Financial Planning and Analysis

Job Intro

Financial Planning and Analysis - Cape Town, WC Western Cape

Financial Planning and Analysis

A sharp, data-savvy FP&A professional will thrive here, helping shape financial decisions through insightful analysis, forecasting, and clear commercial thinking. This role sits at the heart of a fast-moving financial services environment, where accuracy, curiosity, and strong stakeholder engagement make all the difference.

Job Specification

CORE RESPONSIBILITIES

• Extract, clean, and analyse financial and operational data to uncover trends, patterns, and anomalies that support budgeting and forecasting.
• Build and maintain financial models for budgeting, forecasting, and scenario planning.
• Support performance reviews by analysing business results and highlighting opportunities for commercial improvement.
• Create clear, visually compelling reports and dashboards using Databricks or Excel.
• Work closely with Finance, Product, and other cross-functional teams to align data, improve planning, and support business decisions.

WHAT YOU BRING

• A bachelor’s degree in Finance, Accounting, Economics, Data Science, or a related field.
• 3-5 years of experience in FP&A or a related Financial Analyst role within a financial services provider.
• Advanced Excel skills, including financial functions, VBA, and pivot tables.
• Experience with Databricks or similar data visualisation tools.
• Working knowledge of SQL for querying databases.
• Exposure to AI tools for business problem-solving and continuous improvement will be a strong advantage.
• Banking industry experience will be advantageous.
• Strong English and Afrikaans communication skills.

SKILLS THAT SET YOU APART

• A naturally curious mind with a strong appetite for learning.
• Excellent quantitative problem-solving ability.
• Confidence in translating complex data into clear, practical insights for non-technical audiences.
• The ability to juggle multiple priorities, stay organised, and deliver under pressure in a fast-paced environment.
• Sound judgement, discretion, and ownership in handling responsibilities.

SUCCESS LOOKS LIKE

• Turning raw data into reliable insight that supports smarter planning.
• Spotting risks, trends, and opportunities early enough to influence decisions.
• Bringing a finance-tech mindset to reporting, automation, and process improvement.
• Building trusted relationships across teams through clear communication and dependable follow-through.

COMPETENCIES

• Finance-tech fluency
• Stakeholder management
• Problem-solving
• Automation mindset
• Ownership and accountability
• Resilience
• Change agility
• If you love turning numbers into action and making data work harder for the business, this could be the perfect next step.

Offer

Monthly Salary: Market related