Senior Manager: Financial Planning And AnalysisTelesure Investment Holdings (TIH)

• Contributes to the organisational strategy by developing and reporting financial insights, implementing, and managing strategic initiatives to enhance customer interaction and staff satisfaction in order to achieve company targets and objectives. In addition, the role will contribute to enhance internal customer interaction through immersion and commercial partnering with Business. Focusing on commercial deals to ensure commercial viability and accurate financial reporting. Ensure that strategic planning, budgeting, forecasting and financial / management reporting processes are produced accurately and on time whilst adding value by providing insights and analysis.

Responsibilities

Financial Modeling

• Undertake strategic and tactical financial analysis, modeling, and evaluation to support business leaders in their decision making. Aiding business in structuring new commercial deals taking into account optimal TIH profit requirements whilst satisfying new partner relationship and expectations. Post project implementation tracking/reporting. Raise post project flags with relevant stakeholders and assist with implementation of corrective action measures within the agreed SLA. Manage the project review process; accurate and relevant information and recommendations provided to stakeholders to enable progress evaluation and agreement of change. Act as a custodian of existing business cases financial modelling to evaluate ability/feasibility using applicable financial management tools i.e., NPV, IRR etc. and provide recommendations to senior management Lead ad-hoc analytical/modelling work to provide insights into critical decision factors. Timely hand-over of new business reports.

Insights and Reporting

• Set and lead execution of the data and analytics reporting plan, creating strategies and templates to report data in a meaningful way. Create, present, and communicate high-impact data and analytics insights and recommendations to critical internal and external stakeholders. Provide level FP&A insights. Assist the head of FP&A in updating reports with the latest results and variances; forming supporting commentary; and meeting corporate deadlines. Work closely with the Finance Operations and Systems team to build and enhance current processes and tools to facilitate the right level of management reporting / KPI reporting in the group to senior leadership. Provide high quality ad-hoc analysis as required.

Stakeholder Engagement

• Identify and manage stakeholders up to top management level, finding out their needs/issues/concerns and reacting to these by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions. Manage relationships with internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and managing the deployment of appropriate internal and/or external resources to support in delivering business strategy and plans.

Financial Information Systems

• Own the development of financial systems for the company or group. Own the governance of finance systems to ensure they adhere to group accounting and statutory rules. Plan and deliver financial systems changes and manage the team on a day-to-day basis to meet project timelines and quality and budget requirements. Engage with finance users to identify requirements and work with the team to design solutions. System innovation and delivering efficiencies within the broader finance function. Oversee the GIT and finance integration ensuring appropriate controls exist.

Budgeting

• Develop and/or deliver budget plans in collaboration with the relevant stakeholders. Work with the head of FP&A on budgeting and financial forecasting relating to business requirements.

Performance Management

• Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of team / personal objectives. Advise on corrective action measures where necessary to ensure the achievement of annual business objectives.

Leadership and Direction

• Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organisation's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.

Financial Management and Control

• Manage a significant portion of the organisation's financial management and/or control processes including strategic investment areas.

Data Collection and Analysis

• Make authoritative recommendations based on expertise that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature.

Financial Policies, Guidelines, and Protocols

• Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice.

Personal Capability Building

• Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.

Information and Business Advice

• Provide authoritative specialist advice to the leadership team of a business vertical or subsidiary to guide the implementation of policy and the design and implementation of projects and change initiatives.

Functional Strategy Formation

• Lead the development and implementation of commercial strategy for an important area of responsibility within a function, anticipating complex issues, challenges, and opportunities, and ensuring integration with wider functional strategy.

BEHAVIORAL COMPETENCIES

Financial Acumen

• Interprets and applies key financial indicators to make better business decisions. For example, takes anticipated returns and risks into account when determining investment decisions. Ensures that organizational performance is being measured by sound data, analyses, and insights.

Business Insight

• Applies knowledge of business and the marketplace to advance the organization's goals. For example, maintains ample, up-to-date business and industry knowledge in order to make sound decisions for the organization. Understands the policies and other external factors affecting the organization.

Ensures Accountability

• Holds self and others accountable to meet commitments. For example, helps team hold each other accountable for goals, adherence to policies and procedures. Tracks team metrics and milestones, redirecting effort, as necessary, for continued progress.

Manages Complexity

• Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, considers future challenges for the organization and identifies alternative responses. Assembles many pieces of information into a cohesive and sophisticated understanding of complex issues.

Decision Quality

• Makes good and timely decisions that keep the organization moving forward. For example, coaches leaders to push decision making down to the most appropriate level; challenges those who retain too much authority. Pushes for the use of sound logic and data when making organization-wide decisions.

