Forecasting and Budgeting Specialist

Recruiter:

Network Recruitment

Job Ref:

NFC024624/Ma

Date posted:

Tuesday, June 23, 2026

Location:

Cape Town, South Africa

SUMMARY:

Our client operates within the financial services environment and is known for its strong focus on performance, innovation, and data-led decision-making. This role forms part of the Finance team and reports directly to the Head of Finance.

As a Forecasting & Budgeting Specialist, you will play a key role in financial planning, budgeting, and analysis. You will be responsible for delivering high-quality financial insights, supporting strategic initiatives, and helping the business understand key profit drivers.

POSITION INFO:
Key Responsibilities Develop and manage annual budgets, forecasting revenue, expenses, and cash flow. Conduct detailed financial and operational analysis to identify trends and assess business performance. Build and maintain financial models to support scenario planning and strategic decision-making. Support leadership with insights for investments, projects, and overall strategic direction. Assist with monthly reporting, dashboards, and performance tracking. Collaborate cross-functionally with teams including Finance, Marketing, and Credit. Process monthly financial transactions and contribute to management accounts preparation. Job Experience and Skills Required Bachelor's degree in Finance or related field. Minimum of 2 years' experience in budgeting and forecasting. Advanced Excel skills (including financial functions, pivot tables, and VBA). Experience within the lending or financial services sector is advantageous. Strong financial modelling and analytical capability. Competency Requirements Strong quantitative and problem-solving skills. High level of curiosity with a proactive approach to learning. Ability to present complex financial information clearly to non-technical stakeholders. Strong organisational skills with the ability to manage multiple priorities in a fast-paced environment. High level of discretion and sound judgement. Collaborative mindset with strong stakeholder engagement. Apply now! For more exciting (Finance\/ Engineering\/ IT \/ Supply Chain \/ Commercial & C-Suite) vacancies, please visit: I also specialise in recruiting in the following: Financial Managers Financial Accountants Financial Controllers Chartered Accountants Group Reporting & Consolidations Accountant Commercial Finance and FP&A positions 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. For more information, contact: Mandisa Phahla Recruiting Consultant

Similar jobs you might be interested in:

Forecasting and Budgeting Specialist
Location: Cape Town
Salary:
Our client operates within the financial services environment and is known for its strong focus on performance, innovation, and data-led decision-making. This role forms part of the Finance team and reports directly to the Head of Finance.As a forecasting & budgeting specialist, you will play a key role in financial planning, budgeting, and analysis. You will be responsible for delivering high...
Today

Forecasting and Budgeting Specialist
Location: Cape Town
Salary:
Our client operates within the financial services environment and is known for its strong focus on performance, innovation, and data-led decision-making. This role forms part of the Finance team and reports directly to the Head of Finance.As a forecasting & budgeting specialist, you will play a key role in financial planning, budgeting, and analysis. You will be responsible for delivering high...
11 days ago

Forecasting and Budgeting Specialist
Location: Cape Town
Salary:
If you’re the kind of person who gets a little thrill from a perfectly balanced spreadsheet, enjoys telling people what might happen before it does, and secretly believes Excel is a personality trait… then keep reading.We’re looking for a forecasting & budgeting specialist who can turn numbers into stories, chaos into clarity, and “gut feel” into actual data.
11 days ago

Forecasting and Budgeting Specialist
Location: Cape Town
Salary: 400 000
Are you a commercially minded finance professional who enjoys turning numbers into insights? This is an exciting opportunity for an analytical individual to play a key role in supporting business growth through financial planning, forecasting, performance analysis, and strategic decision-making.
12 days ago

Financial Manager
Location: Cape Town
Salary:
An exciting opportunity exists for a commercially astute and hands-on Financial Manager within the shipping and logistics sector. Reporting directly to the CFO, you will take full ownership of the finance function, providing strategic financial leadership while ensuring operational excellence across the business.
1 day ago

Cost Controller
Location: Cape Town
Salary: 430000 Annually
Numbers tell a story - help us write successful ones by leading cost control and project analysis initiatives.
5 days ago

Financial Accountant
Location: Cape Town
Salary:
Are you a top-performing accounting professional who has completed SAIPA Articles and gained valuable commercial exposure? If you're looking for an opportunity to accelerate your career within a dynamic and growth-focused business, this could be your next move.
8 days ago

Senior financial Accountant
Location: Stellenbosch
Salary: Monthly
We are seeking an experienced and commercially minded Senior Financial Accountant to join our finance team. This role is suited to a qualified CA(SA) with strong financial accounting experience who can take ownership of reporting, compliance, controls, and financial processes while partnering with the business to drive performance.
20 days ago

Group Operations Manager
Location: Cape Town
Salary: Annually
Group Operations Manager (progressing to COO) | Financial-Legal Services | Cape Town, Western CapeLocation: Cape Town, Western CapeJob Type: Permanent, Full-TimeSalary: NegotiableIndustry: Financial-Legal Services
21 days ago

Financial Manager (CA(SA), CIMA, or SAIPA )
Location: Brackenfell
Salary:
Are you a qualified CA(SA), CIMA, or SAIPA professional with solid experience in a manufacturing, retail, or import environment? Our well-established client based in Brackenfell is seeking a hands-on Financial Manager to take ownership of the full finance function. This is an excellent opportunity for a commercially minded finance professional who enjoys both strategic involvement. Key respon...
Today