Financial Planning

8 months ago

Johannesburg, South Africa Point. Your Marketing Investment Partner Full time

**MAIN PURPOSE OF THE JOB**:
***

The main purpose of the Financial Planning & Analysis (FP&A) Analyst job is to support the organization's financial planning, decision-making processes, and operational efficiency by providing accurate financial analysis, insights, and forecasts. This pivotal role involves collaborating with various departments to understand business needs, collecting, and analysing financial data, developing budget models, preparing financial reports, and assisting in the preparation of monthly management accounts and cash flow forecasting. These activities are essential for guiding the company's financial strategy, ensuring optimal allocation of financial resources, meeting financial goals, enhancing profitability, and maintaining liquidity.

Key responsibilities include analysing current and past financial performance to forecast future performance, identifying financial trends, and providing actionable recommendations to improve financial health. The FP&A Analyst also plays a critical role in monthly financial closing processes, contributing to the accuracy and timeliness of management accounts that reflect the company's financial status. Additionally, by developing and refining cash flow forecasting models, the analyst helps ensure that the organization can effectively plan for future funding requirements, manage liquidity risks, and capitalize on growth opportunities.

In supporting executive management's decision-making, the FP&A Analyst offers data-driven insights into the company's financial performance and strategic direction, making them an invaluable asset in achieving long-term financial stability and success.

**DESCRIPTION OF FIELD OF DUTY (KPA’s)**:
***
- **Financial Data Analysis and Reporting**: Accurately analyse financial data and prepare comprehensive financial reports, including monthly management accounts, to support strategic decision-making and ensure financial transparency.
- **Financial Modelling and Forecasting**: Develop and refine financial models for budgeting, forecasting future performance, and cash flow forecasting. Provide actionable insights to guide the company's financial planning and resource allocation.
- **Monthly Management Accounts and Cash Flow Forecasting**: Assist in the timely preparation of monthly management accounts and develop accurate cash flow forecasts to manage liquidity effectively and plan for future financial needs.
- **Financial Risk Management**: Identify financial risks and opportunities through detailed financial analysis. Implement strategies to mitigate risks and leverage opportunities to enhance financial performance and stability.
- **Technology - Financial Systems Implementations and Enhancements**: Lead and support the implementation and enhancement of financial systems and technologies to improve financial data collection, analysis, and reporting capabilities.
- **Performance Measurement and Improvement**: Continuously measure financial performance against set objectives and KPIs. Recommend and implement improvements to financial processes and strategies to drive efficiency, profitability, and growth.

  • Invitation to Bid: The Financial Planning Institute

    8 months ago

    Johannesburg, South Africa Financial Planning Institute of Southern Africa Full time

    Dear prospective service provider, The Financial Planning Institute of Southern Africa NPC (FPI) is calling on qualifying IRBA Registered External Auditors to submit bids to provide external audit services. The external audit services will entail the auditing of FPI and its wholly owned subsidiary’s consolidated and separate annual financial statements....

  • Financial Advisor

    7 months ago

    Johannesburg, South Africa Innoradix Financial Planning Full time

    Financial Advisor Join our dynamic team as a Financial Advisor and unlock a rewarding career in the finance industry. We are seeking individuals with a proven track record, holding a matric, valid license, and equipped with a car and laptop. No experience needed. Training will be provided. Qualifications as R.E5 and NQF5 are added bonuses, showcasing your...

  • Financial Analyst for Financial Planning and

    3 days ago

    Johannesburg, South Africa Bayport Financial Services Full time

    The Financial Analyst is responsible for maintaining and improving models used for financial planning and analysis and acts as a lead in the preparation of department annual budgets. **EDUCATION** MINIMUM QUALIFICATIONS - BSc in Mathematics and Statistics or NQF Level 7 relevant Financial Maths qualification or CA(SA) **EXPERIENCE AND...

  • Strategic Financial Planning Professional

    4 weeks ago

    Johannesburg, Gauteng, South Africa CA Financial Appointments Full time

    Job Title : FP&A AnalystA CA Financial Appointments opportunity for a highly skilled and motivated FP&A Analyst to join our team in Gauteng, Johannesburg.Estimated Salary: R550 000 - R700 000 per annum.About the Role:Financial Modelling: Assist in developing and maintaining the company's financial models, forecasts, and budgets to ensure accurate and timely...

  • Senior Human Resources Professional

    1 month ago

    Johannesburg, Gauteng, South Africa The Financial Planning Institute Full time

    About The RoleWe are seeking a highly skilled and experienced Senior Human Resources Professional to join our team at The Financial Planning Institute. This is an excellent opportunity for a motivated individual to contribute to the success of our organization by providing expert HR support and guidance.Job SummaryThe successful candidate will be responsible...

  • Human Resources Officer

    4 weeks ago

    Johannesburg, South Africa The Financial Planning Institute Full time

    Job title : Human Resources Officer Job Location : Gauteng, Johannesburg Deadline : December 26, 2024 Quick Recommended Links Jobs by Location Job by industries The role of the Human Capital Officer is responsible for a section of the human resources function within the organisation, covering a variety of human resources functions, e.g....

