1,469 Wealth Associate jobs in South Africa

We're on the hunt for a super sharp, switched-on Wealth Management Associate to join our dynamic Sandton-based team If you thrive on research, client service, and keeping things running like clockwork behind the scenes, this is your chance to work closely with top financial minds and make a real impact in the world of wealth and investments.
Bring your energy, savvy, and passion for all things finance - and let's take your career to the next level
Summary
The Wealth Management Associate will be responsible for executing daily administrative, customer service, research, and operational tasks. The role supports The MD of Wealth and Investments by providing internal advisory services.

What To Expect

• Researching advice-related issues for inclusion in client reports and Records of Advice
• Uploading client financial information onto software systems and preparing financial scenarios for planner use
• Conducting portfolio analysis to align with client and advisor requirements
• Drafting Records of Advice for Financial Planners
• Assisting in managing the client review process
• Handling top-up and ad hoc investments, as well as rebalancing portfolios
• Preparing meeting packs and recording minutes
• Maintaining compliance and monitoring risk products
• Conducting portfolio analyses
• Managing operational and regulatory reporting
• Resolving client queries via phone and email
• Assisting with compliance officer visits and audit processes
• Performing general office management and administrative duties as needed
• Overseeing client review scheduling and updates
• Conducting financial market and fund research
• Completing work requests as per financial planning policies
• Accompanying Senior Wealth Planners to meetings and drafting timely client feedback reports
• Preparing review meeting reports for Senior Wealth Planners
• Engaging in investment, estate, and risk planning, following the six-step Financial Planning process
• Performing financial calculations and risk analyses to identify shortfalls and propose solutions
• Researching developments in investment and risk products
• Undertaking research for investment and advisory solutions
• Participating in assigned projects
• Ensuring adherence to FICA and FAIS compliance regulations
• Maintaining professional knowledge to align with industry and legislative requirements

Qualifications
What You'll Bring:

• Degree or qualification in a relevant field
• Post-graduate qualification preferred
• Meeting Fit and Proper requirements as per the FAIS Act for representative appointment

Skills

• Proficiency in Microsoft Word and Excel
• Ability to build and maintain strong client relationships
• Strong written and interpersonal communication skills
• Comprehensive understanding of financial advisory compliance

Personal Attributes

• Client-focused, professional, and ethical
• Enthusiastic, friendly, and positive-minded
• Well-organized, deadline-driven, and diligent
• Effective problem-solver with strong multitasking ability
• Team player with the capacity to work independently
• High ethical standards and maturity

Are you a detail-driven administration professional passionate about delivering exceptional client service in Wealth Management? We're looking for a dynamic Wealth Management Associate (WMA) to join our team and become an administrative partner to one of our experienced Wealth Managers.

About the role:

As a Wealth Management Associate, you'll play a pivotal role in enhancing the client experience by handling operational tasks, managing deadlines, and ensuring compliance. You will act as a vital support partner, allowing the Wealth Manager to focus on growing wealth for our private clients and their families.

What you'll do:

• Provide full administrative support to the Wealth Manager
• Prepare onboarding documentation and client review packs
• Update and maintain client CRM profiles
• Liaise with clients, internal teams, and service providers
• Ensure compliance with FICA and FAIS regulations
• Draft Records of Advice and disclosure documents
• Assist with compiling financial and retirement needs analyses

What you'll bring to the role and the team:

• 3-5 years of experience in financial planning support or administration
• Strong understanding of FAIS, FICA, and the financial services environment (CAT II advantageous)
• Strong computer literacy (MS Office Suite, SharePoint, XPlan beneficial)
• High attention to detail with excellent organisational and planning skills
• Strong communication skills – confident engaging with clients telephonically and via email
• A proactive, team-oriented attitude with the ability to prioritize and work under pressure
• Interest in FinTech systems and a fast-learning mindset
• Commerce or financial degree from a reputable institution advantageous
• CFP designation or RE5 qualification advantageous

Why join us?

