Financial Planner

Boardroom Appointments; Johannesburg; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading financial services provider in Johannesburg is seeking a skilled Financial Planner to deliver insightful financial analysis and reporting. The role requires a BCom Honours or equivalent qualification, along with CA(SA) or CIMA certification. Candidates should have at least 4 years of operational finance experience, possess strong analytical skills, and be capable of enhancing financial processes. This position is crucial for enabling effective business decision-making and compliance with financial regulations.

Qualifications

• Must have BCom Honours or equivalent qualification.
• CA(SA) or CIMA is required with financial group reporting experience.
• Minimum of 4 years operational finance experience.

Responsibilities

• Prepare standardized reporting packs for stakeholders.
• Review financial data and provide insightful analysis.
• Identify opportunities to eliminate process inefficiencies.
• Support financial accounting system enhancement projects.

Skills

Financial analysis

Process optimization

Reporting

Data benchmarking

Compliance knowledge

Education

BCom Honours or equivalent

CA(SA) or CIMA

Job description

About the job Financial Planner Reporting

Key Purpose:

The primary purpose of this role is to provide accurate, relevant, timeous and insightful analytical financial information that enhances financial awareness and enables appropriate business decision making.

Duties and responsibilities:

• Preparation of standardised reporting packs for the various stakeholders on a monthly, quarterly and annual basis.
• Review cross functional financial accounting functional data and provide insightful analysis to enable transactional and process optimisation
• Identification of opportunities to eliminate process inefficiencies within the department and implementing solutions that drive continuous process improvement
• Support of financial accounting system enhancement projects to improve the efficiency and effectiveness across the department
• Prepare and report on process compliance across Financial accounting, including but not limited to internal policies, processes, SOX, IFRS, internal and external audit as well as other SA regulatory bodies
• Benchmarking Company financial accounting processes and data against industry best in class business practices, KPI and transformation activities
• Identify and communicate best practice opportunities for implementation
• Develop and roll out standardised reporting templates to facilitate standardisation
• Attendance of stock counts and ensure compliance to hard close and year end procedures
• Assistance with ad-hoc activities within the department

Qualifications and experience:

• BCom Honours or equivalent.
• Chartered Accountant of South Africa (CA(SA)) / Certified Institute of Management Accountants (CIMA) withfinancial group reporting experience.
• 4 years operational finance experience.
• Previous experience in managing a complex reporting function an advantage.
• 3-4 years finance experience in a multinational.