Finance Consultant – Collections, Lapses & Finance Operations; Talent Pool

Finance Consultant – Collections, Lapses & Finance Operations (Talent Pool)

Details

Closing Date 2026/10/06

Reference Number PPS
260921-4

Job Type Permanent

Job Title Finance Consultant – Collections, Lapses & Finance Operations (Talent Pool)

Business Unit PPS Health Professions Indemnity

Department HPI

Location
- Country South Africa

Location
- Province Gauteng

Location
- Town / City Parktown

Job Advert Summary

To provide accurate, efficient and responsive finance operations support to PPS Health Professions Indemnity. The role takes hands‑on responsibility for collection exceptions, unpaid contracts, EFT allocations, refunds, lapses and arrears follow‑up, finance queries and routine month‑end processing. It supports sound financial control through timely reconciliations, disciplined investigation and escalation, accurate system updates, clear stakeholder communication and complete supporting documentation.

• A BCom in Finance or Accounting (or an equivalent finance / accounting degree).
• Sound understanding of month‑end processes, reconciliations and financial controls.

• A BCom in Finance or Accounting (or an equivalent finance / accounting degree).
• Sound understanding of month‑end processes, reconciliations and financial controls.
• Two to three years’ relevant experience in finance operations, accounting, collections, bookkeeping or financial administration.
• Practical experience in reconciliations, payment processing, exception investigation, supporting documentation and the resolution of financial discrepancies.
• Experience working with Microsoft Excel and a financial, accounting or policy administration system.
• Experience managing recurring monthly tasks and meeting prescribed collection, payment and reporting deadlines.
• Insurance or financial services experience.
• Premium collection, debit‑order, arrears or lapse‑processing experience.
• Exposure to MIP or a comparable policy administration system.
• Technical finance skills – reconciliations, accruals, IBNR and recalculated‑balance logic.
• Strong Excel ability – comfortable working in structured workbooks and large data sets.
• Accuracy and attention to detail – totals must reconcile and processing must be error‑free.
• Follow‑up and escalation discipline – persistent, organized, and able to manage high case volumes (hundreds of rejections per cycle).
• Communication – clear, professional contact with members and internal stakeholders.
• Problem‑solving and initiative – a self‑starter who can think beyond the obvious and improve processes.
• Time management – able to work to strict month‑end deadlines and collection dates.
• Accountability and integrity
• Resilience and adaptability
• Results orientation

• Collection reconciliations and assigned month‑end tasks completed accurately within agreed deadlines.
• Reconciling items, payment allocation exceptions, refunds and lapse cases tracked to resolution with evidence of follow‑up and timely escalation.
• Client and internal finance queries responded to within agreed service standards, with reduced repeat queries.
• Accurate and timely system updates for unpaid contracts, EFTs, refunds, lapses and cancellations.
• Complete, current and audit‑ready trackers, reconciliations and supporting documents.
• Demonstrable reduction in aged exceptions and contribution to practical process improvements.

• Perform assigned month‑end tasks within the agreed close timetable.
• Prepare and maintain reconciliations and supporting schedules for gross written premium, collections and premium movements.
• Support accrual preparation, claims‑paid and outstanding‑claims listings, and month‑end working papers as assigned.
• Investigate variances, clear…