11 Budgets jobs in Cape Town

Oxford University Press Southern Africa

Oxford University Press advances knowledge and learning of all kinds, from a child reading their first words to a researcher expanding the frontiers of their field. Our work is constantly evolving, and the possibilities are endless. We strive to help more and more people around the world achieve their potential.

Oxford University Press is a department of the University of Oxford. It is our mission to further the University's objective of excellence in research, scholarship, and education by publishing worldwide.

Financial Planning & Analysis Analyst

(Permanent position)

The Financial Planning and Analysis Analyst position is responsible for analysing financial data to uncover trends, variances, and key performance drivers. The Analyst plays a critical role in supporting financial planning and strategic decision-making by delivering accurate reporting, budgeting, and forecasting. Through strong business partnering and collaboration with stakeholders, the Analyst ensures clear communication of financial performance and identifies opportunities to enhance business outcomes.

The Financial Planning and Analysis Analyst will be reporting to the Senior Commercial Analyst. This post is based at Goodwood.

Principal Accountabilities:

Performance Monitoring

• Prepare local monthly management accounts and other financial reports.
• Assist with preparation and review group management accounts.
• Monitor financial performance across various business units and prepare regular updates and reports on financial performance.

Financial Planning:

• Compile budgets, forecasts, and long-term financial plans.

Financial Analysis:

• Conduct detailed analysis of financial data to identify trends, variances, and key performance metrics.
• Assist in analysing business performance by gathering and organizing data to support insights and decision-making.
• Conduct margin analysis to identify trends and variances.
• Analyse cost drivers.
• Assist in assessing the financial impact of strategic initiatives.
• Provide data and analysis to support financial strategies.
• Assist in identifying operational improvements.

Financial Modeling:

• Build and refine dynamic financial models.

Financial Operations Support:

• Provide Africa Finance with relevant accruals, provisions and corrections journals.

Business Partnering and Stakeholder Engagement:

• Engage with stakeholders at all levels, building strong relationships and ensuring effective communication of financial insights.
• Support the Senior Commercial Analyst and Financial Director with ad hoc FP&A and Business Partnering responsibilities

Internal Control:

• Control environment; Identification and flagging of financial, operational and compliance business risks for implementation of appropriate applicable controls

Qualifications and Experience

• A bachelor's Commerce in Accounting or Finance (Honours degree in Accounting or Finance Advantageous)
• 4-5 years' experience in FP&A financial analysis, management accounting or a related finance role
• Studying towards the ACMA, CGMA (CIMA) qualification (Advantageous)
• Advanced proficiency in Microsoft Excel for data analysis, financial modeling, and reporting.
• Strong financial modeling skills, including scenario analysis and valuation techniques.
• Experience in budgeting and forecasting, with the ability to manage and improve planning processes.
• Working knowledge of SAP for financial data extraction and reporting.
• Proficiency in Business Intelligence (BI) tools such as Qlik Sense, Power BI, or similar platforms for data visualisation and performance tracking.

Attributes:

• Action and delivery oriented
• Analytical and critical thinking
• Researching, reporting and presentation skills across various levels and stakeholders
• Solutions-focused, innovative, with high levels of detail orientation
• Excellent planning and organising skills
• Strong interpersonal skills, effectively communicating and commitment
• Displays ethical behaviour

Oxford Offers the following:

• Remuneration will be commensurate with experience
• Pension and medical aid benefits
• Statutory leave
• Training opportunities
• Engaging work in a rewarding and ethical environment.

Oxford University Press, an equal opportunity employer, seeks a talented individual to fill this post based in the Goodwood, Cape Town. Oxford University Press will consider all applications in terms of its Employment Equity Plan, which acknowledges the need for transformation.

Closing date: 04 September 2025

Are you a Chartered Accountant (South Africa) with a passion for numbers and a keen eye for detail? Join our fast-paced FMCG (Fast Moving Consumer Goods) company as a Financial Planning Analyst and unleash your potential in a dynamic environment!

