Job Description

Your:

• Education:

• Relevant degree in Computer Sciences, Information Management or related field.
• Experience Required:

• Minimum of 5 years of experience in a data and/or reporting position, with at least 2 years in the financial services sector.
• Knowledge:

• Knowledge of a commission processing system will be advantageous
• Advanced MS Office suite proficiency in Word, PowerPoint, Outlook, Excel (Excel skills to include pivots, macros, VLOOKUP, concatenate and data cleanup).
• Understand various financial product categories and the transaction flow between client engagement and commission payment
• Experience in data models and visualisation reporting packages such as Power BI.

will enable you to:

• Reporting and Insights:

• Generate detailed and actionable reports on commission and revenue performance.
• Maintain existing and develop new reporting dashboards to present key metrics to stakeholders.
• Collaborate with team members to prepare regular operational and advisor revenue reports that will assist the different business units and management (specifically GMS and Advisor Support).
• Data Management and Analysis:

• Extract, validate, and maintain accurate data records for revenue, commission, and advisor/client information.
• Use the Commsplit system to manage and process revenue information efficiently.
• Liaise closely with Head of the Division , finance and GMS to align report requirements to revenue capturing processes and methodology.
• Identify and resolve discrepancies in commission data, ensuring accuracy and reliability.
• System Utilization and Optimisation:

• Leverage the Commsplit system to streamline data management and reporting processes.
• Identify system or process inefficiencies and recommend solutions or enhancements.
• Responsible for report automation.
• Collaboration and Support:

• Assist the Manager in delivering on key performance areas related to commissions and reporting.
• Liaise with financial advisors, product providers, and internal teams to address data-related queries.
• Support the Finance and Group Marketing and Sales Divisions in preparing data for budgeting and strategic planning purposes.
• Continuous Improvement:

• Regularly assess and enhance data management processes to improve efficiency, accuracy, and timeliness of reporting.
• Identify opportunities for continuous process improvement within the data management and reporting workflows.
• Stay updated on industry best practices and technological advancements to ensure the organization's processes remain compliant and efficient.
• Collaborate with internal teams and stakeholders to ensure that reporting aligns with evolving business requirements.

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