Senior Specialist: Operational MI and Reporting (Financial)

 

Recruiter:

CSG Recruit

Job Ref:

MDWMI

Date posted:

Wednesday, October 13, 2021

Location:

CapeTown, South Africa

Salary:

R800k - R900k pa


SUMMARY:
To develop, produce and deliver regular and ad hoc management information to aid in Operational business decision making associated with service delivery processes, methods and techniques

POSITION INFO:

Duties & Responsibilities

  • To design and deliver specialist reporting through building automated models/reports and dashboards that will support the Operations management decision making process.
  • Provide various operational data analytics and reporting input that may be required for strategic decision-making purposes and other requirements associated with managing the Operations team.
  • Work with Operations management in determining MI and Reporting requirements for detailed, accurate and consistent monthly reporting, including exception reporting, month end operational reports, daily, weekly & monthly key performance indicators and capacity reporting.
  • Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
  • Analyse data, interpret information, and produce detailed reports explaining trends, discrepancies, inconsistencies and share results for the purpose of improving business processes.
  • Communicate the results of data analysis in written and verbal form to Operations managers.
  • Regularly examine data reports to locate and resolve mistakes throughout.
  • Monitor data to identify changes in financial and business trends.
  • Extract, interrogate and interpret MI for users of information to add value to decision making.
  • Work with the Program teams in determining Operational MI and Reporting requirements for new features being developed.
  • Work closely with the IT MI data analytics team to ensure high quality business, client and adviser reporting is delivered.
  • Be the key contact point for all Operational MI & reporting related queries.

Desired Experience & Qualification

  • Minimum 3 - 5 years’ in a Financial Adviser firm, Financial Services Customer Service or an Investment Platform business.
  • 3+ years’ experience with data and/or systems analysis experience, at least some within a formal BI environment
  • Relevant Commerce degree in IT, Finance, Economics, Statistics, Investment Management or Business Management.
  • Higher grade maths (or equivalent) passed with a B average.
  • Professionally Qualified & experienced Specialists/Mid-Management
  • Understanding of Business Operation and Governance, in particular reference to Operational MI & Reporting, Project Management methodologies and QA standards
  • Experience in SQL and other data analysis programs
  • Ability to use SQL and Microsoft Excel to create pivot tables, graphs and charts
  • Familiar with Agile project methodology and JIRA Service Desk processes.
  • Proven ability in analytics, business acumen and presenting/communicating recommendations across all organization levels
  • Real-world understanding of data processing and storage
  • Experience with reporting and business intelligence software such as ClickSense, Power BI


 

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