199 Chartered Financial Analyst jobs in South Africa

Are you passionate about harnessing financial data to drive strategic decisions and propel organizational growth? My client is seeking a talented Financial Planning Analyst to join their team and play a pivotal role in shaping financial strategies. If you're ready to dive into the numbers, analyse trends, and provide invaluable insights to drive business success, I want to hear from you!

Responsibilities:

• Develop and Improve Financial Planning: Continually refine budgeting, financial projections, and operating forecasts to provide accurate insights into future financial performance.
• Commercial Insight and Analysis: Provide deep insights into financial results, identifying trends and challenging business performance to drive improvement.
• Key Performance Indicator Analysis: Analyse and interpret key performance indicators (KPIs) related to financial metrics such as sales, expenses, and profit margin, highlighting trends and variances.
• Support Strategic Initiatives: Assist in strategic planning and initiatives, including acquisitions and investment appraisals, by providing expert financial planning and modelling skills.
• Market Analysis and Forecasting: Analyse market trends and forecast future developments using scenario and sensitivity analysis, providing actionable insights for decision-making.
• Pricing Analysis: Utilize pricing data from industry standards, sales trends, and competitor analysis to inform decision-makers and recommend pricing strategies aligned with market trends.
• Financial Modelling: Apply advanced financial modelling methods to assess the potential impact of pricing strategies on profitability and recommend optimal strategies.

Experience:

• Bachelor’s degree in finance, accounting, or economics.
• Professional qualifications such as CA, CPA, or CFA preferred.
• Minimum of 5 years of practical and relevant analytical experience.

How to Apply:
If you meet the above requirements, please send your resume DIRECTLY to:

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If there is no reply within two weeks, please assume that your application for the vacancy was unsuccessful. Your profile will be kept on our database for any other suitable roles/positions.

Domain: Finance

Type of contract: Regular position

Experience: Minimum 3 years

Understanding of complex regulatory frameworks within the petroleum industry, with ongoing changes over the years

Experience in organizations with low profitability cultures, resulting in poor variance analysis across different business units

As a Financial Planning Analyst, you would be responsible for the following duties and responsibilities:

Budgeting & Forecasting

• Deliver annual long-term plans and budget packages aligned with group instructions, ensuring consistency with management decisions and business expectations.
• Collaborate with management and strategy teams to align financial strategies with overall business objectives; develop scenario analysis capabilities for multi-business stream activities.
• Conduct in-depth variance analysis to explain discrepancies between actual results, budgets, and forecasts; recommend corrective actions as needed.
• Assist in evaluating company performance by analyzing financial and operational data, including ad hoc analyses.
• Ensure the accuracy and reliability of financial forecasts and models; support the development of financial models and data analytics tools.

CAPEX

• Implement Capex controlling practices and policies across TMSA and NBE in accordance with group policies.
• Create and maintain investment structures for affiliates; load budgets on SAP according to approved Formal Commitment of Authority (FCA), managing 10% tolerance adjustments.
• Assist in preparing annual Capex budgets and rolling long-term plans (LTP).
• Produce monthly Capex reporting packs with clear, concise analysis; communicate explanations for variances to the Board, MANCOM, and Head Office.
• Generate Power BI reports to provide insights into project spending, supporting planning and Capex control.

HSEQ

• Manage and minimize HSE risks by ensuring compliance with all HSE policies, rules, guidelines, and legal requirements.
• Promote a safe working environment and contribute positively to HSE KPIs and risk reduction strategies.
• Identify and enforce HSE competency requirements within the area of responsibility.

A Financial Planning Analyst should possess:

• A postgraduate degree in finance, with 5 to 7 years of relevant business experience and in-depth industry knowledge.
• Comprehensive understanding of functional interactions across the entire company.
• Knowledge of TotalEnergies Group reporting rules.
• Excellent personal computer skills, including advanced Excel, database skills, and financial modeling abilities.
• Strong interpersonal skills, ability to work under pressure and meet deadlines, analytical skills, and attention to detail.
• Fluency in English, which is the working language.

