230 Investment Reporting jobs in South Africa

Finance

Financial Analyst

Permanent

• Matric
• BCOM Accounting, Economics, BSC Finance or studying towards these qualifications
• Experience in billings, collections and / or financial analysis is essential
• 2 years+ relevant experience
• Experience working in financial services industry desirable

• Key financial analysis and metrics e.g. new business cancellations vs existing business cancellations, break even and profitability analysis of campaigns, cost of acquisition, etc.
• Financial modelling when required
• Variances analysis
• Data Analysis: Oncor, Lapse, Churn and Persistency calculations
• Preparing Budgets and assisting with year-end audits
• Responsible for preparation, submission and analysis of each collection/bill run
• Review and preparation of Bordereaux reconciliations to ensure all commission structures are in line with SLAs
• Review weekly refunds from Client Services and prepare payment instructions
• Responsible for the timely resolution of all queries relating to submissions
• Responsible for completeness and accuracy of customer premium collections.
• Pay through the bank stats for Client Services and Sales
• Preparing and forecasting monthly revenue estimates
• Journal entries when required
• Ensuring our databases are in sync with our Policy Administrators
• Effective engagement and contribution with other departments to achieve company goals

• Advance excel
• Financial modelling capabilities
• Report writing skills
• Ability to communicate and engage with all levels of management
• A good understanding of financial concepts and financial reporting methodology
• An understanding of accounting processes / practices and their impact on financial reporting
• Ability to manipulate large volumes of financial data accurately and efficiently
• Ability to see the "big picture" to understand the impact of financial reports provided
• Stress management and the ability to manage and co-ordinate deadlines under pressure
• Excellent time management skills (the ability to plan, prioritize and meet deadlines)

Monday to Friday 8.00 to 17.00 or as per campaign requirements

• Policy
• Writing
• Reconciliations
• Report Writing
• Economics
• Journal
• Metrics
• Financial Services
• Collection
• Financial Reporting
• Time Management
• Financial Analysis
• Forecasting
• Budgets
• Analysis
• Databases
• Excel
• Accounting
• Finance
• Data Analysis
• Sales
• Management

Our Johannesburg Client in the Corporate Finance Industry is looking for their next Financial Analyst! Are you interested? View the requirements below and join their team today!

REQUIREMENTS:

• Post Grad qualification in finance or other related commerce qualification
• Minimum 2 - 3 years post-graduate experience in the financial/commercial field
• Financial Modelling and excel experience
• Strong understanding of cash flow and accounting fundamentals
• Strong understanding of valuation methodologies

Our Cape Town client is looking for a well-established, Senior Financial Analyst to join their team! If you are interested, view the requirements below!

REQUIREMENTS:

• Tertiary Education (B.Comm/ Diploma in Accounting/Finance), preferably studying towards the CIMA qualification
• Minimum 3 years exposure to a finance environment
• Proven analytical skills
• Proficient in MS Excel
• Advantageous: retail and / or financial services industry experience

Financial Analyst
Location: Sandton, Johannesburg
Salary: R35,000 - R50,000 Per Month

Company Overview :
Our client is a major player in the investment banking industry, providing financial advisory services and managing portfolios for high-net-worth clients.

Position Overview :
The company is seeking an experienced Financial Analyst to support their investment team. The successful candidate will be responsible for analyzing financial data, preparing reports, and assisting with investment strategies.

Key Responsibilities :

• Analyze financial data and market trends to provide recommendations.
• Prepare financial reports, budgets, and forecasts.
• Collaborate with senior analysts on investment strategies.
• Monitor and evaluate financial performance metrics.

Qualifications :

• Bachelor’s degree in Finance or Accounting.
• 3-5 years of experience in financial analysis or investment banking.
• Proficient in financial modeling and data analysis tools.

Job category: Banking, Finance, Insurance. Stockbroking

Contract: Permanent

Remuneration: Market Related

EE position: Yes

To provide investment support to Post Investment Associates by analysing deals, ensuring that the financial models are appropriate to facilitate seamless revenue collection.

• Provide comprehensive financial analysis through the use of approved financial modelling for existing portfolio companies;
• Analyse, compile and report on market information on a deal by deal basis;
• Contribute to the development of a business development strategy when required for the portfolio companies;
• Develop a broad knowledge of corporate finance, private equity macro environment, sector, and specific transactions to support the team in identifying and recommending appropriate mitigation measures on key risk issues for portfolio companies;
• For additional funding and/or restructure, partake in due diligence exercises at the request of the team member, using approved processes and principles as outlined in the due diligence scope;
• Provide commentary on innovative, optimum, and appropriate finance and legal structures for each investment deal ensuring long term sustainability and viability of the project to the benefit of the client and the NEF;
• Analyse financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine the commercial viability of portfolio companies;
• Consider the economic implications which might affect the performance of portfolio companies;
• Analyse equity valuations of portfolio companies semi-annually;
• Conduct annual site visits to investee portfolio companies;
• Early identification and flagging of potential areas of defaulting clients.

