FP&A Analyst

Sumer Group; Gauteng; Vor Ort; ZAR 520.000 - 700.000; Vollzeit

Zusammenfassung

Sumer Group in Johannesburg is seeking an FP&A Analyst to join our growing finance team. You will be central to our month-end reporting cycle, turning large volumes of financial data from multiple organisations into accurate, timely and well-presented reporting.

As the business expands, you will also support budgeting, forecasting and ad-hoc analysis. This role suits someone highly organised, with a passion for accuracy and meeting firm deadlines in a fast-paced environment.

Qualifikationen

• A recognised degree in Finance, Accounting, Economics or a related field.
• 3+ years’ experience in finance, accounting or FP&A.
• Experienced in preparing management accounts, budgeting and forecasting, and presentations.
• Advanced Excel skills, including lookup functions (XLOOKUP/INDEX-MATCH), SUMIFS, PivotTables; Power Query advantageous.
• Proficiency in Microsoft 365 for reporting (PowerPoint/Word).
• Exceptional organisation and attention to detail with ability to meet tight deadlines.
• Comfortable working across multiple entities and data formats.
• Familiarity with Xero and Fathom for reporting.
• Strong written and verbal communication; collaborative teamwork across locations.
• Experience with Power BI for dashboards and reports.
• Interest in applying AI tools to improve analysis or productivity.

Aufgaben

• Month-end reporting: Prepare, consolidate and validate financial data from multiple organisations to support monthly, quarterly and annual reporting.
• Modelling and forecasting: Maintain and update financial models, budgets and forecasts, ensuring formulas, links and assumptions are accurate and well documented.
• Analysis: Track and analyse KPIs, investigate variances, and summarise findings clearly for senior finance staff.
• Presentation of results: Build and refine reports and presentations for management, ensuring consistent formatting and accuracy.
• Data integrity: Perform reconciliations and data updates in financial systems, and maintain the integrity and organisation of financial databases.
• Planning and delivery: Manage competing deadlines across multiple entities, keeping files, trackers and version control in good order.
• Ad-hoc and improvement: Support ad-hoc analysis, projects and process improvements, including opportunities to automate recurring tasks.

Kenntnisse

Advanced Excel

Ausbildung

Bachelor's degree in Finance, Accounting, Economics

Tools

Power BI

Power Query

Xero

Fathom

Microsoft 365

Jobbeschreibung

FP&A Analyst

Department: Accounting

Employment Type: Permanent

Location: Johannesburg

Description

We are looking for an FP&A Analyst to join our growing finance team. You will be central to our month-end reporting cycle, turning large volumes of financial data from multiple organisations into accurate, timely and well-presented reporting. As the business continues to expand, you will also have the opportunity to support a broad range of finance activities, including budgeting, forecasting and ad-hoc analysis.

This role suits someone who is highly organised, takes pride in accuracy, and is energised by working to firm deadlines in a fast-paced environment. Strong Excel skills are essential.

Key Responsibilities

• Month-end reporting: Prepare, consolidate and validate financial data from multiple organisations to support monthly, quarterly and annual reporting.
• Modelling and forecasting: Maintain and update financial models, budgets and forecasts, ensuring formulas, links and assumptions are accurate and well documented.
• Analysis: Track and analyse KPIs, investigate variances, and summarise findings clearly for senior finance staff.
• Presentation of results: Build and refine reports and presentations for management, ensuring consistent formatting and accuracy.
• Data integrity: Perform reconciliations and data updates in financial systems, and maintain the integrity and organisation of financial databases.
• Planning and delivery: Manage competing deadlines across multiple entities, keeping files, trackers and version control in good order.
• Ad-hoc and improvement: Support ad-hoc analysis, projects and process improvements, including opportunities to automate recurring tasks.

Skills, Knowledge & Expertise

• A recognised degree in Finance, Accounting, Economics or a related field.
• 3+ years’ experience in finance, accounting or FP&A.
• Experienced in preparing management accounts, budgeting and forecasting, and presentations.
• Advanced Excel skills, including lookup functions (XLOOKUP/INDEX-MATCH), SUMIFS, PivotTables and working efficiently with large datasets. Experience with Power Query is advantageous.
• Proficiency in the wider Microsoft 365 suite, particularly PowerPoint and Word, for clear, professional reporting.
• Exceptional organisation and attention to detail, with a proven ability to deliver accurate work to strict timelines.
• Comfortable working across multiple entities or organisations, and managing differing requirements, data formats and priorities.
• Familiarity with financial reporting processes and accounting systems (e.g. Xero, Fathom).
• Strong written and verbal communication skills, and a collaborative approach to working with a team in a different location.
• Experience with Power BI, including building or maintaining dashboards and reports.
• Practical experience using AI tools to improve analysis, reporting or productivity, or an interest in doing so.