Junior Financial Analyst

51736F19-04F8-4368-9978-2Abfd5Dcc5A6; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services provider in South Africa is seeking a Junior Financial Analyst who will support the finance team with financial analysis, reporting, and data-driven decision-making. This entry-level role requires a Bachelor's degree in Actuarial Science and offers the opportunity to work in an innovative environment focused on wealth creation and preservation. The candidate will engage in varied financial processes and contribute to strategic planning through data analysis.

Qualifications

• Strong academic performance with exposure to finance, statistics, or data science.
• Internship or academic project experience in financial analysis, modelling, or data analytics.
• Familiarity with Excel, SQL, PowerBI, Python, or R is advantageous.

Responsibilities

• Assist in preparing financial reports and variance analyses.
• Support budgeting and forecasting processes.
• Build and maintain basic financial models to support decision-making.
• Extract, clean, and transform data for analysis.
• Support the development of dashboards and automated reports.
• Contribute to the enhancement of data architecture and reporting frameworks.

Skills

Analytical Thinking

Financial Discipline

Technical Proficiency

Communication

Planning & Organisation

Collaboration

Client Focus

Drive for Results

Learning Agility

Education

Bachelor's degree in Actuarial Science

Honours degree in Actuarial Science

Tools

Excel

SQL

PowerBI

Python

R

Job description

Momentum, a financial services provider since

• , known for its entrepreneurial spirit and innovative culture, is committed to wealth creation and preservation, insurance, and income protection for all our clients.

We do this through our understanding of the retail insurance, savings, and investment markets in South Africa.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

The Junior Financial Analyst will support the MDS Finance team by assisting in financial analysis, reporting, modelling, and data‑driven decision‑making.

This entry‑level role is designed for a recent Actuarial Science graduate with strong analytical skills and a passion for financial insights, modelling, and business intelligence.

The analyst will contribute to financial processes, performance tracking, and the development of tools that enhance operational efficiency and strategic planning.

Requirements

Qualifications

• Bachelor's degree in Actuarial Science required.
• (Honours preferred).
• Strong academic performance with exposure to finance, statistics, or data science.

Experience

• Internship or academic project experience in financial analysis, modelling, or data analytics (advantageous).
• Familiarity with tools such as Excel, SQL, PowerBI, Python, or R (preferred but not required).

Duties & Responsibilities

Financial Analysis & Reporting
isword; Assist in preparing financial reports and variance analyses.
isword; Support budgeting and forecasting processes.
isword; Reconcile financial data and assist with general ledger allocations.
isword; Participate in monthly and quarterly reporting cycles.
Modelling & Scenario Analysis
isword; Build and maintain basic financial models to support decision‑making.
isword; Conduct scenario testing and sensitivity analysis for remuneration and incentive structures.
isword; Assist in valuation and profitability modelling under guidance.
isword; Ensure that all assigned deliverables are completed accurately and within relevant deadlines.
Data Analytics & Business Intelligence
isword; Extract, clean, and transform data for analysis using Excel, SQL, or BI tools.
isword; Support the development of dashboards and automated reports.
isword; Identify trends and anomalies in financial and operational data.
MIS & Data Governance
isword; Assist in maintaining data integrity and supporting ETL processes.
isword; Contribute to the enhancement of data architecture and reporting frameworks.
isword; Collaborate with BI and IT teams to improve data accessibility and usability.
Client & Stakeholder Engagement
isword; Respond to internal queries with professionalism and accuracy.
isword; Build relationships with finance, actuarial, and business teams.
isword; Support service delivery and contribute to continuous improvement initiatives.
Personal Development & Collaboration
isword; Participate in training and development opportunities.
isword; Engage in team collaboration and contribute to a positive work environment.
isword; Take ownership of learning and career growth.

petencies

Analytical Thinking : Ability to interpret data and identify patterns.
Financial Discipline : Demonstrates accuracy, reliability and ownership of deadlines and controls.
Accountability : Takes ownership for tasks while recognizing the importance of review and approval.
Technical Proficiency : Comfortable working with spreadsheets, databases, and BI tools
communication : Able to explain technical concepts clearly to non‑technical stakeholders.
Planning & Organisation : Manages time effectively and meets deadlines.
Resilience : Works well under pressure and adapts to changing priorities.
Collaboration : Works effectively in team environments.
Client Focus : Understands and responds to stakeholder needs.
Drive for Results : Demonstrates initiative and a commitment to excellence.
Learning Agility : Adapts quickly and seeks to grow analytical and financial knowledge.