Financial Planning Analyst

Minimum Requirements: Degree in Finance, Accounting, Economics, Data Science or related 2-5 years of experience in a Financial Planning and/or a related Financial Analyst role. Proficiency in Excel - advanced (Financial functions, VBA and pivot tables) Proficiency Power BI and Tableau. Familiarity with SQL for querying databases. Duties and Responsibilities: Data Analysis & Insights: You will be responsible for extracting, cleaning, and analyzing financial and operational data. Your analysis will identify key trends and anomalies, directly supporting our forecasting and budgeting processes Financial Modeling & Forecasting: Develop and maintain robust financial models for accurate budgeting, forecasting, and comprehensive scenario planning Performance Evaluation & Optimization: Collaborate with the Finance team to evaluate business performance and proactively identify and recommend commercial optimizations to drive growth and efficiency Reporting & Data Visualization: Create compelling dashboards and reports for the Finance team, effectively communicating key financial insights to diverse stakeholders. You will utilize tools such as PowerBI, Tableau, or advanced Excel for visually impactful presentations Cross-functional Collaboration: Partner closely with various departments, including Finance, Marketing, and Data Science, to gather essential data and ensure alignment with overarching business objectives PLEASE NOTE : Thank you for your interest in this position, we will review and be in touch if you are suitable. Due to the amount of applications we receive for each position, we are unable to respond to each one individually. Please accept your application as unsuccessful if you had no feedback within 7 days of applying . Your CV will remain on our database and we will be in touch for other suitable positions. In the meantime, please download our EBOOK which will hopefully help you understand our process and how we work. When applying, ensure your CV is in WORD or PDF format, and not scanned. Scanned CVs will not be considered. If you are unable to apply through the link we have provided, please upload your CV to our website http://www.istaffrecruitment.co.za/jobs . We reserve the right to stop/renew adverts. By applying to our adverts, you accept our POPI Act policy, a copy which be found on our website.

Location: Cape Town Region, ZA

Posted Date: 6/20/2025