Location: Cape Town
Salary: Competitive and based on experience
Our client, a private equity-backed business that values its employees' growth and development, is seeking a highly motivated and detail-oriented Senior Data Analyst to join their Financial Planning and Analysis (FP&A) team.
This role offers an exciting opportunity for someone with strong analytical skills, a passion for data, and an interest in financial planning. The successful candidate will play a critical role in analysing financial data, creating insightful reports, and supporting decision-making processes.
Ideally our client is looking for someone who's career started within Finance, and then developed into a data career.
Key qualifications and experience for the Senior Data Analyst – Financial Planning & Analysis:
- Bachelor’s degree in finance, Accounting, Economics, Data Science, or a related field.
- 2–4 years of experience in financial analysis, FP&A, or a related data analyst role.
- Strong understanding of accounting concepts at a transactional/detail level - NB
- Proficiency in Excel (advanced level), including financial functions and pivot tables.
- Proficiency with data visualisation tools such as Power BI or Tableau.
- Familiarity with SQL for querying databases.
- Knowledge of financial planning software, ERP systems (e.g., Workday, SAP, Oracle).
- Working with previous PE backed organisations (advantageous)
Key duties for the Senior Data Analyst – Financial Planning & Analysis include but are not limited to:
- Data Collection and Analysis: Extract, cleanse, and analyse financial and operational data, and identify trends and anomalies in data sets to support forecasting and budgeting.
- Financial Modelling and Forecasting: Build and maintain financial models to assist with budgeting, forecasting, and scenario planning. Support the FP&A team in evaluating business performance.
- Reporting and Visualisation: Create dashboards and reports to communicate key financial insights to stakeholders and present data in visually compelling formats using PowerBI, Tableau or Excel.
- Performance Monitoring: Track KPIs and provide variance analysis against budgets and forecasts.
- Collaboration: Work closely with cross-functional teams (e.g., Finance, HR & Operations) to gather data and align on business goals.
- Process Improvement: Automate reporting and improve data workflows.
Key personal skills for a successful Senior Data Analyst – Financial Planning & Analysis:
- Strong quantitative problem-solving abilities.
- Ability to present complex data clearly to non-technical audiences.
- Ability to manage multiple tasks, prioritise, meet deadlines in a fast-paced environment.
This is an opportunity to work in a dynamic, fast-paced environment and involves collaboration with cross-functional teams. Ready to take the next step in your career? Apply now!
