Business Analyst

A boutique wealth management firm in Bellville, Western Cape requires a Business Analyst for holistic financial planning and investment advice. You will conduct needs analyses, develop tailored plans, recommend investment and insurance products, and conduct regular portfolio reviews. The role services a portfolio of high-net-worth clients.

Responsibilities

• Analyse credit applications and financial statements to assess creditworthiness and make recommendations on lending decisions.
• Provide strategic financial advice to senior management and the board on financial performance, risk, and growth opportunities.
• Ensure full compliance with all tax legislation and regulatory requirements, managing preparation and submission of all tax returns.
• Develop and implement financial policies, procedures, and internal controls to safeguard assets and ensure information integrity.
• Conduct comprehensive financial analysis and modelling to support business cases for capital investments, acquisitions, and new ventures.
• Mentor and develop finance team members, conducting performance reviews, identifying training needs, and fostering continuous improvement.
• Oversee preparation and presentation of accurate monthly management accounts, financial statements, and board reports.

Requirements

• Excellent analytical and problem-solving skills to interpret complex financial data and present findings clearly.
• A professional accounting or finance qualification such as CA(SA), CIMA, CFA, ACCA, or an equivalent recognised designation.
• Advanced proficiency in financial modelling and analysis using Microsoft Excel including building integrated three-statement models.
• For credit roles, thorough understanding of credit risk assessment methodologies and experience with credit rating models.
• A minimum of five to seven years of progressive experience in financial management, investment analysis, or a related field.

Qualifications

Master of Business Administration with Finance Specialisation