• Be part of a respected and award winning team.
• Develop your career in a supportive, professional environment with mentorship from Wealth Managers and other industry professionals.
• Enjoy working in a role where your attention to detail and efficiency make a real impact on the client experience.
• Structured training and orientation to set you up for success from day one.
• Provident fund (risk and savings) as part of cost to company salary
• Study support program and study leave
• Discretionary performance and incentive bonus
• Peer reward and recognition program
• Work from home for 1 day per week after probation
• Active social committee with events throughout the year
• Paid for parking in Claremont

JOB CONTEXT

The Financial Planning & Analysis Manager is responsible for the financial planning and forecasts submissions in accordance with Nutreco's accounting policies and procedures and supports decision making from a financial perspective analyzing in a wide variety of business processes from various perspectives, such as costs, revenues, profitability etc. and assists in preparing proposals regarding CAPEX projects.

He / She works closely with the Opco Controller on financial planning, forecasts, all accounting, reporting, and financial disclosure matters and consults often with relevant stakeholders, and confers with his / her peer Tax Manager, Treasury Manager as well as the Business Control Managers.

KEY ACCOUNTABILITIES

Financial Planning, Analysis & Reporting

• Manages financial planning, budgeting, and forecasting processes and submissions.
• Creates variance analysis reports and financial models.
• Leads real-time financial performance monitoring.
• Escalates any financial issues to management.
• Sets and tracks key performance indicators (KPIs) and objectives.
• Completes market research and comparable company or OpCo analysis.
• Recommends strategies for increasing financial performance.
• Prepares detailed monthly financial reports for management.
• Uses popular financial planning and analysis tools.
• Collaborates with senior members of the accounting and finance teams.
• Prepares ad-hoc analysis as required from time to time.

Data collection and insight generation

• Uses data and analysis in problem identification (bottlenecks, efficiencies, insights, etc.) continuously searching for data sources to conduct analysis valuable to the company, continuously enhancing the problem analysis / identification in terms of relevance, quality and insights based on business requirements,
• Collects, analyses, coordinates and selects internal and external data and research for further analysis, to have an optimal set of data and research results available, which provides the relevant business area with desired information and/or further analyses or reporting.
• Discovers ways in which business value can be drawn from analysis and develops trusted information with true insights.
• Visualizes the analysis and transforms the analysis into valuable and relevant insights for business.

Advice

• Proactively advises colleagues and management on data and insight analysis, opportunities and market developments,
• Optimally informs and advises internal stakeholders and customers about analysis and related insights,
• Acts as a liaison with managers, advises and supports them concerning all finance related matters, formulates and presents possible solutions

Planning & Control cycle

• Supports the business with the planning & control cycle, including the preparation of the 3-year development plan and annual budgets, and the reporting of actual results:
• Communicating guidelines and instructions, and creating templates to facilitate the planning and reporting processes
• Participate in the financial review process between the OpCo(s), Division and Nutreco Corporate
• Performing financial analysis of actual performance compared to plan and last year
• Preparing management information, such as monthly reports and presentations on various topics
• Assisting in the preparation and analysis of annual financial reports.

Market Developments / Investments

• Assesses market developments using analytics and data insights, so that knowledge and insight of developments in area of expertise is up-to-date and ensured in the long term
• On request of the business, performs analysis of capital expenditures, credit applications, divestment proposals and other events with a major financial impact, by:
• Performing investigations and analyses in line with corporate guidelines
• Preparing cover notes and presentations

Analysis / Analytics

• Conducts and merges complex internal and external analysis. Carries out structural and ad hoc analysis and advanced analytics to transform data and research into useful information, which offer useful insights and recommendations to the designated business area.
• Develops and provides ad hoc financials analysis that add value to the business and contribute to the delivery of the Divisional strategy.
• Assists functional counterparts in the OpCo as required on matter involving cost determination issues, valuation, distribution of overhead, treatment of costs and product pricing,
• May conduct special studies and analysis such as cost impact of proposed changes in facilities, systems and processes.

