Financial Planning and Analysis Accountant - CA(SA)

A leading global investment firm is seeking a Financial Planning and Analysis Accountant to join their Cape Town finance team. If you are enthusiastic about advancing your skills in a dependable team setting, this role offers the ideal platform for your development.

What you'll do:

As a Financial Planning and Analysis Accountant, you will play a pivotal role in supporting the finance function by preparing budgets, forecasts, and financial plans that drive business performance. Your day-to-day responsibilities will be to:

• Assist in preparing budgets, forecasts, and comprehensive financial plans that support business objectives across multiple departments.
• Support monthly Senior Management reporting by conducting detailed variance analysis and providing insightful commentary on financial movements.
• Perform basic financial analysis to underpin operational decision-making processes and contribute to strategic business outcomes.
• Assist with the consolidation and integration of financial data from various sources, ensuring accuracy and completeness throughout all reporting cycles.
• Conduct reconciliation procedures and rigorous data integrity testing to maintain high standards of financial information quality.
• Provide analytical commentary that explains period-to-period changes in key financial metrics, supporting transparency and understanding within the team.
• Support scenario analysis activities and update forecasting models to reflect evolving business conditions and priorities.
• Assist with maintaining planning and forecasting models in Anaplan, contributing to continuous improvement of FP&A processes.
• Ensure all financial data and reports are accurate, complete, and delivered within agreed timelines to facilitate effective management decisions.
• Work closely with senior finance team members to identify opportunities for process enhancement and implement best practices in FP&A.

What you bring:

• Newly qualified accountant holding CA(SA), ACCA, CIMA or equivalent qualification with up to 1–2 years’ post-qualification experience ideally gained within a Big 4 audit firm or structured corporate environment.
• Basic understanding of budgeting principles, forecasting techniques, and core concepts of financial analysis relevant to commercial finance roles.
• Intermediate to advanced Excel skills including proficiency with formulas, pivot tables, and data analysis tools essential for handling complex datasets.
• Exposure to Anaplan or similar planning tools is advantageous but not required; willingness to learn new systems is highly valued.
• Strong numerical ability paired with excellent analytical skills enabling you to interpret financial information accurately.
• Exceptional attention to detail ensuring all reports are precise and reliable for management decision-making purposes.
• Eagerness to develop your career within FP&A supported by a solutions-oriented mindset focused on continuous improvement.
• Ability to communicate clearly both verbally and in writing while working effectively within a collaborative team environment.
• Comfortable working with large volumes of data across multiple systems in an evolving business landscape where ambiguity may arise.
• Personal attributes include being proactive, keen to take ownership of tasks, responsive to feedback from senior colleagues, and enthusiastic about sharing knowledge.

What sets this company apart:

This organisation stands out as one of the world’s most respected investment firms renowned for its commitment to employee development through generous training opportunities and supportive leadership. The company fosters an inclusive culture where every team member’s contribution is value, creating an environment built on trust, collaboration, empathy, and shared success.

What's next:

If you are enthusiastic about developing your career in FP&A within a collaborative team environment, this is your chance!

Apply today by clicking on the link provided.