Financial Planner & Analyst

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profile Job Location:

Cape Town - South Africa

profile Monthly Salary: Not Disclosed
Posted on: 2 days ago
Vacancies: 1 Vacancy

Job Summary

A well-established and growing financial services organisation is seeking a Financial Planner & Analyst to join its Finance team. This is an exciting opportunity for a highly analytical individual with a passion for data and financial planning. The successful candidate will play a key role in analysing financial performance supporting strategic decision-making and contributing to the overall financial health of the business. The role reports directly to the Head of Finance.


Key Responsibilities:
  • Develop and manage annual budgets and rolling forecasts (revenue expenses and cash flow)
  • Conduct detailed financial and operational analysis to identify trends and evaluate profitability
  • Provide financial insights to support investment decisions new projects and business strategy
  • Build and maintain financial models for scenario planning and ad hoc analysis
  • Assist with monthly reporting packs and management dashboards
  • Collaborate with cross-functional teams (Finance Marketing Credit etc.) to gather data and align on business objectives

Requirements:

  • Bachelors degree in Finance or a related field
  • 25 years experience in FP&A or a Financial Analyst role
  • Advanced Excel skills (financial functions pivot tables and VBA)
  • Experience with data visualisation tools such as Power BI or Tableau
  • Working knowledge of SQL for querying databases
  • Experience in the retail or lending industry advantageous but not essential

Key Competencies:

  • Strong analytical and quantitative problem-solving ability
  • Naturally curious with a strong desire to learn
  • Ability to translate complex financial data into clear insights
  • Strong organisational skills and ability to manage multiple deadlines
  • Ability to exercise sound judgement and work independently

For more exciting Finance vacancies please visit:


If you have not had any response in two weeks please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.

We also invite you to contact us to discuss your next career move in finance!

For more information contact:
Angelique Jardim
Specialist Recruitment Consultant



Required Experience:

IC

A well-established and growing financial services organisation is seeking a Financial Planner & Analyst to join its Finance team. This is an exciting opportunity for a highly analytical individual with a passion for data and financial planning. The successful candidate will play a key role in analys...
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Key Skills

  • Estate Law
  • Trusts
  • Wealth Management
  • Financial Services
  • Financial Concepts
  • Microsoft Outlook
  • Microsoft Powerpoint
  • Securities Law
  • Financial Analysis
  • Budgeting
  • Financial Planning
  • Wills

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Network Recruitment specializes in talent solution services in the fields of IT, Finance, Engineering & Supply Chain. Visit our website for more info.

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