Compliance / Governance / Audits

• Supports and promotes the Division wide compliance to corporate policies, especially relating to the Finance and Administration functions,
• Ensures that systems and procedures are in compliance with company policies, the reporting & accounting strategy and with accounting standards, and applicable rules & regulations.
• Follows all IFRS developments closely and implements new or revised accounting policies and procedures, if necessary,
• Contributes to further professionalizing the (Finance) function, including signaling of areas of improvement and implementing solutions,
• Responsible for the overall control of the financial administration, monitors enforcement of guidelines and guidance of all administrative processes of the entity, to achieve full compliance with all relevant (financial) standards,
• Supports and prepares (financial) audits, ensures all relevant financial information is available for internal and external Auditors.

COMPETENCIES

• Attention to details,
• Interpretation and analytical skills
• Timeliness, accuracy and reliability of all periodic and ad-hoc reporting and management information
• Level of compliance / non-conformities
• Demonstrates excellent financial and quantitative skills.
• Communicates effectively and has strong presentation skills.
• Collaborates well with colleagues using adept social skills.
• Works independently using project management skills.
• Builds strong working relationships and has good leadership skills.
• Learns quickly and has strong problem-solving and critical thinking skills

MINIMUM REQUIREMENTS

• Bachelor's Degree in Accounting
• CA / CIMA Qualification advantageous
• 6+ years' working experience
• Manufacturing industry background
• ERP System experience, Unite M3 would be advantage,
• Professional skills in Microsoft software (especially MS Excel and PowerPoint) and Power BI
• HFM / OneStream knowledge
• Technical knowledge of IFRS, General Accounting and Tax legislation

About the Role

We are seeking a detail-oriented, self-driven FP&A Analyst to join our finance team. The successful candidate will play a key role in preparing financial reports, managing forecasting cycles, and providing insights that support strategic decision-making.

Key Responsibilities

• Prepare and analyze monthly management accounts, forecasts, and financial results.
• Manage revenue reporting and performance metrics, including retention and churn analysis.
• Support annual budgeting, rolling forecasts, and scenario modelling.
• Produce dashboards, variance analysis, and presentations for senior stakeholders.
• Translate complex financial data into actionable insights for leadership teams.
• Drive efficiencies in financial systems, reporting accuracy, and forecasting tools.
• Supervise and support junior staff as required.

Requirements

• Bachelor's degree in Accounting, Finance, or related field.
• Professional qualifications (advantageous): CA(SA), CIMA, FMVA, CFA, CPA, CFP, CGMA, CMA, or a relevant Honours/Postgraduate Diploma in Financial Modelling or Financial Planning.
• Minimum 5 years' relevant experience in FP&A, financial modelling, or revenue reporting.
• Strong analytical skills with advanced Excel and financial modelling expertise.
• Experience with ERP/BI tools (e.g., SAP, Power BI, or similar) is advantageous.
• Ability to present financial insights clearly and confidently to stakeholders.

Key Attributes

• Strong attention to detail.
• Deadline-driven and self-motivated.
• Excellent interpersonal and communication skills.
• Proactive and solutions-focused.
• Effective collaborator with the ability to manage and guide junior staff.

Job Type: Permanent

Pay: From R40 000,00 per month

Ability to commute/relocate:

• Durban, KwaZulu-Natal: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• What is your current monthly CTC?
• What is your highest professional qualification? (CA(SA), CIMA, FMVA, CFA, CPA, CFP, CGMA, CMA or equivalent)

Education:

• Bachelors (Required)

Experience:

• FP&A, financial modelling, or revenue reporting: 3 years (Required)
• financial forecasting and budgeting cycles: 3 years (Required)
• preparing variance analysis and management reports: 3 years (Required)

Work Location: In person

The Financial Planning & Analysis Manager is responsible for managing an effective and efficient operation of the financial planning, analysis, reporting and accounting function. The Financial Planning & Analysis Manager supports management, especially the Controller, in decision making regarding Finance & Control and Business matters, with investigations, analyses, reports, presentations and advice.

He/She performs economic research and analysis for use in the development of business strategies and tactics and in the subsequent appraisal of the results. The Financial Planning & Analysis Manager may also prepare statistical studies (economic and financial) and forecasts for business conditions and trends and draws relevant conclusions. Additionally, provides the business management with accurate and reliable internal financial information and external financial statements regarding the performance and the valuation of the business for various stakeholders.

