Finance Business Analyst position at Old Mutual.| South Africa

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Old Mutual Finance Business Analyst

Experience: General

Pattern: full-time

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Diploma

Pinelands....South Africa

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description An opportunity has become available for a Senior Financial Planning & Analysis Analyst within the Channel Finance team within the Old Mutual Personal Finance business unit. The incumbent will work on Strategic and Operational projects and deal with stakeholders across Business areas and stakeholders at various management levels within the organization. Channel Finance Unit The unit forms part of the wider PF Finance department. It has specific responsibilities focused on tracking sales performance, channel profitability and Rem and Incentives for the distribution channels. Responsibilities The key focus of the role is to: Support the Head of Channel Finance including representing the unit on various decision-making committees. Drive specific projects through analysis, consultation, and recommendations and then driving implementation. Specifically, these projects will focus on how PF can improve its financial performance in three areas – Remuneration, Channel Income and Channel Costs. Working across PF functions including sales channels and operations functions and supporting other members of the Channel Finance team as required. Financial modelling of new business initiatives or projects within the business (Human Capital, Distribution Channels etc.). Understanding and interpreting business requirements and translating them into analytical reporting Translate data into insights. Present insights to business to enable strategic decision-making process Create and refine financial models for forecasting, budgeting, and strategic planning. Deliver high quality outputs/models to specified deadlines Back testing budgets, forecasts to actuals explaining variances Reviewing financial models, data, spreadsheets, budgets and reports, and translating quantitative information into easily communicable findings or implications Collaborate with Provincial General Managers (PGMs) to create accurate and achievable budgets and forecasts. Generate monthly, quarterly, and annual financial reports, offering clear insights into performance against goals. Monitor budget performance, explaining deviations and identifying risks and opportunities. Create dashboards and visualizations to present complex financial data. Assist with input for strategic initiatives, including investments, cost-saving opportunities, and growth strategies. Assist with ad hoc analyses to evaluate business opportunities or address specific operational challenges. Cleaning of data using Power Pivot, Power Query, modelling tools Identify opportunities to simplify and automate processes Responsible for building strong working relationships with internal clients. The ideal candidate will have a mix of technical knowledge, understanding of OM distribution and influencing skills to support implementation. Key Deliverables: Contributes to and implements financial strategy. Assist with Business Plan and Forecasts for the Channels, in line with Channel Goals. Commercial reviews of projects and incentives. Financial modelling of new business initiatives. Understanding and interpreting business requirements and translating them into analytical reporting. Liaising with Board members, senior stakeholders and auditors. Implementation of controls, data analysis, testing of data flow/financial transactions. Analyse business, financial and general operating information to identify trends and opportunities for development. Advises management on how to interpret information relating to financial and business management, to help the segment reach its financial and non-financial goals. Advises management on financial reporting processes. Undertakes projects that will improve operating efficiency and profits. Identifies and remediates areas of the business where inefficiencies may occur and implement resolution. Providing technical support where needed. Delivering presentations tailored to meet the understanding of the target audience Key Result Areas (in addition to items mentioned under “Key Deliverables” above ): Financial Analysis Analyses business, financial and general operating information to identify trends and opportunities for development. Analyses and monitors the effect of budget or policy changes on the business unit's productivity. Reviews the validity of business cases for new services or products and/or product enhancements. Incorporate the launch of new products/services into the financial & reporting processes. Identifies areas of the business where inefficiencies may occur. Financial Reporting and Control Plans and prepares budgets and forecasts according to organisational goals. Advises management or clients on financial reporting processes. Perform analytical reviews / trend analysis / reconciliations of various accounts. Contributes to and implements financial strategy. Management Effectiveness Manages service delivery through a team of data analysts. Drives operational excellence through areas of collaboration. Develops Managers of Self, Others and specialists under supervision. What Your Impact And Success Looks Like As a FP&A Analyst we expect your success and impact in the early stages of your career with us to look something like this: Within 1 Month Understand company operations, income statement modelling processes, and business systems. Maintain revenue, balance sheet, and cash flow models. Build strong relationships with Provincial General Managers (PGMs). Within 3 Months Take full responsibility for the revenue model partnering with regional general managers. Take full responsibility for balance sheet and cash flow forecasting. Refine, simplify and automate financial models and processes Job Requirements Degree in Finance, Mathematics, Statistics, or Accounting required. Completed a professional qualification (ACCA, CIMA, CA(SA), CFA, FMVA, CIPM). 5+ Years' experience working in a planning, financial modelling or valuations team. Highly skilled in MS Excel and PowerPoint with strong income statement model building experience. Strong analytical, problem-solving, and attention-to-detail skills. Excellent communication, presentation, and interpersonal skills. Ability to work independently and manage multiple projects in a fast-paced environment. Knowledge of Alteryx, Power BI a strong advantage. Self-starter. Influencer. An ability to build support for solutions and influence senior management. Competencies Collaboration (Relating) Customer First Execution Innovation (Perspective) Leading with Influence Personal Mastery (Learning) Strategic Planning Tactical Strategy Process efficiency Strong Business Acumen Skills Accounting, Adaptive Thinking, Budget Management, Business Requirements Analysis, Data Compilation, Data Controls, Evaluating Information, Financial Accounting, Financial Acumen, Financial Analysis, Financial Auditing, Financial Modeling, Managerial Accounting, Numerical Aptitude Competencies Business Insight Decision Quality Ensures Accountability Financial Acumen Instills Trust Manages Complexity Optimizes Work Processes Organizational Savvy Education NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent Closing Date 11 March 2026 , 23:59 The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. The Old Mutual Story!

Finance Business Analyst job opportunity at Old Mutual.

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