Financial Planning Analyst

2 weeks ago


Cape Town, Western Cape, South Africa Parvana Strategic Sourcing Full time

Client Details:


Our client is a highly successful FinTech company that works with major banks, retailers and MNO's to find better ways to transact.

They bring together committed people dedicated to delivering innovative enterprise solutions that help their customers contribute to economic growth. As a vibrant and innovative company, they deliver industry-leading expertise and technology to solve real problems every day.

You will be joining a dynamic, skilled and delivery focused organisation that offers excellent opportunities for both personal and career growth.

Some of the side benefits include a trendy office space, free healthy cooked lunches and regular get togethers.

Role Responsibilities:

Developing, analysing and interpreting financial and operating results and information.

Improving forecast accuracy and visibility.

Analysing data from various source systems and providing insights on areas of concern.


Identifying shortcomings in financial systems structures and master data as well as inaccuracies in the financial data for clean up by various divisions of the group.

Participating in the preparation and review of annual budgets as well as the maintenance of rolling annual forecasts.

Building standard templates / models for standardised and on-going reporting.

Preparing monthly management reporting for the various managers.

Summarising large data loads into significant reports.

Preferred Qualifications:

Bachelor's degree majoring in accounting (or data analytics)

Relevant Skills / Experience:

3 years' experience in financial analysis

Advanced knowledge of spreadsheet and presentation software

Understanding of SME transactions and flows

Ability to work with a team (to meet shared goals)

Ability to work independently and handle changing needs

Good verbal and written communication

Prioritise and plan work activities effectively

Strong organisational skills, attention to detail and deadline driven

Familiarity with Google suite, Xero, SimplePay would be advantageous

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