  • Financial Planning Coordinator

    2 weeks ago

    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    Job Title: Financial Planning CoordinatorWe are looking for a highly organized and detail-oriented Financial Planning Coordinator to join our team at The Recruitment Council. As a Financial Planning Coordinator, you will assist in client onboarding, prepare financial plans, and conduct detailed financial analyses.The ideal candidate will have experience in...

  • Financial Planning Specialist

    4 weeks ago

    Johannesburg, Gauteng, South Africa Nedbank Full time

    **Job Title:** Financial Planning SpecialistLocation: Gauteng, JohannesburgAbout the Role:We are seeking a highly skilled Financial Planning Specialist to join our team at Nedbank.Job Responsibilities:Develop and implement comprehensive financial plans for clients: Analyze clients' financial statuses to determine their expenses, income, insurance coverage,...

  • Financial Planning Associate

    2 weeks ago

    Johannesburg, Gauteng, South Africa Growth House Full time

    Job TitleFinancial Planning AssociateAbout the RoleWe are seeking a highly skilled Financial Planning Associate to join our team at Growth House. In this role, you will assist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met.The ideal candidate will have a bachelor's degree in finance,...

  • Financial Planning Specialist

    4 weeks ago

    Johannesburg, Gauteng, South Africa Dynexity Full time

    We are seeking a skilled Financial Planning Specialist to join our team at Dynexity.Job SummaryThe successful candidate will be responsible for developing and implementing financial plans, managing budgets, and ensuring effective cash flow forecasting. They will also be responsible for preparing and reviewing annual financial statements and audit...

  • Financial Planning Expert

    3 weeks ago

    Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Job Title: Financial Planning ExpertAbout the Role:The Network Recruitment team is seeking a highly skilled and motivated Financial Planning Expert to support their client's Financial Manager. This role is ideal for an experienced professional with a strong background in management accounting, who is looking to contribute to the financial success of a...

  • Financial Planning Specialist

    3 weeks ago

    Johannesburg, Gauteng, South Africa Liberty Standard Bank Group Full time

    Are you a skilled Financial Advisor looking to take your career to the next level? Liberty Standard Bank Group is seeking an experienced and qualified Financial Planning Specialist to join our team.About UsWe are an industry leader within the financial services sector, dedicated to providing top-notch advice to our clients. Our ideal candidate will have at...

  • Financial Planning Professional

    3 weeks ago

    Johannesburg, Gauteng, South Africa African Ambition Full time

    African Ambition is seeking a skilled Financial Planning Professional to play a crucial role in helping individuals and businesses achieve their financial goals.The ideal candidate will have a proven track record of accomplishment in financial advisory services, as well as recent graduates with a passion for finance and a drive to succeed.Key...

  • Financial Planning Strategist

    2 weeks ago

    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    Job SummaryThis is a highly rewarding role for a seasoned financial professional with expertise in strategic financial planning, wealth management, and investment advising. The successful candidate will excel in building trusting relationships with clients, fostering long-term connections, and guiding them through comprehensive financial solutions.Key...

  • Financial Planning Strategist

    1 month ago

    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    About The RoleWe are seeking a skilled Financial Planning Strategist to join our team at The Recruitment Council.Job OverviewThis role is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies.Key Responsibilities:Strategic Financial Planning: Provide expert...

  • Financial Planning Manager

    3 weeks ago

    Johannesburg, Gauteng, South Africa The Recruitment People Full time

    The Recruitment People is seeking a skilled Financial Planning Manager to join our team. The ideal candidate will have a minimum of 6 years of experience in accounting and be proficient in Excel.About the Role:The successful candidate will be responsible for financial planning, analysis, and report writing. Key responsibilities include:Developing and...

  • Financial Planning Strategist

    1 week ago

    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    OverviewThe Recruitment Council is seeking a seasoned Financial Planning Strategist to join our team.Salary: $120,000 - $180,000 per annum, depending on experience and qualifications.Job DescriptionWealth creation and asset protection are at the heart of this role. As a Financial Planning Strategist, you will provide expert advice on wealth management...

  • Financial Planning Leader

    4 weeks ago

    Johannesburg, Gauteng, South Africa Network Recruitment Full time

    OverviewIn the dynamic world of FMCG, where innovation meets excellence, Network Recruitment is seeking a seasoned Financial Controller to oversee the financial health of their operations. This role focuses on financial reporting, strategic planning, and ensuring compliance while driving profitability in a fast-paced environment.Job SummaryThe ideal...

  • Financial Planning Specialist

    2 weeks ago

    Johannesburg, Gauteng, South Africa Network Recruitment Full time

    **About Network Recruitment**We are a leading recruitment agency dedicated to connecting talented professionals with exciting career opportunities.About the RoleWe are currently seeking an experienced Financial Planning Specialist to join our team. As a key member of our corporate finance division, you will play a crucial role in supporting clients across...

  • Commercial Underwriting Consultant

    7 months ago

    Johannesburg, South Africa PSG Wealth Financial Planning Full time

    Responsibilities: - Underwriting of existing business - Liaising with clients - Preparing quotations - Issuing and managing new policies, renewals, and endorsements - Manage premium collections - Identifying/optimising business opportunities from clients - Maintaining service level agreement deadlines - Handling client queries - Claims Management - the...