Finance Analyst (Investments and Finance)

Durban, Morningside | Permanent | Office-Based

About the Opportunity

A well-established and growing financial services business is seeking a detail-oriented Finance Analyst to join its team. This role is ideal for someone who enjoys working with financial data, reporting, reconciliations and process improvement, and who takes pride in producing accurate, meaningful information that supports business decision-making.

The Role

You will play a key role in maintaining the integrity of financial and operational data, ensuring accurate revenue reporting, supporting financial processes and helping drive continuous improvement across reporting systems and workflows. This is an excellent opportunity for a highly analytical individual looking to further develop their career within a professional financial services environment.

Key Responsibilities

• Manage and enhance data quality, reporting processes and workflows across the business.

• Capture and reconcile revenue received from service providers.

• Review commission statements for accuracy, investigate discrepancies and maintain complete records.

• Prepare monthly and annual revenue, commission and management reports using Microsoft Excel.

• Support the external accounting function with management accounts and annual financial reporting requirements.

• Maintain business databases, reporting schedules and data quality controls.

• Produce ad hoc KPI, business analytics and management reports as required.

• Liaise with service providers and internal stakeholders to resolve finance, reporting and administrative queries.

• Contribute to reporting automation, process improvement initiatives and efficient data management practices.

Minimum Requirements

• Matric (Grade 12).

• Minimum 3 years' experience in a finance, revenue, commission administration, financial reporting, or database coordination role.

• Proven experience reconciling financial, revenue, or commission statements.

• Experience preparing management reports, financial reports, or management accounts.

• Intermediate to advanced Microsoft Excel skills, including reporting, data analysis, reconciliations, lookups, Pivot Tables and data validation.

• Strong numerical aptitude with the ability to analyse financial information and identify discrepancies.

• Experience maintaining databases, records, reporting schedules, and document archives.

• Excellent attention to detail and ability to produce accurate work within strict deadlines.

• Strong administrative, organisational and time management skills.

• Professional communication skills with experience liaising with service providers and internal stakeholders.

• Ability to manage multiple priorities and recurring monthly reporting deadlines.

Highly Advantageous

• Previous experience within the financial services industry, including wealth management, investments, insurance, employee benefits, medical aid, or related sectors.

• Experience with commission management, revenue tracking and commission statement reconciliations.

• Exposure to management accounting processes and working alongside accountants or external accounting firms.

• Experience using financial planning, reporting, CRM or accounting systems such as Xero, Power BI, Xplan, Commspace, AtWork or similar platforms.

• Experience producing KPI reports, management dashboards and business analytics.

• Exposure to process improvement, automation initiatives or data quality control projects.

• Comfortable leveraging technology and AI tools to improve reporting efficiency and accuracy

Personal Attributes

• Highly analytical and methodical in approach.

• Detail-oriented with a strong commitment to accuracy.

• Proactive problem-solver who can investigate and resolve discrepancies independently.

• Reliable, accountable and able to work with confidential financial information.

• Strong team player who collaborates effectively across different departments.

• Able to communicate professionally with both technical and non-technical stakeholders.

• Continuous improvement mindset with a willingness to optimise processes and reporting systems

Remuneration

• Competitive salary of approximately R15,000 – R25,000 per month, dependent on experience, qualifications and capability.

• Performance-based incentive opportunities.