1. Financial Analysis: Conduct in-depth analysis of financial data to drive strategic decision-making and identify areas for improvement.
2. Budgeting and Forecasting: Collaborate with cross-functional teams to develop accurate budgets and forecasts, ensuring alignment with business objectives.
3. Performance Monitoring: Track key performance indicators (KPIs) and financial metrics, providing insights to optimize operational efficiency and profitability.
4. Variance Analysis: Analyze variances between actuals and forecasts, investigating discrepancies and recommending corrective actions as needed.
5. Financial Modelling: Develop complex financial models to support long-term planning and scenario analysis, aiding in risk assessment and mitigation.

1. Qualified Chartered Accountant (CA(SA)) with a strong academic background.
2. Previous experience in financial analysis or planning within the FMCG industry is highly desirable.
3. Proficiency in financial modelling and data analysis tools (Excel, SAP, etc.).
4. Excellent communication skills with the ability to present complex financial information in a clear and concise manner.
5. Strong analytical mindset with a strategic approach to problem-solving.

1. Innovative Environment: Be part of a forward-thinking company that values innovation and creativity.
2. Career Growth: Take advantage of opportunities for professional development and advancement within a thriving industry.
3. Impactful Work: Make a tangible impact on the company's financial performance and contribute to its success.
4. Collaborative Culture: Work alongside a talented team of professionals who are passionate about driving results and achieving excellence.

The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative, operations, and client services support to the Financial Planning Partner and acts as the liaison between the practice and the regional or head office.

• Client Services

- Implement the client services experience as defined by the Head of Operations.

- Manage administrative processes, transactions, queries, and reporting in the Financial Planning practice(s).

- Liaise with product providers (PPs) and follow complaint resolution processes.

- Serve as the point of contact for clients, ensuring efficient delivery of requirements.

- Adhere to the principles of Treating Customer Fairly.

- Gather client information and prepare documentation for engagement.

- Conduct FICA and AML checks during onboarding.

- Check transition documentation for completeness and accuracy.

- Handle administration related to client transfers and new business transactions.

- Submit intermediary appointment notes and monitor their submission for successful client transfer and fee collection.

- Ensure completeness and accuracy of new business documentation.

- Submit new business applications with supporting documents.

- Monitor underwriting and acceptance processes.

- Arrange medicals and follow up on outstanding requirements.

- Provide ongoing support to the Financial Planning Partner and clients.

- Manage commission statements and suspense accounts, escalating issues as needed.

- Ensure complete pre-population of mandates and applications in PCS.

- Initiate and maintain instructions via XPlan tasks.

- Prepare client portfolios and ensure data accuracy in XPlan.

- Capture client demographic and financial data.

- Integrate data between XPlan and other systems.

- Upload documentation and maintain records compliant with regulations.

- Distribute communications and prepare for client reviews.

- Use XPlan notes and tasks for organization.

- Understand NAV data to support the practice.

- Track and monitor KPIs, seeking assistance as needed.

- Liaise with the Financial Planning Partner on practice data.

- Assist with organizing client events and strengthen client relationships.

- Support office operations, including reception and facilities.

- Manage procurement of office supplies and marketing materials.

• Understanding of FAIS and FICA legislation
• Experience with XPlan
• Strong communication skills
• Customer-centric and relationship-oriented approach
• Methodical, accurate, and detail-oriented
• Initiative and organizational skills
• Collaborative and critical thinking skills
• Problem-solving abilities
• Teamwork and professional conduct
• Time management and multitasking skills

• 2-3 years in the financial services industry
• Relevant tertiary education or courses

• Client-focused, ownership, and commitment to effectiveness in clients’ lives

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Financial Planning Assistant (Somerset West)

Recruiter:

PartnerUp (Pty) Ltd

Job Ref:



Date posted:

Tuesday, May 13, 2025

Location:

Cape Town, South Africa

SUMMARY:

POSITION INFO:

Purpose of role:

The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services

to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in

their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the

administrative, operations and client services support to the Financial Planning Partner and is the liaison person

between the practice and the regional office / head office.

