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  • Posted: Jan 9, 2023
    Deadline: Not specified
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    At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day. Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products. Our thirst for know...
    Read more about this company

     

    Snr Spec: Review

    Purpose

    To provide specialist advice and to prepare financial information for all stakeholders of the business for informed decision making and to support the business.

    • Minimum Experience
    • 3 - 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level

    Minimum Qualifications

    • Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

    Additional Minimum Qualifications

    Outputs

    Process

    • Ensure the accurate operation of rates and terms related to financial service offerings.
    • Analyse operational records, trends and costs related to estimated and realised revenues to project future revenues and expenses.
    • Facilitate internal and external audits, financial statements and regulatory submissions.
    • Source, collate, analyse and interpret financial information in order to support the review of the financial performance of the business.
    • Provide specialist advice and support mechanisms to safeguard assets in line with organisational policies and procedures.
    • Support the accurate preparation of budgets and ensure monitoring of performance against actual outcomes.
    • Provide specialist advice regarding effective cost control of financial processes, in line with targeted savings.
    • Provide specialist advice and support implementation of loss control measures and ensure that incidents and losses are investigated and reported to management.
    • Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
    • Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
    • Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.

    Customer

    • Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
    • Provide specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.

    Finance

    • Adhere to financial controls, governance and compliance policies and processes throughout an area of specialisation, contributing to cost efficiency.

    Learning and Growth

    • Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.

    Governance

    • Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
    • Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.

    Competencies

    Liberty Values

     

    Technical Competencies

    • Management Accounting (Proficient)
    • Financial Management (Proficient)
    • Financial Acumen (Intermediate)
    • Research and Information Gathering (Intermediate)

    Behavioural Competencies

    • Organisation and Attention to Detail (Intermediate)
    • Relationship Management and Networking (Intermediate)
    • Problem Solving and Analysis (Intermediate)
    • Professional/Technical learning (Intermediate)

    Method of Application

    Interested and qualified? Go to Liberty Group South Africa on careers.liberty.co.za to apply

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