Financial Planning Intern

Recruiter:

Time Personnel

Job Ref:

CPT005928/Meg

Date posted:

Friday, September 11, 2026

Location:

Cape Town, South Africa

SUMMARY:
We are looking for a motivated Finance or Commerce Graduate to join a dynamic financial planning team.

This is an international company based in the CBD where you will gain hands-on experience in financial planning, budget analysis, monthly reporting and investment management.

This is an ideal opportunity for a recent graduate looking to build a strong foundation and develop a career in financial planning and advisory.

POSITION INFO:
REQUIREMENTS Matric, or equivalent qualification Strong knowledge of Excel (macro, programming), PowerPoint, multi-dimensional tools (ESSBASE, EOS, Microsoft database type) are an asset. Excellent analytical, mathematical, and creative problem-solving skills Integrity and rigor are a must, as well as pro activity and team spirit. Excellent listening, interpersonal, written, and oral communication skills Logical and efficient, with keen attention to detail Highly self-motivated and directed Ability to effectively prioritize and execute tasks while under pressure Strong customer service orientation Able to exercise independent judgment and take action on it. DUTIES Prepare ACTUAL monthly reports (Volume & Revenue at D+2, Variance Analysis, PnL, Mid-month forecast and Month End Forecast) Develop and maintain accurate & user-friendly performance tracking tools (Power BI and others) Aggregate reporting & insights from Clusters to identify risks & opportunities vs forecast. Help consolidate and analyse the LE\/Budget\/R&O forecasts received from markets. Contribute to LE\/Budget\/R&O forecasting for Regional Office Support Regional Controller in leading forecast processes for regional office and South Africa market (initial budget, revisions & landings) in coordination with HR, Marketing Managers and GM Build and consolidate monthly reporting files to analyse Actual vs Forecast Ensure full understanding of variances in labour cost, travel expense and other overheads Develop dynamic ways to visualize large data sets to empower Management for effective decision taking (with various tools such as Power BI etc.). Improve ways of working on existing internal reports to gain efficiency. Support the team to create pertinent presentation for Senior Executive meetings Ad-hoc analysis of business results for different stakeholders Salary: R negotiable dependent on experience Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below.

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