COMMISSION AND DATA REPORTING OFFICER

Recruiter:

HR Genie

Job Ref:

F5225E EFS COM

Date posted:

Monday, November 24, 2025

Location:

Pretoria, South Africa

Salary:

Market related

SUMMARY:
Growth-focused role, ownership of reporting deliverables, contributing to revenue transparancies

POSITION INFO:

A well established financial institution is seeking to hire a Commission and Data Reporting Officer.

Your education and duties of the following will enable you to move forward in the screening process:

Education:

National Education: Senior Certificate (Matric) required
Bachelor’s degree in finance, Financial Management, Economics, Business Administration, or a related field

Experience:

Minimum 5 years of experience in financial services environment, ideally in an operations, reporting or revenue-related role.
Previous exposure to or familiarity with business reporting tools or platforms is advantageous.

Key Responsibilities:

Ensure the accurate collection, reconciliation, and validation of commission and AUA data across internal systems (e.g., Commsplit, Wealth Connect, Seed) and provider platforms.
Prepare and distribute standard and ad-hoc reports, with clear summaries or executive overviews to highlight key findings and trends, to internal stakeholders (Advisors, GMS, management) ensuring clarity, consistency, and timeliness.
Monitor and maintain CRM client, Commsplit commission and AUA data quality, proactively identifying discrepancies or gaps and initiate corrective actions with financial advisors or data providers.
Review data workflows and streamline reporting processes for efficiency and accuracy.
Prepare and review process documentation, trackers, and reporting templates to improve reporting transparency and continuity.
Take increasing ownership of regular reporting cycles and work towards independently managing reporting deliverables.
Collaborate with advisor support, finance, GMS, and compliance teams to ensure alignment of reporting outputs with business and regulatory requirements.
Assist in process reviews and participate in enhancement projects relating to data and reporting systems.
Ensure advisor commission splits are correctly captured and maintained in alignment with signed agreements.
Assist in verifying client and advisor information related to bookbuy valuations, onboarding, and commission contracts.
Partner with the technical reporting/data analyst to articulate reporting needs and ensure correct business logic is applied in Power BI dashboards.
Provide pre-validation of templates and reports used for decision-making (e.g., client list imports, bookbuy templates).
Ensure all supporting documentation is version- controlled and accessible for auditing and financial control.

Critical Competencies:

Financial Acumen: Strong understanding of advisor remuneration structures, revenue flows, and commission-based compensation.
Process Discipline: Comfortable working with monthly cycles, checklists, and structured deliverables under time pressure.
Familiarity with commission systems (e.g., Commsplit), CRM platforms, and provider data portals.
Awareness of compliance and regulatory considerations in reporting.
Advantageous: Exposure to Power BI, or collaboration with data/reporting teams on dashboard requirements.

Skills:

Collaboration and Communication: Able to engage professionally with multiple stakeholders, relay reporting needs, and provide clear written/verbal updates.
Attention to Detail: High level of accuracy in handling reporting-related information.
Problem solving: Ability to identify information data discrepancies, maintain accurate logs, and enforce data quality standards.
Process Coordination: Skilled in managing and improving routine reporting processes.
Time Management: Ability to manage multiple reporting deadlines with minimal supervision.
Accountability and Ownership: Willingness to take full responsibility for deliverables and data accuracy.
Technical Literacy: High proficiency in Excel (including pivot tables, VLOOKUP/XLOOKUP, data validation).

Similar jobs you might be interested in:

COMMISSION AND DATA REPORTING OFFICER
Location: Pretoria
Salary: Market related
Growth-focused role, ownership of reporting deliverables, contributing to revenue transparancies
Today

Financial Accountant (SAIPA)
Location: Pretoria
Salary:
5 days ago

Property Administrator (Rosebank)
Location: Johannesburg
Salary:
A leading property group is looking for a highly organized and detail-oriented Property Administrator to provide essential support in managing a portfolio of properties. This role involves tenant communication, administrative coordination, and ensuring the smooth daily operation of retail, office, industrial and student accommodation properties.
6 days ago

Power Tools Sales Representative Gauteng
Location: Johannesburg
Salary:
Our client is seeking a motivated and results-driven Sales Representative to join our dynamic team. The successful candidate will be responsible for servicing and maintaining strong relationships with retail stores, ensuring effective product representation, and driving sales growth. This role requires someone who is proactive, customer-focused, and able to thrive in a fast-paced sales environment...
10 days ago

Enterprise Sales Representative
Location: Johannesburg
Salary: Market-related
Join a growing experience intelligence company that empowers brands to turn real-time customer feedback into measurable action.
13 days ago

Intermediate Reinsurance Accountant
Location: Johannesburg
Salary: R350 000 Annually
As the Intermediate Reinsurance Accountant, you’ll manage multiple treaties, ensure reporting accuracy, and play a critical role in the end-to-end accounting cycle — from reconciliations and financial reporting to claims analysis and stakeholder engagement.
18 days ago

Junior Reinsurance Accountant
Location: Johannesburg
Salary: R200 000 Annually
Are you a detail-driven number lover who thrives in fast-paced, global environments? If balancing books, reconciling figures, and working with international teams excites you — this is your ticket to an extraordinary career in the fascinating world of reinsurance!We’re on the hunt for a Junior Reinsurance Accountant ready to learn, grow, and make their mark in a dynamic finance team th...
19 days ago

Junior Salesman (FMCG)
Location: Johannesburg
Salary:
We are seeking a driven and experienced Sales Representative to join a dynamic team in the fresh produce sector. SALARY & TRADING HOURS:Basic between R 8000.00 – R 15 000.00 depending on qualifications and experiencecommission includedWorking days Mon – Sat 04h30 – 13h00
25 days ago

EXTERNAL SALES REPRESENTATIVE (COURIER)
Location: Kempton Park
Salary: R20k - 25k per month + Comm quarterly + Petrol +Cell Allowance
Join a fast-paced, high-performance team.
34 days ago

Senior Operations Manager
Location: Johannesburg
Salary:
35 days ago

COMMISSION AND DATA REPORTING OFFICER

Similar jobs you might be interested in:

Jobseekers

Recruiter

General