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Pretoria: DATA and MANAGEMENT INFORMATION SPECIALIST posted by HR Option

Pretoria: DATA and MANAGEMENT INFORMATION SPECIALIST posted by HR Option

Posted on 2025-05-05 00:00:00

Employer HR Option
Category Banking
Location Gauteng  / Pretoria

Job Summary

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.
View Job  South Africa: Civils/Concrete Clerk of Works - Zambia

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