Financial Planning Analyst

Amicorp Group; Wes-Kaap; On-site; ZAR 420,000 - 620,000; Full time

Job summary

Amicorp Group is seeking an FP&A Analyst to support its financial planning, budgeting, forecasting, management reporting, and business performance analysis across the group. You will provide financial insights to management by analyzing data, monitoring performance, and supporting strategic decisions.

This role partners with finance and operations, helping to improve profitability, resource utilization, and financial visibility.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field.
• 3–4 years FP&A/financial analysis experience.
• Experience with Power BI, Power Query, Tableau or similar BI tools.
• Strong Excel, modeling and budgeting skills.
• Excellent English and stakeholder communication.

Responsibilities

• Support annual budgets, rolling forecasts and strategic financial plans.
• Develop revenue, cost, cash flow projections and profitability analyses.
• Prepare monthly management accounts packs and KPI reports.
• Analyze revenue performance and profitability by unit and entity.
• Support month-end close and governance reporting.
• Assist with external reporting and board presentations.
• Maintain dashboards and automate reporting using BI tools.
• Coordinate with auditors and finance teams.

Skills

Power BI

Power Query

Tableau

Advanced Excel

Financial modelling

Budgeting & forecasting

Variance analysis

Stakeholder communication

Education

Bachelor's Degree in Finance/Accounting

CFA/ACCA/CPA preferred

Tools

Tableau

ERP systems

Financial planning systems

Job description

The Financial Planning & Analysis (FP&A) Analyst is responsible for supporting the Group's financial planning, budgeting, forecasting, management reporting, and business performance analysis activities. The role provides financial insights to management by analyzing financial and operational data, monitoring business performance, supporting strategic decision-making, and assisting with the preparation of management, Board, and external reporting. The FP&A Analyst serves as a key business partner to finance and operational management teams, helping to improve financial visibility, profitability, resource utilization, and overall business performance across the Group. This role combines financial analysis, management reporting, forecasting, and business intelligence responsibilities and requires strong analytical capabilities together with an understanding of the commercial drivers of the business.

• Support the preparation and maintenance of annual budgets, rolling forecasts, strategic financial plans, business plans
• Assist in the development of revenue forecasts, cost forecasts, profitability projections, cash flow projections
• Analyze forecast variances and identify key business drivers.
• Work with business unit leaders to gather assumptions and validate financial projections.
• Support scenario analysis and sensitivity modelling.

Management Reporting & MIS

• Prepare and maintain management information reports including monthly management accounts packs, executive dashboards, KPI reporting, business performance scorecards, operational and financial metrics
• Develop reporting that provides management with clear visibility over revenue performance, profitability trends, cost management, utilization levels, productivity metrics, pipeline conversion, business unit performance
• Ensure reporting is accurate, timely, and relevant for decision-making purposes.

Business Performance Analysis

• Perform detailed analysis of revenue performance, profitability by business line, profitability by legal entity, client profitability, service line performance, resource utilization, productivity metrics
• Identify trends, risks, and opportunities impacting business performance.
• Provide recommendations to management aimed at improving profitability, efficiency, operational effectiveness, financial performance

Revenue Analysis & Revenue Recognition

• Support the revenue recognition process by reviewing revenue calculations, analysing revenue trends, validating revenue allocations, monitoring billing and collection trends
• Assist in ensuring revenue recognition is performed in accordance with applicable accounting standards and internal policies.
• Provide analysis of recurring revenue streams, transaction-based revenue, pipeline conversion, revenue leakage risks

Month-End & Financial Close Support

• Support the month-end and year-end financial close processes.
• Responsibilities include preparation of analytical reviews, variance analysis, reconciliations and supporting schedules, management reporting packs
• Work closely with accounting teams to ensure timely and accurate financial reporting.