• Graduate degree – minimum B.Com. (Business and Finance, Accounting).

• A generalist in area of corporate finance with some experience in private equity.
• PC Literacy is essential and knowledge of Excel is important as this role often involves financial modelling and projection work. Strong Project Management and Corporate Finance and/or Venture Capital experience (minimum of 5 years).
• 2 – 5 years Financial Analysis experience.

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Financial Analyst
Location: Sandton, Johannesburg
Salary: R35,000 - R50,000 Per Month

Company Overview :
Our client is a major player in the investment banking industry, providing financial advisory services and managing portfolios for high-net-worth clients.

Position Overview :
The company is seeking an experienced Financial Analyst to support their investment team. The successful candidate will be responsible for analyzing financial data, preparing reports, and assisting with investment strategies.

Key Responsibilities :

• Analyze financial data and market trends to provide recommendations.
• Prepare financial reports, budgets, and forecasts.
• Collaborate with senior analysts on investment strategies.
• Monitor and evaluate financial performance metrics.

Qualifications :

• Bachelor’s degree in Finance or Accounting.
• 3-5 years of experience in financial analysis or investment banking.
• Proficient in financial modeling and data analysis tools.

A leading organisation is looking for a Financial Analyst to join their team for an 8-month contract. The organisation is seeking someone to start immediately. The main purpose of the role is to provide financial analysis and cost reporting for the Cape Town Refinery as part of the Finance Team.

Responsibilities:

1. Process monthly opex accruals & ensure monthly account reconciliations are performed on time. Liaise with BU contacts to ensure accrued items are timeously cleared from the accruals account.
2. Produce monthly cost reporting & coordinate cost review meetings with cost centre owners. Leverage financial acumen to influence business decision-making with the goal of meeting opex budgetary targets.
3. Perform monthly variance analysis of actual vs budget on operating expenses (opex) and provide explanations for variances for submission to head office reporting team and other stakeholders (EXCO, ultimate shareholder).
4. Coordinate monthly 24-month rolling forecast for refinery opex – gather inputs from key stakeholders, review for reasonability and accuracy, consolidate, present for business unit leader approval.
5. Coordinate annual opex business planning – gather inputs from key stakeholders, review for reasonability and accuracy, consolidate, present for business unit leader approval.
6. Prepare and present divisional opex financial reports and variance explanations as required by Refinery Leadership Team at monthly governance meeting.

Requirements:

1. Fully qualified CA(SA) or CIMA non-negotiable.
2. 2-5 years of experience post qualification highly preferable, especially experience in cost analysis and reporting.
3. Strong financial, analytical and problem-solving skills.
4. Strong interpersonal and presentation skills, with ability and confidence to work well with a broad spectrum of personnel across the organization and constructively provide guidance within a team environment.
5. SAP experience knowledge would count in candidate’s favour.

EE Disclaimer: Kindly note that all positions will be filled in accordance with the company's Employment Equity plan. We also encourage people with disabilities to apply.

Should you not receive feedback on your application with us within a period of 2 weeks of submission, you may consider your application as being unsuccessful. Please keep an eye on our website and other career sites for future opportunities that may arise.

I specialize in placing professionals in the Finance niche and my clients are consistently looking for accomplished financial professionals who possess strong leadership skills, a hands-on approach, strong academic achievements, and a stable work track record.

I can assist you in exploring opportunities to grow your career within the large corporates and top employers of Gauteng where your abilities can be enhanced and you can grow towards being the best in your field.

• BCom Degree with specialisation in Finance
• CA(SA) (preferable)
• 2-3 years’ experience in Financial Accounting, Cost, Management or Management Accounting
• Strong academic records, awards, and work achievements are very beneficial.

If you would like to be considered, please apply directly. We appreciate your interest; however, if you have not had any response within 2 weeks, please consider your application unsuccessful.

Are you looking to be a part of an exciting start-up that is experiencing high growth, of which a lot of opportunities will be unlocked? Then you are on the right page. This company has created a solution which enables consumers to access websites and apps even if they have no mobile data credit, or without using up their own mobile data balance. exciting right!

They are looking for a full time Financial Analyst whose primary role is to supply accurate and useful data and analytics for the company and their fellow subsidiary.

Your profile:

• 3 years minimum experience in a similar analyst role
• Thorough understanding of analytical tools and methods
• Advanced Excel skills
• Proficient in spreadsheets, databases and financial software applications
• Outstanding reporting and analytical skills
• Excellent English language skills (engaging with executives)
• A degree in Finance, Statistics, Economics or related field

Your responsibilities:

• Preparation of monthly operational reporting
• Assisting with monthly forecasting
• Assemble and summarize data to structure sophisticated reports on financial or operational results to support organizational decision making
• Maintain and update financial models ensuring a high level of attention to detail
• Ad-hoc analytical projects as required by CEO, CCO, Finance or the Executive Chairman
• Liaising with sales team to build ad-hoc reports for customers
• Attention to detail, confidentiality and reliability are essential.