Job Description:
JOB CONTEXT
The Financial Planning & Analysis Manager is responsible for the financial planning and forecasts submissions in accordance with Nutreco's accounting policies and procedures and supports decision making from a financial perspective analyzing in a wide variety of business processes from various perspectives, such as costs, revenues, profitability etc. and assists in preparing proposals regarding CAPEX projects.

He / She works closely with the Opco Controller on financial planning, forecasts, all accounting, reporting, and financial disclosure matters and consults often with relevant stakeholders, and confers with his / her peer Tax Manager, Treasury Manager as well as the Business Control Managers.

Key Accountabilities
Financial Planning, Analysis & Reporting

• Manages financial planning, budgeting, and forecasting processes and submissions.
• Creates variance analysis reports and financial models.
• Leads real-time financial performance monitoring.
• Escalates any financial issues to management.
• Sets and tracks key performance indicators (KPIs) and objectives.
• Completes market research and comparable company or OpCo analysis.
• Recommends strategies for increasing financial performance.
• Prepares detailed monthly financial reports for management.
• Uses popular financial planning and analysis tools.
• Collaborates with senior members of the accounting and finance teams.
• Prepares ad-hoc analysis as required from time to time.

Data collection and insight generation

• Uses data and analysis in problem identification (bottlenecks, efficiencies, insights, etc.) continuously searching for data sources to conduct analysis valuable to the company, continuously enhancing the problem analysis / identification in terms of relevance, quality and insights based on business requirements,
• Collects, analyses, coordinates and selects internal and external data and research for further analysis, to have an optimal set of data and research results available, which provides the relevant business area with desired information and/or further analyses or reporting.
• Discovers ways in which business value can be drawn from analysis and develops trusted information with true insights.
• Visualizes the analysis and transforms the analysis into valuable and relevant insights for business.

Advice

• Proactively advises colleagues and management on data and insight analysis, opportunities and market developments,
• Optimally informs and advises internal stakeholders and customers about analysis and related insights,
• Acts as a liaison with managers, advises and supports them concerning all finance related matters, formulates and presents possible solutions

Planning & Control cycle

• Supports the business with the planning & control cycle, including the preparation of the 3-year development plan and annual budgets, and the reporting of actual results:
• Communicating guidelines and instructions, and creating templates to facilitate the planning and reporting processes
• Participate in the financial review process between the OpCo(s), Division and Nutreco Corporate
• Performing financial analysis of actual performance compared to plan and last year
• Preparing management information, such as monthly reports and presentations on various topics
• Assisting in the preparation and analysis of annual financial reports.

Market Developments / Investments

• Assesses market developments using analytics and data insights, so that knowledge and insight of developments in area of expertise is up-to-date and ensured in the long term
• On request of the business, performs analysis of capital expenditures, credit applications, divestment proposals and other events with a major financial impact, by:
• Performing investigations and analyses in line with corporate guidelines
• Preparing cover notes and presentations

Analysis / Analytics

• Conducts and merges complex internal and external analysis. Carries out structural and ad hoc analysis and advanced analytics to transform data and research into useful information, which offer useful insights and recommendations to the designated business area.
• Develops and provides ad hoc financials analysis that add value to the business and contribute to the delivery of the Divisional strategy.
• Assists functional counterparts in the OpCo as required on matter involving cost determination issues, valuation, distribution of overhead, treatment of costs and product pricing,
• May conduct special studies and analysis such as cost impact of proposed changes in facilities, systems and processes.

Compliance / Governance / Audits

• Supports and promotes the Division wide compliance to corporate policies, especially relating to the Finance and Administration functions,
• Ensures that systems and procedures are in compliance with company policies, the reporting & accounting strategy and with accounting standards, and applicable rules & regulations.
• Follows all IFRS developments closely and implements new or revised accounting policies and procedures, if necessary,
• Contributes to further professionalizing the (Finance) function, including signaling of areas of improvement and implementing solutions,
• Responsible for the overall control of the financial administration, monitors enforcement of guidelines and guidance of all administrative processes of the entity, to achieve full compliance with all relevant (financial) standards,
• Supports and prepares (financial) audits, ensures all relevant financial information is available for internal and external Auditors.

