Head of Financial Planning & Analysis at Robert Walters

Introduction

• An exceptional opportunity has arisen for an accomplished Head of Financial Planning and Analysis to join a forward-thinking FinTech (Payments) organisation based in Cape Town. This pivotal role offers the chance to shape financial strategy, drive performance management, and provide insightful analysis that influences executive decision-making across the group.
• With direct reporting to the Group CFO, you will be empowered to lead robust planning, forecasting, and management reporting processes while acting as a trusted strategic finance partner to senior leaders. You will have the autonomy to enhance FP&A systems, mentor a talented team, and contribute meaningfully to strategic initiatives such as M&A and capital raising.

Key qualifications and experience required for the Head of Financial Planning and Analysis

• CA(SA) / CIMA / ACCA
• 8–12 years’ post-qualification experience in FP&A or corporate finance within large organisations is essential.
• Industry experience in FinTech, Payments, or multi-jurisdictionenvironments (advantageous)
• Strong financial modelling, forecasting, and variance analysis skills
• Comfort with data-driven decision-making and building financial models from imperfect data.
• Proficiency with Excel, BI tools, and ERP systems

Key duties for the Head of Financial Planning and Analysis

• Act as a strategic finance partner to the Executive team and business units upon where financial insights will drive decisions.
• Lead the annualbudgeting process ensuring alignment with organisational strategic goals and objectives.
• Drive monthly and quarterly forecasting cycles utilising scenario analysis to anticipate risks and opportunities.
• Maintain and continuously improve group-wide financial models including profit and loss statements, balance sheets, and cash flow projections.
• Monitor actual performance against budgeted figures, providing detailed variance analysis to inform future planning.
• Deliver forward-looking insights that highlight potential risks as well as opportunities for optimisation across the group.
• Prepare comprehensive management reports featuring commentary and KPI dashboards tailored for both financial and non-financial stakeholders.
• Translate complex financial data into clear insights for non-financial stakeholders
• Support investor relations, lender communications, and external reporting requirements as needed.
• Partner closely with commercial teams to provide decision support for strategic initiatives including investment analysis.
• Drive ongoing improvements in FP&A processes through automation, enhanced governance, and integration of ERP systems.
• Provide leadership & mentorship to a small FP&A team.
• Conduct deep-dive financial analysis and ROI modelling.

Summary

• Financial Planning, Forecasting & Budgeting
• Management & Board Reporting
• Business Partnering
• Process, Systems, and Tool
• Leadership & Coaching
• Strategic and Ad Hoc Projects

Key skills required

• Strong strategic thinking and analytical
• Ability to influencesenior leaders and stakeholders.
• Curious, proactive, and detail-oriented
• Excellent communication and presentation
• Ability to manage multiple priorities and tight deadlines.
• Leadershipand mentoring skills in developing a high-performing team.
• Passion for financial inclusion and fintech innovation.
• Entrepreneurial, hands-on, and adaptable approach.
• Ownership mentality with integrity and rigour.
• Commitment to building scalable FP&A capabilities

Desirable experience (nice-to-have)

• Experience in cross-border payments businesses.
• Exposure to M&A, investor relations, or fundraising.
• Knowledge of African financial and regulatory contexts