52 Financial Management jobs in Johannesburg

Our client in the Banking and Investment Sector has a fantastic opportunity for a Senior Strategy Analyst to oversee and action the creation and compilation of management and strategic reports that are aligned to strategic intent through qualitative and quantitative research and analysis, recommending insights that enable sound business decisions through others, as per the company’s business strategy.

Within the Strategy & Insights team, we conceptualise and drive business strategy through an analytical, insights-driven approach to problem identification and solution. Furthermore, we continue to add downstream value to the organisation through the execution of complex projects and programmes.

The team is constantly seeking out new methods of work through evaluating current practices and challenging conventional wisdom. Within the team, there are multiple opportunities for learning, exposure to new ideas, and work experience in diverse fields of inquiry. The team culture, albeit firmly rooted in achievement, is also fun and collaborative.

Job Responsibilities:

• Built sound professional relationships and understood and consistently met client needs.
• Developed trusting/professional internal relationships to smooth the flow of work.
• Developed collaborative relationships with contractors/consultants/suppliers which met business needs.
• Consistently ensured work was completed to plan; progress reviewed and corrective action taken.
• Resource utilisation produced balanced output in terms of quality, cost, business expectations, and compliance.
• Complied with risk standards; monitored and took corrective action.
• Identified and resolved work obstacles and problems effectively with contingency options to deliver required output.
• Contributed to the crafting of policies, procedures, standards, processes, etc.
• Delivered systems, products, and projects which contributed to improved client service.
• Delivered project results cost-effectively on time and within risk parameters.
• Advice given on systems, processes, and equipment accepted and implemented, leading to improved results.
• Supported team efforts to achieve transformation goals and established a culture conducive to achieving those goals.
• Supported and participated in corporate citizenship initiatives; improvements to work methods, processes, and systems were implemented successfully.
• Analysed, researched, developed, and implemented innovative ideas and solutions adding value to the company’s systems, processes, services, and solutions aligned to business strategy, objectives, and values.
• Continuously developed professional knowledge relating to the field of expertise.
• Shared knowledge with team and other professionals.
• Successfully obtained “buy-in” for value-adding projects, systems, and products/processes.

Experience:

• 3-5 years’ experience in an Analytical and Strategic environment.
• SAS Enterprise Miner and SQL experience would be advantageous.
• Intermediate/Advanced Microsoft Excel, PowerPoint, and PowerBI skills.
• Business writing and creating effective storyboard exposure is a must.

Qualification:

• Advanced Diploma/National 1st Degree.
• Master’s in Business Administration.

Technical/Professional Knowledge:

• Data analysis.
• Governance, Risk, and Controls.
• Industry trends.
• Microsoft Office.
• Principles of financial management.
• Principles of project management.
• Relevant regulatory knowledge.
• Relevant software and systems knowledge.
• Decision-making process.
• Business Acumen.

Behavioural Competencies:

• Aligning Performance for Success.
• Building Partnerships.
• Decision Making.
• Business Acumen.
• Guiding Team Success.
• Planning and Organizing.

