Admin & Financial Assistant: Academy: Bellville at Sanlam Group

Job Description

• We are seeking a highly motivated and detail-oriented Finance Assistant to join the Academy team. The ideal candidate will have a strong analytical mindset, excellent communication skills, and a passion for finance and data analysis.
• The individual will be responsible for providing finance support, conducting data analysis, and delivering insights to support decision-making and stakeholder management. In addition, the function also undertakes the administration and co-ordination of monthly financial procedures (journals and invoicing), budget projections, record keeping, and various different reporting of key data to management and SPF areas.

Core Tasks/ Key Responsibilities:

• Financial Administration
• Assist with budgeting, forecasting and financial reporting
• Analyze financial data and performance indicators to identify trends and opportunities.
• Monitor and report on financial performance against targets.

Reporting: Data Analysis and Insights 

• Conduct data analysis to identify trends and patterns.
• Prepare reports and presentations to communicate insights.
• Develop financial models and conduct scenario analysis.
• Collaborate with other departments to support business initiatives.
• Draft Academy Balanced Scorecard ATR and WPS
• Other Ad-hoc reporting

Stakeholder Engagement and Management 

• Build and maintain relationships with stakeholders 
• Provide support and guidance to stakeholders 
• Assist with ad-hoc queries (bursary request and FPI membership fees) 

Qualification and Skills

• Grade 12
• Preferably tertiary qualification (degree/diploma) in financial management/accounting
• Administrative and co-ordination experience 
• 3-5 years finance support experience within financial services environment 

Knowledge and Skills

IT/systems/tools:

• MS: Office (Excel, Word, PP, Outlook)
• SharePoint
• SAP~S4 Hanna/E2
• Sanpay
• Lotus notes
• J-ESTELL

Business:

• Good understand the different DA training programs and courses
• Basic to intermediate budgeting projections and reporting
• Financial transaction processes: journals, payments and invoicing
• Events and logistical co-ordinations
• Sound financial services industry knowledge 
• Relevant compliance and legislative knowledge (i.e.: POPI) 
• Risk and audit requirements relating to financial payments and journals
• Payment processing
• Invoicing
• Reconciliations and journals
• Billings and collections
• MIS and reporting
• Accounts and supplier management
• Service level agreements (SLA’s)

Personal Attributes

• Quality orientation
• Proactive and action orientated
• Communication skills
• Accurate with attention to detail
• Relationship and stakeholder orientation
• Team Player
• Good administrative skills
• Structured and well organised 
• Good planning and co-ordination abilities 
• Attention to detail/accuracy 
• Pro-active 
• Team player 
• Clear communicator 
• Reliable 
• Able to build good relationships with others 

Core Competencies

• Cultivates Innovation 
• Client Focus 
• Drives Results 
• Collaborates 
• Flexibility and Adaptability 
• Financial Acumen 
• Plans and Aligns 
• Action Orientated 
• Communicates Effectively 

Turnaround time

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
• Closing date: 15 March 2024
• The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.