609 Financial Planning jobs in South Africa

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Join to apply for the Financial Planning Analyst role at ExecutivePlacements.com - The JOB Portal

SUMMARY:

Are you passionate about driving business performance through insightful financial analysis? Join a global leader in the FMCG space and play a key role in shaping strategic decisions that impact millions!

Financial Planning Analyst

Recruiter:

Network Recruitment

Job Ref:

NFU014168/KM

Date posted:

Wednesday, July 2, 2025

Location:

Johannesburg, South Africa

Salary:

84000

SUMMARY:

Are you passionate about driving business performance through insightful financial analysis? Join a global leader in the FMCG space and play a key role in shaping strategic decisions that impact millions!

POSITION INFO:

Job & Company Description:

This multinational organization is looking for a skilled Financial Planning Analyst to join their high-performing finance team. The role will be responsible for supporting financial planning processes, budgeting, forecasting, and providing in-depth analysis to influence business strategies. You will collaborate with cross-functional teams and senior stakeholders to ensure sound financial insights drive commercial success.

This is an exciting opportunity for a finance professional who thrives in a fast-paced environment and is looking to take their career to the next level within a globally recognized brand.

Job Experience & Skills Required:

• Bachelor’s 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
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

We have partnered with a UK-headquartered multinational that is redefining how businesses and individuals create branded products and experiences. They are on the lookout for a sharp, commercially strong FP&A Analyst to join their dynamic finance team. This role is fully remote (SA-based candidates only) but you will be working with teams across the UK, Europe and the US.

As the FP&A Analyst, you will be the storyteller behind the numbers turning data into actionable insights and working directly with marketing, eCommerce, category management and logistics teams. Your work will influence strategic decisions and help shape the business’s future.

Key Responsibilities:

• Business partner with Commercial & Operations teams
• Own and evolve key financial models
• Monthly board reporting & performance analysis
• Present insights to both finance & non-finance audiences

Qualifications and experience required:

• Must be a qualified Accountant (CIMA, ACCA or ACA)
• Strong Excel & financial modelling skills (SQL or Tableau knowledge advantageous)
• A natural communicator. Able to simplify the complex
• Analytical, curious and proactive
• Strong experience in FP&A or business partnering

Curious to know more? Let us connect! Apply today.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance
• Industries Printing Services and Design Services

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Johannesburg, Gauteng, South Africa $00.00- 200.00 5 days ago

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Join to apply for the Financial Planning Assistant role at ExecutivePlacements.com - The JOB Portal

3 days ago Be among the first 25 applicants

Join to apply for the Financial Planning Assistant role at ExecutivePlacements.com - The JOB Portal

SUMMARY:

Roodepoort- Support a dynamic financial advisory practice with key administrative and operational tasks as a

Financial Planning Assistant

Recruiter:

Fouche & Co Recruitment

Job Ref:

DBN000451/JC

Date posted:

Thursday, June 19, 2025

Location:

Johannesburg, South Africa

Salary:

17000 Monthly

SUMMARY:

Roodepoort- Support a dynamic financial advisory practice with key administrative and operational tasks as a Financial Planning Assistant . Join a committed team focused on exceptional client engagement.

POSITION INFO:

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, you’ll 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.
  
  

• 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.
  
  

• 2–3 years in financial services advantageous.
• Tertiary education or applicable courses.
• Proficient in MS Office and Xplan.
• Familiarity with financial regulatory practices (FAIS/FICA).
  
  

• Only shortlisted candidates will be contacted**
  
  
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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Johannesburg, Gauteng, South Africa 2 days ago

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Reference: NFU011079-PMA-1

Calling all immediately available Financial Planning Analysts with experience in the Healthcare sector! An exciting opportunity awaits you to join my client's team on a 12-month fixed-term contract. Apply now and take the next step in your career journey.

My client, located in Johannesburg, is in search of a Financial Planning Analyst to join their team. Reporting directly to the Chief Financial Officer, this senior managerial role requires strong people management skills. As the FP&A, you'll oversee monthly account management, financial control, strategy development, risk management, and ensure compliance and governance standards. If you're ready to take on this dynamic role, apply today and seize the opportunity to contribute to a forward-thinking multinational organization.

1. CA(SA)
2. 5 Years Minimum experience in a similar role
3. System implementation experience is imperative
4. Experience working with large volumes of data
5. Advanced Excel Skills

If you are interested in this opportunity, please apply directly.

R 12000 - R 14000 - Annually

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:

For more finance jobs, please visit our website:
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.

• 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.

• 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.

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

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.

• Oversee and manage financial reporting, analysis and strategic planning
• Record keeping and management
• Perform analysis and compile reports where necessary, monthly, quarterly, annual cycles and ad hoc
• Assist with sourcing and interrogating data to be used for reporting to internal and external stakeholders
• Prepare accurate financial performance reports for Senior Leadership
• Conduct variance analysis and forecasting for business units and departments
• Review financial reports, presentations and management reporting needs

• Coordinate budget reporting cycles with business functions
• Develop the operating and financial plan required to achieve management’s strategic plan
• Evaluate financial performance by comparing actual results with plans and forecasts.
• Set and track KPIs and objectives for the overall business and individual units.
• Assist in automating the consolidated reporting process

University graduate, preferably in Finance and Banking Minimum of 2-3 years’ experience working with loans in Treasury within Financial Services
Experience in real estate/ property investment management would be an advantage
Willingness to learn, proactive individual and solution oriented
Excellent interpersonal skills and ability to communicate with stakeholders at all levels
Understanding of Accounting Principles required 
Understanding of Databases and SQL would be beneficial

Job DescriptionJob Description

Reporting to the VP of Financial Planning and Analysis, the Director of Financial Planning & Analysis (Sales & IoTMS) is a strategic, detail-oriented leader dedicated to driving profitability and operational efficiency across the value chain. This role is instrumental in providing financial leadership and actionable insights to key stakeholders, serving as the primary business partner to the Chief Revenue Officer (CRO) and Chief Operating Officer (COO). The Director will play a critical role in enhancing business performance by delivering strategic analysis and recommendations. This includes leading sales forecasting and planning, developing comprehensive P&Ls for Regions, Industries, and Business Units, and driving initiatives that maximize financial impact and operational effectiveness. The role will combine a passion for continuous improvement with a commitment to cross-functional collaboration to deliver results that align with organizational goals.

