Job Description

PRIMARY PURPOSE

We are seeking a motivated and detail-oriented FP&A Analyst to join our finance team and support critical financial planning, analysis, and reporting activities. This dynamic role involves close collaboration with the Personal and Business Banking (PBB) team and the Data team to drive impactful data projects and automation initiatives. The successful candidate will focus on data analysis, script writing, and process automation, contributing to the division's financial reporting, planning, and decision-making. By enhancing efficiency in financial processes and optimizing data management, this position plays a vital role in enabling data-driven insights and performance improvements across PBB.

TECHNICAL COMPETENCY

REQUIREMENT

Problem-solving mindset with a proactive approach. Strong organizational and time management skills. High level of integrity and professional ethics. Ability to adapt to changing business needs in a fast-paced environment. Advanced Excel Skills Business Acumen Communication skills

REQUIRED MINIMUM

EDUCATION AND TRAINING

An accounting degree BCom, and working towards a professional qualification

REQUIRED MINIMUM WORK EXPERIENCE

1-3 years prior experience in Finance

KEY PERFORMANCE

AREA (KPA)

FINANCIAL

Prepare and deliver accurate monthly financial reports, including income statements, balance sheets, and key performance indicators (KPIs) for PBB. Conduct variance analysis to identify and explain differences between actual results and budget/forecast. Provide clear insights into performance and areas for improvement. Work closely with business teams to gather data and provide actionable financial insights, helping to drive strategic decision-making. Support the budgeting and forecasting process for PBB, including model creation, data gathering, and collaboration with different teams to validate assumptions. Perform financial modelling and scenario analysis to assess the impact of potential business decisions or changes in strategy on financial outcomes. Present findings to the Management Committee (Manco), offering insights into risks, opportunities, and product performance.

CUSTOMER CENTRICITY

Collaborate with various teams within PBB and broader Finance to understand their financial needs and provide tailored insights that support business strategies and decision-making. Use data analysis and financial modelling to generate insights that help the PBB division understand customer behaviour, product profitability, and operational performance. Provide financial guidance and support to PBB's sales teams, offering data-driven recommendations to help them optimize product offerings and improve customer value.

OPERATIONAL

EXCELLENCE

Work closely with the data team to analyse large datasets and uncover key financial and operational insights. SQL knowledge would be advantageous. Lead efforts to automate and streamline financial reporting, budgeting, forecasting, and month-end processes. Implement automation solutions that increase efficiency, accuracy, and speed. Identify bottlenecks in the current financial and reporting processes and proactively suggest and implement improvements to make the processes more efficient. Collaborate with the data team to enhance financial reporting capabilities by developing and improving reporting through use of Power BI. Document financial processes and controls to ensure consistency, compliance, and ease of understanding across the finance team. Maintain process manuals and work instructions to support training, knowledge sharing, and continuity in financial operations. Act as the liaison between finance and auditors (internal and external), providing all necessary documentation and ensuring timely resolution of queries. Ensure compliance with internal controls and external regulations by addressing auditor recommendations and inquiries.

PEOPLE

LEADERSHIP

Share best practices and provide training to finance and business teams on automation, reporting tools, and data analysis techniques, ensuring continuous improvement across the PBB team. Embrace diversity in race, gender, religion. Diversity in skills, experience, and work across capability to problem solve. Work closely with product teams, sales teams, and other stakeholders to provide financial insights and support decision-making processes. Work with the data team to lead or contribute to cross-functional data projects that improve the integration of financial and operational data. Support senior leadership and other teams within PBB by providing on-demand financial analysis and reporting tailored to specific business needs or ad-hoc projects. Collaborate effectively with the Finance Manager and other team members, providing support and contributing to achieving team goals. Keeping abreast of own development and ensure exposure is gained based on development areas.



This position is advertised in line with our commitment to Employment Equity.