMMISSION AND DATA REPORTING OFFICER

SUMMARY:
Growth-focused role, ownership of reporting deliverables, contributing to revenue transparancies

POSITION INFO:

A well established financial institution is seeking to hire a Commission and Data Reporting Officer.

Your education and duties of the following will enable you to move forward in the screening process:

Education:

• National Education: Senior Certificate (Matric) required
• Bachelor’s degree in finance, Financial Management, Economics, Business Administration, or a related field

Experience:

• Minimum 5 years of experience in financial services environment, ideally in an operations, reporting or revenue-related role.
• Previous exposure to or familiarity with business reporting tools or platforms is advantageous.

Key Responsibilities:

Critical Competencies:

• Financial Acumen: Strong understanding of advisor remuneration structures, revenue flows, and commission-based compensation.
• Process Discipline: Comfortable working with monthly cycles, checklists, and structured deliverables under time pressure.
• Familiarity with commission systems (e.g., Commsplit), CRM platforms, and provider data portals.
• Awareness of compliance and regulatory considerations in reporting.
• Advantageous: Exposure to Power BI, or collaboration with data/reporting teams on dashboard requirements.

Skills:

• Collaboration and Communication: Able to engage professionally with multiple stakeholders, relay reporting needs, and provide clear written/verbal updates.
• Attention to Detail: High level of accuracy in handling reporting-related information.
• Problem solving: Ability to identify information data discrepancies, maintain accurate logs, and enforce data quality standards.
• Process Coordination: Skilled in managing and improving routine reporting processes.
• Time Management: Ability to manage multiple reporting deadlines with minimal supervision.
• Accountability and Ownership: Willingness to take full responsibility for deliverables and data accuracy.
• Technical Literacy: High proficiency in Excel (including pivot tables, VLOOKUP/XLOOKUP, data validation).