449 Senior Financial Analyst 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

At Lancia, we help ambitious businesses tackle complex challenges, solve tricky problems, and achieve great things. We believe in quality-first consulting—where the first version is the best version—and always act with integrity, honesty, and a passion for excellence.

Our people have the freedom to think innovatively, work autonomously, and be empowered to make their own decisions, whilst working in a collaborative and supportive environment. We are looking for a top achiever, a Junior Financial Analyst to join our team based in our Somerset West office, Cape Town. Please note that this position will be based on-site and attendance in office will be expected four days a week.

We are seeking a Junior Financial Analyst to support our team in financial modelling, financial data analytics, and strategic decision-making. The role provides exposure to traditional corporate finance work and modern data-driven analytics. The ideal candidate will be eager to learn, detail-oriented, and comfortable working with complex datasets and building forward-looking financial models.

• A completed degree in Finance, Accounting, Economics, or Data Analytics. Exceptional recent graduates with a top academic record in Finance, Data, or Statistics — and demonstrable experience in financial modelling or financial data analytics (through internships, projects, or certifications) — will also be considered.
• Preference will be given to candidates with the following certifications: CFA (any level), FMVA, or equivalent.
• At least 1–2 years of relevant experience to support the team in financial modelling, financial data analytics, and strategic decision-making.

• 1–2 years of relevant experience in financial analysis, corporate finance, investment banking, or consulting.
• Excellent Excel skills (advanced formulas, financial modelling best practices, data manipulation).
• Exposure to BI / analytics tools (Power BI, SQL, Python) is an advantage.
• Interest in modern data tools (Fabric, Snowflake, Databricks) and a willingness to learn.
• Strong analytical and problem-solving skills, with strong attention to detail.
• Clear communication skills with the ability to present findings to non-financial audiences.
• Ability to work under pressure, manage deadlines, and thrive in a high-performance environment.

• Assist in building, maintaining, and enhancing detailed financial models (three-statement, valuation, scenario, and sensitivity analysis).
• Support development of increasingly complex models to guide client and internal decision-making.
• Contribute to forecasting, budgeting, and scenario planning processes.
• Analyze financial and operational data to identify trends, risks, and opportunities.
• Support data cleansing, transformation, and integration into reporting models.
• Work with BI tools (e.g., Power BI, Excel, SQL, Python preferred) to create dashboards and reports.
• Conduct variance analysis, profitability reviews, and performance measurement.

• Prepare client-ready presentations and reports that translate analysis into actionable insights.
• Collaborate with senior analysts and managers to deliver investor-grade materials (board packs, deal support documents, strategic reviews).
• Gain exposure to modern data platforms such as Microsoft Fabric, Snowflake, and Databricks.
• Leverage AI tools extensively for financial analysis, forecasting, data transformation, and insight generation.
• Opportunity to develop skills in machine learning and predictive analytics as part of advanced client work.
• Develop expertise in advanced financial modelling techniques and analytical tools.
• Stay updated with industry standards, valuation methodologies, and emerging technologies in finance and analytics.

This role is designed as an entry point into advanced financial modelling and analytics. The Junior Financial Analyst will have the opportunity to take on increasing responsibility in:

• Complex valuation work and strategic financial modelling.
• Advanced data analytics, machine learning, and predictive modelling.
• Extensive use of AI in day-to-day workflows.
• Direct client engagement and presentation of insights.
• Progression towards Senior Analyst and Associate roles

Thank you for taking the time to apply! If you are interested in a conversation with us to learn more, please submit your CV with your application. Should you not hear from us after 2 weeks, please consider your application as unsuccessful.

At Lancia Consult we are truly committed to positive, inclusive and accessible recruitment and are proud to be an equal opportunities employer.

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Overview

The Financial Analyst collates financial information and prepares the monthly forecasts, year-end budgets and internal / external stakeholder reports. The incumbent analyses the actual performance of the business and identifies drivers that can be applied to forecast future performance. A key focus of this role is to create business intelligence and communicate reasons for deviations of actual performance and budget to management and relevant shareholders. The incumbent also contributes to the modeling process and various ad-hoc projects.

