18 Trade Analyst jobs in South Africa
Trade Compliance Analyst
Posted today
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Job Description
Closing Date
2025/11/30
Reference Number
COR
Job Title
Trade Compliance Analyst
Job Type Classification
Permanent
Location - Country
South Africa
Location - Province
Western Cape
Location - Town / City
Claremont, Cape Town
Job Description
Assume responsibility for the efficient functioning of the day-to-day responsibilities of the investment compliance area. Interact with the compliance team and dealing team on the interpretation and implication of compliance on the various areas of the investment compliance function.
Duties and Responsibilities
The position focuses on the following main tasks, but not restricted to the below, and which will be applied to clients and prospective clients of the Group.
Main Tasks:
Dealing with all the pre-trade and post-trade compliance aspects (including but not limited to monitoring and reporting) in relation to regulatory requirements, industry guidelines and investment mandates.
Daily system / technical responsibilities:
Daily instrument maintenance
Rule loading and maintenance
General maintenance of compliance systems
Daily breach monitoring
Breach monitoring
Regulatory reporting
General queries
Understanding of investment restrictions for various areas in the business.
Understanding of investment management data sets including, but not limited to, portfolio valuation and trade data.
Ideal Experience
2 – 3 years' experience in breach management and / asset management compliance will be a distinct advantage.
Other relevant compliance/ financial services industry training; experience in financial services industry, in particular, asset management industry with sound knowledge of investment instruments and products.
Ideal Qualifications
- Relevant legal or financial qualification, e.g. BBusSci or B.Com. LLB
Most Important Attribute
- Excellent interpretation skills coupled with a business and problem-solving orientation.
Systems Knowledge
Advanced skills in MS Excel essential.
Bloomberg or similar compliance systems experience is an advantage.
Trade Compliance Analyst
Posted today
Job Viewed
Job Description
Assume responsibility for the efficient functioning of the day-to-day responsibilities of the investment compliance area. Interact with the compliance team and dealing team on the interpretation and implication of compliance on the various areas of the investment compliance function.
Duties and ResponsibilitiesThe position focuses on the following main tasks, but not restricted to the below, and which will be applied to clients and prospective clients of the Group.
Main Tasks:
Dealing with all the pre-trade and post-trade compliance aspects (including but not limited to monitoring and reporting) in relation to regulatory requirements, industry guidelines and investment mandates.
Daily system / technical responsibilities:
Daily instrument maintenance
- Rule loading and maintenance
- General maintenance of compliance systems
- Daily breach monitoring
- Breach monitoring
- Regulatory reporting
General queries
Understanding of investment restrictions for various areas in the business.
Understanding of investment management data sets including, but not limited to, portfolio valuation and trade data.
- 2 – 3 years' experience in breach management and / asset management compliance will be a distinct advantage.
- Other relevant compliance/ financial services industry training; experience in financial services industry, in particular, asset management industry with sound knowledge of investment instruments and products.
- Relevant legal or financial qualification, e.g. BBusSci or B.Com. LLB
- Excellent interpretation skills coupled with a business and problem-solving orientation.
- Advanced skills in MS Excel essential.
- Bloomberg or similar compliance systems experience is an advantage.
Trade Operations Analyst
Posted today
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Job Description
A fantastic opportunity has arisen for a Trade Operations Analyst to join a leading global private equity and investment advisory firm in Cape Town.
As a
Trade Operations Analyst
, you will play a pivotal role in supporting the firm's credit business, which manages billions in assets and operates across Europe and North America.
You will be empowered to act as the subject matter expert for
trade-related activities
, collaborating with international teams and external partners to ensure seamless trade processing and settlement.
Key qualifications and experience required for the Trade Operations Analyst
:
- Bachelor's Degree in relevant subject matter (i.e., finance, investment etc.)
- From internship level up to 2 years of proven experience in an investment or banking environment
- Understanding of bond settlements processes
- Experience working with trade data
- Ability to establish and maintain strong relationships, both internally and externally
Key Duties Of The Trade Operations Analyst
- Ensure accurate daily review and maintenance of trade data within firm systems.
- Identify and resolve trade discrepancies promptly by collaborating with internal teams and external parties.
- Manage the full lifecycle of loan and bond trades, including confirmations, transfer certificates, pricing letters, and settlements.
- Monitor and address trade date exceptions swiftly in coordination with relevant stakeholders.
- Work closely with Fund Accountants to prioritise timely trade settlements.
