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Project – Rubix/ Finance Allocations

A new tool for Finance Allocation processes currently on EPM

New tool for manual Finance Allocation processes

Consistent allocation methodologies across segments.


  • Finance / Accounting / Business / Process / Data Analysis.
  • Requirements Documentation
  • Execution of business analysis methodology.
  • Identify, refine, clarify, and define the business need.
  • Able to assist with project requirements planning.
  • Applying and anticipating Technical expertise
  • Process documentation
  • Business Requirements specification
  • Impact Assessment
  • Ad-hoc reporting
  • Process and data integrity
  • Balance Sheet Reconciliation
  • Execution and implementation of identified solutions and processes.



  • Finance qualification & background –  (CA(SA) / CIMA – beneficial)
  • Business Analysis Diploma


  • Insurance or Financial Services experience or Finance/Financial Reporting processes and systems.
  • Business Analysis and Project exposure are essential.
  • Experience in mapping out complex business processes.
  • Exposure to a complex organisational structure at Group level.

Knowledge/ Skills

  • Stakeholder management and communication skills.
  • Project Skills
  • Strong Business Analytic Skills
  • Financial accounting / Financial reporting capability.
  • Strong account reconciliation skills.
  • Problem-solving ability.
  • Cost Allocations and Product Fund accounting understanding.
  • Knowledge of the insurance industry and products
  • Solid understanding of Finance Business Processes
  • Self-starter, independent worker
  • Analytical
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