Financial Planning Analyst

Placements24; Stellenbosch; Hybride; ZAR 800 000 - 1 100 000; Plein temps

Avantages offerts par ce poste

Competitive salary package

Performance bonuses

Medical aid

Retirement plan

Résumé du poste

Placements24 in Stellenbosch, Western Cape, is seeking a Financial Planning Analyst to deliver insightful financial analysis, support budgeting and forecasting, and contribute to strategic planning in a hybrid setup that blends remote work with in-office collaboration.

The role requires a minimum of three years in financial planning or analysis, a bachelor's in finance or related field, and strong Excel/PowerPoint skills; professional qualifications such as CFA/CIMA/ACCA are advantageous.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• Professional qualification such as CFA, CIMA, or ACCA is highly advantageous.
• Minimum of 3 years of experience in financial planning, analysis, or related role.
• Advanced proficiency in Excel (modeling, pivot tables, advanced formulas) and PowerPoint.
• Experience with financial planning software such as Anaplan or Hyperion is a plus.
• Strong analytical, quantitative, and problem-solving skills.
• Excellent communication and presentation skills with ability to convey complex information clearly.
• Ability to work effectively in a hybrid environment and manage multiple priorities.

Responsabilités

• Develop and maintain financial models for budgeting, forecasting, and long-term strategic planning.
• Analyze financial performance against budget and forecast, identifying key drivers and variances.
• Prepare monthly financial reports and presentations for senior management.
• Support the annual budgeting process and rolling forecast updates.
• Conduct scenario analysis and sensitivity testing to assess financial risks and opportunities.
• Provide financial support and analysis for new initiatives, projects, and business cases.
• Collaborate with various departments to gather financial data and insights.
• Assist in the preparation of investor relations materials, if required.
• Continuously improve financial reporting processes and analytical tools.

Connaissances

Analytical skills

Communication skills

Problem solving

Formation

Bachelor's degree in Finance/Accounting/Economics

CFA/CIMA/ACCA advantageous

Outils

Excel

PowerPoint

Anaplan

Hyperion

Description du poste

About the Role

Our client, a dynamic wine and spirits producer, is seeking a skilled Financial Planning Analyst to join their team in Stellenbosch, Western Cape. This role is vital in providing insightful financial analysis, supporting budgeting and forecasting processes, and contributing to strategic business planning. The ideal candidate possesses strong analytical skills, a keen eye for detail, and the ability to translate complex financial data into clear, actionable recommendations for stakeholders. This role involves a hybrid work model, offering a blend of remote flexibility and in-office collaboration at our client's Stellenbosch, Western Cape headquarters.

Key Responsibilities

• Develop and maintain financial models for budgeting, forecasting, and long-term strategic planning.
• Analyze financial performance against budget and forecast, identifying key drivers and variances.
• Prepare monthly financial reports and presentations for senior management.
• Support the annual budgeting process and rolling forecast updates.
• Conduct scenario analysis and sensitivity testing to assess financial risks and opportunities.
• Provide financial support and analysis for new initiatives, projects, and business cases.
• Collaborate with various departments to gather financial data and insights.
• Assist in the preparation of investor relations materials, if required.
• Continuously improve financial reporting processes and analytical tools.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Professional qualification such as CFA, CIMA, or ACCA is highly advantageous.
• Minimum of 3 years of experience in financial planning, analysis, or a related role.
• Advanced proficiency in Microsoft Excel (modeling, pivot tables, advanced formulas) and PowerPoint.
• Experience with financial planning software (e.g., Anaplan, Hyperion) is a plus.
• Strong analytical, quantitative, and problem-solving skills.
• Excellent communication and presentation skills, with the ability to convey complex information clearly.
• Ability to work effectively in a hybrid environment and manage multiple priorities.

Benefits

Our client offers a competitive salary, performance bonuses, and a comprehensive benefits package, including medical aid and a retirement plan. This role provides excellent opportunities for professional development and career progression within the company. The hybrid working arrangement in Stellenbosch, Western Cape supports work-life balance. Join a collaborative and innovative team in the heart of the Western Cape's wine region.