MINIMUM EDUCATION

• Matric + relevant data qualifications

MINIMUM EXPERIENCE

• 3-5 years’ experience in data management and reporting in a financial institution.

CRITICAL COMPETENCIES

• Facilitation skills
• Analytical skills
• Secretariat skills
• Data management and reporting
• AB Banking systems
• External environments
• SQL, SSRS, Access skills; Power BI
• Research skills
• MS Office skills
• Project management skills
• Inter personal skills

FUNDAMENTAL COMPETENCIES

• Ability to influence peers
• Confidentiality
• Initiative

ADDITIONAL COMPETENCIES

• Communication skills (verbal and written)
• Attention to detail
• Deadline driven
• Conflict management skills

KEY RESULT AREAS

Production of standard daily, weekly and monthly MIS

• Ensure that all relevant MIS is produced, including but not limited to:
• New business reporting,
• Product reporting
• Channel reporting,
• Customer reporting
• Performance Reporting
• Productivity Reporting,
• Bureau Reporting
• Relevant exception reports,
• Executive Pack reporting

MIS delivery platform and management

• Translate business requirements into advanced MIS Reports
• Automation of Business users reporting needs, consulting with users, best practise solutions to optimize reporting, identify opportunities to utilise data and so drive optimisation of analytics, and forecasts
• Utilize analytics tools (Power BI, SSRS, Excel, and SQL) to provide actionable insights

Provision of data for ad hoc reporting and analysis projects

• Manage the provision of data for analysis of ad hoc investigations and provide solutions and recommendations to the business
• Manage the relationship with the AB business unit heads and other staff.
• Liaison with data teams in collections and other areas of the business to ensure that data provided is accurate, complete and consistent with data in other areas.
• Provide reporting into the regular (monthly and quarterly) forums in accordance with timelines and quality standards.

Customer

• Create and maintain productive relationships with internal clients.
• Keep the client informed about progress through written communication, telephone communications and/or face to face meetings
• Build a positive image by exceeding client expectations at all times
• Treat internal and external customers fairly at all times