COMPETENCIES

• Attention to details,
• Interpretation and analytical skills
• Timeliness, accuracy and reliability of all periodic and ad-hoc reporting and management information
• Level of compliance / non-conformities
• Demonstrates excellent financial and quantitative skills.
• Communicates effectively and has strong presentation skills.
• Collaborates well with colleagues using adept social skills.
• Works independently using project management skills.
• Builds strong working relationships and has good leadership skills.
• Learns quickly and has strong problem-solving and critical thinking skills

Minimum Requirements

• Bachelor's Degree in Accounting
• CA / CIMA Qualification advantageous
• 6+ years' working experience
• Manufacturing industry background
• ERP System experience, Unite M3 would be advantage,
• Professional skills in Microsoft software (especially MS Excel and PowerPoint) and Power BI
• HFM / OneStream knowledge
• Technical knowledge of IFRS, General Accounting and Tax legislation

Our organisation:
Trouw Nutrition is the global leader in innovative feed specialties, premixes and nutritional services for the animal nutrition industry. Trouw Nutrition provides species-specific nutritional solutions consisting of feed concepts, products and nutritional know-how. The unique combination of products, models and services Trouw Nutrition offers, boosts productivity and supports animal health through all life stages, contributing to our customers' peace of mind. Trouw Nutrition's nutrition solutions have met the need of farmers and home-mixers, feed producers, integrators and distributors. Trouw Nutrition has locations in 25 countries and around 5000 employees. Our mission is Feeding the Future.

Equal Opportunity Employer:
Trouw Nutrition is an equal opportunity employer; applicants are considered for all roles without regard to race, color, religious creed, sex, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, military status or any other status protected by applicable local law. Please advise us at any point during the recruitment and selection process if you require accommodation. Trouw Nutrition is committed to compliance with all applicable legislation, including providing accommodation for applicants with disabilities.

We're Hiring: Experienced Financial Planner – George/Mossel Bay

SWD BlueStar, a leading Sanlam-affiliated financial advisory practice, is looking for an experienced Financial Planner to join our growing team in the George/Mossel Bay area.

About Us

At SWD BlueStar, we pride ourselves on building long-term relationships with our clients through trusted advice, personalized financial solutions, and world-class service. With access to Sanlam's broad range of products and support, we empower our clients to achieve their financial goals with confidence.

The Opportunity

We are offering an established platform for an ambitious and client-focused financial planner who wants to grow their career in a professional and supportive environment.

What We're Looking For:

Minimum 3–5 years' experience as a Financial Planner/Advisor

Strong client relationship management skills

Relevant qualifications (RE5, FAIS compliant)

A driven, entrepreneurial mindset with a passion for financial planning

Based in or willing to work in the George/Mossel Bay area

What We Offer:

A supportive and professional practice environment

Access to Sanlam's world-class products, training, and systems

Growth opportunities and career development support

The ability to build and expand your client base within a trusted brand

If you are passionate about helping clients secure their financial future and want to be part of a dynamic team, we'd love to hear from you

Apply by sending your CV to

Location: George / Mossel Bay

Overview

Description

We are looking for a dynamic and strategic Financial Planning Director who can lead with insight, navigate complexity, and deliver performance excellence. This role is instrumental in shaping and executing our financial planning processes across the Africa Operating Unit (OU), ensuring not just financial accuracy but also strategic impact and storytelling that drives action.

• Lead the planning, forecasting, and performance management processes for the Africa Operating Unit, ensuring alignment with strategic goals and timely delivery of financial outputs.
• Utilize and manage financial planning systems, particularly Hyperion, to develop and maintain accurate forecasts, scenario planning, and P&L reviews.
• Act as a thought partner to Platform Services, Regional Leads, Franchise Leadership, and Commercial / RGM teams to deliver insight-driven plans and rolling estimates that influence key business decisions.
• Collaborate with the Insights Director to embed data-driven business assumptions into the planning cycle and support the preparation of compelling narratives and executive presentations.
• Translate financial results and forecasts into clear, actionable insights and stories, providing commentary that supports business performance management and risk mitigation.
• Facilitate business plan and rolling estimate review cycles, with a strong emphasis on scenario planning and proactive risk and opportunity (R&O) management.
• Engage and influence senior stakeholders across the system, ensuring cross-functional alignment and strategic coherence.
• Build and nurture collaborative relationships across regions, bottlers, and central functions, fostering a culture of trust, partnership, and joint problem-solving.
• Maintain composure and performance delivery under pressure while promoting a positive, high-performance culture within the team and broader finance community.
• Support the creation and communication of the 3-year Strategic Business Plan and annual budgeting cycles, coordinating end-to-end processes and performance monitoring.

