SUMMARY:
An established and fast-growing business within the financial services sector is seeking a commercially astute Financial Planner & Analyst to join their dynamic finance team.
This is an exciting opportunity for a data-driven finance professional who thrives in a performance-focused environment and wants to play a meaningful role in shaping business decisions. The successful individual will partner closely with leadership and operational teams, providing insight that directly influences strategy, profitability, and growth.
POSITION INFO:
Role Purpose
The Financial Planner & Analyst will be responsible for delivering accurate
financial planning, insightful analysis, and strategic support to the business. This role goes beyond reporting — it requires someone who can interpret data, challenge assumptions, and translate numbers into actionable insights.
Key Responsibilities
- Develop and manage annual budgets and rolling forecasts across revenue, expenses, and cash flow
- Conduct in-depth financial and operational analysis to identify trends, assess performance, and evaluate profitability
- Provide strategic support to leadership on investments, new initiatives, and overall business planning
- Build, maintain, and enhance financial models to support scenario planning and ad-hoc analysis
- Prepare monthly reporting packs and contribute to dashboards and visualisation tools
- Partner with cross-functional teams including Finance, Marketing, and Credit to ensure alignment on performance metrics and objectives
- Deliver variance analysis and performance commentary to support informed decision-making
Minimum Requirements
- Bachelor’s degree in Finance or related field
- 2–5 years’ experience in FP&A or a Financial Analyst role
- Advanced Excel skills (financial functions, pivot tables, VBA)
- Experience with data visualisation tools such as Power BI or Tableau
- Working knowledge of SQL for querying databases
- Exposure to retail, fintech, or lending environments would be advantageous
Key Competencies
- Naturally curious with a strong desire to learn and improve processes
- Strong quantitative and analytical problem-solving skills
- Ability to present complex financial data clearly to non-financial stakeholders
- Comfortable managing multiple priorities in a fast-paced environment
- High level of integrity, discretion, and sound independent judgement
- Commercial mindset with strong attention to detail
Why Apply?
This role offers the opportunity to join a high-performance environment where finance plays a central role in driving business outcomes. You will gain exposure to senior leadership, strategic projects, and meaningful financial decision-making.
If you are interested in this opportunity, please apply directly. For more finance jobs, please visit
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
We also invite you to contact us to discuss your next career move in finance!
For more information, contact:
Angelique Jardim
Specialist Recruitment Consultant
