FP&A Analyst

Introduction

We are seeking an analytical and commercially minded FP&A & Power BI Analyst to take ownership of financial reporting, forecasting, performance analysis and business intelligence.

This role is ideal for a finance professional who combines strong FP&A and accounting knowledge with advanced Power BI, SQL and data analytics capabilities .

You will be responsible for turning complex and sometimes inconsistent financial data into accurate, meaningful insights that support business decision-making.

The successful candidate will be comfortable working independently, owning recurring reporting processes and presenting financial insights to non-finance stakeholders.

Duties & Responsibilities

Own and deliver the monthly financial reporting package , including budget vs. actual analysis, variance analysis and meaningful written commentary.

Maintain and update rolling forecasts , reforecasts and financial projections.

Develop and maintain P&L, cash flow and/or three-statement financial

models .

Analyse financial and operational performance, identifying trends, risks, opportunities and key business drivers.

Present financial results and insights to non-finance leadership and confidently explain and defend the numbers.

Build Power BI dashboards and reports from scratch to support financial and business reporting.

Develop Power BI calculations using DAX , including calculated measures, time intelligence, YTD, prior-year comparisons, rolling averages and filter context.

Use Power Query / M to clean, transform and prepare data for reporting.

Design effective data models , including star schemas, fact and dimension tables and appropriate relationships.

Publish and manage reports within Power BI Service , including workspace management and scheduled data refreshes.

Connect accounting and financial systems to BI reporting tools using APIs, third  party connectors or scheduled export-to-staging processes.

Work with SQL to extract and manipulate financial data, including joins,  aggregations and CTEs .

Investigate and resolve data quality issues, particularly where source data is incomplete, inconsistent or contains varying chart-of-accounts structures.

Work hands-on with QuickBooks Online or Desktop and ensure financial data is accurately reflected in reporting outputs.

Utilise advanced Excel for financial analysis, including PivotTables, XLOOKUP/INDEX-MATCH and SUMIFS .

Partner with finance and business stakeholders to improve reporting processes, data integrity and financial visibility.

Desired Experience & Qualification

Experience

• 5+ years' experience in FP&A, financial analysis, corporate accounting or a closely related analytical finance role.

• At least 2 years' experience owning a recurring monthly financial reporting deliverable .

• Experience working within an organisation with established financial systems, reporting processes and data infrastructure.

Power BI & Data Analytics

The successful candidate must have hands-on experience building Power BI solutions from the ground up , including:

• Power BI report and dashboard development.

• DAX calculations and measures.

• Time intelligence, including YTD, prior-year comparisons and rolling averages.

• CALCULATE and an understanding of filter context.

• Power Query / M for data transformation.

• Data modelling, including star schema design, fact and dimension tables and relationship cardinality.

• Power BI Service, including publishing, workspace management and scheduled refreshes.

Data & Systems • Demonstrated experience connecting an accounting system to a BI/reporting environment .

• Experience with one or more of the following is advantageous: QuickBooks Online API, Fivetran, CData, Coupler, Skyvia , or scheduled export-to-staging processes.

Working knowledge of SQL , including joins, aggregations and CTEs.

Ability to work confidently with messy, incomplete or inconsistent source data .

Hands-on experience with QuickBooks Online or QuickBooks Desktop . Excel Advanced Excel skills, including:

• PivotTables

• XLOOKUP / INDEX-MATCH

• SUMIFS

• Financial data analysis and manipulation

Power Pivot experience would be advantageous but is not essential.

FP&A & Financial Analysis

You should have proven experience with

• Monthly management and financial reporting.

• Budget vs. actual analysis.

• Variance analysis and written financial commentary.

• Rolling forecasts and reforecasting.

• P&L and cash forecasting.

• Three-statement financial modelling, or strong equivalent experience.

• Presenting financial information and insights to senior/non-finance

stakeholders.

Package & Remuneration

R420 000 - R510 000 per annum