• Minimum of 10 years’ experience in financial planning, commercial finance, or a related strategic finance role.
• Demonstrated leadership in high-stakes environments with proven ability to build strong cross-functional relationships and influence without authority.
• Proficiency in Hyperion and other financial planning tools, with a hands-on approach to scenario modeling and variance analysis.
• Strong storytelling and communication skills, capable of turning complex data into compelling business narratives.
• Proven ability to manage ambiguity and pressure, deliver under tight timelines, and juggle multiple priorities with calm focus.
• Deep understanding of system economics, bottler business models, and regional market dynamics in a fast-paced FMCG environment.
• A people-first leader who promotes a strong, inclusive culture, uplifts capabilities, and drives engagement across diverse teams.

Join a purpose-driven Africa Finance team where teams are the new heroes and our leaders are inclusive orchestrators. As we craft Loved Brands, Sustainably, for a Better Shared Future, you will:

• Leverage our boundaryless network
• Live our culture code with intention
• Build future-ready capabilities
• Become part of an adaptable, agile organization

Data Driven, Finance, Financial Analysis, Financial Forecasting, Financial Planning, Forecasting

Overview

Location(s): South Africa

City/Cities: Johannesburg

Travel Required: 0% - 25%

Relocation Provided: No

Job Posting End Date: September 29, 2025

Shift:

Job Description Summary:

We are looking for a dynamic and strategic Financial Planning Director who can lead with insight, navigate complexity, and deliver performance excellence. This role is instrumental in shaping and executing our financial planning processes across the Africa Operating Unit (OU), ensuring not just financial accuracy but also strategic impact and storytelling that drives action.

• Lead the planning, forecasting, and performance management processes for the Africa Operating Unit, ensuring alignment with strategic goals and timely delivery of financial outputs.
• Utilize and manage financial planning systems, particularly Hyperion , to develop and maintain accurate forecasts, scenario planning, and P&L reviews.
• Act as a thought partner to Platform Services, Regional Leads, Franchise Leadership, and Commercial/RGM teams to deliver insight-driven plans and rolling estimates that influence key business decisions.
• Collaborate with the Insights Director to embed data-driven business assumptions into the planning cycle and support the preparation of compelling narratives and executive presentations.
• Translate financial results and forecasts into clear, actionable insights and stories , providing commentary that supports business performance management and risk mitigation.
• Facilitate business plan and rolling estimate review cycles, with a strong emphasis on scenario planning and proactive risk and opportunity (R&O) management.
• Engage and influence senior stakeholders across the system, ensuring cross-functional alignment and strategic coherence.
• Build and nurture collaborative relationships across regions, bottlers, and central functions, fostering a culture of trust, partnership, and joint problem-solving .
• Maintain composure and performance delivery under pressure while promoting a positive, high-performance culture within the team and broader finance community.
• Support the creation and communication of the 3-year Strategic Business Plan and annual budgeting cycles, coordinating end-to-end processes and performance monitoring.

• Minimum of 10 years’ experience in financial planning, commercial finance , or a related strategic finance role.
• Demonstrated leadership in high-stakes environments with proven ability to build strong cross-functional relationships and influence without authority.
• Proficiency in Hyperion and other financial planning tools , with a hands-on approach to scenario modeling and variance analysis.
• Strong storytelling and communication skills , capable of turning complex data into compelling business narratives.
• Proven ability to manage ambiguity and pressure , deliver under tight timelines, and juggle multiple priorities with calm focus.
• Deep understanding of system economics, bottler business models, and regional market dynamics in a fast-paced FMCG environment.
• A people-first leader who promotes a strong, inclusive culture , uplifts capabilities, and drives engagement across diverse teams.

