Financial Controller (FTC) at Sanlam Group

Key Responsibilities

• With logical thinking and excellent numerical skills, provide support to the Financial Manager in the execution of his/her responsibilities, including:
  • verifies and allocates details of business transactions to accounts
  • receiving of invoices from suppliers, checking reasonability and processing
  • calculates and processing of invoices for fee income
  • ensures collection of income
  • completing reconciliations
  • reviews completeness and accuracy of financial record keeping
  • managing of expenses against budgets and report back to management (IT / Marketing / cellphone / training)
  • compiles reports to management
  • resolving payment and invoicing queries
  • completing rebate calculations
  • assisting with month-end procedures, including provisions and reporting
  • assisting internal and external auditors with their requests
  • assisting with annual budget processes
  • follow up on outstanding receivables / payables
  • check and authorize broker payments
  • ad hoc requests
  • completion and submission of asset and flows report (portfolio list)
  • manager fee expense reasonability checks and payments

What will make you successful in this role?

Minimum Experience & Qualifications

• Accounting Diploma / Degree is advantageous
• 3 - 5 years' in a similar role in the financial services industry

Behavioural Competencies

• Business Insight - applying knowledge of business and the marketplace to advance the organizations goals
• Action Orientated - taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm
• Manages Ambiguity - operating effectively even when things are not certain or the way forward is not clear
• Communicates Effectively - developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences

Technical Skills

• Strong attention to detail and proactive attitude
• Drives results
• Being resilient
• Collaborates

Technical Competencies

• Proficient in Accounting
• Proficiency in Microsoft Office; Advanced Excel skills is essental
• EssBase experience will be advantageous
• IDU experience will be advantageous

Qualification And Experience

• Degree or Diploma with 4 to 6 years related experience.

Knowledge And Skills

• Recording of financial Transactions
• Reconciliations and query resolution
• Compliance with SOP's and SLA's
• Authorisation of transactions within mandates

Personal Attributes

• Manages conflict - Contributing independently
• Demonstrates self-awareness - Contributing independently
• Optimises work processes - Contributing independently
• Action orientated - Contributing independently