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Financial Planning Analyst
Network Finance.
Johannesburg
On-site
ZAR 300 000 - 400 000
Full time
- Financial Planning Analyst in Johannesburg
Showing 7 Financial Planning Analyst jobs in Johannesburg
Johannesburg, Gauteng The Recruitment Council
Posted 27 days ago
Are you a highly skilled and experienced Financial Planning Associate looking to join an independent financial planning business that sets the industry standard? This role is the engine room of our advice process, offering you a unique opportunity to work on complex financial strategies and ensure legal compliance within a highly professional environment.
- Financial Needs Analysis (FNA): Prepare comprehensive FNAs across Risk, Pre-retirement, and Post-retirement planning.
- Portfolio Strategy: Prepare investment proposal documents, review existing client portfolios, and create detailed review files.
- Compliance & Administration: Ensure all client files adhere to POPI, FICA, and FAIS legislation requirements. Perform quality control on quotations, submissions, and oversee the implementation process.
- Client & Advisor Support: Manage client relationships, set up review appointments, and act as liaison with product providers to follow up on submitted instructions and research new and existing products.
A minimum of 5 years in a similar Para-planning role.
Johannesburg, Gauteng The Recruitment Council
Posted 11 days ago
Are you an expert Financial Planning Support Specialist ready to leverage your technical mastery to elevate a top-tier financial planning practice? A leading independent financial services firm is seeking a highly skilled Financial Planning Support Specialist to join their team, reporting directly to the Head of Financial Planning. This role is vital: your mission is to assist and serve our financial planners in such a way that they can spend more time in front of clients, while also mentoring the next generation of technical specialists.
- Technical Excellence: Prepare all client presentations, financial planning data, calculations, and comprehensive financial planning reports. Apply expert technical knowledge using CRM systems and advanced financial planning software, including Xplan, Xtools, Integrated Wealth Planner, and Asset Map.
- Workflow Leadership: Assist in the coordination, prioritization, and monitoring of the paraplanning workflow. You will be critical in meeting service standards and deadlines.
- Mentorship & Coaching: Review the work of less experienced paraplanners and assist in the coaching and mentoring of team members as required. May also assist with induction of new team members.
- Process Improvement: Assist in the development and review of paraplanning policies and procedures, and participate in assigned projects.
- Client Interface: Communicate directly with relevant Insurance and Investment companies on behalf of financial planners and clients. May accompany financial planners to initial and review client meetings as required.
- Education (Preferred): Post Graduate Diploma in Financial Planning (or studying towards), complemented by a BCom, LLB, or Advanced Certificate in Financial Planning.
- Regulatory Status (Desirable): Regulatory Examinations (RE5) and the Professional Competency Examination (PCE).
- A thorough understanding of compliance issues associated with financial advice and intermediary services.
- A strong desire to learn and grow, with critical skills in Computer Literacy, IT systems use, Planning, Admin, Project Management, Writing, and Presentation.
New
Posted today
Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
Job Summary
The Planning team, a sub‑team within Group FP&A, is responsible for overall financial planning across Absa Group (preparation and review of forecasts and short‑and medium‑term budgets that inform the Integrated Plan). Analysis of competitors, trends, revenues, new products/businesses etc. Preparation of briefing notes for annual results presentations. Ad hoc analysis and research, often related to presentations to Exco and other senior management.
This role supports the preparation of these key deliverables and provides analysis and inputs into these processes.
- Project management and analysis of key planning deliverables throughout the year: RAF, STP, Stress Testing and Integrated Planning outputs.
- Competitor analysis.
- Research projects – gathering financial data and creating insightful, decision useful analysis and thought pieces.
- Results presentations at half‑year and year‑end.
- Other ad-hoc projects and presentations.
- Financial scenario analysis and stress testing.
- Consolidating financial information for senior management.
- Attend meetings to assist executives to understand and complete their tasks to achieve team goals.
