Financial Planner & Analyst

The Legends Agency; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A forward-thinking organization in Cape Town is seeking a Financial Planner & Analyst. You will analyze financial and operational data, develop models for budgeting, and create reports using Power BI. Candidates should have 2 to 5 years of experience in a financial analysis role and advanced Excel skills. Join a dynamic finance function where insights lead to impactful commercial decisions.

Qualifications

• 2 to 5 years of experience in FP&A or similar financial analysis role.
• Advanced Excel skills, including VBA and pivot tables.
• Experience with Power BI and/or Tableau.
• Working knowledge of SQL.

Responsibilities

• Analyzing financial and operational data to spot trends and drive insights.
• Developing financial models for budgeting, forecasting, and scenario planning.
• Creating compelling dashboards and visual reports.

Skills

Analytical skills

Financial modeling

Advanced Excel skills

Power BI

SQL

Education

Degree in Finance, Economics, Accounting, or Data Science

Tools

Power BI

Tableau

Excel

Job description

About the job

Financial Planner & Analyst - Gardens, Cape Town - Salary R45 000 to R50 000

Are you a numbers-driven thinker with a sharp eye for data and a passion for turning insights into impact? Were working with a fast-paced, forward-thinking organisation that is looking to bring on a talented Financial Planner & Analyst to join their dynamic finance function.

This is an excellent opportunity for an analytical finance professional who thrives in a collaborative, data-rich environment and wants to work at the heart of commercial decision-making.

Responsibilities

• Analysing financial and operational data to spot trends, drive insights, and support business performance.
• Developing financial models for budgeting, forecasting, and scenario planning.
• Partnering across teams including Finance, Marketing, and Data Science to align on goals and strategies.
• Creating compelling dashboards and visual reports in Power BI, Tableau, or Excel to present data clearly to senior stakeholders.
• Recommending data-driven commercial improvements and optimisations.

Qualifications

• 2 to 5 years of experience in FP&A or a similar financial analysis role.
• Advanced Excel skills, including VBA and pivot tables.
• Experience with Power BI and/or Tableau.
• Working knowledge of SQL.
• A degree in Finance, Economics, Accounting, Data Science, or similar.
• Retail lending experience would be a plus, but it's not essential.

You'll fit right in if you're:

• Curious by nature and always learning.
• Great at translating complex data for non-technical teams.
• Detail-oriented but commercially aware.
• Comfortable juggling multiple priorities in a fast-paced setting.