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.