Account ManagementFinancial 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
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?
Fill out the below form, to apply to join the community and explore the opportunity.