Business Consultant: Corporate Finance (6 - 12 month Contract) at Sanlam Group

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs.  We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth.  Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?

Responsible for financial analyses or for a division providing financial accounting services for head office and/or group companies. Applies principles of accounting to analyse financial information and prepare financial reports.  Compiles and analyses financial information to prepare entries to accounts, such as general ledger, documenting business transactions. Analyses financial information detailing assets, liabilities and capital. Prepares balance sheets, profit and loss statements and other reports to summarize and interpret current and projected company financial position. Audits contracts, orders and vouchers and prepares reports to substantiate transactions prior to settlement. Installs, modifies, documents and coordinates implementation of accounting systems and control procedures. Makes recommendations regarding the accounting of reserves, assets and expenditures. May have supervisory and/or client relationship responsibilities.

What will make you successful in this role?

Job purpose 

Glacier by Sanlam is, is a product house in the Retail Affluent cluster specifically in the middle and affluent market with the aim of being the leading provider of this business in South Africa. As Business Consultant: Mergers and Acquisitions, the incumbent will be responsible for supporting the management of transactions, financial analysis, evaluation of business opportunities and contracting with counterparties.
Key outcomes

The following outcomes will be expected to be achieved by the Business Consultant:

•    Analyse the Glacier transactions and drive completion thereof including:
o    strategic rationale, 
o    financial impact and shareholder value creation potential, 
o    transaction and implementation risks and funding alternatives.
•    Assist with the coordination and liaison with business heads, financial and legal advisors, and regulatory bodies.
•    Financial and economic analyses of proposed capital expenditure, investment, mergers and acquisitions, financial restructuring, new product introductions and operating profit plans
•    Build detailed business plan and summarise KPI/decisions required to ensure benefit realisation
•    Consider impact of transactions on the business and resolve internal implications and resolution thereof.  Assist with implementation considerations
•    Drive innovation initiatives and investigations to find suitable alternatives to business challenges
•    Continuous engagement and collaboration across all parties affected by the project, merger or acquisition. Provide general transaction support and insights across the different stakeholders
•    Change management support

Qualifications and experience

•    CA (SA) with 3 - 5 years post articles experience, or
•    BComm (Acc) with 7 years’ experience in a similar role
•    Experience in Financial Services will be to the candidate’s advantage
•    Experience in Mergers & Acquisitions will be to the candidate’s advantage

Competencies

•    Client focus
•    Cultivates innovation
•    Collaborates
•    Being resilient
•    Drive results
•    Plans and Aligns
•    Analytical Thinking
•    Effective Communication
•    Financial Acumen
•    Attention to detail

Attributes

•    Positive, enthusiastic attitude
•    Teamwork
•    Ability to thrive under pressure
•    Honesty, integrity and respect
•    Ability to adapt to change
 

Qualification and Experience

Qualified CA with 3 to 5 years related experience.

Knowledge and Skills

• Financial Analysis
• Financial Information Review
• Financial Reporting
• Financial Queries and Recommendations
• Financial Controls

Personal Attributes

• Communicates effectively - Contributing through others
• Decision quality - Contributing through others
• Manages complexity - Contributing through others
• Plans and aligns - Contributing through others

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Being resilient - Contributing through others
• Collaborates - Contributing through others
• Customer focus - Contributing through others
• Cultivates innovation - Contributing through others
• Drives results - Contributing through others

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. 

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.