- Prepare reports on unsettled trades, unallocated trades, and short positions with actionable insights for management.
- Build and maintain strong relationships with internal teams and external vendors.
- Process amendments and corporate actions while ensuring procedural compliance.
Key Personal Skills
- Excellent interpersonal skills
- Ability to work autonomously as well as within teams
- Highly organised with strong prioritisation and multitasking abilities
- Consistently delivers results within tight deadlines
- Attention to detail
- Able to thrive in a dynamic, fast-paced environment
If you are a "go-getter" finance professional looking to join a world-renowned private equity and investment advisory firm, we encourage you to get in touch for a discussion about this position.
Trade Lifecycle Analyst – Equities Middle Office
Posted today
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JOB DESCRIPTION
Trade Lifecycle Analyst – Equities Middle Office
Start your career with JPMorgan Chase, one of the "World's Most Admired Companies." We lead in innovation, people management, and global competitiveness. Join us to make dreams possible for everyone, everywhere, every day
Job Summary:
As a Trade Lifecycle Analyst in the Corporate Investment Banking (CIB) Equity Markets Operations team, you will support the SA Equities franchise. Your role will involve executing strategic initiatives and ensuring effective trade support and lifecycle management. Join us to contribute to the Lines of Business, including Cash Equities, Index Forward Trading, Prime Finance, and Delta 1.
Job Responsibilities:
- Create a robust control environment and efficient operating model, performing all relevant control reconciliations, including stock/cash positions and FOBO reconciliations.
- Understand dual management systems and introduce control procedures to ensure system synchronization.
- Capture trades in BDA & JPM corporate systems, including account opening and static data processes.
- Liaise with sales/traders, clients, custodians, and internal JPM colleagues to ensure timely and accurate transaction processing and settlement. Develop and maintain effective client/customer and stakeholder relationships.
- Appropriately escalate and report any pertinent issues.
- Own and resolve all daily tasks and any extraordinary issues that arise.
- Support new initiatives or system implementations, including new products and processes.
- Meet all MIS and reporting deadlines.
- Maintain standard operating procedures.
Required Qualifications, Capabilities, and Skills:
- 3+ years of experience
- B.Com degree or equivalent business qualification
- Thorough understanding and appreciation of a sound operations control environment
- Solid understanding of South African equities market conventions
- Thorough understanding of the trade lifecycle and events management
- Strong analytical skills for root cause analysis on related processes and controls
- Solutions-oriented to increase STP and mitigate recurring risk events
- Strong communication skills (both written and verbal)
- Ability to prioritize and coordinate workflows effectively
- Ability to work well under pressure
- Key personality traits: Integrity, self-starter with initiative, strong team player, innovative, deadline/control-oriented, growth mindset, emotional intelligence
Preferred Qualifications, Capabilities, and Skills:
- Extensive BDA experience is advantageous
- Proficiency in Excel
- Understanding of South African equities market conventions
- Relevant South African equities operations experience
- Experience working with an international bank is advantageous
- Proven project experience
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Operations & Trade Support Analyst - 6 month contract
Posted today
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Job Description
South Africa
Operations
Investment Bank
Job Reference #
BR
City
Johannesburg
Job Type
Full Time
Your role
Are you a seasoned team player in financial markets and available immediately for a short term assignment? Do you thrive in a multi-product environment with an analytical and risk-aware mindset?
Your role
We are seeking a proactive and meticulous candidate to join our South Africa Operations and Trade Support team on a six-month contract. This role offers an exciting opportunity to support a diverse range of financial products, including cash equities, derivatives, and financing solutions. In this role, you will:
- Ensure completeness, accuracy, and timeliness requirements for trade allocations, confirmations, and settlement processes across transaction/position/cash levels, for all asset classes, in accordance with the JSE Rules and Directives.
- Have working/advanced knowledge of equities and derivatives, including options, futures, swaps, and other financial instruments.
- Perform reconciliations by monitoring transactions, identifying breaks, and conducting root cause analysis to sustainably drive down exceptions.
- Provide reporting to internal and external clients, and support projects (including process reviews and change requests)
- Support the implementation of new products/business requirements, assist with data analysis including testing and rollout.
- Increase STP and efficiency rates by actively engaging with IT and Operations Change teams for digital transformation initiatives thereby reducing risks and strengthening controls.
- Partner with Front Office trading desks for lifecycle issues and queries, acting as the subject matter expert across all asset classes.