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Our client in the Banking and Investment Sector has a fantastic opportunity for a Senior Strategy Analyst to oversee and action the creation and compilation of management and strategic reports that are aligned to strategic intent through qualitative and quantitative research and analysis, recommending insights that enable sound business decisions through others, as per the company’s business strategy. Within the Strategy & Insights team, we conceptualise and drive business strategy through an analytical, insights-driven approach to problem identification and solution. Furthermore, we continue to add downstream value to the organisation through the execution of complex projects and programmes. The team is constantly seeking out new methods of work through evaluating current practices and challenging conventional wisdom. Within the team, there are multiple opportunities for learning, exposure to new ideas, and work experience in diverse fields of inquiry. The team culture, albeit firmly rooted in achievement, is also fun and collaborative. Job Responsibilities: Built sound professional relationships and understood and consistently met client needs. Developed trusting/professional internal relationships to smooth the flow of work. Developed collaborative relationships with contractors/consultants/suppliers which met business needs. Consistently ensured work was completed to plan; progress reviewed and corrective action taken. Resource utilisation produced balanced output in terms of quality, cost, business expectations, and compliance. Complied with risk standards; monitored and took corrective action. Identified and resolved work obstacles and problems effectively with contingency options to deliver required output. Contributed to the crafting of policies, procedures, standards, processes, etc. Delivered systems, products, and projects which contributed to improved client service. Delivered project results cost-effectively on time and within risk parameters. Advice given on systems, processes, and equipment accepted and implemented, leading to improved results. Supported team efforts to achieve transformation goals and established a culture conducive to achieving those goals. Supported and participated in corporate citizenship initiatives; improvements to work methods, processes, and systems were implemented successfully. Analysed, researched, developed, and implemented innovative ideas and solutions adding value to the company’s systems, processes, services, and solutions aligned to business strategy, objectives, and values. Continuously developed professional knowledge relating to the field of expertise. Shared knowledge with team and other professionals. Successfully obtained “buy-in” for value-adding projects, systems, and products/processes. Experience: 3-5 years’ experience in an Analytical and Strategic environment. SAS Enterprise Miner and SQL experience would be advantageous. Intermediate/Advanced Microsoft Excel, Power Point, and Power BI skills. Business writing and creating effective storyboard exposure is a must. Qualification: Advanced Diploma/National 1st Degree. Master’s in Business Administration. Technical/Professional Knowledge: Data analysis. Governance, Risk, and Controls. Industry trends. Microsoft Office. Principles of financial management. Principles of project management. Relevant regulatory knowledge. Relevant software and systems knowledge. Decision-making process. Business Acumen. Behavioural Competencies: Aligning Performance for Success. Building Partnerships. Decision Making. Business Acumen. Guiding Team Success. Planning and Organizing. #J-18808-Ljbffr

Our client in the Banking and Investment Sector has a fantastic opportunity for a Senior Strategy Analyst to oversee and action the creation and compilation of management and strategic reports that are aligned to strategic intent through qualitative and quantitative research and analysis, recommending insights that enable sound business decisions through others, as per the company’s business strategy. Within the Strategy & Insights team, we conceptualise and drive business strategy through an analytical, insights-driven approach to problem identification and solution. Furthermore, we continue to add downstream value to the organisation through the execution of complex projects and programmes. The team is constantly seeking out new methods of work through evaluating current practices and challenging conventional wisdom. Within the team, there are multiple opportunities for learning, exposure to new ideas, and work experience in diverse fields of inquiry. The team culture, albeit firmly rooted in achievement, is also fun and collaborative. Job Responsibilities: Built sound professional relationships and understood and consistently met client needs. Developed trusting/professional internal relationships to smooth the flow of work. Developed collaborative relationships with contractors/consultants/suppliers which met business needs. Consistently ensured work was completed to plan; progress reviewed and corrective action taken. Resource utilisation produced balanced output in terms of quality, cost, business expectations, and compliance. Complied with risk standards; monitored and took corrective action. Identified and resolved work obstacles and problems effectively with contingency options to deliver required output. Contributed to the crafting of policies, procedures, standards, processes, etc. Delivered systems, products, and projects which contributed to improved client service. Delivered project results cost-effectively on time and within risk parameters. Advice given on systems, processes, and equipment accepted and implemented, leading to improved results. Supported team efforts to achieve transformation goals and established a culture conducive to achieving those goals. Supported and participated in corporate citizenship initiatives; improvements to work methods, processes, and systems were implemented successfully. Analysed, researched, developed, and implemented innovative ideas and solutions adding value to the company’s systems, processes, services, and solutions aligned to business strategy, objectives, and values. Continuously developed professional knowledge relating to the field of expertise. Shared knowledge with team and other professionals. Successfully obtained “buy-in” for value-adding projects, systems, and products/processes. Experience: 3-5 years’ experience in an Analytical and Strategic environment. SAS Enterprise Miner and SQL experience would be advantageous. Intermediate/Advanced Microsoft Excel, Power Point, and Power BI skills. Business writing and creating effective storyboard exposure is a must. Qualification: Advanced Diploma/National 1st Degree. Master’s in Business Administration. Technical/Professional Knowledge: Data analysis. Governance, Risk, and Controls. Industry trends. Microsoft Office. Principles of financial management. Principles of project management. Relevant regulatory knowledge. Relevant software and systems knowledge. Decision-making process. Business Acumen. Behavioural Competencies: Aligning Performance for Success. Building Partnerships. Decision Making. Business Acumen. Guiding Team Success. Planning and Organizing. #J-18808-Ljbffr

Don’t miss out on the opportunity to join this prestigious wealth management company as a Client Services Consultant.

