35 Junior Equity Analyst jobs in South Africa
Junior Equity Analyst
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Sanlam Rand West City, Gauteng, South Africa
Junior Equity AnalystSanlam Rand West City, Gauteng, South Africa
Sanlam Investment Group
The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients’ best interests and have a positive impact on society. Backed by the Sanlam Group’s balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda.
Who are we?
Sanlam Investment Group
The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients’ best interests and have a positive impact on society. Backed by the Sanlam Group’s balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda.
The Sanlam Investment Group is one of the largest, most diversified financial services and investment firms in Southern Africa with assets under management and administration of more than R2 trillion. It is a B-BBEE level 1 contributor and one of the largest black-empowered asset managers on the African continent.
Sanlam Alternative Investments (SAI)
The purpose Sanlam Alternative Investments (SAI) business is to help build the African continent and make a real sustainable difference in the emerging economies in which we operate in, aligning to the Sanlam Group’s mission of financial inclusion. The SAI business has a broad range of capabilities that include Private Equity, Specialised Finance, Property, Infrastructure and Partnerships. Sanlam is the biggest non-banking financial institution on the continent, operating in Africa for over 100 years.
What will you do?
The Junior Equity Analyst will support the Global Emerging Markets investment team by conducting fundamental research and analysis on listed companies and equity markets. The role involves collecting and analyzing financial data, building financial models, preparing investment reports, and contributing to the formulation of investment recommendations. they’ll work closely with senior analysts and PMs and get hands-on experience across different markets, sectors and companies.
Key Responsibilities Include
- Assist with producing company and industry research across emerging markets.
- Build and maintain financial models.
- Create valuations and keep track of earnings/news for portfolio names.
- Contribute to investment ideas and research for the team.
- Prepare presentation material and research notes for internal and external client meetings.
- Responsible for some portfolio monitoring and data work.
BCom, CFA, CA with 0 to 2 years related experience.
Knowledge And Skills
Company research and analysis/fixed interest/alternative investments/property
Rank companies within industry
Stock Value Projection
Recommendations and presentation of results
Financial Modelling
Additional Skills
- Strong Analytical Skills
- Excel Skills
- Interest in Equity Markets
- Company research and analysis/fixed interest/alternative investments/property
- Rank companies within industry
- Recommendations and presentation of results
- Financial Modelling
Self-development - Contributing independently
Decision quality - Contributing independently
Financial acumen - Contributing independently
Business insight - Contributing independently
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensure a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process. Seniority level
- Seniority level Internship
- Employment type Full-time
- Job function Finance and Sales
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Business Analyst – Design investment management platform features for SA’s leading wealth manager – Johannesburg – R810K PAJohannesburg Metropolitan Area 1 week ago
Johannesburg, Gauteng, South Africa 1 week ago
Johannesburg, Gauteng, South Africa 1 month ago
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#J-18808-LjbffrJob No Longer Available
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Equity Analyst
Posted 14 days ago
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Posted Thursday, August 7, 2025 at 4:00 AM | Expires Saturday, November 1, 2025 at 2:59 AM
The role is responsible for the preparation and presentation of top-quality equity research to providethe necessary information to make well-informed investment decisions for the Stonehage Fleming Equity Management South Africa strategy and associated portfolios. The coverage universe is exclusively JSE listed equities.
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES
- Conduct in-depth, high quality company and industry research as a critical input to add value
- Report formally on research projects by means of written reports and in person
- Make clear and appropriate conviction recommendations on the businesses under coverage, with substantiated supporting information, to generate benchmark and peer beating returns
- Take initiative in emphasising positive and negative opportunities amongst the full coverage universe
- Preparation for and attendance of Equity Management meetings with active participation
- Generate appropriate content for both internal and external usage on an ad hoc basis
- Undertake client facing activities as required
- Adhering to Investment Management and Group Compliance policies and procedures,undertaking appropriate regulatory training and dealing with potential breaches of compliance policies without delay
QUALIFICATIONS AND EXPERIENCE
- Minimum 1 years working experience in listed equity analysis role
- Demonstrated track record of investment skill
- FAIS experience with the necessary (RE5) Representative Regulatory Exam would be an advantage. If not, then the candidate would have to undergo supervision to meet the fit and proper criteria.
- Working experience with Fact set or similar market software
COMPETENCIES, SKILLS AND BEHAVIOURS
- MS Office (Advanced Excel, Power‐point, Word, Outlook)
- Planning and Organising : Schedules and manages workload effectively, thinks ahead, sets plans to achieve goals
- Teamwork: Supports and works towards team goals, shares information, is helpful and co‐operative. Works effectively with people outside immediate team and within the wider group
- Communication skills: Effective communicator, communicates clearly and concisely, listens effectively, written communication is well presented.
