Financial Planning & Analysis (FP&A) Manager

Placements24; George; Hybrid; ZAR 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Hybrid work model

Medical benefits

Retirement benefits

Professional development

Job summary

Placements24 in George seeks an experienced FP&A Manager to lead budgeting, forecasting and long-term financial planning for a rapidly growing retail group in the Western Cape.

You will build sophisticated models, dashboards and KPI reports, partner with department heads, and present insights to executive leadership. This demanding role requires strong analytical skills and advanced Excel/FP&A software proficiency in a fast-paced retail environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field.
• MBA or CFA/CA(SA) preferred.
• Minimum 6 years of progressive FP&A experience.
• Proven expertise in financial modeling, valuation techniques and scenario planning.
• Strong understanding of financial statements and accounting principles.
• Advanced proficiency in Excel and FP&A software.

Responsibilities

• Lead the annual budgeting and quarterly forecasting processes.
• Develop and maintain sophisticated financial models for scenario analysis and long-range planning.
• Prepare monthly financial performance reports with variances, trends and drivers.
• Provide analytical support for strategic initiatives, new business opportunities and capex decisions.
• Collaborate with department heads and senior management to provide financial guidance.
• Monitor KPIs and develop dashboards to track performance.
• Identify risks and opportunities within the financial plan and propose mitigations.
• Contribute to FP&A process improvements and reporting tools.
• Present financial plans and forecasts to executive leadership and the Board.
• Ensure accuracy and integrity of planning data.

Skills

Budgeting

Forecasting

Financial modeling

Analytical skills

Excel

Communication

Presentation skills

Project management

Stakeholder management

Education

Bachelor's degree

MBA/CFA/CA(SA)

Tools

Anaplan

Hyperion

SAP BPC

Job description

About the Role

Our client, a rapidly growing retail group, is seeking an experienced Financial Planning & Analysis (FP&A) Manager to join their finance team in George . This strategic role will be responsible for leading the budgeting, forecasting, and long-term financial planning processes. You will provide critical financial insights and analysis to support executive decision-making, identify business trends, and drive financial performance across the organization. The ideal candidate will possess strong analytical skills, a deep understanding of financial modeling, and excellent communication abilities to present complex information clearly. This is an excellent opportunity to shape the financial future of a dynamic company within the Western Cape. We are looking for a proactive and results-oriented professional who can collaborate effectively with various departments to achieve strategic financial objectives. The successful candidate will play a key role in performance management and strategic growth initiatives.

Key Responsibilities

• Lead the annual budgeting and quarterly forecasting processes, ensuring alignment with strategic goals.
• Develop and maintain sophisticated financial models for scenario analysis, long-range planning, and investment appraisal.
• Prepare monthly financial performance reports, highlighting key variances, trends, and drivers.
• Provide analytical support for strategic initiatives, new business opportunities, and capital investment decisions.
• Collaborate closely with department heads and senior management to provide financial guidance and support.
• Monitor key performance indicators (KPIs) and develop dashboards to track business performance.
• Identify risks and opportunities within the financial plan and propose mitigation strategies.
• Contribute to the continuous improvement of FP&A processes, tools, and reporting.
• Present financial plans, forecasts, and analyses to executive leadership and the Board of Directors.
• Ensure the accuracy and integrity of financial data used for planning and analysis.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
• An MBA or professional qualification (e.g., CFA, CA(SA)) is highly preferred.
• Minimum of 6 years of progressive experience in financial planning, analysis, and forecasting.
• Proven expertise in financial modeling, valuation techniques, and scenario planning.
• Strong understanding of financial statements and accounting principles.
• Advanced proficiency in Microsoft Excel and financial planning software (e.g., Anaplan, Hyperion, SAP BPC).
• Excellent analytical, problem-solving, and quantitative skills.
• Exceptional communication, presentation, and interpersonal skills.
• Ability to manage multiple projects and meet tight deadlines in a fast-paced environment.
• Experience in the retail sector is a significant advantage.
• Strong business acumen and strategic thinking capabilities.

Benefits

• Competitive salary and bonus structure commensurate with experience.
• Hybrid work model offering flexibility and work-life balance.
• Comprehensive medical and retirement benefits package.
• Significant opportunities for professional development and career advancement.
• Exposure to strategic decision-making within a growing retail group in George .
• A dynamic and collaborative team environment.
• Contribution to shaping the financial strategy of the company.
• Access to advanced financial planning tools and resources.