Manager: Business Performance Partnering Reporting at Old Mutual

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Responsible for compiling consolidated financial reports and presentation packs for monthly, quarterly, budget, and annual reporting. The role requires strong analytical capability combined with the ability to translate financial results into clear, concise and well-articulated insight suitable for senior stakeholders, including EXCO, Board and external audiences. A key aspect of this role is the ability to critically analyze data, ask the right questions to understand the moving parts, and ensure accuracy in results for meaningful consolidated internal, group and external reporting. The role further acts as a key support to Investor Relations by preparing high-quality narrative, benchmarking performance against competitors, and ensuring consistency and clarity of messaging across all reporting outputs. This role requires a self-starter who takes full ownership of deliverables and takes pride in producing high-quality outputs that drive strategic decision-making.

Responsibilities

Implement financial policies, procedures and practices.

• Compile a monthly, quarterly, annual and business plan timetable and track and drive deliverables from multiple areas accordingly.

• Compile and consolidate financial reports and presentation packs for monthly, quarterly, business plan, and annual reporting.

• Consolidate input for quarterly forecasts and annual business plans into required formats for submission to stakeholders.

• Ensure accuracy and completeness in group reporting requirements, including financial and non-financial KPIs.

• Define, refine and support business KPIs and performance metrics to ensure alignment with strategic objectives and external reporting requirements.

• Support annual Integrated Report preparation by providing required inputs.

• Draft clear, concise and insightful commentary to explain financial performance, trends and key drivers for internal and external stakeholders.

• Critically assess data integrity, question anomalies, and ensure accurate financial consolidated reporting internally (Executive committee, Board of directors) and externally (Old Mutual Limited). This includes proactively challenging data inputs and assumptions to ensure outputs are credible, reliable and fit for purpose, and support a defensible and well-founded narrative.

• Compare and analyse financial data, and produce detailed reports identifying trends, discrepancies and inconsistencies.

• Provide structured competitor analysis and benchmarking highlighting relative performance, key differentiators and emerging trends for inclusion in reporting packs and Investor Relations outputs. Business plan submissions to be critically analysed both annually and monthly trends, ensure accuracy in capturing thereof into financial systems.

• Identify trends in business and financial implications.

• Provide link between business and finance areas. Act as a trusted reporting partner to business unit finance teams, ensuring alignment of messaging, consistency of numbers and clarity of performance narratives.

• Optimise departmental performance through targeted business intelligence to ensure that it becomes the primary way of driving performance and execution.

• Review and vet manual transactions calculated and processed for reinsurance.

• Perform financial modelling to support feasibility studies/business cases for new initiatives.

Service delivery to ensure customer satisfaction

• Establish productive operational relationships with key stakeholders in the various channels and administrative teams. Build strong relationships with senior stakeholders (including EXCO, Group Finance and Investor Relations) to understand information needs and ensure reporting outputs are relevant, accurate and impactful.

• Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals.

• Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.

• Proactively engage stakeholders to refine reporting requirements, improve KPI relevance and enhance the quality of insights delivered.

Cost control and governance adherence

• Proactively ensure use of time, of resources, money, materials or equipment is in line with policies and procedures.

• Comply with corporate governance policies, procedures and standards.

• Operate within agreed mandates.

Quality people practices

• Align own behaviour with the organisation culture and values.

• Share and transfer product, process and systems knowledge to colleagues.

• Ensure achievement of own performance objectives.

• Actively share information with other team members regarding successes, issues, trends and ideas.

• Actively participate in own professional development and career path.

• Actively promote a culture of learning and high-performance culture amongst team members.

• Organization and Attention to Detail: The extent to which one systematically employs a standard system of organization in work process and related resources and an overall concern for integrating all aspects of the task, situation and/or work-related problem

• Financial Administration: The provision of effective financial processes in the organization.

• Results Orientation: Consistently delivers required business results; sets and achieves achievable, yet aggressive, goals; consistently complies with quality standards and meets deadlines; maintains focus on organizational goals

• Reporting and interpretation: Prepares accurate reports to satisfy risk reporting requirements, with relevant interpretation of analysis for business users.

• Insight Generation and Storytelling: Ability to synthesise financial and non-financial data into clear, structured narratives that highlight key drivers, risks and opportunities.

• Stakeholder Influence and Communication: Effectively communicates insights and recommendations to senior stakeholders, ensuring clarity, credibility and alignment.

• Decision making and problem solving: The extent to which an individual is able to recognize and analyse a problem and/or a difficult situation and develop an appropriate and results-oriented course of action

• Internal Control: Ensures that adequate control guidelines are in place to protect the assets and resources of the organization.

• Teamwork and Cooperation: Cooperates with others to accomplish common goals; works with employees within and across his/her department to achieve shared goals; values the contributions of others

• Planning Skills: Establishing a clear course of action, involving others as appropriate, managing activities and monitoring results to accomplish a specific goal.

• Stakeholder engagement and management: Recognizes the importance of relationships as a fundamental business resource and makes attempts to build and maintain solid working relationships with others

• Self-starter: Takes full ownership of deliverables and takes pride in producing high-quality outputs that drive strategic decision-making

Experience, knowledge & skills required

• Bachelor’s Degree or Advanced Diploma NQF level 7 in Commerce or equivalent in Finance and or Business analytics

• 5 - 8 years’ experience in field of financial reporting and business performance partnering

• Experience in the short-term insurance industry is advantageous.

• 2 - 3 years' experience in working on Oracle FM

• Strong analytical mindset with the ability to interrogate financial data for accuracy and meaningful insights

• Excellent written communication skills, with the ability to distil complex financial information into clear, concise, and impactful messaging

• Strong understanding of Investor Relations requirements and external reporting expectations

• Proven ability to perform competitor benchmarking and translate findings into meaningful business insight

The Recruitment Process:

• TA Interview: This will be a discussion with our Senior Talent Acquisition Specialist to give you an understanding of our business, our culture & values and more context on the role. It will also allow us the opportunity to get to know you more and ensure OMI can meet your career aspirations.

• Panel Interview: This will be with 2 members of the Senior Leadership of the Hiring Team and 1 member of the HC Leadership Team.

• Technical & Psychometric Assessments: These will depend on the role and will sometimes happen concurrently with Vetting through an external service provider & Internal Verification.

• Final Feedback.

All About OMI:

https://www.oldmutual.co.za/about/old-mutual-insure/

https://www.linkedin.com/posts/old-mutual-insure_i-work-at-old-mutual-insure-of-course-activity-7161674472469524483-w0j6?utm_source=share&utm_medium=member_desktop

Please note that, unfortunately, we cannot accept any applications after the closing date

Skills

Accounting, Adaptive Thinking, Budget Management, Business Requirements Analysis, Data Compilation, Data Controls, Evaluating Information, Financial Accounting, Financial Acumen, Financial Analysis, Financial Auditing, Financial Modeling, Managerial Accounting, Numerical Aptitude

Competencies

Business Insight

Decision Quality

Ensures Accountability

Financial Acumen

Instills Trust

Manages Complexity

Optimizes Work Processes

Organizational Savvy

Education

Bachelor of Commerce (BCom): Financial Accounting (Required), NQF Level 9 – Masters

Closing Date

18 June 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!