Join a purpose-driven Africa Finance team where teams are the new heroes and our leaders are inclusive orchestrators. As we craft Loved Brands, Sustainably, for a Better Shared Future , you will:

• Leverage our boundaryless network
• Live our culture code with intention
• Build future-ready capabilities
• Become part of an adaptable, agile organization

Data Driven, Finance, Financial Analysis, Financial Forecasting, Financial Planning, Forecasting

We are taking deliberate action to nurture an inclusive culture that is grounded in our company purpose, to refresh the world and make a difference. We act with a growth mindset, take an expansive approach to what’s possible and believe in continuous learning to improve our business and ourselves. We focus on four key behaviors – curious, empowered, inclusive and agile – and value how we work as much as what we achieve. We believe that our culture is one of the reasons our company continues to thrive after 130+ years. Visit Our Purpose and Vision to learn more about these behaviors and how you can bring them to life in your next role at Coca-Cola.

Join to apply for the Financial Planning Analyst role at Cherry Assistant

We are hiring a FP&A Analyst for a private equity company in the software industry. This is a full-time remote role for a US-based company. This role is ideal for someone who has strong financial modeling skills, enjoys working across multiple entities, and thrives in a fast-paced, growth-oriented environment with significant exposure to leadership.

Key Responsibilities:

• Model Support & Maintenance : Maintain and update Beacon’s consolidated operating model, ensuring consistent representation of portfolio companies; support revenue structuring and department-level detail collection.
• Budgeting & Performance Reporting : Assist in preparing monthly budget vs. actuals reports, update models with actuals, and build dashboards and presentation materials for leadership and board reviews.
• FP&A Tooling & Process Automation : Support implementation of Beacon’s FP&A platform, integrate data feeds from accounting and HR systems, and improve forecasting and data validation processes.
• Strategic Finance Support : Contribute to scenario modeling, margin analysis, and tracking financial KPIs and unit economics.
• KPI Tracking : Help maintain dashboards and recurring KPI packages; collect and validate financial data from systems such as QuickBooks, CRM tools, and spreadsheets.

Required Qualifications:

• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• 2+ years of experience in FP&A, accounting, or corporate finance (internship experience acceptable).
• Strong Excel/Google Sheets proficiency.
• Familiarity with financial concepts and SaaS metrics (ARR, gross margin, churn).
• Strong attention to detail and accuracy.
• Excellent communication and collaboration skills.

Preferred Qualifications:

• Experience owning a financial model or budget process across a portfolio or business unit.
• Experience with FP&A software implementation.
• Comfort balancing strategic finance with operational detail.
• Operates with urgency, intellectual curiosity, and a low-ego, collaborative approach.

Required Skills & Tools:

• Excel/Google Sheets (advanced proficiency)
• QuickBooks or other accounting software
• CRM tools (basic familiarity)
• FP&A software (e.g., Abacum, Runway, Drivetrain – willingness to learn)

Schedule & Pay:

• Full-time position; U.S. hours in the EST or PST time zone.
• This is a fully remote job for a U.S.-based company.
• SA - R14 000 – R27 000 per month , depending on experience and skills.
• Annual raises, performance bonuses, holidays, and PTO offered.

System Requirements:

• Internet speed of at least 20 Mbps upload and download.
• Computer with a 2.4 GHz processor or higher
• 8 GB of RAM or higher
• Windows 10 or newer, or Mac OS X 10.10 or newer
• HD 720p webcam
• Headset with a microphone

Benefits:

• Competitive pay rates
• Company-provided U.S. phone number and business email address
• Consistent hours and pay
• Flexibility of working remotely, from home or anywhere of your choice
• Elimination of commute time
• Long-term, consistent work with the same team and leadership exposure
• Opportunities for career advancement
• Stable work hours and consistent pay
• Supportive, inclusive work environment that values diversity and growth

If you are eager to take ownership of a high-impact role, contribute to the growth of a fast-moving software company, and thrive in an environment that values humility, honesty, hunger, and long-term vision, we’d love to hear from you. Join and help us build, grow, and hold great companies for generations to come.

We are an equal opportunities employer and welcome applications from diverse candidates.