Responsibilities:

• Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts.
• Communicate with clients on the company’s product range in a courteous and professional manner via telephone, email, fax letter and direct walk in clients.
• Manage all work items i.e., this will include dealing with rejections, general queries such as account queries, forms and other literature requests, fund information and also more detailed query investigation and resolution.
• Build and maintain relationships with clients by answering queries directly on all relevant correspondence and at the same time keeping all systems (including third party administrator systems) updated with all notes.
• Support the Client Group by providing proactive communication on rejections and queries raised by the third-party administrators and clients.
• Acting as the primary point of contact for all third party and client queries on the IAM SA and offshore funds range.
• Assist other team members when necessary – provide cover during periods of absence.

 
Qualifications:

A business focused degree

Experience:

• Relevant 2 – 3 years working experience
• Financial Services experience specifically Asset Management, Retirement Funds and Unit Trust Offshore experience – advantage
• Call Centre experience (Financial Services) – Essential
• Excellent business writing skills

 
Attributes:

• The ability to build and maintain meaningful relationships
• The ability to ‘approach and own’ and continuously look for opportunities to develop
• A client focused and collaborative approach
• Ability to analyse, interpret and assimilate information

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Don’t miss out on the opportunity to join this prestigious wealth management company as a Client Services Consultant. Responsibilities: Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts. Communicate with clients on the company’s product range in a courteous and professional manner via telephone, email, fax letter and direct walk in clients. Manage all work items i.e., this will include dealing with rejections, general queries such as

Don’t miss out on the opportunity to join this prestigious wealth management company as a Client Services Consultant. Responsibilities: Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts. Communicate with clients on the company’s product range in a courteous and professional manner via telephone, email, fax letter and direct walk in clients. Manage all work items i.e., this will include dealing with rejections, general queries such as

Join one of South Africa’s leading insurance and wealth management providers as an Investment & Asset Management Technical Specialist. You will need to support specialists with responsibility for the provision of the full range of Technical Specialist services, including better and more insightful information, research, thought leadership, and enhancements to existing communication and educational material.

Support client-centric communication and engagement, working with specialists and product owners across the business to create, curate, and deliver correct, consistent messaging to clients and prospective clients.

Support effective teamwork and collaboration across the company’s business to deliver compelling client value propositions.

Work closely with the investment team and client channels team to ensure that we improve our communication to clients and enhance the client experience through presentations, written documents, articles, and thought leadership.

Support the curation and creation of quality content that empowers the successful delivery of our value proposition to grow and/or retain our client base.

Requirements:

Education and Experience:

• Degree qualifications in Finance or a related field in financial services. Marketing, Qualified Actuary, CFA Charterholder certification is considered desirable.
• Proficient in MS Office (Excel, Word, and PowerPoint)
• Minimum 2-3 years’ experience
• Marketing, communication, and sales experience in all areas of the investments and asset management industry preferable.

Knowledge and Skills:

Conceptualization:

• Outstanding written and verbal communications skills with the ability to explain and translate complex investment concepts into simple and intuitive communications. Obsessive about iteration, quality, clarity, details, & execution.

Support:

• Proven ability to be self-directed and work with minimal supervision.
• Able to coordinate across many teams and perform decisively in a fast-moving environment.
• Developing and using collaborative relationships to facilitate the accomplishment of work goals.

Structured Work:

• Overseeing and monitoring ongoing workflows to ensure efficiencies and relevance of Technical Specialist’s delivery to the business.

Business Understanding:

• Good technical understanding of asset management, investment markets, and numerous investment managers.
• Must have knowledge of the industry, particularly the products and services on offer and to which target audiences these products and services are offered.

Competencies: Leadership Competencies:

• Demonstrate and foster the company’s values.
• Develop interpersonal skills.
• Foster a collegiate environment and encourage innovation and creative thought to differentiate us from peers.