- Commit to a culture of continuous learning, transforming, and adapting while remaining client centric.
- Emulate the pillars, principles, and behaviors of UBS.
Your team
You'll be working in the Operations and Trade Support team in Rosebank, South Africa. We work closely with all colleagues and key stakeholders to manage the effective booking, settlement and reconciliation of multiple products as well as timely, accurate processing of transactions and events, including booking and handling of queries. Your team plays a vital role in the front to back trade lifecycle
Your expertise
- Bachelor's degree in a related field.
- More than 5 years' experience in financial operations with exposure to derivatives and/or financing solutions (equity and fixed income).
- Understanding of cash equities, derivatives products and their confirmation and settlement processes.
- Experience of working with middle and front offices to resolve trade queries and issues.
- Good written and verbal communication. Adaptable, organized, and able to adjust communication style to audience.
- Excellent attention to detail and accuracy.
- Ability to demonstrate flexibility, being able to deliver to tight deadlines and manage several priorities at once.
- Understanding of JSE regulatory frameworks and their impact on trade processing.
- Proficiency in MS Office (advanced Excel), familiarity with trade platforms (BDA -Allocations, SLAMS etc.)
- Ability to multitask, work under pressure, and manage competing priorities while maintaining accuracy.
- Adaptable mindset with willingness to engage in digital transformation and process improvement initiatives.
- Good risk awareness and proactive in managing risk.
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Contact Details
UBS Business Solutions SA
UBS Recruiting
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Credit Risk Analyst – Trade Finance
Posted today
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Job Description
We're Hiring: Credit Risk Analyst / Credit Manager - Trade Finance & International Markets
Location:
Stellenbosch (No relocations will be considered)
Duration:
3 months contract (non-negotiable)
Experience:
5–7 years |
Focus:
Credit Risk, Financial Analysis, Trade Finance
Salary
: R228.40 per hour. . .R36 544 per month
We're looking for a
finance professional with deep expertise in credit risk assessment
— not just collections or credit control.
If you're passionate about analysing customer financials, understanding risk exposures, and structuring solutions like
bank guarantees and trade finance instruments
, this role is for you.
Please note: This is not a credit control or collections role. We're seeking candidates with hands-on experience in credit risk analysis, financial statement review, and strategic risk management.
What You'll Do
- Conduct deep financial analysis of customer accounts across Africa & international markets.
- Build detailed credit risk profiles and recommend credit limits that balance opportunity with exposure.
- Determine when risk mitigation tools like
bank guarantees or letters of credit
are necessary—and work directly with our banking partners. - Present credit recommendations and risk insights to senior leadership.
- Continuously improve internal credit risk frameworks, controls, and policies.
What You'll Bring
- Degree in Finance, Accounting, Economics or related (CFA, CPA, CIMA, or Credit Risk certification is a plus).
- 5–7 years' experience
, including
2–3+ years directly in credit risk analysis or trade finance
. - Advanced skills in financial statement analysis, risk scoring, and exposure management.
- Familiarity with
bank guarantees, trade finance instruments, and ERP tools
like SAP, Oracle, or Moody's Analytics. - Strong judgment, analytical mindset, and stakeholder communication.
Commercial Finance Analyst, Modern Trade
Posted today
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Job Description
Are You Ready to Make It Happen at Mondelēz International?
Join our Mission to Lead the Future of Snacking. Make It Uniquely Yours.
You will perform detailed finance work, transactions and data structuring under the guidance of the Finance Manager. You will collect data, be responsible for maintaining information integrity, monitor reconciliations and conduct basic checks and controls.
How You Will Contribute
You will:
- Execute aspects of finance planning and performance management process and related financial decisions potentially including Annual Contract planning/forecasting, target development, financial performance reporting/analysis, financial modeling and decision support for a focused scope within a region, business unit, country, Supply Chain, Mondelēz International Business Services or Corporate Finance team. You will also execute data collection and data integrity checks
- Contribute to a strong controls and compliance environment in area of scope and ensure full compliance with our policies
- Execute ad hoc analyses and projects as requested by the Senior Finance Manager (or Director)
- Support projects to improve efficiencies and improvements to ways of working and embrace a mindset of continuous improvement
- Contribute to a high-performing Finance team. You will also invest in personal development and the development of your Finance peers
What You Will Bring
A desire to drive your future and accelerate your career. You will bring experience and knowledge in:
- TECHNICAL EXPERTISE in financial analysis and data collection/structuring
- BUSINESS ACUMEN and a basic understanding of our business, consumer packaged goods industry, and local snacking market. Relevant experience in a regional (or sizeable local) business
- LEADERSHIP SKILLS including collaboration and communication skills within a larger Finance team. Team player with can do mentality to deliver results
- GROWTH/DIGITAL MINDSET and the ability to execute opportunities and leverage technology to improve operational efficiency and effectiveness
- INTEGRITY and sound judgement in all decisions and interactions aligned with our values and policies and external regulations
More About This Role
What you need to know about this position:
The Commercial Finance Analyst will work within their team to ensure the maintenance of finance transactions, data, systems and reporting for the South African Modern Trade Channel. This will include financial performance reporting, analysis and maintenance of strong controls and compliance in your area of scope to ensure full adherence to our policies. You will also contribute to a high-performing Finance team.
