Business Analyst

An investment management company in Knysna, Western Cape is seeking a Business Analyst for in-depth financial analysis and valuation. You will build complex financial models, prepare investment reports, monitor portfolio performance, and identify market trends. CFA candidates or charter holders are particularly encouraged to apply.

Responsibilities

• Develop and implement financial policies, procedures, and internal controls to safeguard assets and ensure information integrity.
• Provide strategic financial advice to senior management and the board on financial performance, risk, and growth opportunities.
• Conduct comprehensive financial analysis and modelling to support business cases for capital investments, acquisitions, and new ventures.
• Manage cash flow and working capital effectively, including preparing cash flow forecasts and managing banking relationships.
• Mentor and develop finance team members, conducting performance reviews, identifying training needs, and fostering continuous improvement.
• Analyse credit applications and financial statements to assess creditworthiness and make recommendations on lending decisions.

Requirements

• In-depth knowledge of International Financial Reporting Standards, tax legislation, and the Companies Act in South Africa.
• A minimum of five to seven years of progressive experience in financial management, investment analysis, or a related field.
• For credit roles, thorough understanding of credit risk assessment methodologies and experience with credit rating models.
• 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.

Qualifications

Chartered Accountant CA(SA) or CIMA Qualification