- Execute ad-hoc queries on a daily basis that are dependent on external and internal requirements and vary considerably throughout the year.
- Attend various committee meetings in which one will use their understanding of margins, impairment trends or economic understanding to provide a valuable contribution. In some instances the contribution will be on a discussion basis and in others a submission to the committee is required.
- Perform analysis and make recommendations on Balance sheet optimisation.
- Provide other departments (Efficiency office, office of the CEO, treasury etc.) with a range of information (analysis, forecasts, and actual financial data etc.) to perform their respective tasks. The information supplied may need to be packaged in a different format to make it relevant for their respective needs. An understanding of the roll‑up structures within the Absa Business and good financial understanding is vital in this instance so as to avoid mis‑representing information.
- Provide analysis support relating to role to respective cluster through submissions, due dates and planning. Interact with and supply guidance to Business units on a daily basis.
Perform all other duties as reasonably assigned.
- Peer responsibility: Engage and develop finance and business savvy leaders.
- Play to our A‑Game culture of inclusivity, diversity, entrepreneurship, and ownership.
- Network with finance colleagues across Group Finance and create awareness of challenges, opportunities and issues and encourage collaboration.
- Focus on Finance skills evolution and remaining relevant.
- B‑degree in Accounting/Financial management (NQF level no.6).
- 3 years Technical experience.
- Basic Financial Accounting.
- Analytical skills.
- Self‑driven and good interpersonal skills.
- Advanced Excel and PowerPoint skills.
- Knowledge of financial markets.
- Knowledge of economics.
- Deciding and initiating action.
- Learning and researching.
- Entrepreneurial and commercial thinking.
- Relating and networking.
- Adapting and responding to change.
- Persuading and influencing.
- Creating and innovating.
Financial Sciences (Required).
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised.
New
Kempton Park, Gauteng R400000 - R600000 Y ZEDA Limited
Posted today
Purpose of the role: Enhancement of the Financial Management systems, business performance analysis and insights, building reporting models to support the decision making of the finance management team for South Africa and the African countries. Liaise with colleagues in reviewing, analysing and advising on financial reporting in order to improve profitability, efficiency and productivity within South Africa and the designated regional countries.
Operational
- Develop statistical and automation models supporting decision making as required.
- Develop and maintain a dynamic Financial Management model for South Africa and the African countries.
- Generate, validate and analyse the data and present findings on regional/business trends and profitability to inform business decisions.
- Full automation within Financial Management and Reporting to safeguard control measures and validation processes.
- Creation of synchronised finance and reporting database that will aid the team in making informed decisions.
- Profitability assessments new business/products supporting GO/No Go decisions.
- Evaluate demand for new products and the implication thereof.
- Liaise with business stakeholders to determine optimal financial management and communicate findings to all relevant stakeholders.
- Liaise with department heads to implement efficient operating costs tracking models and provide productivity improvements.
- Identify risks, opportunities, and initiatives to optimise revenue, productivity and reduce costs.
- Conduct market and competitor analysis within the rental and leasing industry for benchmarking to guide strategic decisions.
- Contributing to the successful implementation of projects to achieve the business outcome.
- Support budgeting, forecasting, and long-term planning with financial insights.
- Analyse sales, margin, pricing, customer, and product data to inform commercial strategies.
- Action project plan as per steps identified, report on progress and maintain special projects database with record of key learnings.
- Document and report on Financial Management and Reporting trends, as well as changes thereof.
- Report on progression and performance of projects, financial management models and system changes.
- Provide ad hoc reports as requested.
- Provide monthly reports to General Manager: Finance and Management.
- Attend and participate in daily huddles and monthly team meetings.
- Attend Operations team meetings to provide demand insight and understand their challenges.
- Develop and maintain effective relationships with key segment and Operations managers.
- Develop and maintain effective working relationships with the Finance and IT teams.
- Share technical knowledge and insight with internal customers to enhance decision making.
- BCom: Accounting or Finance related qualification.
- Driver's License.