Strategic Competencies:

• Time management. The role often requires performing multiple tasks/work for various parties simultaneously. The employee needs to manage expectations and delivery timelines.
• Changing environment – need to keep up to date and understand the impact on messaging and delivery to clients.
• Building and maintaining credibility and trust with both internal and external clients.
• Information gathering. Understand and scope content and marketing requirements. Assess existing content and collateral processes and revise them to promote the products and services of the business.
• Sound problem-solving skills, analytical thinking, and attention to detail.
• Ability to perform under pressure.
• Good verbal, written, and interpersonal skills.
• Deadline driven.

Functional Competencies:

• Responsible & accountable.
• Resourceful problem solver.
• Effective Communication.
• Results-Orientated.
• Strong Business sense.
• Ability to interact with Clients and internal teams.
• Ability to distil and communicate complex information for internal and external clients.
• Ability to manage expectations.
• Self-management (planning, prioritising & time management).
• Visibility & impact (includes professionalism & executive disposition).
• Ability to persuade and influence.
• Customer Service Orientation/Client Focus (Internal and External).
• Teamwork.
• Excellent attitude, a willingness to always assist, a willingness to learn and progress.
• An enquiring mind, a friendly and collegiate demeanour.

Key Performance Areas: Support and Build Technical Specialist Function:

• Deliver on annual Technical Specialist collateral plans comprising a mix of analytical reports, written reports, thought leadership pieces, and presentations to various internal and external clients, providing clients with confidence to select and adopt appropriate solutions and services.

Collaboration:

• Develop Technical Specialist collateral into saving, investments, and retirement planning.
• Support the Technical Specialist team to develop how our products are positioned in the market and to communicate that positioning effectively in order to help enhance commerciality and client experience.

Delivery:

• Ability to translate complex investment and business-related concepts into simple and intuitive communications that are engaging for intermediaries and clients.

Thought Leadership:

• Analyse the strategic requirement for promotional activities and plan the content promotions and campaigns accordingly. Consult the product specialists and other professionals to take their inputs while preparing these strategic deliverables.

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Join one of South Africa’s leading insurance and wealth management providers as an Investment & Asset Management Technical Specialist. You will need to support specialists with responsibility for the provision of the full range of Technical Specialist services, including better and more insightful information, research, thought leadership, and enhancements to existing communication and educational material. Support client-centric communication and engagement, working with specialists and product owners across the business to create, curate, and deliver correct, consistent messaging to clients and prospective clients. Support effective teamwork and collaboration across the company’s business to deliver compelling client value propositions. Work closely with the investment team and client channels team to ensure that we improve our communication to clients and enhance the client experience through presentations, written documents, articles, and thought leadership. Support the curation and creation of quality content that empowers the successful delivery of our value proposition to grow and/or retain our client base. Requirements: Education and Experience: Degree qualifications in Finance or a related field in financial services. Marketing, Qualified Actuary, CFA Charterholder certification is considered desirable. Proficient in MS Office (Excel, Word, and Power Point) Minimum 2-3 years’ experience Marketing, communication, and sales experience in all areas of the investments and asset management industry preferable. Knowledge and Skills: Conceptualization: Outstanding written and verbal communications skills with the ability to explain and translate complex investment concepts into simple and intuitive communications. Obsessive about iteration, quality, clarity, details, & execution. Support: Proven ability to be self-directed and work with minimal supervision. Able to coordinate across many teams and perform decisively in a fast-moving environment. Developing and using collaborative relationships to facilitate the accomplishment of work goals. Structured Work: Overseeing and monitoring ongoing workflows to ensure efficiencies and relevance of Technical Specialist’s delivery to the business. Business Understanding: Good technical understanding of asset management, investment markets, and numerous investment managers. Must have knowledge of the industry, particularly the products and services on offer and to which target audiences these products and services are offered. Competencies: Leadership Competencies: Demonstrate and foster the company’s values. Develop interpersonal skills. Foster a collegiate environment and encourage innovation and creative thought to differentiate us from peers. Strategic Competencies: Time management. The role often requires performing multiple tasks/work for various parties simultaneously. The employee needs to manage expectations and delivery timelines. Changing environment – need to keep up to date and understand the impact on messaging and delivery to clients. Building and maintaining credibility and trust with both internal and external clients. Information gathering. Understand and scope content and marketing requirements. Assess existing content and collateral processes and revise them to promote the products and services of the business. Sound problem-solving skills, analytical thinking, and attention to detail. Ability to perform under pressure. Good verbal, written, and interpersonal skills. Deadline driven. Functional Competencies: Responsible & accountable. Resourceful problem solver. Effective Communication. Results-Orientated. Strong Business sense. Ability to interact with Clients and internal teams. Ability to distil and communicate complex information for internal and external clients. Ability to manage expectations. Self-management (planning, prioritising & time management). Visibility & impact (includes professionalism & executive disposition). Ability to persuade and influence. Customer Service Orientation/Client Focus (Internal and External). Teamwork. Excellent attitude, a willingness to always assist, a willingness to learn and progress. An enquiring mind, a friendly and collegiate demeanour. Key Performance Areas: Support and Build Technical Specialist Function: Deliver on annual Technical Specialist collateral plans comprising a mix of analytical reports, written reports, thought leadership pieces, and presentations to various internal and external clients, providing clients with confidence to select and adopt appropriate solutions and services. Collaboration: Develop Technical Specialist collateral into saving, investments, and retirement planning. Support the Technical Specialist team to develop how our products are positioned in the market and to communicate that positioning effectively in order to help enhance commerciality and client experience. Delivery: Ability to translate complex investment and business-related concepts into simple and intuitive communications that are engaging for intermediaries and clients. Thought Leadership: Analyse the strategic requirement for promotional activities and plan the content promotions and campaigns accordingly. Consult the product specialists and other professionals to take their inputs while preparing these strategic deliverables. #J-18808-Ljbffr

