Forecasting & Budgeting Specialist

Communicate Finance; Wes-Kaap; On-site; ZAR 550,000 - 900,000; Full time

Job summary

Communicate Finance in Western Cape, South Africa, seeks an FP&A professional with 4+ years in budgeting, forecasting, and FP&A. The role requires advanced Excel, VBA and strong analytics to drive profitability insights and strategic decisions.

The successful candidate will build financial models, prepare dashboards and reporting packs, and collaborate with Finance, Marketing, Credit, and other units to support data-driven recommendations.

Qualifications

• 4+ years' experience in budgeting, forecasting, or FP&A.
• Advanced Excel skills including financial modelling, VBA, and pivot tables.
• Ability to communicate complex financial information to non-financial stakeholders.

Responsibilities

• Drive annual budgeting and rolling forecasting processes
• Analyse financial and operational data to identify trends and profitability drivers
• Build and maintain financial models for scenario planning and strategic decision-making
• Prepare reporting packs, dashboards, and management insights
• Collaborate with Finance, Marketing, Credit and other business units
• Support business strategy through data-driven recommendations

Skills

Budgeting

Forecasting

Financial modelling

Advanced Excel

VBA

Pivot tables

Analytical thinking

Stakeholder communication

Education

SAICA/SAIPA articles

Job description

Job Description

• Driving annual budgeting and rolling forecasting processes
• Analysing financial and operational data to identify trends and profitability drivers
• Building and maintaining financial models for scenario planning and strategic decision-making
• Preparing reporting packs, dashboards, and management insights
• Collaborating with Finance, Marketing, Credit, and other business units
• Supporting business strategy through data-driven recommendations

Skills & Experience

• 4+ years' experience in budgeting, forecasting, or FP&A.
• Advanced Excel skills, including financial modelling, VBA, and pivot tables
• Strong analytical and problem-solving abilities
• Ability to communicate complex financial information to non-financial stakeholders
• Lending industry exposure (advantageous)

Qualification

• Completed SAICA OR SAIPA articles