Financial Planning and Analysis Analyst

Point. Your Marketing Investment Partner; Johannesburg; On-site; ZAR 450 000 - 650 000; Full time

Job summary

A leading financial services company in Gauteng seeks a Financial Planning & Analysis (FP&A) Analyst to enhance operational efficiency through accurate financial analysis and insights. This role involves collaborating with various departments, developing budget models, and preparing financial reports. Ideal candidates will have a degree in Accounting or Financial Management and 3-5 years of related experience. The FP&A Analyst will play a critical role in monthly closing processes and cash flow forecasting, identifying financial risks and providing actionable recommendations to improve financial health.

Qualifications

• 3-5 years’ experience in a similar or related field.
• Strong analytical skills and attention to detail.
• Ability to work collaboratively across departments.

Responsibilities

• Accurately analyse financial data and prepare comprehensive financial reports.
• Develop and refine financial models for budgeting and forecasting.
• Assist in the timely preparation of monthly management accounts.
• Identify financial risks and opportunities through detailed analysis.
• Lead and support the implementation of financial systems.

Skills

Financial Data Analysis

Financial Reporting

Financial Modelling

Forecasting

Financial Risk Management

Education

Degree or B.Degree (Hons) in Accounting/Financial Management

CA (SA), CIMA or similar professional membership

Job description

JOB TITLE:

Financial Planning & Analysis (FP&A) Analyst

MAIN PURPOSE OF THE JOB:

The main purpose of the Financial Planning & Analysis (FP&A) Analyst job is to support the organization's financial planning, decision‑making processes, and operational efficiency by providing accurate financial analysis, insights, and forecasts. This pivotal role involves collaborating with various departments to understand business needs, collecting, and analysing financial data, developing budget models, preparing financial reports, and assisting in the preparation of monthly management accounts and cash flow forecasting. These activities are essential for guiding the company’s financial strategy, ensuring optimal allocation of financial resources, meeting financial goals, enhancing profitability, and maintaining liquidity.

Key responsibilities include analysing current and past financial performance to forecast future performance, identifying financial trends, and providing actionable recommendations to improve financial health. The FP&A Analyst also plays a critical role in monthly financial closing processes, contributing to the accuracy and timeliness of management accounts that reflect the company’s financial status. Additionally, by developing and refining cash flow forecasting models, the analyst helps ensure that the organization can effectively plan for future funding requirements, manage liquidity risks, and capitalize on growth opportunities.

In supporting executive management’s decision‑making, the FP&A Analyst offers data‑driven insights into the company’s financial performance and strategic direction, making them an invaluable asset in achieving long‑term financial stability and success.

DESCRIPTION OF FIELD OF DUTY (KPA’s):

• Financial Data Analysis and Reporting: Accurately analyse financial data and prepare comprehensive financial reports, including monthly management accounts, to support strategic decision‑making and ensure financial transparency.
• Financial Modelling and Forecasting: Develop and refine financial models for budgeting, forecasting future performance, and cash flow forecasting. Provide actionable insights to guide the company’s financial planning and resource allocation.
• Monthly Management Accounts and Cash Flow Forecasting: Assist in the timely preparation of monthly management accounts and develop accurate cash flow forecasts to manage liquidity effectively and plan for future financial needs.
• Financial Risk Management: Identify financial risks and opportunities through detailed financial analysis. Implement strategies to mitigate risks and leverage opportunities to enhance financial performance and stability.
• Technology – Financial Systems Implementations and Enhancements: Lead and support the implementation and enhancement of financial systems and technologies to improve financial data collection, analysis, and reporting capabilities.
• Performance Measurement and Improvement: Continuously measure financial performance against set objectives and KPIs. Recommend and implement improvements to financial processes and strategies to drive efficiency, profitability, and growth.

QUALIFICATION REQUIREMENTS:

Degree or B.Degree (Hons) in Accounting / Financial Management

CA (SA), CIMA or similar profession membership will be advantageous.

WORK EXPERIENCE:

3-5 years’ experience in a similar or related field