Senior FP&A Analyst needed at Robert Walters

• An exciting opportunity is available for a Senior FP&A Analyst to join a prestigious global private equity and investment advisory firm based in Cape Town. Candidates from both Johannesburg and Cape Town are encouraged to apply.
• As the Senior FP&A Analystsitting at the heart of both Finance and Change, you will have the chance to make a significant impact on financial reporting, budgeting and oversight across a diverse project portfolio.
• The Senior FP&A Analystwill play a pivotal role in enhancing transparency, accuracy and discipline within financial planning and reporting processes, ensuring that business decisions are always underpinned by robust data and clear business cases.

Key qualifications and experience required for the Senior FP&A Analyst:

• Fully qualified CA(SA) or equivalent
• 6+ years’ experience in afinancial analytical role within the financial services sector
• Thorough understanding offinancial planning, budgeting, forecasting, cost allocation principles and their application in large-scale environments
• Proven experience partnering effectively with change management or transformation teams (including PMO)
• Advanced skills in developing digital dashboards or visualisations using relevant tools (such as Power BI or Tableau) would be advantageous

Key duties of the Senior FP&A Analyst:

• Collaborate with project managers to create and validate business cases that adhere to internal expenditure guidelines.
• Work with the Change team to generate detailed multi-year financial reports, distinguishing cash flow from profit and loss impacts.
• Serve as a liaison between Change and Finance to ensure project-related operating costs are accurately reflected in annual budgets.
• Develop processes and tools to monitor project spending against forecasts, highlighting significant deviations for timely decisions.
• Lead or support the annual budgeting process for change initiatives, ensuring consistency and transparency across projects.
• Track and report on financial benefits from projects to inform accurate profit and loss planning and monitor benefit realization.
• Create digital dashboards and visualizations for timely and insightful financial reporting to stakeholders.
• Define and implement standardised financial processes and controls for project accounting to drive improvement.
• Build trust with senior stakeholders by clearly communicating complex financial data for informed decision-making.
• Contribute to policy development to enhance governance around project accounting practices.

Key personal skills:

• Exceptional attention to detail combined with the ability to distil complex financial data into actionable insights for non-financial audiences
• Outstanding interpersonal skills that enable you to build trust-based relationships with senior stakeholders across multiple functions
• Display comfort operating within high-change environments characterised by ambiguity while maintaining composure under pressure
• Demonstrate commitment to continuous improvement through active participation in process development or policy enhancement initiatives