Business Analyst (Financial Data & Client Implementation)

Casupport


Job Location:

Paarl - South Africa

Monthly Salary: Not Disclosed
Posted on: 14 hours ago
Vacancies: 1 Vacancy

Job Summary


BUSINESS ANALYST (FINANCIAL DATA & CLIENT IMPLEMENTATION)
Paarl (Hybrid)

A growing technology business in the financial services sector is seeking to appoint a Business Analyst to join its client implementation and onboarding team.

This opportunity is ideally suited to an accounting finance or analytical professional who enjoys working with data and business processes and would like to expand beyond a traditional accounting or finance successful candidate will work closely with financial services clients to understand their revenue and commission structures analyse financial data configure business rules within a specialised software platform and guide clients through successful system implementation.

This role offers a unique combination of financial analysis business consulting client engagement systems implementation and problem-solving.


THE OPPORTUNITY:

Many professionals with accounting bookkeeping audit or financial administration experience enjoy working with numbers but are looking for greater variety client interaction and exposure to technology-driven business solutions.
This position provides the opportunity to:
  • Apply financial and analytical skills in a technology environment
  • Gain exposure to software implementation and business analysis
  • Work directly with clients and senior stakeholders
  • Solve real-world business and data challenges
  • Develop expertise in financial systems and revenue management processes
  • Build a long-term career within a growing fintech environment



RESPONSIBILITIES:

  • Analyse client business models revenue structures commission arrangements and reporting requirements
  • Gather interpret validate and reconcile financial and operational data from multiple sources
  • Configure client-specific business rules and system settings
  • Assist clients in transitioning from spreadsheet-based processes to a structured software platform
  • Investigate data discrepancies and identify root causes of issues
  • Validate data integrity and ensure accurate revenue allocation and reporting
  • Manage multiple client onboarding and implementation projects simultaneously
  • Liaise with clients and internal teams throughout the implementation process
  • Document business requirements and implementation decisions
  • Provide training support and guidance to clients during onboarding
  • Identify opportunities to improve processes and enhance the client experience

MINIMUM REQUIREMENTS:

  • Bachelors Degree in Accounting Finance Commerce Business Management Information Systems or a related field
  • Minimum 2 years experience in accounting bookkeeping audit financial administration business analysis financial services or a similar analytical role
  • Strong Microsoft Excel skills
  • Ability to analyse and interpret financial data
  • Strong attention to detail and commitment to accuracy
  • Excellent verbal and written communication skills in English and Afrikaans
  • Ability to manage multiple projects and deadlines simultaneously
  • Comfortable working with software systems and technology platforms

ADVANTAGEOUS:

  • Experience in financial services investments insurance wealth management or commission-based environments
  • Exposure to data analysis system implementation ERP systems CRM systems or financial software platforms
  • Experience working with reconciliations reporting or financial data management

COMPETENCIES:
  • Analytical and inquisitive mindset
  • Strong problem-solving ability
  • Commercial awareness and business understanding
  • Excellent relationship-building skills
  • Ability to communicate complex concepts clearly
  • Self-motivated and proactive
  • Strong organisational skills
  • High levels of accountability and professionalism
  • Adaptable and eager to learn

REMUNERATION:


A market-related salary package together with company benefits is offered. The position is permanent and based in Paarl operating within a hybrid working environment.
Suitable candidates who meet the above requirements are invited to submit a comprehensive CV for consideration.


TO APPLY:

- Click the Apply button
- Apply online at Experience:

IC

BUSINESS ANALYST (FINANCIAL DATA & CLIENT IMPLEMENTATION)Paarl (Hybrid)A growing technology business in the financial services sector is seeking to appoint a Business Analyst to join its client implementation and onboarding team.This opportunity is ideally suited to an accounting finance or analyt...

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