Finance Data Analyst

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Job Description - Finance Data Analyst


SUMMARY:
National organisation within the "investments and financial services industry" requires a Finance Data Analyst for the Johannesburg Branch.  This position is based in Sandton.

POSITION INFO:
Purpose of role

  • Financial data management & data processing
  • Create financial models.
  • Management Information analysis
  • Business Information models
  • Analysing data trends
  • Interpreting and visualizing data
  • Data quality
  • Building automation for finance and operations team
Tools/Systems
  • XLS; Power Bi; Internal Applications (proprietary systems built in- house)
Responsibilities
  • Head office-based role working with Finance Manager, Data team & IT.
  • Understanding of the Adviceworx Operating Model & business processes.
  • Building data models
  • Automating data models
  • Update dashboards as per internal SLAs.
Personal and Company Development
  • Ensure alignment to company development.
  • Reassess the self-management principle continuously and self –measure.
  • Ability to work with senior resources to achieve strategic initiatives.
  • Establish the systems and alignment of resources to enable a sustainable Production environment.
Competencies
  • Ability to function at an operational level and work well within a team.
  • Good communication skills, both written and verbal
  • Technical and IT proficient, need to be comfortable to work with data & analyse data.
  • Strong financial background
  • Self - motivated to ensure personal and professional improvement.
  • Action orientated and pro-active.
  • Computer literacy: Data Management, MSOffice (advanced Excel), Power BI (preferable but not essential)
Qualifications and Experience
  • Appropriate qualification.
  • Experience in financial services / Wealth Management (beneficial)
  • Exposure to Power BI (Beneficial)
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