- Accuracy, quality and productivity: Works diligently to deliver work of a high standard and accuracy.
- Technical Knowledge: Demonstrates required technical knowledge, understands the policies, processes and systems in their area of expertise, keeps technical knowledge up to date.
- Research and analysis Skill: Displays analytical, objective and thorough approach to information gathering, considers and questions all scenarios and identifies the most
important factors, presents analysis in a clear manner reaching logical conclusions. - Problem solving and Decision making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions
- Shows a passion and enthusiasm for Equity markets.
This job description is a guide to the principal, current duties of the job. It does not form
part of the contract of employment / secondment.
Associate (Equity Analyst) – Johannesburg
Posted 14 days ago
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Shift Pursuit is proud to partner with one of Sandton’s leading investment firms — known for its commitment to excellence and employee development. They are looking to appoint a dynamic and analytical individual to join their investment team in a high-impact Associate role. This is a unique opportunity for a high-calibre professional to join a growing and reputable fund, where you’ll play a key role across the full investment value chain, from deal origination to portfolio management. The role reports directly to the partners and principal of the fund.
Requirements:
- CA(SA), CFA, MBA, Business Science, BSc or relevant finance-related degree
- 4–6 years’ post-articles or relevant experience (ideally at Associate level)
- Advanced financial modelling and valuation skills
- Strong business acumen and analytical capability
- Excellent verbal and written communication
- Self-starter with entrepreneurial flair and drive
- Sound judgment and decision-making ability
- Ability to manage multiple workstreams under pressure
- Solid understanding of relevant regulations (Tax, Companies Act, etc.)
- Team-oriented, with a collaborative mindset and willingness to learn
Key Performance Areas:
- Deal Origination
- Conduct in-depth research and market analysis
- Prepare investment appraisal and opportunity assessment reports
- Present insights and findings in a concise, commercial format
- Build and maintain a strong external network for sourcing deal flow
- Transaction Execution
- Evaluate and validate various investment theses
- Conduct financial modelling, commercial assessments, and valuations
- Lead or support due diligence and execution workstreams
- Draft and present investment committee submissions
- Assist in structuring and negotiating transactions (entry and exit)
- Portfolio Management
- Monitor and support portfolio companies and their management teams
- Maintain internal reporting systems and assist with investor reporting
- Analyse financial and operational performance of portfolio companies
- Support value creation initiatives across the portfolio
- Internal Firm Contribution
- Contribute to team culture and firm initiatives
- Represent and promote the firm’s brand and values
- Demonstrate leadership and accountability across projects
How to Apply
Send your CV to
For a confidential discussion, contact us on .
This is more than just another role — it’s your launchpad into a high-impact commercial leadership career in private equity. Join a team that values excellence, innovation, and strategic thinking.
Tagged as: Associate, CA(SA), CFA, Equity Analyst, Johannesburg, Sandton
#J-18808-LjbffrAssociate (equity analyst) – johannesburg
Posted today
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PRIVATE EQUITY FINANCIAL ANALYST
Posted 14 days ago
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SUMMARY:
PRIVATE EQUITY FINANCIAL ANALYST - Claremont/Newlands, Western Cape, SA Highly Competitive Package
Recruiter:
HR Genie
Job Ref:
PE Analyst
Date posted:
Friday, May 23, 2025
Location:
Cape Town, South Africa
Salary:
Market related
SUMMARY:
PRIVATE EQUITY FINANCIAL ANALYST - Claremont/Newlands, Western Cape, SA Highly Competitive Package
POSITION INFO:
PRIVATE EQUITY FINANCIAL ANALYST - Claremont/Newlands, Western Cape, SA
Highly Competitive Package on Offer!
Our Client, a highly reputable and established Private Equity firm is currently in search of a self-motivated Private Equity Financial Analyst who thrives in a high-growth non-bureaucratic environment.
You are entrepreneurial in nature and have solutions orientated, "can do" persona. One would describe you as an extremely innovative, resourceful, analytical and collaborative team player who is very much a self-starter.
Further to this, you have a strong interest/passion in the technology and the energy and resource efficiency markets as well as data management and financial modelling,
Main Purpose of the Role
The Private Equity Financial Analyst requires analytical and technical skillset to drive high quality, timely and comprehensive research, datasets and financial modelling and valuations, that provide the investment team with reliable information on which to base its investment advice.
