Lead Financial Analyst

We are looking for a Lead Financial Analyst to join a dynamic player in the data analytics and business intelligence industry. The ideal candidate thrives in a fast-paced, client-focused environment, combining strong technical skills in financial data processing and reporting with exceptional client-facing and presentation abilities. You will play a key role in transforming complex, unstructured financial data into clear, actionable insights through structured reporting, dashboards, and financial analysis. This is an exciting opportunity for a high-energy, ambitious professional to make a tangible impact while working closely with clients.

Responsiibilities

• 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).

Benefits