supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for takes responsibility for preparing of client data, data integration, financial plan preparation, assisting sets only. Categories: Client data management Responsible for client data recording on the company's internal completeness and accuracy of the data while creating more efficient ways to capture data information (capturing parties – joint planning). Responsible for complete data integration from the Company's CRM to various “company
required Complete quarterly financial statistical survey and submitted to STATS SA Review stores income
and terms Prepare reports on credit status and collection efforts Work closely with sales and finance teams
completed. Assist ECs with this when requested. Debt collection follow up: Review and circulate the debtor Market
completed. Assist ECs with this when requested. Debt collection follow up: Review and circulate the debtor Market
completed. Assist ECs with this when requested. Debt collection follow up: Review and circulate the debtor Market
Manage treasury function including payments and collections, ensuring maximum cash return, as well as maintaining Manage treasury function including payments and collections, ensuring maximum cash return, as well as maintaining
national group holdings. •Analyse historical financial data, market trends, and operational metrics to identify information and transactions. •Analyse financial data, identify trends, and provide actionable insights opportunities to streamline financial processes, enhance data accuracy, and optimise resource allocation to drive
financial risks Debtors: Ensure customer payments are collected within the agreed credit terms, allocations of
industry. Strong analytical skills with proficiency in data analysis and financial modelling. Excellent communication ability: Proficient in Microsoft Excel and other data analysis tools. Proficient in Microsoft Word and