Planning & Controlling Senior Analyst | Tygervalley

Planning & Controlling Senior Analyst | Tygervalley

Date: 27 Mar 2025

Location: Tygervalley, Western Cape, ZA

Who are we?

At SanlamAllianz, we are proud of being the largest Pan-African, non-banking financial services organization on the continent. Our dynamic operations span across 27 African countries (excluding South Africa), and our business is focused on life insurance, general insurance, retail credit, health, bancassurance, and asset management. Our core values - Innovation, Care, Integrity and Collaboration - guide our vision of distinguishing ourselves as the most admired financial services group in Africa. We nurture a high-performance, energising and engaging culture.

As a strategic financial business partner, the Planning and Controlling Senior Analyst, supported by a team of analysts, delivers relevant financial insights to senior stakeholders to drive profitable growth.

What will make you successful in this role?

• Mentor and lead a team of Planning and Controlling Analysts (Finance Business Partners) across multiple locations.
• Provide senior stakeholders with concise, high-quality analysis and value-added insights to support management decisions.
• Oversee the preparation of monthly or quarterly reporting documents.
• Engage with and support the Life and GI clusters in strengthening their controlling capabilities.
• Manage the preparation of strategic and budgetary processes, including forecasts, rolling forecasts, and budgets.
• Supervise and coordinate internal planning and budgeting for SanlamAllianz in collaboration with the Life and GI clusters.
• Support the development and standardisation of financial planning and control tools, procedures, and controlling standards across SanlamAllianz.
• Continuously challenge current processes and organizational structures to improve the overall finance function.
• Assist the Central Head of Planning and Controlling and the Group CFO in preparing presentations for the Board and Executive Committee.

Qualification and Experience

• Master’s degree in finance, audit, actuarial or MBA.
• At least 5 years in a similar role and 3 years working in the insurance industry.
• Planning and Controlling experience is essential.

Knowledge and Skills

• Insurance financials.
• Financial controlling software (SAP, HfM).
• Cost controlling.

Personal Attributes

• Ability to plan and prioritise work to meet commitments.
• Ability to manage complexity.
• Organisational savvy.
• Ability to optimise work processes.
• Analytical skills.
• Be able to manage expectations.

Core Competencies

Being resilient - Contributing through others.

Collaborates - Contributing through others.

Customer focus - Contributing through others.

Cultivates innovation - Contributing through others.

Drives results - Contributing through others.

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We pride ourselves in helping our employees to realise their worth.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace.