Account Management

Financial Planner & Analyst

Our client is seeking a highly analytical and detail-oriented Financial Planner & Analyst to support financial planning, forecasting, and business performance evaluation. This role offers an exciting opportunity for a candidate with strong analytical skills, a passion for data, and an interest in financial planning to play a critical role in analysing financial data and supporting strategic decision-making across the business

Cape Town
Full Time

About this position

Budget: R45,000 - R60,000 per month

Work Location: Gardens, Cape Town

Work Environment: Hybrid (3 in-office days)

Key Duties & Responsibilities:

Role purpose: This role offers an exciting opportunity for someone with strong analytical skills, a passion for data, and an interest in financial planning. The successful candidate will play a critical role in analysing financial data and supporting decision-making processes.

  • Extract, clean, and analyse financial and operational data to identify trends and anomalies that support forecasting and budgeting processes.
  • Build and maintain financial models to assist with budgeting, forecasting, and scenario planning.
  • Support the Finance team in evaluating business performance and identifying commercial optimisation opportunities.
  • Assist in developing dashboards and reports to communicate key financial insights to stakeholders.
  • Present data in visually compelling formats using Power BI, Tableau, or Excel.
  • Collaborate cross-functionally with teams including Finance, Marketing, and Data Science to align on business objectives and data requirements

Technical Requirements:

  • Bachelor’s degree in Finance, Accounting, Economics, Data Science, or a related field.
  • 2–5 years of experience in FP&A or a related Financial Analyst role.
  • Experience within the retail lending industry is advantageous but not essential
  • Advanced Excel skills (financial functions, VBA, pivot tables).
  • Power BI and/or Tableau.
  • SQL for querying databases.

How can I apply?

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