Being part of the investment deal team, there will be an opportunity to gain an in-depth and high-level overview of a specific sector and the technologies deployed therein. With experience, there is a growth opportunity for the Private Equity Analyst to have greater influence on the Companies investment advisory leadership through rigorous technical financial analysis and market expertise.
Day-to-day responsibilities will entail market research and analysis, origination of fund-fit deals, financial modelling in MS Excel, investment and fund valuations as well as assisting with the negotiation, execution, monitoring, and value creation, and exit of portfolio investments. The core role requires skills such as report writing, the drafting of deal papers and investment memorandums, MS Excel financial modelling and doing valuations for energy infrastructure project finance and growth equity or expansion capital companies .
To be actively involve in close interaction and cooperation with all offices and regional counterparts, as well as market and industry groups and other key third party stakeholders across its clean energy and resource efficiency specialised investment themes.
Key Responsibilities
- Maintain and deliver reliable information to the deal team with the ongoing goal of improving the accuracy, completeness and coverage of financial analysis and sector datasets.
- Deliver accurate, high-quality analysis on prospective and post-investment financial models whilst applying problem-solving skills to identify innovative financing solutions.
- Work with a range of proprietary, industry standard, and open-source data stores to assemble, organize and analyse data.
- Develop research ideas, prototypes, and proofs of concepts both in cooperation with other data analysts/deal team members and as an individual.
- Liaise with investment team to contribute to the future development and strategic direction of the company.
- Continually expand existing technical knowledge in addition to new technologies and tools through training programs and available resources.
- Take ownership and be proactive with key areas of responsibility.
- A post-graduate degree (MBA, CFA, CA (SA), Masters in Finance or similar)
- 3-5+ Years in areas combining at minimum two of the following: financial analysis, financial valuation, data analysis, energy sector and/or project finance modelling and analysis.
- Experience gained growth equity experience (vs infrastructure) and / or experience at a PE fund (vs advisory) will be highly advantageous!
- Advanced financial modelling in MS Excel (project modelling, forecasting/budgeting, financial structuring, valuation methodologies, refinancing and M&A modelling, sensitivity and scenario analysis), including but not limited financial modelling and valuation skills in renewable energy infrastructure project finance and growth equity or expansion capital investments.
- In addition to advanced Excel (ideally experience with macros and VBA), strong PowerPoint, MS Word and MS Teams skills.
- Preparation skills in presentation including inputs to deal teasers, investment documentation and presentations, deal pipeline, and other supporting documentation and analysis.
- Proven data analytical skills and experience i.e. extraction, data management, data visualization, data modelling, data science, business analysis, project management.
- Proficiency in accounting treatment and tax.
- Willingness to travel within the African Region as well as abroad to international destinations for deal meetings, conferences and investor meetings.
- The ability to prioritize, multi-task, and deliver to deadlines.
- Creative problem-solving skills and strategic/analytical thinking.
- Fluency in English with excellent written and verbal communication skills (other languages like French are an advantage).
- Attitude: committed, driven, hardworking ethic
Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Advertising Services
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#J-18808-LjbffrPrivate equity financial analyst
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Analyst, Equity Research (Mining and Metals)
Posted 14 days ago
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Analyst, Equity Research (Mining and Metals)
Job Overview
Business Segment: Corporate & Investment Banking
Location: ZA, GP, Johannesburg, Baker Street 30
SBG Securities is a wholly owned subsidiary of Standard Bank Group, assisting institutional and retail clients in research and trading across 17 African markets. We are a top-rated Research Team since 2016. Standard Bank is an Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals.
JOB PURPOSE
To join a leading, top ranked, high-energy Equity Research Franchise in a junior analyst role, assisting the lead analyst in the sectors of PGMs, Gold and Oil and Gas. Develop sector coverage over time with the opportunity to develop into a lead role within the bank.
The ideal candidate must have very strong numeracy skills, be highly analytical, self-starting, creative and good at developing and presenting a view. Strong excel skills and attention to detail are critical. Being able to cope in a high-pressure environment will be essential.
A successful execution of the job steers client trade and a commission stream via the dealing platform of the broker. This advisory function is fulfilled through regular publication of investment ideas, company and sector updates, marketing of ideas and the organization of conferences and other corporate access activities. In addition, we anticipate that an analyst builds a network of executive contacts and, within the global regulatory framework, generates observations and ideas that may assist the primary capital teams of the bank.
Essential Functions
- The role will include responsibility for the broader bank’s PGM commodity forecasts, requiring global supply & demand modelling and PGM commodity pricing estimates.
