Financial Planning and Analysis Accountant - CA(SA) at Robert Walters

• 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.