Specialist Financial Modelling and Business

2 weeks ago


Sandton, South Africa Central Energy Fund Full time

To develop and maintain frameworks and digital platforms for financial modeling and business intelligence to support the evaluation, monitoring, and reporting of investments and project-related performance. (Financial modeling is the primary function of this role, whereas business intelligence is the secondary function to support project controls. These functions collectively provide CEF with real-time insights for optimal decision-making)

**REQUIRED MINIMUM QUALIFICATIONS AND EXPERIENCE**
- Minimum 6 - 8 years (of which 3-5 years must have been a Specialist/ Supervisor) in Portfolio Management / Project Management / Investment Management with relevant experience, preferably in the Energy, Oil & Gas, and/or Mining Industries.
- Matric (NQF Level 4) and Bachelor’s degree/ BTech (NQF Level 7) in Engineering / Quantity Surveying / Construction Management / Business Management / Commerce
- Honours (NQF Level 8) or post graduate diploma (NQF Level 8) as an added advantage.
- Portfolio Management / Project Management / Investment Management with relevant experience, preferably in the Energy, Oil & Gas, and/or Mining Industries.
- Proven experience in developing, interpreting, and analysing financial models (Projects and Investment) that inform investment decisions.
- Proven experience in writing and analysing reports and/or submissions intended for shareholders and key stakeholders to inform and recommend business decisions.
- Professional Qualification, Accreditation, or Membership as a Financial Modelling and Valuation Analyst (FMVA) or Commercial Banking and Credit Analyst or equivalent with a recognized professional body (i.e., CFI, CFA, etc.)

**DESIRED ADDITIONAL SKILLS/ COMPETENCIES**
- Understanding project systems, external and internal governance systems, and applicable legislation and regulations.
- Computer literacy and experience using MS Office Suite / Project Online / SharePoint / Office 365 toolsets to support Project delivery.
- Ability to track project metrics and advise on business decisions.
- Complete understanding of relevant company financial reports, procedures for payments, monthly cash flow reports, project reporting, and project reporting experience.
- Demonstrated ability to develop and manage transparent and effective reporting systems.

**KEY PERFORMANCE INDICATORS**

**Financial Perspective**
- Research, benchmark, recommend, and implement (if approved) comprehensive budget, forecast solutions, etc.
- Estimate project portfolio and projections.
- Analyze and present financial and accounting information when evaluating initiatives, projects, transactions, and/or investments.
- Balance portfolio between profit-making and non-profit-making initiatives, projects, transactions, and/or investments.
- Plan, monitor, and report initiatives, projects, transactions, and/or investments;
- Assess the strategic fit and/or align project portfolio with strategic requirements.
- Update and periodically archive financial models after each earnings rollout or other similar corporate actions.
- Assess viability and ‘do-ability’ and/or desktop analysis of initiatives, projects, transactions, and/or investments and make recommendations to GM: Project Management Unit.
- Pilot project with clear scope and deliverables

**Internal Business Process Perspective - Financial Modelling**
- Research, assess, and develop (if approved) financial models (in relevant platforms) based on historical information and benchmark with other available industry-specific operating metrics and make recommendations.
- Ensure that the latest best practices/ benchmarks are used in developing Financial Models for analysis of initiatives, projects, transactions, and/or investments and make recommendations to relevant stakeholders.
- Conduct scenario analysis based on microeconomic and macroeconomic factors to assess business risk.
- Analyze and identify data required to support model tracking.
- Evaluate companies using various financial valuation methods, such as DCF, comparable company analysis, and capital structure analysis.
- Ensure the new models’ accuracy while enhancing the quality of existing models;
- Recommend and implement process improvement measures.
- Identify key financial and non-financial risks and advise mitigation plans.
- Conduct scenario and sensitivity analysis with the intent to support investment activities; and
- Update the financial models after each acquisition, partnership, earnings rollout/dividend pay-outs and/or other similar corporate events.

**Internal Business Processes Perspective - Business Intelligence**

**Internal Business Processes Perspective - Business Intelligence**
- Research, assess, and develop (if approved) Business Intelligence (BI) platforms/solutions/systems.
- Collaborate with team members and/or cross functional teams and/or external consultants and specialists for the purpose of collecting data and executing the company’s mission.
- Analyse business requirements and


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