Financial Planning and Analysis Manager

Recruiter:

The Recruitment Council

Job Ref:

Financial Planning a..

Date posted:

Friday, February 11, 2022

Location:

sandton, Gauteng, South Africa

Salary:

1100000

JOB SUMMARY:
Financial Planning and Analysis Manager

JOB DESCRIPTION:

Are you a seasoned Financial Manager from the insurance, banking and insurance sectors?

Join this leading Life, investment & short term insurer as a Financial Manager: Financial Planning & Analysis | CIMA at their head office.

The main purpose of this role is to develop and report financial insights; implement and manage strategic initiatives to enhance internal customer interaction through immersion and commercial
partnering with Business. Focusing on commercial deals outside the definition of
“BAU” to ensure commercial viability and accurate financial reporting. Ensure
that strategic planning, budgeting, forecasting and financial / management
reporting processes within the Personal Lines vertical are produced accurately
and on time whilst adding value by providing insights and analysis.

Financial Modeling

Undertake strategic and tactical financial analysis, modeling, and evaluation to
support business leaders in their decision making.
Custodian of Personal Lines business cases financial modelling to evaluate their
ability/feasibility using applicable financial management tools i.e. NPV, IRR etc.
and provide recommendations to senior management
Lead other ad-hoc analytical/modelling work to provide insights into critical
decision factor.

Insights and Reporting

Contribute to the design and creation of reporting strategies and templates.
Lead execution of complex reports, identifying and interpreting complex patterns
and trends, and translating those insights into actionable recommendations.
Provide Personal Lines level FP&A insights.
Assist the head of FP&A in updating reports with the latest results and
variances; forming supporting commentary; and meeting corporate deadlines.
Work closely with the Finance Operations and Systems team to build and
enhance current processes and tools to facilitate the right level of management
reporting / KPI reporting in the group to senior leadership.
Provide high quality ad-hoc analysis as required.

Internal Client Relationship Management

Contribute to the management of partnering relationships with internal clients,
building effective working relationships with senior managers and providing high-
quality professional services to support them in delivering their business strategy and plans.
Business partnering with non-finance stakeholders to add value across multiple
business units.
Establish effective working relationships across the business and Senior
Management Team.

Project and Program Reporting and Reviews

Manage the project review process; provide stakeholders with accurate and
relevant information and key recommendations at agreed review points to
enable them to evaluate progress and agree on change.
Post project implementation tracking/reporting to approved business case.
Ensure that any post project flags are appropriately raised with relevant
stakeholders and remedied to ensure work arounds are implemented at the
appropriate time thereafter.
Ensure a seamless hand-over of new business reporting to a management and
financial accountant at the appropriate time after the project is deemed BAU.

Data Collection & Analysis

Use data from a wide range of sources to analyse key themes and identify
possible impacts on the business.
analyse complex financial information the ability to work with unstructured data
to provide accurate and timely financial recommendations to management for
decision making purposes.

Budgeting & Costing

Track budgets and report variances to more senior colleagues.
Work with the head of FP&A on budgeting and financial forecasting relating to
Personal Lines.

Leadership and Direction

Explain the local action plan to support team members in their understanding of
what needs to be done and and how this relates to the broader business plan
and the organisation''s strategy, mission and vision; motivate people to achieve
local business goals.
Manage a team, to achieve strategic goals as set by business, whilst prioritising
work for the team.

Operational Compliance

Identify, within the team, instances of non-compliance with the organisation''s
policies and procedures and/or relevant regulatory codes and codes of conduct,
reporting these and escalating issues as appropriate.

Personal Capability Building

Develop own capabilities by participating in assessment and development
planning activities as well as formal and informal training and coaching; gain or
maintain external professional accreditation where relevant to improve
performance and fulfill personal potential. Maintain an in-depth understanding of
technology, external regulation, and industry best practices through ongoing
education, attending conferences, and reading specialist media.

Financial Modelling

Uses comprehensive knowledge and skills to act independently while providing
guidance and training to others on developing financial and economic models for
planning and monitoring purposes.

Financial Accounting

Works without supervision and provides technical guidance when required on
classifying, measuring and recording corporate transactions using financial
accounting principles.
Accounting/ERP systems e.g. Sage X3; IDU; Management Accounting System.

Data Collection and analysis

Works independently and provides guidance and training to others on analysing
data trends for use in reports to help guide decision making.

Compliance

Uses comprehensive knowledge and skills to act independently while guiding
and training others on achieving full compliance with applicable rules and
regulations in management and/or operations.

Costing and Budgeting

Works without supervision and provides technical guidance when required on
costing, budgeting and finance tasks.

Computer skills

Independently supports business processes with comprehensive understanding
and effective use of standard office equipment and standard software packages,
while also providing guidance and training to others.

Excel (Advanced)
Policy and Regulation
Works without supervision and provides technical guidance when required on
interpreting and applying knowledge of laws, regulations and policies in area of
expertise.

Planning and Organising

Uses comprehensive knowledge and skills to work independently while
providing guidance and training to others on planning, organising, prioritising
and overseeing activities to efficiently meet business objectives.

Verbal Communication

Applies comprehensive knowledge to act independently while providing
guidance and training to others on using clear and effective verbal
communications skills to express ideas, request actions and formulate plans or
policies.
Numerical Skills
Uses a comprehensive understanding of numerical concepts to perform
mathematical operations such as report analysis independently while providing
guidance and training to others.

General Education

Bachelor of Commerce or equivalent accountancy qualification (Essential)
CIMA (Essential)
MBA (Advantageous)

General Experience

Financial modelling expertise (Essential)
Appreciation of strategic planning, including business case review and scenario
planning (Essential)
Experience in Financial Services /Insurance Industry (Advantageous)
10 years’ experience in the finance function including establishing and leading a
team (Advantageous)
3-5 years management experience (Advantageous)
Project assessment and management (Advantageous)

Managerial Experience

3 - 6 years Experience of planning and managing resources to deliver
predetermined objectives as specified by more senior managers.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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