What extra ingredients you will bring:
Financial Analysis
- Monitor, control, and report on commercial spend vs Prior Year/Rolling Forecasts. Implement mechanisms and tools to facilitate this.
- Month end closing - volume & net sales.
- Daily monitoring of sales, sales rates, promo spend and reporting to various stakeholders.
- Monitoring of customer and product mix.
- Support the sales team by challenging the commercial strategy based on financial analysis.
- Provide financial analysis, commentary and decision support to the sales team and counsel them on financial matters that impact short term results and strategic decisions.
- Prepare in-depth and insightful analysis of business results (via PowerPoint Presentations), including the identification of opportunities and risks together with recommendations for actions to address these. Submit commentaries and analytics for monthly internal business reviews within BU and with Country/Area sales teams.
- Support on project testing and implementations where required
Financial Planning and Management
- Understand all micro-processes related to sales, within SAP and BI.
- Control of Gross sales, trade spend and Net sales in G/L.
- Maintenance of customer and contractual terms.
- Manage and maintain the company financials to ensure that targets are achieved, and exceptions are highlighted.
- Monthly reporting of Vol and Net Sales by Customer, trend analysis and by brand by month rolling forecasts
- Working with the Commercial Finance Manager, Modern Trade and Order to cash teams: Control Rebate and discretionary spend.
- Validation of Rebate/Claims and ad-hoc payments in conjunction with Commercial teams
Internal Controls:
- Ensure a strong controls and compliance environment in your area of scope.
- Maintain full compliance with MDLZ policies and procedures.
Qualification And Experience:
- University degree in Finance, Accounting or Economics
- Working towards CIMA or CA preferable
- 4-6 Years in a similar role within FMCG or Manufacturing Environment
- Should ideally have worked for a multinational company
- Proficient Excel skills
- SAP, BI, SAC experience advantageous
- Must be able to process large quantities of data in short spaces of time
- Strong business and interpersonal savvy
- Process Management
- Customer Focused and consumer-centric
Key Stakeholders:
- Key Account Managers (Modern Trade)
- Customer Planning and Activation Teams
- Accounting and External Reporting
- Category Finance
- Financial Planning & Analysis
Work schedule:
- Standard Business Hours
No Relocation support available
Business Unit Summary
Mondelēz International's Sub Saharan Africa Business Unit is made up of three key focus areas namely Southern Africa, West Africa and the Rest of Africa Markets. The Business Unit is home to approximately 1000 Makers and Bakers who strive to bring only the best quality and loved brands to our consumers. Mondelēz International in Sub Saharan Africa is proud to house global legacy brands including Cadbury Dairy Milk, Oreo, Halls and Bournvita, together with local jewels such as Cadbury LunchBar, Chappies, TomTom and Dentyne. The Business Unit's Markets have consistently been awarded Top Employer certification, and has been recognised as a Top Employer in Africa.
Mondelēz International is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation or preference, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Job Type
Regular
Finance Planning & Performance Management
Finance
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Investment/Credit Analysis
Posted today
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Company Description
Development Finance Company- Hybrid
Role Description
Our client is looking to urgently hire an mid-tier Analyst with 5 yrs experience in development finance, ideal-making, corporate finance and/or investment management. You must have strong credit, business development, and financial modelling skills.
Qualifications
- Min 5 year's relevant experience
- Qualifications in Finance, Accounting, Agricultural Economics, or Business Economics- post graduate advantageous.
- Excellent Communication
, presentation, and report-writing skills. - Ability to structure deals and recommend risk mitigants.
- Competency in MS Excel, Word, and PowerPoint.