Overview

JOB TITLE:

Financial Planning & Analysis (FP&A) Analyst

The main purpose of the Financial Planning & Analysis (FP&A) Analyst job is to support the organization's financial planning, decision-making processes, and operational efficiency by providing accurate financial analysis, insights, and forecasts. This pivotal role involves collaborating with various departments to understand business needs, collecting, and analysing financial data, developing budget models, preparing financial reports, and assisting in the preparation of monthly management accounts and cash flow forecasting. These activities are essential for guiding the company's financial strategy, ensuring optimal allocation of financial resources, meeting financial goals, enhancing profitability, and maintaining liquidity.

Key responsibilities include analysing current and past financial performance to forecast future performance, identifying financial trends, and providing actionable recommendations to improve financial health. The FP&A Analyst also plays a critical role in monthly financial closing processes, contributing to the accuracy and timeliness of management accounts that reflect the company's financial status. Additionally, by developing and refining cash flow forecasting models, the analyst helps ensure that the organization can effectively plan for future funding requirements, manage liquidity risks, and capitalize on growth opportunities.

In supporting executive management's decision-making, the FP&A Analyst offers data-driven insights into the company's financial performance and strategic direction, making them an invaluable asset in achieving long-term financial stability and success.

Responsibilities

• Financial Data Analysis and Reporting : Accurately analyse financial data and prepare comprehensive financial reports, including monthly management accounts, to support strategic decision-making and ensure financial transparency.
• Financial Modelling and Forecasting : Develop and refine financial models for budgeting, forecasting future performance, and cash flow forecasting. Provide actionable insights to guide the company's financial planning and resource allocation.
• Monthly Management Accounts and Cash Flow Forecasting : Assist in the timely preparation of monthly management accounts and develop accurate cash flow forecasts to manage liquidity effectively and plan for future financial needs.
• Financial Risk Management : Identify financial risks and opportunities through detailed financial analysis. Implement strategies to mitigate risks and leverage opportunities to enhance financial performance and stability.
• Technology – Financial Systems Implementations and Enhancements : Lead and support the implementation and enhancement of financial systems and technologies to improve financial data collection, analysis, and reporting capabilities.
• Performance Measurement and Improvement : Continuously measure financial performance against set objectives and KPIs. Recommend and implement improvements to financial processes and strategies to drive efficiency, profitability, and growth.

Qualifications

QUALIFICATION REQUIREMENTS:

Degree or B.Degree (Hons) in Accounting / Financial Management

CA (SA), CIMA or similar profession membership will be advantageous.

Work Experience

WORK EXPERIENCE:

3-5 years’ experience in a similar or related field

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