CORE ACCOUNTABILITIES

Financial

• Lead the strategic development of the Annual Operating Plan (AOP) and quarterly forecasts for the CRO and COO organizations, ensuring revenue and OPEX forecasts align across Commercial, Operations, and Finance teams through detailed Industry and Business Unit P&Ls.

• Drive the creation of quarterly and monthly business reviews, providing deep financial insights to evaluate performance against strategic goals and identify growth and efficiency opportunities within Sales and IoTMS.

• Analyze customer revenue performance, profitability, subscriber churn, and other key metrics to optimize business unit financial performance, including productivity enhancements and service/deployment margin improvements.

• Effectively lead a team of analysts on the end-to-end business partnership, various processes as outlined above, month-end processes, and variance analysis.

Customer

• Partner with the CRO(s), COO, and IoTMS/Operations teams to ensure overall company objectives are met/exceeded.

• Co-lead and collaborate with Sales Operations on global sales forecasting, facilitating ongoing risk and opportunity (R&O) analysis and tracking, supporting closure of opportunities and mitigation of risks, and providing financial headlights.

• Collaborate with FP&A leadership to develop global reporting and presentations, creating valuable reporting content for senior leadership on deployment labor analysis, inventory management, and more.

Enhance transparency and understanding of financial reports for internal customers by providing training and resources for informed decision-making.

Business Process

• Spearhead process automation initiatives to streamline sales planning, R&O management, with a focus on reducing manual effort, and enhance accuracy, enabling the team to focus on higher-impact analyses and strategic activities.

• Establish and continuously refine reporting dashboards and KPIs to improve visibility into sales and operations performance metrics, allowing stakeholders to make data-driven decisions and swiftly address areas needing improvement.

• Serve as a key advisor to the Deal Desk team for SPR/SDX requests, including delegated authority on pricing within the SPR process.

Learning and Development

• Build and cultivate a high-performing team of financial professionals, including Senior Financial Analysts supporting Sales and Operations, fostering a culture of high performance, innovation, and professional growth.

• Promote a culture of accuracy and accountability within the FP&A team, with a strong emphasis on data integrity and financial transparency.

• Accountable to lead a team through the HR life cycle, including mentoring and guiding team members on best practices in financial analysis and business partnership, fostering critical thinking, problem-solving, and communication skills essential for career advancement and organizational impact.

• Foster collaboration with cross-functional teams, encouraging knowledge sharing and alignment on consolidation and reporting objectives.

QUALIFICATIONS

• Bachelor’s degree in an analytic field of study plus a business approach; Finance, Accounting, Math, Statistics, Economics or other relevant fields.

• 10+ years of relevant experience in Finance, Consulting, or Analytics.

• Minimum 7 years progressive leadership experience.

• Deep knowledge of financial reporting, forecasting, budgeting, and variance analysis.

• Advanced proficiency in Excel and experience with ERP systems (NetSuite & Salesforce).

SKILLS/COMPETENCIES

• Analytical problem solver passionate about using data to solve business problems.

• Experience working in a business partnership role, supporting Sr. Leaders across Sales and/or Manufacturing/Operations environments.

• Experience using Workday Adaptive Planning or similar planning and reporting platforms an asset.

• Ability to learn other strategic skills from leader to support the work of FP&A and drive other projects required at an executive level.

• Experience with visualization and query tools like Power Query, Power BI, Qlik, Tableau, or similar tools.

• Strong engagement skills to communicate effectively across all levels of diverse teams.

• Proven ability to drive change by teaching and embedding new processes, with experience in innovating and simplifying finance and operational workflows for lasting improvements.

• Pursuing or completed a Professional Accounting, Finance designation, or MBA an asset.

• Proven ability to multi-task, problem-solve and prioritize without compromising details to accuracy or work deadlines.

KORE VALUES:

Customer Obsession

We earn trust through deep understanding and relentless commitment. We earn the trust of our customers and aim to delight them through our solutions – we want to be loved by our customers.

Be the Spark

We lead with energy, creativity, and urgency. We don't wait for change – we ignite it. We listen, engage, and encourage others to participate.

Own the Outcome

We take accountability seriously – delivering on our promises to customers, teammates, and ourselves. We finish what we start. We think like owners and we’re frugal where it makes sense.

Grit & Positivity

We face challenges head-on – with resilience, optimism, and determination. We look at these situations as an opportunity to create a positive outcome. When we make a commitment, we deliver. We challenge those in a respectful way that do not meet their commitments.

Challenge. Debate. But Be Human.

We speak up, question assumptions, and challenge ideas – not people. We aim for the best outcomes through respectful, direct, and open dialogue, keeping in mind we’re all on the same team.

“KORE Wireless Group, Inc., is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of any kind. KORE is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at KORE are based on business needs, job requirements and individual qualifications, without regard to , , or belief, , social or , (including ), physical, mental or sensory , HIV Status, , identify and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. KORE will not tolerate discrimination or harassment based on any of these characteristics.”