Instills Trust

• Gains the confidence and trust of others through honesty, integrity, and authenticity. For example, is a role model for honesty and transparency, promoting trust in the organization and its leadership. Demonstrates dependability and builds an organization with a reputation for living up to its commitments.

Organizational Savvy

• Maneuvers comfortably through complex policy, process, and people-related organizational dynamics. For example, knows when to use power and how to use influence to advance the organization's priorities and positively influence its direction. Navigates political currents inside and outside the organization with tact and credibility.

Communicates Effectively

• Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, ensures a free flow of information throughout the organization. Delivers messages effectively to all levels of the organization; creates forums for people to express themselves openly and regularly.

Plans and Aligns

• Plans and prioritizes work to meet commitments aligned with organizational goals. For example, takes steps to coordinate and align plans across workgroups; supports strategic objectives with aggressive yet realistic time frames; shares some critical objectives to help with prioritizing and planning.

Collaborates

• Builds partnerships and works collaboratively with others to meet shared objectives. For example, promotes a culture of collaboration across boundaries, where people can express themselves honestly; addresses major barriers to collaboration. Seeks out a broad range of perspectives to address issues.

Builds Effective Teams

• Builds strong-identity teams that apply their diverse skills and perspectives to achieve common goals. For example, builds a leadership team that advances organizational strategies. Enables cross-functional teamwork; builds team spirit across the organization. Models teamwork; partners well with a wide range of leaders.

Strategic Mindset

• Sees ahead to future possibilities and translates them into breakthrough strategies. For example, keeps business strategies up to date to address evolving dynamics in the market and organization. Leverages key differentiators in the market. Aligns the strategies of different business units to address long-term opportunities.

Optimizes Work Processes

• Knows the most effective and efficient processes to get things done, with a focus on continuous improvement. For example, emphasizes continuous improvement and quality outcomes across the organization and with external partners. Facilitates organization-wide adoption of best practices and lessons learned.

Skills

Financial Modelling

• Applies expertise to act as the organisational authority on developing financial and economic models for planning and monitoring purposes.

Data Collection and Analysis

• Works independently and provides guidance and training to others on analysing data trends for use in reports to help guide decision making.

Planning and Organising

• Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on planning, organising, prioritising and overseeing activities to efficiently meet business objectives.

Costing and Budgeting

• Uses comprehensive knowledge and skills to work independently on costing, budgeting and finance tasks while providing guidance and training to others.

Reporting

• Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on creating relevant, lucid and effective reports.

Numerical Skills

• Uses a comprehensive understanding of numerical concepts to perform mathematical operations such as report analysis independently while providing guidance and training to others.

Action Planning

• Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing appropriate plans or performing necessary actions based on recommendations and requirements.

Data Control

• Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on acquiring, organising, protecting and processing data to fulfill business objectives.

Assessment

• Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on analysing data from multiple sources to draw appropriate conclusions and make suitable recommendations.

Compliance Management

• Applies expertise to serve as the organisational authority on achieving full compliance with applicable rules and regulations in management and/or operations.

Policy and procedures

• Uses expertise to act as the organisational authority on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organisational strategies and objectives.

Computer Skills

• Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others. Microsoft Office Suite, Accounting Reporting Software, Procurement software, Budgeting applications

Policy Development and Implementation

• Uses comprehensive knowledge and/or skills to develop and implement policies while providing guidance and training to others.

Project Management

• Uses comprehensive knowledge and skills to work independently while guiding and training others on managing projects and/or programs within desired cost, time and quality parameters.

Adaptive Mindset

• Works at an advanced level to shift into and out of a mental mindset associated with assessing the facts and circumstances of the current situation and/or environment and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario. Typically works independently and provides guidance.

Learning and Talent Development

• Uses comprehensive knowledge and skills to act independently while guiding and training others on motivating all employees to learn, grow and develop so that they can obtain the knowledge and experience they need to help the organisation reach its goals.

Negotiation

• Uses comprehensive knowledge and skills to negotiate independently while providing guidance and training to others on how to help the organisation by obtaining consensus between two or more internal or external parties who may have different interests.

Verbal and Written Communication

• Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.

Presentation Skills

• Uses comprehensive knowledge and skills to communicate with other people independently while providing guidance and training to others on speaking in a clear, concise and compelling manner.

EDUCATION

General Education

• Post Graduate degree/diploma in Accounting (Essential);
• CIMA (Advantageous);
• CA (Advantageous)

Experience

General Experience

• 8 or more years' experience as a Senior Management Accountant (Essential);
• 3 or more years' experience and exposure to business operations (Essential);
• Experience in Financial Services environment (Advantageous)

Managerial Experience

• 5 or more years' management experience (Essential)