Senior Financial Officer: Business Analytics - Wealth

Job Requisition Details
REQ#143421
Location: Johannesburg, Gauteng
Closing Date: 27 March 2026
Talent Acquisition: Bongiwe Mchunu
Job Family: Finance
Career Stream: Accounting
Leadership Pipeline: Manage Self: Professional
FAIS Affected

Job Purpose
To produce, assess, and report dependable and significant financial and non-financial data to support the business's needs and decision-making processes, in alignment with Nedbank's strategic objectives.

Job Responsibilities

• Assume full responsibility for the Wealth Management Information System (MIS) month-end process.
• Ensure the precise and prompt delivery of the MIS month-end outcomes along with all related reporting.
• Compile inputs for the monthly Operational Committee pack for the Business and Exco Team for Business Reviews.
• Offer formal commentary and interpretation of financial data to stakeholders and provide value-added insights.
• Generate ad hoc reports by collecting data from multiple sources, followed by analysis and interpretation.
• Conduct accurate monthly reconciliations between the financial results (GFD) and MIS outcomes, clarifying and resolving any discrepancies.
• Collaborate proactively with IT and business teams to generate precise and relevant MIS results that facilitate management decision-making.
• Deliver pertinent and accurate information to support the performance management of the front-line business.
• Adjust reporting information to align with business modifications by verifying and updating structural changes.
• Create financial, non-financial, and ad hoc reports for various stakeholders on a monthly basis by gathering and analyzing data from diverse sources.
• Educate and enhance the skills of both new and existing stakeholders in financial management through individual meetings and training sessions.
• Train and develop new and existing line managers on financial management via one-on-one sessions and training opportunities.
• Ensure all reporting deadlines are met for the finance team and stakeholders by complying with established timelines.
• Comprehend and embody the Nedbank vision, demonstrating the values during interactions with the team and stakeholders.
• Enhance personal capabilities and keep updated on advancements in the field by identifying training opportunities and career growth through input and feedback from managers.
• Promote personal development and enable effectiveness in fulfilling roles and responsibilities by completing all learning activities, applying acquired experiences, and obtaining and/or maintaining certifications within required timeframes.
• Provide accurate information to stakeholders by maintaining knowledge and sharing insights within the team.
• Contribute to a culture that supports the achievement of transformation goals by participating in Nedbank's culture-building initiatives such as staff surveys, etc.
• Engage in and support corporate social responsibility initiatives that contribute to the attainment of key business strategies.
• Identify and suggest opportunities for process, system, and policy enhancements while supporting the implementation of new processes, policies, and systems.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• Honours Degree (NQF Level 8) in:
  • Bachelor of Commerce: Accounting
  • Finance or Financial Management
  • Business Analytics or Data Analytics

Professional Certifications (optional but highly beneficial):

• CIMA (Chartered Institute of Management Accountants)
• CA(SA) (Chartered Accountant South Africa)
• CFA (Chartered Financial Analyst)
• Data Analytics Certifications (e.g., Microsoft Power BI, SQL, or Advanced Excel)

Minimum Experience Level

• 3 - 5 years in Financial Management, preferably within the Financial Services sector.

Technical / Professional Knowledge

• Administrative procedures and systems
• Banking procedures
• Cluster-specific operations
• Data analysis
• Governance, Risk and Controls
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Business writing skills
• Microsoft Excel
• Microsoft PowerPoint

Behavioural Competencies

• Building Customer Loyalty
• Communication
• Decision Making
• Initiating Action
• Managing Work
• Quality Orientation

Please contact the Nedbank Recruiting Team at +27 860 555 566