Chartered Accountant (CA(SA) - Financial Planning & Analysis

Placements24; George; On-site; ZAR 900,000 - 1,300,000; Full time

Benefits offered by this job

Competitive salary package

Medical and retirement benefits

Performance bonus

Job summary

Placements24 is seeking a Chartered Accountant (CA(SA)) to join a leading financial services institution in George, Western Cape. You will develop financial models, perform variance analyses, and prepare executive-level reports to support strategic decisions.

The role requires 3–5 years post-articles experience, advanced Excel skills, and familiarity with FP&A software/ERP systems (Oracle, SAP). Willingness to relocate to George is essential.

Qualifications

• Chartered Accountant (SA) qualification mandatory.
• 3–5 years post-articles experience in financial analysis or management accounting.
• Advanced Excel skills with complex formulas and data modeling.
• FP&A experience and ERP systems (Oracle, SAP) desirable.
• Strong accounting knowledge and ability to present to non-finance stakeholders.
• Willingness to relocate to George, Western Cape.

Responsibilities

• Develop and maintain detailed financial models for forecasting, budgeting, and long-range planning.
• Perform variance analysis, comparing actual results to budget and forecast, and explain discrepancies.
• Prepare comprehensive financial reports, management presentations, and ad-hoc analyses for senior executives.
• Collaborate with departments to gather financial data and ensure accuracy of information.
• Support the annual budgeting process and rolling forecast updates.
• Identify KPIs and develop dashboards to track financial performance.
• Conduct profitability analysis and business case evaluations for new initiatives.
• Stay abreast of industry trends and economic conditions affecting the company.
• Assist in preparation of statutory financial statements and ensure regulatory compliance.

Skills

Financial analysis

Financial modeling

Excel proficiency

Communication skills

Education

Chartered Accountant (SA)

Tools

Oracle

SAP

Job description

About the Role

Our client, a leading financial services institution with a significant presence in George, Western Cape , is looking for a highly motivated and detail-oriented Chartered Accountant (CA(SA)) to join their esteemed team. This is a challenging and rewarding opportunity to play a key role in financial planning, analysis, and strategic decision-making. The ideal candidate will be responsible for providing critical financial insights, developing financial models, and supporting senior leadership with robust financial data. This role requires a deep understanding of financial markets, a strong analytical acumen, and the ability to communicate complex financial information clearly and concisely. The position is based at our client's modern offices in George and offers excellent career progression prospects within a reputable organization.

Key Responsibilities

• Develop and maintain detailed financial models for forecasting, budgeting, and long-range planning.
• Perform variance analysis, comparing actual results to budget and forecast, and provide explanations for discrepancies.
• Prepare comprehensive financial reports, management presentations, and ad-hoc analysis for senior executives.
• Collaborate with various departments to gather financial data and ensure accuracy of financial information.
• Support the annual budgeting process and rolling forecast updates.
• Identify key performance indicators (KPIs) and develop dashboards to track financial performance.
• Conduct profitability analysis and business case evaluations for new initiatives and investments.
• Stay abreast of industry trends and economic conditions that may impact the company's financial performance.
• Assist in the preparation of statutory financial statements and ensure compliance with relevant regulations.

Requirements

• A valid Chartered Accountant (SA) qualification is mandatory.
• A minimum of 3-5 years of post-articles experience in financial analysis, management accounting, or a similar role within the financial services sector.
• Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and data modeling.
• Experience with financial planning and analysis (FP&A) software and ERP systems (e.g., Oracle, SAP) is highly desirable.
• Strong understanding of financial accounting principles, corporate finance, and investment appraisal techniques.Excellent analytical and quantitative skills with a keen eye for detail.
• Exceptional written and verbal communication skills, with the ability to present financial information to non-finance stakeholders.
• Ability to manage multiple priorities and meet tight deadlines in a fast-paced environment.
• Residing in or willing to relocate to George, Western Cape .

Benefits

Our client provides a competitive salary package, comprehensive medical and retirement benefits, and a performance bonus scheme. There are excellent opportunities for professional growth and development within the organization. The company fosters a strong team culture and offers a stable and secure working environment in George .