Regional Financial Manager: JG 11: SLS: Finance : SanlamConnect : Cape : Bellville at Sanlam Group

Outputs / Core Tasks

Support Regional Strategies

• Understand regional strategy and ensure it is converted into operational deliverables.
• Assist to set up plans for the implementation thereof within the different business units.
• Responsible for the regular progress monitoring of the strategy.
• Active participation in regional meetings to influence the developing, understanding and execution of the strategy.
• Resolve ad-hoc enquiries from Management to assist them with the execution of their business plans.

Sales Reporting

• Reporting, interpretation and analysing of sales results on daily and monthly basis.
• Income and cost variance analysis and reporting on trends and exceptions.
• Responsible to develop and compile monthly management reports according to stakeholder needs.
• Do trend analysis of production parameters and what-if modelling to forecast results.
• Prepare monthly slide pack and present results at management meetings.
• Ensure that the reporting and management of Adviser and Broker debt is happening as per guideline.

Sales Budgets

• Compiling and communication of annual targets from regional to adviser/consultant level.
• Responsible for the accurate management and adjustment of sales targets on all levels.
• Ensure that organisational and portfolio structures in the region are accurately maintained.

Outputs / Core Tasks continued

Financial Management Support

• Coordinate financial payment cycle and resolving enquiries.
• Ensure adherence to expense management/approval framework.
• Highlight and flag financial risks.
• Participate in preparation of all the regional/unit annual expense budgets.
• Ensure that effective cost management and budget monitoring is happening in the region.
• Ensure realistic expense projections on all levels.
• Promote a risk management culture in the region through pro-active controls and processes.
• Ensure compliance to the risk management framework within SanlamConnect.

Data analysis & insights

• Providing in-depth analysis and insights on business issues to enable better decision making.
• Develop new reports and reporting tools to enhance the 
• understanding of emerging business issues.

People management

• Contracting of performance goals and regular performance feedback to Regional Financial Assistant.
• Promote a culture of cross-training and continuous development within own and Finance team.

Requirements

Qualifications

• B.Com degree with major in Business Economics, Accounting, Financial Management or Statistics.
• Any applicable post-graduate qualifications will be advantageous.

Experience

• At least 5 years’ experience in the financial or long-term insurance industry
• Track record as Financial Manager within a Sales environment will be advantageous
• Computer skills – MS Office, SAP4H, A4O