TotalEnergies values diversity, promotes individual growth, and offers equal opportunity careers.

TotalEnergies is an equal opportunity employer. All applicants meeting the criteria will be considered without discrimination based on race, gender, age, disability, religion, or other protected characteristics.

Context & Environment

Complex regulatory framework within the petroleum industry with ongoing changes over the years

Low profitability culture across the organisation, resulting in poor variance analysis in the different business

Activities

As a Financial Planning Analyst you would be responsible for the following duties and responsibilities:

Budgeting & Forecasting

• Deliver an annual Long-term plan & Budget packages in line with the group instruction and ensure the consistency of information captured in the pack is line with management decisions & business expectations.
• Collaborate with Management and Strategy teams to align financial strategies with overall business objectives. Provide recommendations based on financial analysis. Develop scenario analysis capability for multi business stream activity.
• Variance Analysis: Conduct in-depth variance analysis to explain discrepancies between actual results, budget, and forecasts. Recommend corrective actions if necessary.
• Assist with the evaluation of company performance by analysing financial and operational data, including the performance of ad hoc analysis
• Forecast Accuracy: Ensure the accuracy and reliability of financial forecasts and models, support the continuous development of financial models and data analytics tools.

• Facilitate the implementation of Capex controlling practices and policies across TMSA and NBE in accordance to Group policies.
• Create and maintain investment structure for affiliates and load budget on SAP as per approved Formal Commitment of Authority (FCA) and manage the 10% tolerance adjustments.
• Assist in the preparation of both the annual Capex budget and rolling long-term plan (LTP.)
• Produce the monthly Capex reporting pack - with clear, concise and meaningful reporting and analysis; communicate appropriate explanation for variances - for Board, MANCOM and Head Office.
• Generate Power BI reports to provide insights into project spending, supporting the planning of the business units to enhance Capex control and time tracking.

• To effectively manage and minimize HSE risk within area of responsibility by ensuring:
• Compliance with all HSE Policies, rules, guideline and legal requirements
• Promotion of safe working environment and positively contributing to the company HSE KPIs and risk reduction strategies
• That HSE competency requirements are identified & enforced within area of responsibility

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• City of Johannesburg Rural, South Africa
• City of Johannesburg Rural, South Africa

Our client, a leader in their field, is looking for a Financial Planning Analyst to join them on a 5 month maternity cover contract.

The successful candidate will be responsible for assisting with the financial planning, budgeting and financial forecasting processes and helping leadership make important business decisions through data insights.

Responsibilities include:

• Working with Business Unit heads to build their annual budgets and forecasts
• Producing models to project long term growth and determine the impacting business factors
• Analysing financial and operational results to better understand company performance
• Utilising BI tools to deliver meaningful insights into business performance
• Communicating to senior management the reasons behind performance and results
• Providing detailed analysis and commentary on cost centre results
• Reviewing operations and recommending new productivity or cost saving initiatives
• Reviewing existing processes and procedures to develop recommendations for improvement efforts
• Evaluating previous budgets, expenditures to develop and implement future budgets
• Communicating results and recommendations to senior management for improvements that will lead to cost reduction, revenue generation and streamlining operations

Requirements:

• B.Com Honours degree
• Experience in planning and budgeting
• Financial reporting skills
• Forecasting and modelling skills
• Proficient in Microsoft office, high proficiency in MS Excel
• Advanced accounting and finance skills
• Strategic and critical thinking
• High level of data analytics
• Must be available to start immediately

Desired Skills:

• Budgeting
• Financial Reporting
• Forecasting
• Financial Modelling

1. Degree in Finance, Accounting, Economics, Data Science or related
2. 2-5 years of experience in a Financial Planning and/or a related Financial Analyst role.
3. Proficiency in Excel - advanced (Financial functions, VBA and pivot tables)
4. Proficiency Power BI and Tableau.
5. Familiarity with SQL for querying databases.