• Performing Fixed Assets reporting and analytics
• Preparing accounting journal entries and processing transactions for insourced quote to cash activities
• Reviewing Trial Balances
• Assisting in the preparation of financial statements as well as coordinating internal and external audits
• Preparing internal and regulatory monthly data reporting packs
• Preparing reconciliations for insourced quote to cash activities
• Reviewing reconciliations for all accounting activities
• Performing day-to-day treasury activities such as daily bank clearing, bank account management and funding payments and settlements
• Raising and reconciling accruals
• Supports the Financial Manager to ensure Tax and VAT compliance including preparation / review of all calculations to ensure that they are accurate and all returns filed timeously
• Supports the Senior Financial Controller with the execution of collaborative budgeting and forecasting activities
• Consolidating SLA reports for internal / external stakeholders
• Overseeing, reporting and providing analysis and recommendation on VWFS SA’s BBBEE spend
• Provides input into financial models including model building, maintenance, monitoring, testing and implementation
• Acting as a finance business partner for IT and HR overheads
• Performing analysis reports as required
• Prepares and presents information required for meetings with internal / external stakeholders
• Participates in planned activities that are appropriate for own personal and career development

• At least 2 – 5 years of financial and analytical experience
• Strong modelling and database skills as well as experience with reporting technology
• Experience with generating management reports and conducting performance analytics
• Advanced proficiency with different types of Accounting software and spreadsheet programs / applications
• In-depth knowledge in IFRS and other relevant Accounting standards
• In-depth knowledge and understanding of Accounting internal controls
• In-depth knowledge and understanding of Broad-Based Black Economic Empowerment Code of Good Practice (advantageous)

• Bachelor of Commerce in Accounting / Financial Management

VWFS SA is an equal opportunity employer and is committed to our policy on Employment Equity. Please note all applications will be evaluated in line with the Employment Equity Plan.

Please note that any declaration will not influence your chance of successful employment unless a conflict of interest is identified that has a direct impact to the role functions or outputs. Furthermore, please be aware that you may be required to declare all of your interests prior to employment.

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Overview

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.

Overview

All the benefits and perks you need for you and your family:

• Benefits from Day One
• Paid Days Off from Day One
• Student Loan Repayment Program
• Career Development
• Whole Person Wellbeing Resources
• Mental Health Resources and Support

Our promise to you:

Joining AdventHealth is about being part of something bigger. Its about belonging to a community that believes in the wholeness of each person, and serves to uplift others in body, mind and spirit. AdventHealth is a place where you can thrive professionally, and grow spiritually, by Extending the Healing Ministry of Christ. Where you will be valued for who you are and the unique experiences you bring to our purpose-minded team. All while understanding that together we are even better.

Schedule: Full-time

Shift : Days

Location: 1395 S Pinellas Avenue, Tarpon Springs, Florida 34689

The community you'll be caring for: AdventHealth North Pinellas

The role you'll contribute:

The Financial Analyst may interact with hospital administrators, internal finance/accounting teams and department directors to provide relevant, accurate, and timely information. Performs research, collects data, and skillfully organizes and presents the analysis to management in written or oral format. Demonstrates the ability to exercise objective, independent judgment in developing financial recommendations for management. Serves as a liaison to department directors in financial matters. Actively participates in outstanding customer service and accepts responsibility in maintaining relationships that are equally respectful to all.

The value you'll bring to the team:

• Provides strategic financial information for the organization through the maintenance of a financial management program. Collaborates with leadership to provide relevant analysis, information and support to identify and present opportunities that improve overall financial performance and the competitive position of the organization.
• Establishes data accuracy and validity derived from a variety of systems. Performs data analysis using statistical techniques. Assists in the preparation and delivery of decision support reports to both internal and external customers.
• Identifies opportunities to enhance efficiency, reduce cost, improve customer service, increase capacity and improve throughput. Assists in reviewing/documenting operational procedures.
• Prepare Service-line Reports for distribution and to evaluate the reimbursement of hospital programs to determine the profitability of service lines.
• Run routine audits to ensure data integrity in all reports

Qualifications

• The expertise and experiences you'll need to succeed

• Bachelor's in Finance, Accounting or related field Required
• 1 year of related experience

This facility is an equal opportunity employer and complies with federal, state and local anti-discrimination laws, regulations and ordinances. The salary range reflects the anticipated base pay range for this position. Individual compensation is determined based on skills, experience and other relevant factors within this pay range. The minimums and maximums for each position may vary based on geographical location.

Category: Accounting/Finance

Organization: AdventHealth North Pinellas

Schedule: Full-time

Shift: 1 - Day

Req ID:

We are an equal opportunity employer and do not tolerate discrimination based on race, color, creed, religion, national origin, sex, marital status, age or disability/handicap with respect to recruitment, selection, placement, promotion, wages, benefits and other terms and conditions of employment.

Tshwane, South Africa | Posted on 11/09/2025

The Financial Analyst is responsible for analysing corporate financials, appraising investment proposals, and monitoring the Jobs Fund portfolio to ensure investments contribute to sustainable employment creation in South Africa.

Review and align Jobs Fund policies with accounting standards.

Provide guidance on laws, rules, auditing regulations, and procedures.

Conduct financial due diligence and appraisal of new investment proposals.

Develop and review financial models, forecasts, and risk assessments.

Prepare appraisal reports, contracts, and disbursement requests.

Monitor investment performance, compliance, and risk mitigation.

