Master Data Steward at Sanlam Group

The Finance Shared Service function is responsible for delivering the following services to Sanlam Life and Savings, as well as other Clusters within Sanlam that make use of SAP S/4 Hana and related finance systems

• The execution of shared financial transactions through the Finance Shared Services
• Drive operational excellence and efficiency through finance process and technology optimisation
• Delivering an efficient financial control and compliance environment for SAP S/4 Hana and related finance systems
• Delivering on the consolidated financial reporting requirements for Sanlam Life and Savings
   

This role will be responsible to receive, assess and execute on all lean requests made by various buyers based on the business rules stipulated. This role will also be responsible to process requests for vendor onboarding and ensure they have been uploaded on to the system in an accurate manner.

What will make you successful in this role?

Vendor Onboarding

• Review applications based on business rules provided and ensure that all fields have been completed correctly and there are no duplications detected
• Instruct the buyer to complete the request on the system once it has been approved and ensure they complete the additional items on the request
• Populate the request via a dropdown in SAP (Company code data) once the buyer requests the change to be made and ensure that all specified changes are implemented in the request
• Amend the selected request and resubmit it to the approver and ensure all information captured has relevant supporting documents attached
• Inform the requestor of the rejected request and provide reasons to the buyer in a timely and professional manner
• Populate the requests via a dropdown in SAP (Purchasing data) once the purchasing data changes and ensure a change form is submitted as informed by the buyer
• Amend the purchasing data request and resubmit it to the approver and ensure all information is correct and relevant supporting documents have been attached
• Inform the requestor of the rejected request and provide reasons to the vendor in a timely and professional manner
• Initiate a request to block/unblock a vendor on SAP based on the business criteria identified such as poor quality of goods or risk assessment report of the vendor and ensure the vendor is aligned to the business criteria stipulated
• Amend the block/unblock vendor request and resubmit it to the approver and ensure that all information amended is accurate and relevant supporting documentation have been attached
• Inform the requestor of the rejected request and provide reasons to the buyer in a timely and professional manner
• Proceed to block/unblock a vendor once the request has been approved and ensure any vendors marked for deletion have been reversed on the system
• Initiate a request to mark a vendor for deletion in SAP when the buyer requests that a vendor be archived or marked for deletion due to end of the relationship or bad reputation of the vendor
• Amend the mark a vendor request on the system and resubmit it to the approver and ensure all information filled is accurate and supporting documents are in good order
• Inform the requestor of the rejected request and provide reasons to the buyer in a timely and professional manner
   

What will make you successful in this role? (Continued Part 1)

Material Master Management

• Perform a duplicate check prior to creating a material on the system and ensure there are no pre-existing or similar materials already on the system
• Confirm if the material needs to be extended or a duplicate can be used and inform the requestor of an existing material and terminate the request on the system
• Create a material if the request is valid and no duplicated have been identified and ensure that all mandatory fields have been completed accurately on the system
• Amend a request and resubmit it on the system once the approver has requested for additional changes to be made and supporting documentation to be provided
• Perform validity checks on all material edit requests prior to editing the material on the system and ensure that changes made do not affect any parties that use the material
• Ensure a valid request to edit a material is logged and submitted on the system before effecting any changes and reject the request if information is not complete
• Inform the requestor of an invalid / rejected request providing reasons to the rejection and ensure that the request has been marked as closed on the system
• Edit a material if the request to edit is valid and ensure all pertinent information has been captured accurately and logged on to the system
• Perform validity checks on the deletion of material requests from the system and ensure all materials flagged for deletion are accurate to avoid inconveniences to the parties using the material
• Ensure a valid request to delete a material is logged and submitted on the system before effecting any changes and reject the request if information is not complete
• Inform the requestor of an invalid / rejected request providing reasons for the rejection and ensure the request has been marked as closed on the system
• Delete the flagged materials on the system once all necessary checks have been completed and confirmed
• Inform the requestor of the successful deletion of the material from the system and ensure the material is unavailable on all platforms
• Perform duplicate checks on creating purchasing information records on the system and ensure there is no pre-existing records
• Inform the requestor of a duplicate purchasing record via email and ensure the request is terminated on the system
• Create a purchasing information record based on a unique combination as requested by the requestor and ensure all information provided has been captured
   

What will make you successful in this role? (Continued - Part 2)

Material Master Management (Continued)

• Amend a purchasing information record and resubmit for approval once the approver requests for additional information or changes to be made on the record
• Inform the requestor of the rejected request and provide relevant reasons to the rejection and ensure the request has been closed on the system
• Inform the requestor that the request to create a purchasing information record has successfully been created and ensure that it is available on all platforms
• Perform validity checks to edit purchasing information request from the system and ensure that the changes do not affect the parties using the record
• Inform the requestor of an invalid / rejected request providing reasons for the rejection and ensure the request has been marked as closed on the system
• Edit the valid purchasing information record and update all mandatory fields in the system such as material group or vendor to change the existing record
• Inform the requestor of the successful edit to the purchasing information record and ensure that the changed have been reflected on all platforms
• Perform validity checks to delete purchasing information requests from the system and ensure that the changes do not affect the parties using the record
• Inform the requestor of an invalid / rejected request providing reasons for the rejection and ensure the request has been marked as closed on the system
• Delete the purchasing information record on the system and ensure the change is reflected on the system
• Inform the requestor of the successful deletion of the material from the system and ensure it is reflected on all platforms
   

Qualification

Qualification and Experience

• Bachelor’s degree in Commerce, Accounting or Finance or relevant field from a recognised institution

Experience

• 2 years in-depth knowledge and understanding of accounting principles
• 1 year experience with relevant master data financial management systems
• 1 year functional knowledge in SAP Master Data Governance / ERP experience