Senior Financial Analyst - Investment Banking

Placements24; Polokwane; Hybride; ZAR 900 000 - 1 300 000; Plein temps

Avantages offerts par ce poste

Private medical insurance

Retirement savings plan

Performance-based bonuses

Training opportunities

Conferences attendance

Flexible working arrangements

Résumé du poste

Placements24 is seeking a Senior Financial Analyst for our client in Polokwane, Limpopo. You will lead advanced financial modeling, perform variance/trend analyses, and prepare executive-level reports and dashboards to support strategic decisions.

The role requires 5–7 years in financial analysis or related fields, with expertise in valuation and corporate finance principles. Excellent communication and collaboration across departments are essential, with a focus on delivering insights to senior

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Master's degree or CFA/CA(SA) certification preferred.
• Minimum of 5–7 years of progressive experience in financial analysis, investment banking, corporate finance, or a similar role.
• Proven expertise in financial modeling, valuation techniques, and quantitative analysis.

Responsabilités

• Develop and maintain complex financial models to support strategic initiatives, including mergers and acquisitions, divestitures, and capital raising activities.
• Conduct in-depth financial analysis, including variance analysis, trend analysis, and profitability analysis, to identify key drivers and provide actionable recommendations.
• Prepare detailed financial reports, presentations, and dashboards for senior management, highlighting key financial metrics, risks, and opportunities.
• Assist in the budgeting and forecasting processes, ensuring accuracy and alignment with strategic objectives.
• Monitor market trends and economic conditions, assessing their potential impact on the company's financial performance.
• Collaborate with various departments across the organization to gather financial data and ensure consistency in reporting.
• Perform due diligence on potential investment opportunities and provide financial insights to support investment decisions.
• Ensure compliance with all relevant financial regulations and internal policies.
• Support the CFO and other finance leaders in ad-hoc financial projects and analyses.

Connaissances

Financial modeling

Valuation techniques

Quantitative analysis

Microsoft Excel

PowerPoint

Analytical skills

Communication skills

Team collaboration

Formation

Bachelor's degree in Finance, Accounting, Economics, or related field

Master's degree or CFA/CA(SA) certification

Outils

Financial software

Pivot tables

Description du poste

About the Role

Our client, a leading financial institution, is seeking a highly motivated and experienced Senior Financial Analyst to join their dynamic team in Polokwane, Limpopo. This is a pivotal role where you will contribute to strategic financial planning, analysis, and decision-making processes. You will be instrumental in providing critical insights that drive business growth and profitability within a challenging and rewarding environment. The ideal candidate will possess a strong understanding of financial modeling, corporate finance, and capital markets. This position offers a unique opportunity to work with a diverse portfolio of financial products and services, interact with senior management, and significantly impact the firm's financial health. We are committed to fostering a collaborative work environment that encourages professional development and innovation.

Key Responsibilities

• Develop and maintain complex financial models to support strategic initiatives, including mergers and acquisitions, divestitures, and capital raising activities.
• Conduct in-depth financial analysis, including variance analysis, trend analysis, and profitability analysis, to identify key drivers and provide actionable recommendations.
• Prepare detailed financial reports, presentations, and dashboards for senior management, highlighting key financial metrics, risks, and opportunities.
• Assist in the budgeting and forecasting processes, ensuring accuracy and alignment with strategic objectives.
• Monitor market trends and economic conditions, assessing their potential impact on the company's financial performance.
• Collaborate with various departments across the organization to gather financial data and ensure consistency in reporting.
• Perform due diligence on potential investment opportunities and provide financial insights to support investment decisions.
• Ensure compliance with all relevant financial regulations and internal policies.
• Support the CFO and other finance leaders in ad-hoc financial projects and analyses.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• A Master's degree or professional certification (CFA, CA(SA)) is highly preferred.
• Minimum of 5-7 years of progressive experience in financial analysis, investment banking, corporate finance, or a similar role.
• Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
• Strong understanding of financial statements, accounting principles, and corporate finance concepts.
• Proficiency in financial software and advanced skills in Microsoft Excel (e.g., pivot tables, complex formulas, macros) and PowerPoint.
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong communication and interpersonal skills, with the ability to present complex financial information clearly and concisely.
• Ability to work independently and as part of a team in a fast-paced, deadline-driven environment.
• Experience in the banking & finance sector is a significant advantage.

Benefits

• Our client offers a competitive salary package commensurate with experience, along with a comprehensive benefits program.
• Private medical insurance.
• A generous retirement savings plan.
• Performance-based bonuses.
• Opportunities for continuous professional development and career advancement within the firm.
• Employees also benefit from a collaborative and supportive work culture in Polokwane, Limpopo, with access to cutting-edge financial tools and technologies.
• Opportunities for training and attending industry conferences are provided to ensure you remain at the forefront of financial expertise.
• Flexibility for work-life balance with flexible working arrangements where possible.