- 0 - 1 years' experience in business financial performance.
This job requires that the employee maintains the highest level of Honesty and Integrity as he /she will have access to company assets, cash handling and confidential record storage areas. This requires that a formal personal background check is undertaken.
Applications closing date: 10 October 2025
New
Posted today
Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
Job Summary
Provide complex advice and support in the positioning of finance operating models and frameworks in a broadly defined group functional strategy; enabling operating model, strategy and value chain formulation and alignment.
Outputs to deliver this accountability:
- Contribute to the development of the strategy for the cluster by providing a view on the profitability of business units through analysis and performance forecasts.
- Ensure the provision of advice on the financial, tax planning and financial risk management aspects.
- Review and approve the consolidated financial plans for the Business Unit (RAF, MTP and STP) before presenting to the Business Unit Exco and Head for final approval.
- Advise the Business Unit Exco on the business performance of all business units in the Cluster against the strategic objectives and financials.
- Facilitate the discussions on the way forward.
- Participate in the reviews of new business opportunities (joint ventures, acquisition 2 potential, new products or services) by conducting analysis on the financial soundness of the opportunity.
- This could include due diligence on existing practices in the other organisation or checking forecasts of potential earnings. Approve or decline.
- Continuously consider the interplay between the SBU and the larger Group, the competitive environment and the financial market to identify new opportunities for cost reduction or revenue enhancement and advise the Exco of the area on which opportunities to pursue.
- Support the business unit seniors to understand their financial and management accounts, with a particular focus on how expenditure is allocated, the impact of transfer pricing on their profit and loss accounts and how to conduct financial planning and forecasting.
- Coordinate the transfer pricing process and negotiation and sign off the transfer pricing charges with the Business Unit's different internal service providers. Formulate creative solutions to enhance cost effectiveness and operating efficiency of the Business Unit.
- Influence business unit seniors to buy in to the proposed enhancements, ensure that actions are documented and assigned to clear owners and monitor the financial effects of implementation.
- Direct and oversee the preparation of financial reports, special data analysis, and adhoc information reports by managing a team of financial and management accountants and analysts and communicating the standards for activities and outputs.
- Sign off the financial quarter-end, half year-end and year-end Financial and Tax packs including results published to the Financial Markets and External Analysts.
- Together with the Business Unit Head, participate in bi-annual discussion forums with Financial Analysts on the published results and performance of the Business Unit.
- Analyse financial results on a monthly basis and summarise it so as to enable business unit management to take timely appropriate actions and to ensure a rational utilisation of assets.
- Manage the optimisation of Economic Capital for the Business Unit through analysis of economic capital and profit, reporting on it and providing advice and proposals to the Business Unit Exco on optimisation initiatives.
- Present and report accurate and timely historical financial information of the cluster to Group Finance on or before Group Finance deadlines. Financial reports have to meet generally accepted accounting practice and Absa Group financial reporting standards and data definitions.
- Coordinate all financial reporting requirements for Absa Group Limited report requirements and participate in performance review discussions with Absa Group Limited seniors, product owners and Absa Group Limited GRCB Finance.
- Oversee the review of financial and management accounting reporting practices in place in the Business Unit to ensure that they meet the required standards. Implement corrective or improvement actions when required.
- Arrange for the preparation of budgets and variance reports by department and ensure timely distribution to cost centre owners.
- Budgets include financial plans, headcount, IT plans, project/programme expenditure.
- Highlight variances from the business plan – under spend and overspend and work with business unit seniors to develop corrective actions.
- Based on the standards determined by Group Finance, arrange for the evaluation and update of the financial systems in place in the business units or cluster (systems include budget tools, tax planning tools, financial reporting systems, asset registers etc.).
- Make recommendations to Group Finance on systems enhancements required.
- Participate in the development of data definitions for financial reporting to ensure that Group Standards are understood and maintained within the business unit, and that business unit requirements are incorporated into Group Standards (example of definitions for Headcount may include certain types of 3 contractors and others not).