Categories:

• Client Services
• Implementation of the client services experience, as defined by the Head of Operations.
• Take full responsibility for the implementation of administrative processes and controls in the
  
  

• Liaison between Financial Planner Partner and product providers (PPs).
• Equipped to follow the formal complaint resolution process.
• Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of
  
  

• Adhere to the culture and principles of Treating Customer Fairly.
• Operations:
• Collation of all clients related information (data discovery and fact find) and preparation of
  
  

• FICA and AML capture and checking on client onboard process.
• Checking of transition documentation to ensure completeness and accuracy in alignment to relevant
  
  

• Administration relating to client transfer and new business transactions.
• Submission of intermediary appointment notes to relevant PPs.
• Monitoring the submission of intermediary appointment notes to ensure clients successfully
  
  

• Capture and checking of new business documentation to ensure completeness and accuracy in
  
  

• Submission of new business application(s), together with supporting documentation to relevant PPs.
• Monitoring the underwriting and acceptance of new business transactions.
• Arranging medicals for clients where required and follow up on outstanding requirements to ensure
  
  

• Providing an ongoing service and maintenance support function to the Financial Planning Partner
  
  

• Check Commission statements from CommPay (internal commission module linked to CRM) and
  
  

• Escalate with PPs regarding commissions / fees due to the Financial Planning Partner.
• Operational support for Portfolio Managers and CRMs
• Assistants align with the PCS CRMs to ensure complete pre-population of PCS mandates and
  
  

• All instructions to PM and CRMs initiated and maintained via XPlan (company’s internal CRM) tasks.
• IT & Systems
• Preparation of client portfolio’s using Astute and / or product provider information. Ensuring XPlan
  
  

• Data capture of client demographic data on client relationship management system XPlan.
• Client financial data capture (ASTUTE, PPs and manual).
• Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial
  
  

• Upload scanned copies of all documentation into xPlan (including relevant client file checklist(s)).
• Ensure proper record keeping in line with business rules and where relevant, legislation & safe
  
  

• Distribute communication(s) to clients as stipulated in the client management plan. (Auto
  
  

• Distribute communication(s) to clients as requested by the Financial Planning Partner via xPlan.
• Extensive use of XPlan notes and tasks to manage client records and organization of practice.
• Prepare for clients reviews as per client review template.
• Client review preparation by producing and checking the Client Consolidated Reports (CCR) from
  
  

• Maintain an accurate diary system. (XPlan & Outlook integration)
• Address all technology issues experienced by the Financial Planning Partner and facilitate the
  
  

• NAV & KPIs
• Full awareness and understanding of information available on NAV to support the Financial Planning
  
  

• Track and monitor personal KPIs on NAV.
• Request assistance and guidance from POM where KPI scores reflect gaps.
• Liaise and orientate with the Financial Planning Partner on all data and practice attributes on NAV.
• Marketing Support
• Assist with the organization of client events in conjunction with the events coordinator i.e. booking
  
  

• Assisting Financial Planning Partners at client events.
• Function as a primary point of contact for clients thus strengthening client relationships.
• Office Management
• Support the general office management including reception, facilities, meeting room management,
  
  

• Submit orders for stationery, business cards, marketing brochures, client folders etc. to the
  
  

• Financial Services Industry
• Understanding of FAIS and FICA legislation
  
  

• Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint
• Experience with XPlan
• Good verbal and written communications skills
• High energy individual who is customer centric and relationship orientated
• Methodical, accurate and have meticulous attention to detail.
• Initiative-taking work ethic.
• Organizational skills, ability to prioritize, plan and manage projects.
• Ability to collaborate with others.
• Critical thinking: ability to strategize, research and interpret.
• Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while
  
  

• Teamwork: be a reliable and productive member of the team.
• Professional presence: as a representative of the organization, a professional image and professional
  
  

• Time management: ability to manage time and tasks to ensure deadlines are met.
• Assertiveness, proactive & resourceful
• Resilient under pressure
• Ability to multi-task
• Maintain absolute confidentiality.
  
  

• 2-3 years in the financial services industry required.
• Relevant tertiary education or courses.
  
