Senior Portfolio Accountant at Momentum Metropolitan Holdings Limited

Role Purpose    

• Accurately control and process financial information and prepare financial reports and analysis to enable business processes.

Requirements    
Qualifications

• Degree in Financial Management or Accounting

Experience

• 3-4 years’ experience in accounting
• 2 years reinsurance experience

Duties & Responsibilities    
Coordinate and control financial management process (Internal Process)

• Management of the accounting function for Guardrisk Insurance cell captive & contingency policy clients (by portfolio of clients allocated).
• Accurately, efficiently and timely capturing and reporting of transactions of their portfolio of client.
• Review and /or prepare payments documents and obtain the necessary source documentation and authorisation to effect payments timely and with the determined service level agreement levels.
• Review and approve the general ledger journal allocations based on levels of authority and policy.
• Review all documentation to ensure that the correct level of authority has authorised the document and raise any exceptions with the relevant stakeholder.
• Prepare and review financial transactions and reporting of each client within their portfolio of clients.
• Compile and prepare monthly and year end reconciliations of their portfolio of clients.
• Identify and report respective accounting or reporting issues.
• Investigate and resolve any outstanding queries in relation to accounting issues.
• Portfolio support and management/servicing by working closely with the portfolio manager and other colleagues.
• Managing and training of accountants and junior accountants within the team.
• Reviewing and management of accountants and junior accounts portfolio of policies to ensure accuracy.
• Mentor accountants and junior accountants in the team.
• Identify and resolve problem sources or escalate to relevant level of authority.
• Special Projects assigned with the group
• Meeting company and client accounting, payment and reporting deadlines.
• Contribute to the enhancement of systems and processes issues in order to enhance financial management.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Identify and reconcile discrepancies and problems.
• Build and maintain relationships with clients as well as internal and external stakeholders.
• Participate and contribute to a culture which build rewarding relationships, facilitates feedback and provides exceptional client service within the organization.
• Prepare and provide necessary documentation to complete timely audit both for client and Guardrisk.
• Contribute to the audit process and resolve any audit queries within the deadlines set.

Engage with clients in a client centric manner (Client Services)

• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements made with internal and external stakeholders and clients.
• Make recommendations to improvement client service within area of responsibility.
• Participate and contribute to a culture which build rewarding relationships, facilitates feedback and provides exceptional client service.

Self-management and teamwork (People)

• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development.

Manage budget and implement sound financial controls (Finance)

• Control and track the budget for the various portfolios.
• Contribute to the budgeting process and provide the relevant reports and analysis to support the process.
• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
• Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.

Deadline:4th January,2026