FP&A Analyst

Sumer Group; Johannesburg; Presencial; ZAR 600.000 - 900.000; Jornada completa

Descripción de la vacante

The Sumer Group is seeking an FP&A Analyst in Johannesburg to strengthen the finance team. You will drive month-end reporting, consolidating data from multiple entities and delivering accurate, timely reports.

You will also support budgeting, forecasting and ad-hoc analysis as the business grows. Ideal candidates are highly organized, precise, and comfortable working to tight deadlines in a fast-paced environment.

Formación

• 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.
• Power Query experience is advantageous.
• Proficiency in Microsoft 365, especially PowerPoint and Word for reporting.
• Strong organisation and attention to detail with tight deadlines.
• Experience across multiple entities with varying data formats.
• Familiarity with Xero and Fathom for financial reporting.
• Strong written and verbal communication and collaborative in a dispersed team.
• Experience with Power BI dashboards or reports.
• Interest or experience using AI tools to improve analysis or productivity.

Responsabilidades

• Month-end reporting: Prepare, consolidate and validate data for monthly, quarterly and annual reporting.
• Modelling and forecasting: Maintain and update financial models, budgets and forecasts with clear documentation.
• Analysis: Track KPIs, investigate variances, summarize findings for senior finance staff.
• Presentation of results: Build and refine reports and management presentations with consistent formatting.
• Data integrity: Reconcile and update data in financial systems, maintain data organisation.
• Planning and delivery: Manage deadlines across entities, maintain trackers and version control.
• Ad-hoc and improvement: Support ad-hoc analysis, projects and automation opportunities.

Conocimientos

Advanced Excel skills

Communication skills

Attention to detail

Organisation

Team collaboration

Power BI interest

Educación

Finance/Accounting/Economics degree

Herramientas

Power BI

Power Query

Xero

Fathom

Descripción del empleo

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.