• Data Analysis & Insights: You will be responsible for extracting, cleaning, and analyzing financial and operational data. Your analysis will identify key trends and anomalies, directly supporting our forecasting and budgeting processes
• Financial Modeling & Forecasting: Develop and maintain robust financial models for accurate budgeting, forecasting, and comprehensive scenario planning
• Performance Evaluation & Optimization: Collaborate with the Finance team to evaluate business performance and proactively identify and recommend commercial optimizations to drive growth and efficiency
• Reporting & Data Visualization: Create compelling dashboards and reports for the Finance team, effectively communicating key financial insights to diverse stakeholders. You will utilize tools such as PowerBI, Tableau, or advanced Excel for visually impactful presentations
• Cross-functional Collaboration: Partner closely with various departments, including Finance, Marketing, and Data Science, to gather essential data and ensure alignment with overarching business objectives

• Bachelors degree in Finance, Accounting, or related field (CIMA/ACCA/CA(SA) advantageous)
• 3+ years of experience in financial planning & analysis, preferably within FMCG or manufacturing
• Strong analytical and Excel modeling skills; experience with SAP or similar ERP systems preferred
• Excellent communication and business partnering skills

Our client is a nationally recognized name in the financial advisory sector, delivering wealth and risk planning solutions.

They offer a structured and well-resourced environment for career-focused professionals.In this role, youll manage administrative workflows, client documentation, and regulatory compliance.

You'll also handle communication distribution, CRM updates, and client file maintenance using internal systems.Key Responsibilities : Oversee all client service tasks from onboarding to reviews.Capture and verify client data, documents, and applications.Maintain client files and records using Xplan.Coordinate with financial planning partners and service providers.Manage marketing material, events, and internal communication distribution.Assist in commission and compliance tracking.Provide internal IT and system support coordination.Track practice KPIs and assist with office management.Key Attributes : High attention to detail.Team-oriented with strong communication skills.Professional presence and reliability.Strong initiative and problem-solving ability.Confidential and composed under pressure.Requirements : 23 years in financial services advantageous.Tertiary education or applicable courses.Proficient in MS Office and Xplan.Familiarity with financial regulatory practices (FAIS / FICA).Remuneration : R17 - R21 Cost to Company

• Only shortlisted candidates will be contacted

Financial Assistant • Cape Town, Western Cape

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Use precise geolocation data. Actively scan device characteristics for identification. Store and/or access information on a device. Personalised advertising and content, advertising and content measurement, audience research and services development.

Our client is a nationally recognized name in the financial advisory sector, delivering wealth and risk planning solutions. They offer a structured and well-resourced environment for career-focused professionals.

In this role, youll manage administrative workflows, client documentation, and regulatory compliance. You'll also handle communication distribution, CRM updates, and client file maintenance using internal systems.

Key Responsibilities :

• Oversee all client service tasks from onboarding to reviews.
• Capture and verify client data, documents, and applications.
• Maintain client files and records using Xplan.
• Coordinate with financial planning partners and service providers.
• Manage marketing material, events, and internal communication distribution.
• Assist in commission and compliance tracking.
• Provide internal IT and system support coordination.
• Track practice KPIs and assist with office management.

Key Attributes :

• High attention to detail.
• Team-oriented with strong communication skills.
• Professional presence and reliability.
• Strong initiative and problem-solving ability.
• Confidential and composed under pressure.

Requirements :

• 23 years in financial services advantageous.
• Tertiary education or applicable courses.
• Proficient in MS Office and Xplan.
• Familiarity with financial regulatory practices (FAIS / FICA).

Remuneration :

R17 000 - R21 000 Cost to Company

• Only shortlisted candidates will be contacted

Financial Assistant • Johannesburg, South Africa