Financial Planning and Analysis Specialist

1 month ago


Centurion, South Africa Network Recruitment Full time
Job & Company Description:

A leading South African financial services provider offers a range of investment solutions designed for individuals, businesses, and institutions. These include discretionary and retirement investments, customised portfolios, and multi-manager options. The organisation is recognized for its client-focused approach, delivering personalized financial strategies to help clients achieve their long-term goals and grow their wealth.

Job Experience & Skills Required:
  • Develop and refine financial models to support decision-making and strategic planning
  • Identify opportunities for process optimization and leverage data-driven insights to enhance business performance
  • Analyse complex datasets to uncover trends, correlations, and actionable insights for informed decision-making
  • Create accurate financial forecasts to anticipate future trends and align with strategic goals
  • Collaborate with teams to develop, monitor, and manage budgets effectively
  • Utilize Power BI to design dashboards and visualizations, transforming data into meaningful business insights

Qualifications:
  • BCom in Finance or Analysis
  • Minimum 3 years experience
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