QUALIFICATIONS REQUIRED
- Bachelor's Degree or equivalent 3-year degree/NQF Level 7 (with Statistical and Data Analysis focus)
- Post Grad qualification will be an advantage
- Portfolio Management and / or Accounting and / or IT & Technology development to drive business applications
- Formal Microsoft and / or similar related certifications will be an advantage.
KNOWLEDGE AND EXPERIENCE REQUIREMENTS
- Minimum of 8 to 10 years’ experience in Data Analysis and / or Portfolio Management
- Knowledge and experience delivering Business Intelligence reports on time, with accurate data/ information and to the agreed quality levels
- Knowledge and experience in performing analytical assessment of received information, identifying emerging trends and interpreting future potential meaning and impact on CSG & the organisation.
- Knowledge and experience in writing Business Requirements Documents (BRDs) for specific KPIs or reports and assist IT in converting these into technical requirements documents to automate the building of reports.
- Knowledge and experience of CSG & PICSS (or similar) internal processes, systems, and procedures.
- Knowledge and experience in working with appropriate tools, technology, methodologies, and best business practices.
Roles and Responsibilities
The main duties of this role will include, but will not be limited to:
- Support the Manager and Head in coaching, leading and managing the Portfolio Insight Function
- Contribute and support the development and Management of the Portfolio Insight Function Strategy and Plan
Analysis and Insights Generation
- Provide support and review of data sources, models & analysis.
- Use Business Intelligence solutions to convey, persuade and negotiate with internal and external stakeholders where relevant.
- Explanation of complex insights, solutions and Business Intelligence (BI) concepts to internal or external teams.
- Verifying the integrity of data to ensure completeness and accuracy & create templates for reporting.
- Extracting, analysing, organizing & processing complex data sets to provide insights that enable better, faster, and more informed decision making within
CSG & across the organisation.
- Providing insights that influence the organisations’s performance
Dashboard Building on Technology Platforms
- Design, build, implement and maintain complex concept dashboards and provide applicable insights [including predictive] & proactive notifications when set tolerance levels are breached.
- Provide support, guidance and influence team members, project teams and contractors in building dashboards and other technological solutions.
- Develop functional specifications for portfolio management systems that integrate with all relevant systems and meet all business requirements.
- Solutioning of complex challenges that will include leading and working with a multidisciplinary project teams.
- Understanding of the Business Intelligence & other applicable legislations.
- Provide support in the procurement of the relevant an updated Business Intelligence Tools and Platforms.
CSG Performance Tracking
- Facilitate the creation of the Key Performance Indicators (KPIs) model and the required input sources & measures.
- Interpret the KPI model outputs and provide reporting on it.
- Provide relevant training on the KPIs models.
- Trend and pattern analysis on leading and lagging KPIs.
- Develop mechanism to monitor critical indicators of Business Partners to identify transfer and other triggers.
CSG (client) Technology Platforms and Automation
- Review data transformations & provide guidance & enhancement suggestions on the client data environment
- Compile development specifications and user stories.
- Perform testing of new developments & provide feedback to developers.
- Represent CSG in Change Management Forums.
- Power BI Development and usage of Microsoft suite (Power Apps, Forms).
- Understanding of leading BI platforms and applications other than Microsoft Power BI.
- Continuously evaluate existing datacollecting and analytics systems, to ensure automation of processes to simplify access to required data and provide recommendations where necessary.
Roles and Responsibilities (cont.)
Collateral Management
- Have a full understanding of the collateral process & provide support to all stakeholders.
- Attend to audit queries
- Enhance the control environment & provide feedback on the collateral status.
CSG and the Organisations' Systems & Procedures and Control Environment
- Detailed understanding and influencing of the organisations policies, procedures and strategies and its impact on team, department, division and other areas of the organisations's business.
- Review and improve the Systems & Procedures (S&Ps) and Policies to improve the control environment.
- Present the S&Ps at relevant Committees and address any queries and findings with internal and external parties.
Stakeholders Data, Information Gathering and Reporting (including ad hoc)
- Develop & maintain good relationships with key internal & external stakeholders and exhibit client values.
- Take the lead in the approach and compiling data to address stakeholder requirements.
- Document clear and accurate responses in the correct format.
- Prepare proposals/submissions/slides and make presentations to inform relevant stakeholders of practices and strategies relating to Business Intelligence tools, reports and insights.
- Persuading internal and external stakeholders on actions/practices that impact of the financial performance of the client portfolio and balance sheet.
- Represent the PICSS, CSG and the client at the relevant internal/external engagements.
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