Financial Analysis
Posted today
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Job Description
Management Level
Senior Associate
Job Description & Summary
At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals.
In deal recovery management at PwC, you will focus on helping clients navigate financial distress and recover from challenging business situations. You will be responsible for providing strategic advice and solutions to optimise recovery outcomes.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
- Respond effectively to the diverse perspectives, needs, and feelings of others.
- Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
- Use critical thinking to break down complex concepts.
- Understand the broader objectives of your project or role and how your work fits into the overall strategy.
- Develop a deeper understanding of the business context and how it is changing.
- Use reflection to develop self awareness, enhance strengths and address development areas.
- Interpret data to inform insights and recommendations.
- Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
A career within Deals Business Recovery Services, will provide you with the opportunity to support our clients survive an imminent crisis or simply fix gaps in their organisation. We help clients, reduce balance sheet stress, generate cash and reduce costs or refinance to find the best source of capital to support their business objectives. Whatever the solution, we help them manage challenges until the job is done.
As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
- Use feedback and reflection to develop self awareness, personal strengths and address development areas.
- Delegate to others to provide stretch opportunities, coaching them to deliver results.
- Demonstrate critical thinking and the ability to bring order to unstructured problems.
- Use a broad range of tools and techniques to extract insights from current industry or sector trends.
- Review your work and that of others for quality, accuracy and relevance.
- Know how and when to use tools available for a given situation and can explain the reasons for this choice.
- Seek and embrace opportunities which give exposure to different situations, environments and perspectives.
- Use straightforward communication, in a structured way, when influencing and connecting with others.
- Able to read situations and modify behavior to build quality relationships.
- Uphold the firm's code of ethics and business conduct.
Role Summary:
We believe that challenges are better solved together. That's why you'll join a diverse, global community of solvers - an unexpected mix of people that come together to build trust in society and solve important problems. In a place where you are encouraged to lead with your heart and values. And where your unique skills are developed and put to work in unexpected and exciting ways, superpowered by technology.
Qualifications / Certifications required:
Bachelor of Commerce with Honours in Accounting
Bachelor of Business Science with Honours in Finance / CA (SA); or
Engineer or relevant professional qualification (e.g. MBA, APICS, CPIM); or
CFA, CIMA or other relevant related degree / professional designation.
Responsibilities of role:
As a member of the PwC CARS team, the candidate will be involved in a variety of financial advisory and restructuring projects across a diverse range of industries and will gain exposure to a wide range of clients. PwC CARS services a wide spectrum of clients ranging from large, listed multinationals through to entrepreneurial, owner managed businesses, covering both domestic and cross Africa border work.
We are looking for a Senior Associate to join our growing team to work on high-profile clients experiencing stress / distress to their business model and who require turnaround or transformation with a financial or operational restructuring lens, spanning a broad range of industry sectors. You'll provide analysis and business assessment support to the team for restructuring and/or turnaround projects.
Typically, you will work with our clients information to help our teams identify and implement rapid, tactical and sustainable financial and operational restructuring measures, for example you will be part of the team advising on:
In addition to these services you'll be expected to:
You will also be expected to take an active part in our team and practice development and will typically:
Skill sets required:
To be successful in this role, financial analysis skills and a curious commercial business mindset are critical. You will be able to demonstrate a high level of agility in a demanding environment and be able to effectively communicate with a broad range of stakeholders. Project management skills are considered fundamental together with critical thinking and a motivated and commercially astute approach to business restructuring needs.
Candidates will display the following competencies:
- Experience with data analysis;
- Experience with data analytics tools e.g. Power BI, Alteryx;
- Experience of operational or financial improvement from a management consultancy, corporate finance advisory firm or as an 'internal consultant' in a corporate;
- Operations experience, across sectors: engineering, financial services, retail, industrial, consumer, high tech, utilities, logistics, telecoms and energy;
- Competent with spreadsheets, financial and operational analysis.
- Financial restructuring and exit strategies,
- Financing and debt advisory related services,
- Turnaround strategy,
- Independent business reviews,
- Strategic options analysis,
- Contingency planning reviews,
- Short-term cash flow reviews and forecasting, helping clients see and control their cash positions
- Cash levers to smooth cash flow/conserve cash
- Cost out and EBITDA optimisation initiatives
- Working capital improvement plans;
- Restructuring Office services - helping client management develop and implement turnaround programs
- Take on a "hands-on" role to manage stakeholders and inspire change
- Provide robust data analysis and baselining support for change programmes
- Interface directly with client teams to collect, analyse and develop insights into their business
- Prepare presentations and/or reports to key stakeholders (e.g. Board, Private Equity investor, lenders, etc.)
