Dynamic finance professional with extensive experience at Liberty Limited Group Under Zensar, excelling in data analysis and compliance. Proven track record in enhancing operational efficiency and delivering high-quality reports. Proficient in Sage Pastel Software, I effectively prioritize tasks while fostering strong client relationships to drive success.
Overview
6
6
years of professional experience
Work History
Administrator: Risk
Liberty Group Limited Under Zensar
Gauteng
10.2024 - Current
Administrative Efficiency.
Accurately processes client data into the CDM standard template, ensuring validity, and daily, weekly, and monthly reconciliation against scheme lists.
Efficiently uploads data onto Compass via EDI, ensuring correctness, accuracy, and alignment between EDI files and Compass membership records.
Aligns and integrates all administrative systems and tasks to meet required turnaround times, quality benchmarks, and service delivery standards.
Risk & Compliance
Ensures all received data is in a workable format, and is validated using formulas prior to CDM upload.
Proactively communicates with both binder and non-binder clients to obtain any outstanding PPR documentation or missing information.
Advises on and supports risk and compliance practices in alignment with statutory, supervisory, and regulatory frameworks.
Reporting and Documentation.
Produces a range of reports and documents in line with established standards and prescribed guidelines.
Updates the monthly scheme list consistently to enable accurate and timely feedback within tight deadlines.
Problem Resolution
Proactively identifies issues within CDM and EDI files.
Applies known solutions where appropriate and escalates complex challenges to the team leader for prompt resolution.
Planning & Prioritisation
Effectively plans tasks and adjusts priorities as needed to meet all performance targets and adhere to deadlines.
Customer Service Delivery
Delivers a high standard of customer service in line with the Treating Customers Fairly (TCF) principles.
Embodies Liberty's core values by consistently focusing on what matters most to clients and the business.
Financial Awareness
Follows established administrative procedures that reduce waste and prevent financial loss, contributing to operational cost-efficiency.
Governance & Ethics
Fully complies with all internal governance and compliance processes, immediately reporting any irregularities or concerns to leadership.
Continuous Learning
Actively engages in ongoing professional development to maintain and grow expertise in relevant areas of responsibility.
Finance Administrator
RC INSPECTION
12.2023 - 05.2024
Maintain and manage oversight of the team to ensure operational excellence.
Complete work in accordance with business best practices, procedures, and Fund service level standards.
Bills Process, Collection of deposits and other income, Claims Process, Client communications and reporting, Production of year-end checklists, Production of benefit statements.
Oversee credit revenue and credit management processes.
Address general service activities.
Perform measurement and meter-related tasks.
Reconcile invoices and maintain records of debts and credits.
Prepare bank analyses.
Draft statutory accounts and update financial statements.
Prepare reports and manage monthly payroll administration.
Generate monthly reports.
Include all electronic support documents with month-end reconciliations.
Data Administrator
PLUS94 MARKET RESEARCH
08.2021 - 05.2022
Support testing of processes prior to feed implementation.
Ensuring data accuracy and consistency across the organization by developing and enforcing data standards and policies.
Implementing measures to protect data from unauthorized access, breaches, and other security threats.
Managing user access and permissions to ensure that authorized personnel can access the data they need.
Creating and managing data backup and recovery procedures to prevent data loss in case of system failures or disasters.
Assisting with data analysis and reporting by providing accurate and timely data to support business decisions.
Identifying and resolving issues related to data management and database performance.
Maintaining comprehensive documentation of data structures, policies, and procedures.
Working with other departments and stakeholders to understand their data needs and provide appropriate support.
Team Leader - Alternative Risk Transfer Portfolio Administrator (Risk Finance) at Hollard InsuranceTeam Leader - Alternative Risk Transfer Portfolio Administrator (Risk Finance) at Hollard Insurance