Financial Manager: Management reporting: RA: Finance: JG: Middle Management

at  Sanlam

WHO ARE WE?

The Retail Affluent cluster is responsible for Sanlam’s retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs.
We believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

QUALIFICATIONS:

• Chartered Accountant (CA).

EXPERIENCE :

• 3 - 5 years’ experience in a financial reporting environment.

KNOWLEDGE:

• Good technical accounting knowledge.
• Knowledge of Sanlam’s financial reporting systems (Hyperion Financial Management (HFM) & SAP) will be an advantage.
• Understanding of IFRS17 profits and value of new business (VNB).
• Computer literate (MS Office with advanced Excel skills in practice)
• Financial analysis and planning
• Financial management and controls
• Finacial risk and governance management

CORE TASKS:

• Expense reporting which includes consolidation of SRA expenses, SRA Corporate expense reporting and unit cost reporting.
• Expense projection updates for SRA e.g. Deferred share scheme.
• Review & analysis of expense reports (e.g. IT costs, Functional costs) submitted to Group.
• VNB & PVP reporting, preparing of VNB report and loading numbers on HFM for Group submissions.
• Assisting with Profit reporting for SRA- quarterly, interim & year end reporting.
• VAT reporting, monthly VAT reviews and ad-hoc queries.
• Budget & Forecast reporting iro VNB, PVP & expenses. Preparing SRA consolidated reports for VNB, PVP & expenses including budget submissions on HFM to Group.
• Assisting with preparation and review of SRA Management & SRA Budget reports e.g. CFO reports, Budget presentations & Budget reports
• Quarterly Economic shock submissions to Group Actuarial.
• Interim & year end – Assets info for HFM (i.e. PPE note); admin expense note on HFM.
• Support and development of accounting solutions (e.g. SAP).
• SAP super user role within wider Finance reporting team.