Analyse financial data, trends, and project outcomes to recommend improvements.

Support knowledge management, stakeholder engagement, and reporting.

Contribute to policy development, process improvement, and financial governance.

Qualifications

Degree (NQF 7) in Finance, Project Finance, Economics, or related field.

Postgraduate qualification in Finance will be an advantage.

Experience

Minimum of 4 years post-training/internship experience.

Experience in the public sector is advantageous.

Financial analysis and modelling

Development and public finance economics

Grant management and internal controls/audit

South African economic development and labour markets

Project management principles and tools

Knowledge of PFMA, NT regulations, and government processes

#Hiring

RPO Recruitment's Client is looking for candidates to join their team in Port Elizabeth, Eastern Cape. This position is Financial Analyst, you will oversee the daily financial analysis of management accounts, ensuring the maintenance and production of accurate financial information for all stakeholders. This role combines technical financial modelling skills with strategic thinking, working directly with a wide network of global colleagues to deliver valuable insights and recommendations for strategic and operational decision-making.

Requirements:

• Qualified Chartered Accountant (CA) SA
• Strong analytical and problem-solving skills
• Excellent communication and presentation skills
• Ability to work collaboratively with cross-functional teams
• Advanced proficiency in Microsoft Excel (formulas, pivot tables, VBA macros, data visualization, etc.)
• Strong knowledge of Microsoft Power Automate, with experience in creating, testing, and maintaining workflows
• Familiarity with other Microsoft tools, such as Power BI, Power Query, and SharePoint is advantageous
• Strong organizational skills and attention to detail
• Ability to manage multiple projects and priorities simultaneously

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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Overview

About the job: Financial Analyst – Senior Specialist: Technology CAPEX Controller

Location: Midrand

Duration: 6 months

• We seek a highly skilled CAPEX controller to manage and coordinate the financial requirements.
• This position is responsible for the strategic oversight, monitoring, and reporting of capital investments in accordance with the plans.
• The CAPEX Controller ensures that all capital expenditure projects align with organizational goals, adhere to budgetary constraints, and meet regulatory compliance standards.
• This role requires a high level of attention to detail, the ability to work under tight deadlines and coordinate across teams, manage demands and coordinate submissions upwards and laterally.
• The successful candidate will be an integral part of the Tech finance team and will collaborate with various departments to ensure effective CAPEX reporting, planning and governance processes.

• Capital Expenditure Planning: Oversee the development and implementation of annual and long-term CAPEX plans, ensuring alignment with corporate strategies and operational objectives.
• Annual coordination and preparation of CAR submission
• Quarterly coordination and preparation of CIRB submission
• Budgeting and Forecasting: Collaborate with departmental heads to prepare CAPEX budgets, monitor spending against forecasts, and provide variance analysis.
• Ensuring alignment to central FP&A on key CAPEX targets and strategic plans
• Coordination with investment planning team to drive CAPEX built in individual Tech teams
• Project Management Support: Coordinate reporting for planning, execution, and completion of CAPEX projects, ensuring projects are delivered within financial requirements, time, and quality requirements per Technology Investment management team review and oversight.
• Fixed Asset Management: Oversee the capitalization, depreciation, and disposal of fixed assets, ensuring accurate and timely recording in financial systems.
• Financial Analysis: Coordinate detailed financial analysis of proposed CAPEX projects, including cost-benefit analysis, ROI calculations, and risk assessment, with the respective Tech FBP EHODs.
• Reporting and Communication: Prepare and present CAPEX reports to senior management, including project status, budget adherence, and forecast updates. Ensure clear communication of CAPEX performance and risks, including cash flow implications.
• Approval Process Management: Manage the CAPEX approval workflow, ensuring all expenditures are properly authorized and documented in compliance with company policies.
• Compliance and Governance: Ensure all CAPEX activities comply with relevant accounting standards, regulatory requirements, and internal controls.
• Process Improvement: Identify and implement continuous improvements in CAPEX controlling processes, leveraging technology and best practices.
• Audit Coordination: Facilitate internal and external audits related to CAPEX projects and fixed asset management, providing necessary documentation and explanations.
• Stakeholder Engagement: Liaise with cross-functional teams, including finance, operations, procurement, and engineering, to support CAPEX-related initiatives.
• Risk Management: Identify, assess, and mitigate financial and operational risks associated with CAPEX projects.
• Minimum of five years experience in financial controlling, project accounting, or capital expenditure management within a medium to large organization
• Proficient in Smartsheets, Excel, Qliksense, HFM, SAP, advantageous
• Strong understanding of accounting principles and cash flow management.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Detail-oriented with a high degree of accuracy.
• Experience in Budgeting and Forecasting
• Experience in financial and business information analysis
• Experience in financial modelling and business partnering

• Bachelors degree in Finance, Accounting, Business Administration, or a related field.