Head of Financial Planning & Analysis (FP&A)

Placements24; Mossel Bay; Hybrid; ZAR 2,500,000 - 4,500,000; Full time

Benefits offered by this job

Executive compensation package

Health, retirement, and insurance

Flexible hybrid work arrangement

Career growth and leadership impact

Professional development support

Job summary

Placements24 is seeking a Head of Financial Planning & Analysis in Mossel Bay, Western Cape, ZA. You will lead the FP&A function, drive budgeting, forecasting, and long-range planning, and partner with executives to shape the financial strategy.

The role requires an MBA or related master's, 10 years of FP&A/finance experience with 3 in leadership, and expertise in financial modeling, ERP systems (Hyperion, Anaplan). A hybrid work model supports collaboration with distributed teams.

Qualifications

• MBA or master’s degree in Finance/Accounting/Economics, or CA/CPA.
• At least 10 years in FP&A, corporate finance, or strategic finance roles, with 3+ years in leadership.
• Proven FP&A strategy development in financial services.
• Expertise in financial modeling and forecasting; strong data analysis.
• Solid understanding of accounting principles and financial reporting.
• Excellent leadership and communication skills.
• Experience with Hyperion, Anaplan, and other FP&A tools.
• Ability to lead a distributed hybrid team.

Responsibilities

• Lead the FP&A function, including budgeting, forecasting, and long-term strategic planning.
• Develop and refine financial models to support business objectives and decision-making.
• Analyze financial performance, identifying key drivers of variance and providing actionable recommendations.
• Prepare comprehensive financial reports, board materials, and executive summaries.
• Collaborate with business unit leaders to understand their financial needs and provide strategic support.
• Drive efficiency and effectiveness in financial processes through best practices and technology.
• Mentor and develop a team of talented financial analysts.
• Monitor economic trends and competitive landscape, advising on potential impacts to financial strategy.
• Ensure the integrity and accuracy of all financial forecasts and plans.
• Present financial insights and recommendations to the executive management team and board of directors.

Skills

Leadership

Strategic thinking

Executive communication

Financial modeling

Forecasting techniques

Data analysis

Education

MBA / Master’s in Finance, Accounting, or Economics

CA / CPA or equivalent

Tools

Hyperion

Anaplan

ERP systems

Job description

About the Role

Our client, a leading institution in the Banking & Finance sector, is seeking a strategic and visionary Head of Financial Planning & Analysis (FP&A) to lead their team in Mossel Bay, Western Cape, ZA. This senior leadership role is pivotal in driving financial strategy, optimizing resource allocation, and providing critical insights to guide business decisions. The position operates under a hybrid model, offering a flexible working arrangement that combines in-office collaboration with remote work. The successful candidate will be responsible for overseeing the budgeting, forecasting, and long-range planning processes, ensuring alignment with the company's overarching objectives. You will work closely with executive leadership, finance teams, and operational departments to deliver robust financial analysis and performance management. This is an outstanding opportunity to shape the financial direction of a prominent organization and foster a high-performing FP&A function.

Key Responsibilities

• Lead and manage the entire Financial Planning & Analysis function, including budgeting, forecasting, and long-term strategic planning.
• Develop and refine financial models to support business objectives and decision-making.
• Analyze financial performance, identifying key drivers of variance and providing actionable recommendations.
• Prepare comprehensive financial reports, board materials, and executive summaries.
• Collaborate with business unit leaders to understand their financial needs and provide strategic support.
• Drive efficiency and effectiveness in financial processes through the implementation of best practices and technology.
• Mentor and develop a team of talented financial analysts.
• Monitor economic trends and competitive landscape, advising on potential impacts to financial strategy.
• Ensure the integrity and accuracy of all financial forecasts and plans.
• Present financial insights and recommendations to the executive management team and board of directors.

Requirements

• MBA, Master's degree in Finance, Accounting, or Economics, or equivalent professional qualification (e.g., CA, CPA).
• Minimum of 10 years of progressive experience in financial planning and analysis, corporate finance, or strategic finance roles, with at least 3 years in a leadership position.
• Proven track record of developing and implementing successful FP&A strategies in the financial services industry.
• Expertise in financial modeling, forecasting techniques, and data analysis.
• Strong understanding of accounting principles and financial reporting standards.
• Excellent leadership, team management, and communication skills.
• Experience with ERP systems and advanced financial planning software (e.g., Hyperion, Anaplan).
• Ability to work effectively in a hybrid environment and manage a distributed team.
• Strategic mindset with the ability to translate complex financial data into clear business insights.
• Must possess the legal right to work in South Africa.

Benefits

• Highly competitive executive salary and performance-based bonus.
• Comprehensive health, retirement, and insurance benefits.
• Flexible hybrid work arrangement.
• Significant opportunities for strategic impact and career growth.
• Leadership role in a well-established financial institution.
• Support for professional development and continued education.
• Access to advanced financial planning tools and technologies.