  

• The individual puts the needs of clients first and takes ownership of the goal to always strive to be effective
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engagement and leading a cross-functional team of Advisory specialists.

Responsibilities:

1. Personal and Juristic Transactional banking
2. Structured Lending
3. Local and offshore Wealth Management
4. Cash Investment solutions
5. Long and Short-Term Insurance solutions
6. Foreign Currency Transactional solutions
7. Domestic and offshore Fiduciary and Estate Planning services
8. Commercial Property Finance
9. Share-Based Lending
10. Personalised Share Portfolios
11. Asset-Based Finance

Competencies:

1. Manage budgets and deliver on sales and acquisition targets
2. Balance Sheet growth and protection through maintenance of existing deals and origination of new business
3. Monitor and supervise new employees through mentorship and coaching programmes
4. Recruit and support new staff to help them elevate and embed into our culture and business
5. Manage a portfolio of ultra-high net worth clients in conjunction with the banking team
6. Collaborate and integrate with the company
7. Manage sales initiatives and participate in product improvement and enhancement
8. Develop key relationships both internally and externally
9. New client acquisition and business development in conjunction with the company’s ventures, a Private Equity business as part of the company within the group

Qualifications:

1. CFP membership
2. FAIS accreditation required (RE)

Are you a Chartered Accountant (South Africa) with a passion for numbers and a keen eye for detail? Join our fast-paced FMCG (Fast Moving Consumer Goods) company as a Financial Planning Analyst and unleash your potential in a dynamic environment!

Key Responsibilities:

1. Financial Analysis: Conduct in-depth analysis of financial data to drive strategic decision-making and identify areas for improvement.
2. Budgeting and Forecasting: Collaborate with cross-functional teams to develop accurate budgets and forecasts, ensuring alignment with business objectives.
3. Performance Monitoring: Track key performance indicators (KPIs) and financial metrics, providing insights to optimize operational efficiency and profitability.
4. Variance Analysis: Analyze variances between actuals and forecasts, investigating discrepancies and recommending corrective actions as needed.
5. Financial Modelling: Develop complex financial models to support long-term planning and scenario analysis, aiding in risk assessment and mitigation.

• Qualified Chartered Accountant (CA(SA)) with a strong academic background.
• Previous experience in financial analysis or planning within the FMCG industry is highly desirable.
• Proficiency in financial modelling and data analysis tools (Excel, SAP, etc.).
• Excellent communication skills with the ability to present complex financial information in a clear and concise manner.
• Strong analytical mindset with a strategic approach to problem-solving.

• Innovative Environment: Be part of a forward-thinking company that values innovation and creativity.
• Career Growth: Take advantage of opportunities for professional development and advancement within a thriving industry.
• Impactful Work: Make a tangible impact on the company's financial performance and contribute to its success.
• Collaborative Culture: Work alongside a talented team of professionals who are passionate about driving results and achieving excellence.

Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engagement and leading a cross-functional team of Advisory specialists.

Responsibilities:

1. Personal and Juristic Transactional banking
2. Structured Lending
3. Local and offshore Wealth Management
4. Cash Investment solutions
5. Long and Short-Term Insurance solutions
6. Foreign Currency Transactional solutions
7. Domestic and offshore Fiduciary and Estate Planning services
8. Commercial Property Finance
9. Share-Based Lending
10. Personalised Share Portfolios
11. Asset-Based Finance

Competencies:

1. Manage budgets and deliver on sales and acquisition targets
2. Balance Sheet growth and protection through maintenance of existing deals and origination of new business
3. Monitor and supervise new employees through mentorship and coaching programmes
4. Recruit and support new staff to help them elevate and embed into our culture and business
5. Manage a portfolio of ultra-high net worth clients in conjunction with the banking team
6. Collaborate and integrate with the company
7. Manage sales initiatives and participate in product improvement and enhancement
8. Develop key relationships both internally and externally
9. New client acquisition and business development in conjunction with the company’s ventures, a Private Equity business as part of the company within the group

Qualifications:

1. CFP membership
2. FAIS accreditation required (RE)