Regional Financial Manager: JG 11: SLS: Finance : SanlamConnect : Cape : Bellville

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

Knowledge and Skills

Personal Attributes

Competencies

• Communicating effectively
• Business Insight
• Balances Stakeholders
• Persuades

Core Competencies

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Closing date: 21 June 2024

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