Key responsibilities
Data Collection and Analysis
Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
Data Management
Use data management systems to access specific information as and when required.
Document Management
Create a local document management system for an office or department.
Document Preparation
Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports.
Financial Management and Control
Monitor and analyze data using established finance systems and protocols.
Operational Compliance
Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Insights and Reporting
Extract and combine data to generate standard reports.
Personal Capability Building
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
Data Collection and Analysis
Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.
Verbal Communication
Uses clear and effective verbal communications skills without supervision and provides technical guidance when required on expressing ideas, requesting actions and formulating plans or policies.
Compliance Management
Works with guidance (but not constant supervision) to achieve full compliance with applicable rules and regulations in management and/or operations.
Data Control
Works under guidance (but not constant supervision) to acquire, organize, protect and process data to fulfill business objectives.
Numerical Skills
Uses an understanding of numerical concepts to perform mathematical operations such as report analysis without supervision and provides technical guidance when required.
Planning and Organizing
Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
Assessment
Works with guidance (but not constant supervision) to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Costing and Budgeting
Works under guidance (but not constant supervision) to perform costing, budgeting and finance tasks.
Education
Education: CA
Experience: Experienced practitioner able to work unsupervised (3 to 5 years)