Financial Planning and Analysis (FP&A) Analyst

Placements24; Stellenbosch; On-site; ZAR 480,000 - 720,000; Full time

Benefits offered by this job

Competitive salary package

Medical aid & retirement fund

Annual leave

Professional development

Career progression

Stimulating work environment

Job summary

Placements24 in Stellenbosch, Western Cape, seeks an experienced FP&A Analyst to deliver budgeting, forecasting, and financial modeling. You will collaborate with department heads, prepare reports for senior management, and provide strategic insight to drive profitability in a dynamic winery environment.

The role requires a strong analytical mindset, three years in FP&A or related roles, and a solid grasp of financial principles.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field.
• Minimum 3 years in FP&A or related financial role.
• Strong financial modeling, budgeting and forecasting skills.
• Proficiency in Excel and financial software.

Responsibilities

• Develop and maintain financial models for budgeting, forecasting, and long-range planning.
• Analyze performance against budgets and forecasts, identifying drivers and variances.
• Prepare detailed financial reports and presentations for senior management.
• Conduct ad-hoc financial analysis to support strategic initiatives and decision-making.
• Assist in the financial evaluation of new business opportunities and investments.
• Collaborate with department heads to gather financial data and provide analytical support.
• Ensure accuracy and integrity of financial data used for analysis.
• Monitor KPIs and provide insights into business trends.
• Contribute to the continuous improvement of FP&A processes and tools.
• Support the financial close process as needed.

Skills

Financial analysis

Budgeting

Forecasting

Financial modeling

Excel proficiency

Analytical thinking

Communication

Detail oriented

Independent worker

Team collaboration

Education

Bachelor's in Finance

Tools

MS Excel

Financial software

Job description

About the Role

Our client, a dynamic and expanding winery in the scenic region of Stellenbosch, Western Cape , is seeking a skilled Financial Planning and Analysis (FP&A) Analyst. This role is vital for providing critical financial insights, supporting strategic decision-making, and driving business performance. You will be involved in budgeting, forecasting, financial modeling, and performance analysis. The ideal candidate will possess strong analytical abilities, a solid understanding of financial principles, and excellent communication skills to collaborate effectively with various departments. Join a thriving company in a beautiful location and contribute significantly to its financial health and growth.

Key Responsibilities

• Develop and maintain financial models for budgeting, forecasting, and long-range planning.
• Analyze financial performance against budgets and forecasts, identifying key drivers and variances.
• Prepare detailed financial reports and presentations for senior management.
• Conduct ad-hoc financial analysis to support strategic initiatives and decision-making.
• Assist in the financial evaluation of new business opportunities and investments.
• Collaborate with department heads to gather financial data and provide analytical support.
• Ensure accuracy and integrity of financial data used for analysis.
• Monitor key performance indicators (KPIs) and provide insights into business trends.
• Contribute to the continuous improvement of FP&A processes and tools.
• Support the financial close process as needed.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum of 3 years of experience in financial planning and analysis, management accounting, or a related financial role.
• Strong understanding of financial modeling, budgeting, and forecasting techniques.
• Proficiency in MS Excel (advanced formulas, pivot tables, modeling) and financial software.
• Excellent analytical, problem-solving, and critical thinking skills.
• Good communication and interpersonal skills, with the ability to present financial information clearly.
• Detail-oriented with a commitment to accuracy and deadlines.
• Ability to work independently and collaboratively within a team.
• Experience in the wine or agricultural industry is a plus.
• Must be willing to work on-site in Stellenbosch, Western Cape .

Benefits

• Our client offers a competitive salary package, commensurate with qualifications and experience.
• comprehensive medical aid and retirement fund contributions.
• Employees enjoy ample annual leave and opportunities for professional development.
• This role provides significant exposure to the strategic operations of a unique and respected business in the heart of the winelands.
• Join a dedicated team in a picturesque setting in Stellenbosch, Western Cape , with opportunities for career progression.
• Enjoy a stimulating work environment that values financial acumen and strategic input.