Financial Planning Manager

Placements24; Pretoria; Hybrid; ZAR 1,100,000 - 1,600,000; Full time

Benefits offered by this job

Medical aid

Retirement fund contributions

Performance bonuses

Remote-first arrangement

Work from anywhere in South Africa

Job summary

Placements24 is seeking a strategic Financial Planning Manager to lead budgeting, forecasting, and long-range financial planning from Pretoria, Gauteng. You will provide critical insights to executives, drive profitability, and ensure financial stability, with a remote-first collaboration across teams.

The role requires 6+ years in FP&A or Banking & Finance, strong modelling and Excel skills, and leadership capability to mentor a team of analysts.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or a related field.
• MBA or professional qualification (CA, CFA, CIMA) preferred.
• Minimum 6 years of FP&A, corporate finance, or related Banking & Finance experience.
• Led budgeting, forecasting, and long-range financial planning processes.
• Strong Excel and familiarity with BI tools and ERP systems.
• Excellent analytical, strategic thinking, and problem-solving abilities.
• Proven leadership and team management experience.
• Experience in a remote or remote-first work environment.

Responsibilities

• Lead the development and implementation of annual budgets and rolling forecasts for the organisation.
• Develop and maintain long-term financial plans and strategic modelling to support business objectives.
• Analyse financial performance against budget and forecast, identifying variances and providing actionable insights.
• Prepare comprehensive financial reports, management presentations, and dashboards for senior leadership.
• Collaborate with department heads to gather financial data and ensure alignment with strategic goals.
• Identify opportunities for cost savings, revenue enhancement, and operational efficiency improvements.
• Manage and mentor a team of financial analysts, fostering professional development.
• Evaluate the financial implications of new business initiatives, investments, and strategic projects.
• Ensure the accuracy and integrity of financial data used for planning and reporting.
• Stay abreast of FP&A best practices and emerging trends.

Skills

Leadership

Forecasting

Financial Modeling

Excel Advanced

BI Tools

Communication Skills

Strategic Thinking

Remote Work Experience

Stakeholder Collaboration

Education

Bachelor's degree in Accounting/Finance/Economics

MBA or professional qualification (CA/CIMA/CFA) preferred

Tools

Tableau

Power BI

ERP systems

Job description

About the Role

Our client, a major financial services provider, is seeking a strategic and experienced Financial Planning Manager to lead their planning and analysis functions in Pretoria, Gauteng. This pivotal role will oversee the budgeting, forecasting, and long-term strategic financial planning processes for the organisation. The successful candidate will be responsible for providing critical financial insights to support executive decision-making, driving profitability, and ensuring financial stability. We are looking for a candidate with exceptional analytical skills, a deep understanding of financial planning methodologies, and proven leadership experience in the Banking & Finance sector. This is an outstanding opportunity to influence financial strategy and drive performance from a remote-first perspective, collaborating with teams across Pretoria, Gauteng and beyond.

Key Responsibilities

• Lead the development and implementation of annual budgets and rolling forecasts for the entire organisation.
• Develop and maintain long-term financial plans and strategic modelling to support business objectives.
• Analyse financial performance against budget and forecast, identifying key variances and providing actionable insights.
• Prepare comprehensive financial reports, management presentations, and performance dashboards for senior leadership.
• Collaborate closely with department heads and business unit leaders to gather financial data and ensure alignment with strategic goals.
• Identify opportunities for cost savings, revenue enhancement, and operational efficiency improvements.
• Manage and mentor a team of financial analysts, fostering their professional development and ensuring high-quality output.
• Evaluate the financial implications of new business initiatives, investments, and strategic projects.
• Ensure the accuracy and integrity of financial data used for planning and reporting purposes.
• Stay abreast of industry best practices and emerging trends in financial planning and analysis (FP&A).

Requirements

• Bachelor's degree in Accounting, Finance, Economics, or a related field. A Master's degree (MBA) or professional qualification (e.g., CA, CIMA, CFA) is highly preferred.
• Minimum of 6 years of progressive experience in financial planning and analysis (FP&A), corporate finance, or a related role within the Banking & Finance industry.
• Demonstrated experience in leading budgeting, forecasting, and long-range financial planning processes.
• Strong financial modelling skills, with advanced proficiency in Excel and familiarity with BI tools (e.g., Tableau, Power BI) and ERP systems.
• Excellent analytical, strategic thinking, and problem-solving abilities.
• Proven leadership and team management skills.
• Exceptional communication and presentation skills, with the ability to convey complex financial information effectively.
• Experience in a remote or remote-first work environment, demonstrating strong self-discipline and time management skills.
• Ability to collaborate effectively with stakeholders at all levels of the organisation.
• Must be legally eligible to work in South Africa.

Benefits

• Our client offers a competitive salary and a comprehensive benefits package, including medical aid, retirement fund contributions, and performance bonuses.
• This role provides significant opportunities for professional growth and career advancement.
• Enjoy the flexibility and autonomy of a remote-first work arrangement, allowing you to work from anywhere in South Africa.
• Be a key player in shaping the financial future of a leading organisation in Pretoria, Gauteng.
• Access to advanced financial planning tools and platforms is provided.
• Continuous professional development is encouraged through training and certification support.
• Contribute to impactful financial decisions and drive strategic initiatives.
• Our client values a results-oriented approach and offers a rewarding career path for dedicated professionals.