October 17, 2024

PBT Group

Cape Town

Finance Data Analyst – Regulatory Reporting & Data Management

We are seeking a skilled Finance Data Analyst with a mature understanding of Data Management best practices and the recognition of data as an asset. This role involves understanding the data requirements to meet regulatory reporting needs and sourcing data from platforms such as Onestream, Oracle, General Ledgers, and other data sources. The ideal candidate will design and build solutions that assist stakeholders in producing reports and dashboards for informed business decisions. This role requires a committed, analytical individual with excellent communication and stakeholder management skills.

Key Responsibilities:

Understand data requirements for regulatory reporting and ensure accurate data sourcing from systems like Onestream, Oracle, and other GLs.
Design and build data solutions that assist in producing reports and dashboards for stakeholders.
Create and maintain clear Data Requirements Documentation to support the reporting process.
Apply data management best practices to ensure data integrity and quality.
Conduct Data Impact Assessments to evaluate how changes will affect processes and reports.
Gather, clarify, and document the data and reporting requirements from various stakeholders.
Perform data profiling to ensure a thorough understanding of data quality and relationships.
Develop comprehensive analysis artefacts, including data flows, source-to-target mappings, and data models.
Build proof-of-concept mock-ups to illustrate functionality and expected outcomes.
Collaborate with technical teams during the development process and monitor testing to ensure final quality delivery.
Create Power BI reports and dashboards to present financial insights.
Regularly present progress updates to stakeholders to ensure alignment with business goals.
Follow Data Governance best practices to maintain accuracy, consistency, and security in data usage.

Skills and Qualifications:

Finance / Accounting / Data Analysis experience, particularly in financial reporting processes and systems.
Experience in Insurance or Financial Services is highly desirable.
Financial Accounting or Financial Reporting experience with exposure to Group consolidation and finance data.
Familiarity with working in complex Group-level organisational structures.
CA(SA) or CIMA qualification is beneficial but not mandatory.
Proficiency in SQL, Power BI, Data Warehousing, and Tabular Cubes.
Knowledge of data management methodologies such as DAMA, DCAM, and Kimball.
A tertiary qualification in Information Systems or a related field is advantageous.
Analytical and BI experience in financial reporting is a plus.

Competencies:

Build trusted relationships with stakeholders, ensuring a clear understanding of business challenges, needs, and processes.
Proactively gather, clarify, and document data requirements for reporting and decision-making.
Collaboratively design data models to meet business needs and regulatory requirements.
Develop and present comprehensive analysis and design artefacts, including data flows, source-to-target mappings, and data models.
Work independently or within a team to build solutions, from mock-ups to fully functioning Power BI dashboards.
Ensure data quality through robust testing and monitoring processes.
Provide regular progress updates to stakeholders, keeping them informed of developments and changes.