Financial Analyst

Feeblo; Cape Town; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a skilled Financial Analyst to drive business insights through data analysis and financial modeling. In this pivotal role, you will analyze financial data, prepare forecasts, and support strategic decision-making. Your expertise in advanced analytics tools will empower the team to visualize financial data and automate reporting processes. With responsibilities spanning investment analysis, budgeting, and stakeholder communication, you will play a crucial role in shaping the financial future of the organization. If you are passionate about financial analytics and thrive in a dynamic environment, this opportunity is perfect for you.

Qualifications

• 5+ years of experience in financial analysis and modeling.
• Strong knowledge of financial reporting and investment analysis.

Responsibilities

• Analyze financial statements to assess company performance.
• Develop dynamic financial models for budgeting and forecasting.

Skills

Financial Modeling

Data Analysis Tools

Analytical & Critical Thinking

Attention to Detail

Communication & Presentation

Education

Bachelor's degree in Finance

Honours or Postgraduate Diploma in Finance

Tools

Excel

Power BI

Tableau

SQL

Python

R

SAP

Oracle

QuickBooks

Bloomberg Terminal

Job description

The Financial Analyst is responsible for analyzing financial data, preparing forecasts, and providing actionable insights to support business decisions. This role involves financial modeling, investment analysis, budgeting, and reporting, leveraging advanced analytics tools and technologies.

Key Responsibilities

1. Financial Analysis & Reporting

• Analyze financial statements (income statements, balance sheets, cash flow statements) to assess company performance.
• Prepare monthly and quarterly financial reports for management and stakeholders.
• Conduct benchmarking analysis against industry peers and competitors.

Financial Modeling & Forecasting

• Develop dynamic financial models (DCF, LBO, M&A, budgeting).
• Perform scenario and sensitivity analysis to evaluate business risks.
• Support long-term strategic planning with data-driven projections.

Investment & Business Performance Analysis

• Evaluate investment opportunities (stocks, bonds, private equity).
• Assess capital allocation strategies (ROI, NPV, IRR calculations).
• Conduct market research to identify industry trends and growth opportunities.

Budgeting & Cost Analysis

• Assist in annual budget preparation and variance analysis.
• Identify cost-saving opportunities and efficiency improvements.
• Track KPIs (EBITDA, gross margin, working capital) and recommend optimizations.

Data Analytics & Automation

• Use BI tools (Power BI, Tableau, QlikView) to visualize financial data.
• Automate reports using Excel (VBA, Power Query, PivotTables).
• Leverage Python / R for advanced financial analytics (predictive modeling).

Stakeholder Communication

• Present findings to senior management, investors, and clients.
• Translate complex financial data into clear, actionable insights.
• Collaborate with cross-functional teams (sales, operations, IT).

Required Skills & Competencies

Technical Skills

• Financial Modeling : DCF, LBO, M&A, Three-Statement Models
• Accounting & Valuation : IFRS, GAAP, Financial Ratios (P/E, EV/EBITDA)
• Data Analysis Tools :
• Excel (Advanced – VBA, Power Pivot, XLOOKUP)
• Power BI / Tableau (Dashboarding)
• SQL (Data Querying)
• Python / R (Quantitative Analysis – Pandas, NumPy)
• ERP & Financial Software : SAP, Oracle, QuickBooks, Bloomberg Terminal
• Investment Analysis : Equity Research, Fixed Income, Portfolio Management

Soft Skills

• Analytical & Critical Thinking – Strong problem-solving ability
• Attention to Detail – High accuracy in financial reports
• Communication & Presentation – Explaining data to non-finance stakeholders
• Time Management – Handling multiple projects under deadlines

Qualifications & Certifications

Mandatory :

• Bachelor’s degree in Finance, Accounting, Economics, or related field (BCom, BSc).
• Honours or Postgraduate Diploma in Finance / Investment Management (Preferred).

Professional Certifications (Highly Valued) :

• CFA (Chartered Financial Analyst)