Lead Financial Analyst

Hire Resolve; Cape Town; On-site; ZAR 900,000 - 1,200,000; Full time

Job summary

A dynamic data analytics firm is seeking a Lead Financial Analyst to join their team in Cape Town. The ideal candidate will lead financial data models, develop Power BI dashboards, and engage directly with clients to deliver exceptional insights. With a minimum of 5 years' experience in financial reporting, strong SQL and Power BI skills are essential. This role offers a competitive salary based on experience and qualifications, as well as a chance to make a meaningful impact in a client-focused environment.

Qualifications

• Minimum 5 years’ experience in financial reporting or analysis.
• Strong experience with data tools and financial reporting.
• Solid understanding of financial reporting structures.
• Excellent client-facing and presentation skills; comfortable visiting clients.
• Experience handling unstructured or messy financial data and building structured reporting.
• Familiarity with GL codes, P&L, balance sheets in financial reporting.

Responsibilities

• Design and maintain financial data models for reporting.
• Write SQL queries to process client financial data.
• Develop Power BI dashboards and reports.
• Engage with clients directly to gather requirements.
• Ensure compliance with financial reporting standards.
• Collaborate with cross-functional teams to deliver scalable, automated reporting solutions.
• Ensure compliance with financial reporting standards and best practices.

Skills

Financial reporting

Client-facing skills

SQL

Power BI

Data analysis

Education

CA(SA), BCom (Accounting, Economics, Business Management, Finance)

BCom (Accounting, Economics, Business Management, Finance) up to Honours

Tools

SQL

Power BI

Job description

We are looking for a Lead Financial Analyst to join a dynamic player in the data analytics and business intelligence industry. The ideal candidate thrives in a fast-paced, client-focused environment, combining strong technical skills in financial data processing and reporting with exceptional client-facing and presentation abilities. You will play a key role in transforming complex, unstructured financial data into clear, actionable insights through structured reporting, dashboards, and financial analysis. This is an exciting opportunity for a high-energy, ambitious professional to make a tangible impact while working closely with clients.

Responsiabilities

• Design, develop, and maintain financial data models to ensure accurate and reliable reporting.

• Write and optimize SQL queries, views, and stored procedures to process, clean, and transform client financial data.

• Develop Power BI dashboards and reports, including P&L statements, balance sheets, GL mappings, and other financial metrics.

• Engage directly with clients: gather requirements, present solutions, and build strong, long‑term relationships.

• Unpack and restructure complex and messy financial spreadsheets into well‑organized reporting frameworks.

• Collaborate with cross‑functional teams to deliver scalable, automated financial reporting solutions.

• Ensure compliance with financial reporting standards and best practices.

Requirements

• Preferred: CA(SA), BCom (Accounting, Economics, Business Management, Finance) up to Honours level.

• strong experience with financial reporting and data tools is essential.

• Exposure to client‑facing or consulting environments is an advantage.

• Strong client‑facing and presentation skills; comfortable visiting clients.

• Experience handling unstructured or messy financial data and building structured reporting.

• Familiarity with typical financial reporting processes (GL codes, P&L, balance sheets).

• Minimum 5 years’ experience in financial reporting or financial analysis roles in a data analytics, financial services, or business intelligence environment.

• SQL: ability to write views, stored procedures, and handle large financial datasets.

• Power BI: advanced experience in financial reporting, including P&L, balance sheet, GL mapping, and dashboards.

• Solid understanding of financial reporting structures (P&L, balance sheet, GL codes).

Benefits

• Salary: Based on experience and qualifications.
• Contact Hire Resolve for your next career‑changing move today
  • Apply for this role today, contact Lidene Pienaar at Hire Resolve or on LinkedIn
  • You can also visit the Hire Resolve website or email us your CV: [e-mail]
  • Please use "Financial Analyst" as your subject line when applying via email

  We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future