Board Reporting & Executive Reporting

• Assist in preparing monthly Board reporting packs, Executive Committee reporting, strategic performance reports, investor presentations, management presentations
• Develop insightful commentary explaining financial results, business performance, significant variances, emerging risks and opportunities

External Reporting Support

• Support preparation of consolidated financial statements, interim financial reporting, annual financial reporting, regulatory reporting support, public disclosures and announcements where applicable
• Coordinate with finance teams, auditors, and external advisors as required.
• Prepare and analyze reporting relating to sales pipeline activity, business development performance, conversion ratios, client acquisition trends, workflow volumes, time recording data, utilisation metrics
• Provide insights into business growth opportunities and operational efficiency.
• Develop and maintain financial and operational dashboards.
• Utilize business intelligence tools to automate reporting processes, improve data quality, enhance management visibility
• Support the development of data-driven decision-making capabilities across the organisation.

Legal Entity & Governance Support

• Assist with legal entity reporting requirements, compliance-related financial reporting, governance reporting, oversight activities assigned by Finance Management
• Maintain accurate documentation and supporting records.
• - Support automation and digital transformation initiatives within the Finance function.

TIME RECORDING:

• Accurately record chargeable time and value of service using Maconomy, ensure effective monitoring of transactions, handle pricing, invoicing and collection of outstanding fees for the portfolio of clients.
• Monitor own productivity and chargeability on weekly basis and review productivity and performance against targets. to ensure that individual financial targets and client communication KPIs are met.
• Follow a disciplined approach to submitting timesheets for client work and meet the weekly and monthly time/ chargeability targets

General accounting & month-end close

• Journals, accruals, prepayments and reconciliations
• GL/trial balance review
• Balance sheet reconciliations
• Close checklists and financial controls

Financial statements & audit

• Support preparation of financial statements
• Maintain audit evidence and supporting schedules
• Coordinate audit requests and follow up on audit queries

Tax & regulatory reporting

• Support statutory returns and regulatory submissions
• Provide tax information and supporting schedules

Working capital & cash management

• Cash-flow monitoring
• Collections/debtor analysis
• Banking and treasury reporting
• Strengthen financial controls
• Identify control gaps and ensure appropriate documentation/audit trails
• Working with auditors, tax advisors, compliance teams and other Finance stakeholders.

CANDIDATE PROFILE

• Bachelor's Degree in Finance, Accounting, Economics, Business Administration, Related discipline
• Professional Qualifications (Preferred) - CFA, ACCA, CIMA, CPA, ACA or equivalent professional qualification.
• 3-4 years of relevant experience in FP&A, financial analysis, management reporting, corporate finance, business performance analysis, preferably financial services or a regulated environment.
• Experience with Power BI, Power Query, Tableau or similar BI tools
• Strong analytical and financial modelling skills
• Ability to manage competing priorities and deadlines
• Experience within financial services, professional services, asset management, fund administration, fiduciary services, or regulated financial institutions is advantageous.
• Strong proficiency in Financial Analysis, budgeting, forecasting, variance analysis, profitability analysis, financial modelling,
• Advanced Microsoft Excel, Power BI, Tableau, Microsoft Power Query, Financial planning systems, ERP systems
• Experience with data visualization and reporting tools is highly desirable.
• Strong quantitative and analytical skills, Ability to identify key business drivers, Commercial and financial acumen
• Communicate effectively with both finance and non-finance stakeholders
• Strong presentation skills, Ability to influence decision-making through analysis
• Investigative mindset, Attention to detail, Ability to work independently
• Manage multiple priorities, Strong deadline management, High standards of accuracy and quality
• Exceptional client facing skills. Well-developed spoken and written communication skills and the ability to tailor style to relevant audiences and successfully liaise with people at different levels. Excellent English language fluency; additional languages preferred.
• Strong analytical and problem-solving skills, solution driven, highly organized and detail-oriented with good decision making and time management skills. Independent, hands‑on and takes accountability to deliver solutions and results.
• Ability to adapt and work in a smaller, dynamic local team environment with tight deadlines; along with being part of a bigger matrix organization. Proven team player skills, with ambition to excel in the role and grow