Head of Financial Planning & Analysis (FP&A)

Placements24; Gqeberha; Hybrid; ZAR 1,500,000 - 2,100,000; Full time

Benefits offered by this job

Competitive executive salary

Annual bonus structure

Medical aid and private hospital cover

Provident Fund

Professional development & leadership

Hybrid work arrangement

Career advancement opportunities

Job summary

Placements24 is assisting a well-established financial services group in Port Elizabeth to appoint a Head of FP&A. This senior role oversees budgeting, forecasting, and performance management while delivering strategic financial guidance to senior management and the Board.

You will lead a team, drive FP&A process improvements, and ensure accurate, timely reporting. Strong leadership, analytical, and communication skills are essential for success in this role.

Qualifications

• Master's degree in Finance, Accounting, or a related business field.
• Professional qualification such as CA(SA), CFA, CMA is highly desirable.
• 8+ years of progressive FP&A experience with leadership exposure.

Responsibilities

• Lead annual budgeting and long-term strategic planning for the organization.
• Develop and manage rolling financial forecasts with variance analysis.
• Prepare monthly and quarterly financial performance reports for senior management and the Board.
• Analyze financial results, identify trends, and provide actionable profitability and efficiency insights.
• Develop and implement KPIs to monitor business performance.
• Partner with business unit leaders to understand financial needs and provide support.
• Drive FP&A systems and tools enhancements for better insights.
• Mentor and develop the FP&A team; foster excellence and collaboration.
• Conduct ad-hoc financial analysis and modeling for strategic initiatives.

Skills

Leadership

Communication

Interpersonal skills

Financial analysis

Forecasting

Education

Master's degree in Finance/Accounting or related field

CA(SA)/CFA/CMA desirable

Tools

Hyperion

Anaplan

SAP BPC

ERP systems

Excel

Job description

About the Role

Our client, a well-established financial services group in Port Elizabeth , is seeking an experienced and strategic Head of Financial Planning & Analysis (FP&A). This senior leadership role is responsible for overseeing all aspects of financial planning, budgeting, forecasting, and performance management for the organization. The Head of FP&A will play a critical role in providing financial insights and strategic recommendations to senior management and the Board of Directors to support informed decision-making. You will lead a dedicated team, drive the continuous improvement of FP&A processes and systems, and ensure the accuracy and timeliness of financial reporting. The ideal candidate possesses a strong blend of financial acumen, analytical expertise, leadership capabilities, and excellent communication skills. This is a key position within the finance function, contributing significantly to the strategic direction and financial health of the company in Port Elizabeth .

Key Responsibilities

• Lead the annual budgeting and long-term strategic planning process for the organization.
• Develop and manage rolling financial forecasts, providing variance analysis and insights.
• Oversee the preparation of monthly and quarterly financial performance reports for senior management and the Board.
• Analyze financial results, identify trends, and provide actionable recommendations for improving profitability and efficiency.
• Develop and implement key performance indicators (KPIs) to monitor business performance.
• Partner with business unit leaders to understand their financial needs and provide support.
• Drive the implementation and enhancement of financial systems and tools to support FP&A activities.
• Manage and mentor the FP&A team, fostering a culture of excellence and collaboration.
• Conduct ad-hoc financial analysis and modeling to support strategic initiatives and investment decisions.

Requirements

• Master's degree in Finance, Accounting, or a related business field; professional qualification (e.g., CA(SA), CFA, CMA) is highly desirable.
• Minimum of 8 years of progressive experience in financial planning and analysis, with a proven track record in a leadership role.
• Strong understanding of financial accounting principles and management reporting.
• Expertise in financial modeling, forecasting techniques, and business valuation.
• Proficiency with financial planning software (e.g., Hyperion, Anaplan, SAP BPC) and ERP systems.
• Advanced Excel skills and experience with data visualization tools.
• Excellent analytical, problem-solving, and strategic thinking abilities.
• Strong leadership, communication, and interpersonal skills, with the ability to influence stakeholders at all levels.
• Experience in the financial services sector is a significant advantage.

Benefits

• Our client offers a competitive executive salary, commensurate with experience, and a generous annual bonus structure.
• Comprehensive medical aid, including comprehensive private hospital cover, and a Provident Fund are provided.
• Employees have access to ongoing professional development programs, leadership training, and opportunities for career advancement within the organization.
• The position is based in our modern offices in Port Elizabeth , offering a hybrid work arrangement for optimal work-life balance.
• Additional benefits include subsidized staff canteen and wellness initiatives.