- Where standard systems and tools do not meet reporting/analysis/forecasting requirements of the business, investigate alternative solutions and make comprehensive recommendations to the Business Unit Exco and Group Finance to source and implement alternatives. Oversee the programme management of the implementation.
- Based on the criteria and frameworks developed by Group Finance, establish and maintain a system to evaluate all strategic initiatives/major projects prior to launch together with the cluster Exco, prioritise projects and project funding.
- For major projects, support the project sponsors to develop the business case, in particular the financial components.
- Provide tools and support business unit seniors in the process of scenario planning including economic forecasting and modelling. Oversee and prioritise the activities and focus areas of the MI team.
- Ensure compliance with governance and budgetary reporting requirements by always keeping abreast with new governance and policy developments and ensuring ridged implementation in the business unit's finance area.
- Develop and implement finance, accounting, billing, and auditing procedures by ensuring that records systems are maintained in accordance with generally accepted auditing standards.
- Establish and maintain appropriate internal control safeguards in line with Absa Group requirements.
- Comply and adhere to tax regulations and regulatory compliance to properly reflect the financial position of the business unit.
- Ensure the production of timely, reliable and complete financial information to meet the various needs of the senior management, regulatory authorities and government agencies.
- Act as subject matter expert by frequently communicating financial policies, procedures, standards and guidelines in the cluster and BU finance teams and the broader business unit.
- Participate in the development of the business units BCM (Business Continuity Management) plan by reviewing recovery arrangements from a cost perspective and ensuring the critical financial processes are adequately covered and tested.
- Interact with Absa Internal Audit, Management Assurance and External Auditors during the setting of audit or review scope, furnishing information required and reviewing findings. Advise the business unit's Exco on appropriate corrective actions.
- Coordinate the resolution of all internal and external audit findings related to year‑end financial audits.
- Counsel senior management on risk and control matters as well as potential impact on profitability by preparing presentations on risk management.
- Work with the operational risk team to develop Key Risk Scenarios and Detailed Risk and Control Assessments (DRACA's) with a particular emphasis on the capital reserves required to cover potential failures.
- Ensure that control issues are escalated to process owners to keep capital requirements to a minimum.
- Evaluate the risks identified in strategic initiatives or projects and make recommendations to the project sponsors on whether the risks are worth the return.
- 10 years financial services experience.
Postgraduate Degrees and Professional Qualifications: Financial Sciences (Required).
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised.
New
Sandton, Gauteng R900000 - R1200000 Y On Point HR & Talent Solutions
Posted today
The Financial Risk Analyst will support the Financial Risk Manager and Residual Value Asset Manager on all areas of execution within the Financial Risk Management portfolio across Retail, Wholesale and Fleet products.
From a residual value perspective, the person will be responsible for assisting with the collection of data as well as the analysis of such data to form trends and future value data. Over time the person will be expected to make additional assumptions and have a full understanding of the second-hand car market in order to influence models as well as assumptions, using the information to provide detailed market insights in various formats. The person would be expected to assist with some administrative functions regarding termination of contracts and selling of assets.
Although most of the technical credit risk work is performed by company partner, there still needs to be oversight and input into their Credit Risk Management since Credit is the main driver of the business and the incumbent should be able to challenge input, assumptions, and results of Credit Risk models and Credit Analytics.
The incumbent needs to understand how the credit models, produced by company partner, function and change in response to changing macroeconomic conditions and portfolio behaviour. The incumbent further needs to be comfortable developing in-house models to examine other risk types, including, for example, residual value risk.
The incumbent will be responsible for the delivery of credit risk-based analytics to support Credit Risk strategies and decision making, acquisition strategy, company risk appetite and portfolio risk tolerance.
The incumbent will be responsible for collating information and producing financial risk management reports, standard and ad hoc analytics on available data to support the risk and finance decision making strategies within the business and for providing support on other types of Financial Risks such as Interest rate risk, Liquidity risk, Earnings risk and Shareholder risk.
