Job Description
About the Role
We are seeking a highly skilled Lead Financial Analyst to join our dynamic team in Cape Town. As a key member of our data analytics and business intelligence department, you will play a crucial role in transforming complex financial data into actionable insights through structured reporting, dashboards, and financial analysis. If you thrive in fast-paced, client-focused environments and possess strong technical skills in financial data processing and reporting, we encourage you to apply.
Key Responsibilities
- Design, develop, and maintain financial data models to ensure accurate and reliable reporting.
- Write and optimize SQL queries, views, and stored procedures to process, clean, and transform client financial data.
- Develop Power BI dashboards and reports, including P&L statements, balance sheets, GL mappings, and other financial metrics.
- Engage directly with clients: gather requirements, present solutions, and build strong, long-term relationships.
- Unpack and restructure complex and messy financial spreadsheets into well-organized reporting frameworks.
- Collaborate with cross-functional teams to deliver scalable, automated financial reporting solutions.
- Ensure compliance with financial reporting standards and best practices.
Requirements
- Preferred: CA(SA), BCom (Accounting, Economics, Business Management, Finance) up to Honours level.
- Strong experience with financial reporting and data tools is essential.
- Exposure to client-facing or consulting environments is an advantage.
- Strong client-facing and presentation skills; comfortable visiting clients.
- Experience handling unstructured or messy financial data and building structured reporting.
- Familiarity with typical financial reporting processes (GL codes, P&L, balance sheets).
- Minimum 5 years experience in financial reporting or financial analysis roles in a data analytics, financial services, or business intelligence environment.
- SQL: ability to write views, stored procedures, and handle large financial datasets.
- Power BI: advanced experience in financial reporting, including P&L, balance sheet, GL mapping, and dashboards.
- Solid understanding of financial reporting structures (P&L, balance sheet, GL codes).
Qualifications
No formal education or certifications are required for this role.
Salary & Benefits
Salary is based on experience and qualifications.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Finance/Accounting Jobs in Western Cape
In the Western Cape, the finance and accounting profession is a thriving industry with a strong demand for skilled professionals. Typically, the job market trends indicate a steady growth in the need for finance and accounting expertise across various sectors. This is often driven by the increasing importance of financial management, regulatory compliance, and data-driven decision-making in businesses.
When it comes to salaries, it’s common to see broad ranges varying depending on factors like experience, company size, and industry sector. Generally, entry-level positions can expect salaries ranging from R250 000 to R400 000 per annum, while senior roles may command salaries between R600 000 and R1 200 000 or more, depending on the individual’s qualifications and level of expertise.
Common skills required for finance and accounting roles in Western Cape include proficiency in financial software such as QuickBooks, Xero, or SAP; strong analytical and problem-solving skills; excellent communication and interpersonal skills; attention to detail and organisational abilities; knowledge of tax laws and regulations; and experience with budgeting and forecasting tools. Typically, a degree in commerce, accounting, or a related field is also essential.
Industry sectors commonly employing finance and accounting professionals include the financial services sector, technology industry, manufacturing sector, and corporate organisations. These roles often involve providing financial guidance, managing budgets, preparing financial reports, and ensuring compliance with regulatory requirements.
For those looking to advance their careers in finance and accounting, career development opportunities abound. Typically, experienced professionals can move into senior management positions or pursue specialisations like forensic accounting, audit, or financial planning. Others may choose to transition into related fields like business consulting, investment banking, or entrepreneurial ventures. With continuous learning and professional development, finance and accounting professionals in Western Cape can enjoy a rewarding and challenging career with opportunities for growth and advancement.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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