Finance Manager: Financial Planning & Analysis at Discovery Limited

Job Purpose

• The role of Finance Manager: Financial Planning & Analysis is an exciting opportunity for an enthusiastic individual looking to grow their career in finance. Reporting to the Senior Manager: Financial Planning & Operations, this position is ideal for someone eager to learn, develop their skills, and make a positive contribution.
• In this role, you will support the finance team with key tasks such as gathering financial data, preparing reports, and assisting with financial planning and analysis. You will have the opportunity to learn from experienced professionals, including the Senior Manager and other team members, and gain exposure to how financial decisions are made across Discovery Vitality RSA.
• As a Finance Manager: Financial Planning & Analysis, you will work closely with teams involved in Financial Reporting, Member Benefit Payments, Data Operations, Actuarial, and Product Research & Development. You will help collect and organise financial information, assist with basic financial modelling, and contribute to understanding partner relationships and commercial arrangements.
• Attention to detail and a willingness to learn are key to success in this role. You will help the team uncover valuable insights from financial data and communicate findings in a clear, straightforward way. Your work will help support the overall financial goals of Discovery Vitality and contribute to making a difference in the lives of our members and communities.
• If you are motivated, curious, and ready to grow your expertise in a collaborative environment, this is your opportunity to build on your career and help support Discovery Vitality’s purpose: making people healthier and enhancing lives.

Areas of responsibility includes but is not limited to:

Acting as a technical authority, the incumbent will provide advanced expertise in forecasting, budget preparation, and thorough analytical functions. Responsibilities include, but are not limited to, the following areas:

• Overseeing and analysing revenue, expenses, capital investments (CAPEX), and cash flow to enable effective financial planning and informed decision-making.
• Extracting, transforming, and conducting detailed analysis of data to support business intelligence and strategic decisions.
• Developing and maintaining robust financial models that guide strategic planning and resource distribution.
• Compiling and presenting additional financial analyses that deepen understanding of financial outcomes and highlight areas for improvement.
• Evaluating and modelling data related to partners, products, channels, or markets, and relaying insights to the commercial team or other relevant stakeholders.
• Proactively seeking and implementing process enhancements, such as automating tasks and integrating AI into daily functions.
• Establishing and enforcing adequate controls to guarantee the accuracy of outputs.
• Ensuring deliverables are completed precisely and on schedule, with effective stakeholder engagement throughout each phase.
• Building and maintaining strong working relationships with both external partners and internal teams, fostering collaboration to achieve business goals.
• Preparing, reviewing, and delivering detailed reports and analytical outcomes for presentation to various forums, stakeholders or for line manager, ensuring the information is clear, accurate, and actionable.
• Demonstrating a commitment to ongoing professional growth and self-development to remain current with technical skills and industry expertise.

Personal Attributes and Skills

• Curious mindset
• Excellent analytical and problem-solving skills
• The ability to understand and work with undefined parameters
• Impeccable attention to detail and accuracy
• Passionate about investing time to analyse, understand and report on data, products and processes
• Confident people person eager to create and maintain and build relations and manager stakeholders
• Excellent time management skills with the ability to work and manage a team under pressure to meet strict deadlines
• Excellent written and oral communication skills
• Ability to deal with complex issues and migrate between detail and high-level requirements
• An interest in basic financial modelling and data analysis
• Must have integrity and be ethical in decision-making
• A strong desire for professional development and a high learning potential

Minimum Education & Working Experience

• Minimum professional qualification required: CA (SA) or CIMA qualifications
• At least 3 -5 years’ plus post-qualification experience
• Advanced experience with data analytics, financial modelling experience and/or qualifications or consultancy experience post articles, especially in valuations or other areas requiring forecasting and analytics skills
• Previous experience in a similar financial planning role
• Extensive experience working with MS Office packages, including Excel, Word & PowerPoint with a keen interest and/or experience with the application of AI
• Financial Services experience