- Assisting the Sector Head in conducting new and innovative research, assisting in publication of regular product and new thematic reports, updating and maintenance of existing models including sourcing new data sets.
- Attend roadshows alongside Sector Head including attendance to company results, corporate meetings and site visits.
- Complete and respond to ‘bespoke’ and ad-hoc client requests.
- Oversee the day-to-day activities of the research department, ensuring accuracy of work and that research content is marketable and actionable.
- Regularly and timeously write insightful and impactful research that results in a product suite that encompasses sector and company notes, thematic and periodical publications, comments on news-flow and its impact of share valuations.
- Develop skills and knowledge base to a point where the analyst can initiate coverage of relevant and commercial number of stocks in the allocated sectors.
- Market the investment ideas to domestic and offshore based global investors. Marketing consists of face-to-face road show meetings, conference calls, tele-marketing, etc.
- A combination of the above is expected to result in a measurable progression of an Analyst franchise (= own and broker/bank brand combined) with institutional investors as measured in the customary broker performance reviews and external broker surveys.
- Inform and work with Sales and Trading, within compliance framework, to optimise the marketing and execution of investment ideas.
- Pro-actively pass interesting and commercial ideas on the counterparts in CIB for instance in ECM, DCM, M&A and broader corporate finance functions.
- Develop a sector coverage and product strategy to effect, establish and grow a leading research franchise.
- Oversee coverage of relevant commercial stocks in the allocated / targeted sectors and companies to maintain up-to-date market data, knowledge of current events and to identify key developments.
- Oversee the development of commercial and differentiated research reports / publications, and monitor the process of analysis and recommendations to ensure consistent quality deliverables.
- Oversee the distribution of research product/ commercial ideas to counterparts in Corporate Investment Banking (CIB) e.g. ECM, M&A and Coverage and broader corporate finance functions to generate leads.
- Oversee the organising of conferencing and corporate access calendars in order to provide corporate access to link executives of corporations and other decision- and opinion-makers to investment managers.
- Plan, direct and present analysis to demonstrate and enhance the value of CIB Equity Research ideas to existing and prospective clients.
Qualifications
Type of Qualification: Bachelors Degree, preferably in the engineering or mathematical sciences
Field of Study: Mathematical Sciences, mining
Experience Required
- Role based in Cape Town or Johannesburg offices
- Mining and Metals industry analysis experience preferred
Macro Generic
Global Markets Equity Research
1-2 years
Strong Microsoft Excel skills with seasoned / strong financial modelling and analysis skills
3-4 years
Experience as a covering or lead analyst on individual equities, with the ability to develop strong client relationships
4-6 years
Seasoned asset management and sector experience expertise into assessing investment opportunities within a specific sector universe
Stock Controller Market related
Posted 20 days ago
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Stock Controller required to manage inventory and purchase merchandise based on the company’s needs.
Responsibilities:
- Forecast supply and demand to prevent overstocking and running out-of-stock (OOS)
- Enter purchase details (vendors information, invoices and pricing) into internal databases
- Place orders to replenish merchandise as needed
- Track shipments and address any delays
- Oversee storage of products
- Evaluate suppliers’ offers and negotiate profitable deals
- Liaise with warehouse staff and other internal teams to test products’ quality (status upon delivery and storage conditions)
- Keep updated inventory records (including daily shipments)
- Ensure purchases do not exceed budget
- Follow up on orders placed into the factory
- Thorough attention to detail
- Organisation and Time Management Skills
- Ability to perform well under pressure
- Ability to work well with suppliers, customers and other team members
Min Requirements:
- Matric, Grade 12 certificate
- Relevant tertiary qualification preferred
- Valid Drivers licence
- Computer Literate
- Proven work experience as a Stock Controller, Inventory Manager or similar role
- Good understanding of supply chain procedures
- Working knowledge of inventory management software
- Active participation in inventory audits
- Good communication and negotiation abilities
- Exposure to manufacturing processes
- Exposure to production processes
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Stock controller market related
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Director, Financial Planning & Analysis
Posted 14 days ago
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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.”
#J-18808-LjbffrFinancial Planning & Analysis Analyst
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JOB TITLE :
Financial Planning & Analysis (FP&A) Analyst
MAIN PURPOSE OF THE JOB :
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.
DESCRIPTION OF FIELD OF DUTY (KPA’s) :
- 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.
QUALIFICATION REQUIREMENTS :
Degree or B.Degree (Hons) in Accounting / Financial Management
CA (SA), CIMA or similar profession membership will be advantageous.
WORK EXPERIENCE :
3-5 years’ experience in a similar or related field
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