- Work alongside other PwC teams, including specialist lines of service and sector experts.
- Support with one or two areas of internal team management
- Work with team members in areas of business development and origination efforts
- Supporting the needs of the go-to-market strategy
- Possesses a high degree of self-motivation and energy, agility and the ability to drive for high quality, meeting of deadlines and track record of setting and achieving goals;
- Good interpersonal and client relationship skills and the ability to relate to people at all levels of an organisation;
- A highly motivated, confident individual with presence;
- A proactive and dynamic team player;
- Problem solving capabilities / skills with the ability to think strategically, innovatively and "out the box";
- Ability to demonstrate a high level of agility in a demanding environment;
- An interest in and knowledge of the financial markets and the significant turnaround opportunity across SMA and Africa;
- A desire to build on commercial and industry knowledge;
- A desire and motivation to build interest in and knowledge for proactive origination and account targeting;
- Financial analysis and/or modelling skills;
- Negotiation skills;
- Conflict management skills;
- Excellent verbal and written communication skills are essential, including the ability to input into storyboarding solutions for clients including on projects and proposals - be able to contribute to succinct, well-structured reports and client communications;
- Highly rated with good academic credentials; and
Proven ability to multitask and ensure effective delivery of the priorities to meet targets and objectives and who works effectively under pressure.
Travel Requirements
Up to 20%
Available for Work Visa Sponsorship?
No
Job Posting End Date
September 28, 2025
Financial Planning and Analysis Specialist
Posted today
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Large, integrated and well-established group in the agriculture sector is looking to employ a Financial Planning and Analysis Specialist. This role will have a strong focus on finance and data analysis. The group has interests across the country and this role will be situated in Paarl, Western Cape.
The ideal candidate will have a relevant tertiary degree with at least 2 years experience in a management accounting and financial analysis role. A professional qualification, especially a CIMA designation, would be highly valued, though other designations are also acceptable given the appropriate job and industry experience.
The purpose of the role is to collect and analyse financial data to determine the gross profits of food projects and product lines, while preparing budgets and cost reports for management with a focus on gross profit and stock control. This role involves identifying areas for cost optimisation, recommending strategies, and working closely with cross-functional teams to ensure accurate cost allocation and the development of enhanced financial models.
This is an excellent opportunity for personal growth as well as growth within this fast expanding business.
Duties and Responsibilities:
Financial Analysis:
- Analyse key financial data to determine gross profits of various projects and product lines.
- Identify gross profit losses, recommend turnaround strategies, and highlight focus areas to maximise profitability.
- Identify opportunities to streamline financial processes for improved efficiency.
Data Collection & Management & reporting :
- Extract and manage data from multiple sources, including ERP systems and external databases.
- Build and maintain comprehensive datasets for analysis using platforms such as Power BI and Mercur.
- Develop and maintain dashboards and automated reports tracking KPIs, sales metrics, market forecasts, pricing trends, procurement, and operational data for real-time monitoring.
- Improve reporting systems by reviewing current practices and implementing enhancements.
Budgeting and Forecasting:
- Prepare budgets and cost reports with a strong focus on gross profit and stock control.
- Identify opportunities for cost reduction and improved stock management.
- Provide insights to support strategic financial planning and decision-making.
Costings:
- Develop and implement cost-effective financial procedures and risk mitigation strategies.
- Review new costings for accuracy and ensure product line profitability.
Process Optimisation:
- Conduct research to support the development and enhancement of financial models.
Qualifications and Experience:
- Bachelor's degree in Accounting, Cost Accounting, Management Accounting, Financial Management, Agricultural Economics, or similar.
- Professional qualification - CIMA (ACMA, CGMA) preferred but will consider other qualifications along with the relevant experience.
- Minimum of 3 years' experience.
- Working knowledge in Power BI and Mercur would be highly advantageous.
- Experience as a Management Accountant and Data Analytics in an agricultural, food production, manufacturing, or related environment.
- Advanced MS Excel skills.
Key competencies:
- Ability to work under pressure.
- Communicate in a professional manner.
- High attention to detail.
- Ability to function independently.
- Innovative thinker.
- Organisational skills.
- Deadline driven.
- Ability to build credible relationships with internal and external clients.
Remuneration:
- R540,000 to R720,000 per annum cost to company, depending on experience.