Degree in a quantitative discipline such as Quantitative Finance, Mathematics, Statistics or equivalent, or other relevant financial degree.
- Minimum 2 - 4 years of relevant experience within a quantitative role.
- Vehicle asset finance or banking experience would be advantageous.
- Extraction of data from established databases.
- Creation and/or maintenance of Excel-based models.
- Analysis of data within a given framework to minimise potential financial losses.
- Analysis of risk to organisation and make mitigating recommendations.
- Analysis, reporting, and presenting to various internal/external stakeholders.
- Engage in cross-functional relationships/teams in order to obtain and to provide work support.
- Ensure customer excellence through interaction with internal/external stakeholders throughout all business activities.
- Ensure continuous process improvement to enable effective operational processes.
- Identify and participate in planned activities that are appropriate for own personal and career development.
- Support management with administrative tasks (e.g. taking meeting minutes).
New
Posted today
About the Company
Coca-Cola Beverages South Africa (CCBSA) has an exciting opportunity in our Finance department. We are looking for a talented individual with relevant skills and experience as a Country Lead: Financial Planning and Analysis, based in CCBSA Midrand. The successful candidate will report directly to the Financial Director.
About the Role
The Country Lead: FP&A will play a crucial role in overseeing financial planning and analysis for the organization.
Key Outcomes
Drive Compliance and Close-Out of Audit Findings.
Ensure full compliance with ERP (MSD) financial protocols and internal control standards by monitoring adherence and facilitating timely closure of all internal and external audit findings (e.g., Deloitte, Internal Audit), meeting deadlines agreed upon with auditors and stakeholders.
Maintain Up-to-Date Finance Governance Documents.
Lead the review and drafting of finance policies and procedures, ensuring they are current, accessible on the shared drive, and aligned with internal control frameworks and group finance requirements.
Deliver Accurate and Insightful Financial Reporting.
Oversee the timely preparation and delivery of monthly internal financial reports, management packs, budget packs, and board pack inputs—ensuring accuracy, alignment to business performance, and actionable insight for decision-making.
Lead Budgeting and Forecasting Cycles.
Coordinate the end-to-end annual budgeting and forecasting processes, including income statement budgeting for assigned cost centers and tactical balance sheet planning, ensuring timely submissions and alignment with strategic financial objectives.
Enhance Financial Planning and Analysis Capability.
Improve FP&A processes by refining scorecards, enabling cross-functional performance tracking, delivering meaningful variance analysis, and supporting operational leaders with financial advice and performance commentary.
Ensure Strategic Alignment with CCBA Financial Objectives.
Actively engage with CCBA Group finance functions to align country-level reporting, planning, and performance tracking with group-wide FP&A objectives, ensuring country contributions are consistent with strategic targets.
Champion Business Partnering and Decision Support.
Deliver a customer‑centric finance function that acts as a strategic business partner—constructively challenging assumptions, supporting key initiatives, and enabling informed decision-making through robust analysis and financial insight.
Build Finance Capability and Data Ownership.
Support capability development across the finance team through coaching, training, and technical support (e.g., use of Tableau, EDW, and HFM), while owning and overseeing the execution of country‑specific tasks across these platforms to ensure data integrity and reporting accuracy.
- Bachelor's degree in Finance, Accounting, or related field.
- Added advantage: Certified Accreditation (e.g., CA(SA), MBA).
- 5–7 years of financial experience, with at least 5 years in management roles.
- Proven track record in finance leadership roles with responsibility for decision‑making and strategic oversight.
- Strong analytical and problem‑solving skills.
- Excellent communication and presentation abilities.
- Proficiency in financial modeling and forecasting.
- Experience in the beverage or FMCG industry.
- Proficiency with ERP systems, especially MSD, is highly beneficial.
Competitive salary based on experience and qualifications.
We are committed to diversity and inclusivity in our hiring practices.
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