Financial Analyst

Short Job Description: 

Our client, a leading firm in the M&A space, requires an experienced Financial Analyst that is client-facing with strong skills in business. The team creates sell-side marketing strategies and materials, including teasers, confidential information memorandums, and Opportunities listings, each of which contain financial analysis and modelling of the client’s business.It is also vital in this position that the successful incumbent possess excellent verbal and written communication, analytic, mathematical, and interpersonal skills as well as presentation abilities. Position is based in Cape Town.

Job posting date: 
Monday, March 1, 2021
Job Type: 
Graduate placement
Required skills: 
Remuneration in ZAR: 
Up to R25k per month dependent on experience
Remuneration term: 
Full Job Description: 


The Financial Analyst will collect, analyse, summarize, and discuss the company's International's clients' most sensitive data, preparing our clients to enter the mergers & acquisitions market.

The Financial Analyst is a client-facing role that must be able to convey bad news and deal with clients’unique sensitivities while keeping each client moving through the company sales process at a steady pace.


You will act under the instruction of and be trained bythe company's experienced leadership team, with combined experience of over 40 years in the M&A markets.

In your role as Financial Analyst within the Deal Preparation team, your responsibilities will include (but not be limited to):

  • Develop and maintain client relationships by communicating effectively to ensure expectations of the seller are met

  • Gather comprehensive information about a client's business through multiple sources to ensure a thorough and accurate analysis for client promotion

  • Prepare, monitor and review financial information of active clients


  • Analyse and interpret the client's financial situation, including historical, current and expected future performance

  • Review clients’ financial information and chair the financial analysis meeting

  • Produce a 3-year forecast financial business plan when required

  • Prepare a brief summary financial analysis for inclusion in the marketing documents, such as the

    Information Memorandum, Teaser Letter, and Opportunities Listing documents, amongst others.

    These must be updated periodically.

  • Produce updated forecasts based on changes in the client’s business

  • Assist the Lead Generation team in preparing valuation matrices for prospective clients

  • Work with the Transaction Director to produce advanced synergy business plans as required

  • Help and support the financial due diligence exercise where required

  • Assist in populating the Virtual Data Rooms as required

  • Ensure the CRM system is up to date with information about each client

  • Participate in proactive team efforts to achieve departmental and company goals

  • Provide leadership to others through example and sharing of knowledge/skill

  • Comply with all policies, practices and procedures and report all unsafe activities to supervisor

  • Any other request that is reasonable and lawful in nature


  • Commercial understanding and awareness of business and operations in various industries

  • Proficiency in financial modelling, financial analysis, and Excel

  • Ability to effectively present information and respond to questions from managers and clients

  • Ability to define problems, collect data, establish facts, and draw valid conclusions.

  • Proficient personal computer skills include electronic record-keeping, routine database activity,

    word processing, spreadsheet, graphics, etc

  • Ability to handle multiple tasks simultaneously

  • Ability to handle a rigorous schedule of deadlines

  • Prioritization and organization skills

  • Ability to write reports, business correspondence, and procedure manuals

  • Possess valid and current driver license

  • Availability for occasional travel

    We’re looking for candidates with the one or more of the following qualifications:

  • Bachelors Commerce degree in Accounting with a focus on Financial Accounting, Taxation, Cost and Management Accounting and Auditing

  • Honours Degree or equivalent will be advantageous

  • Bachelor’s Degree in Management Accounting and finance or equivalent

  • Certifications in financial modelling on MS Excel or equivalent

This is a junior role, and the following experience is required:

  • 2-3 years auditing articles experience with a middle market audit firm.

  • Practical experience as a financial analyst in the SME space (Exposure to companies in the tech

    space is beneficial), or

  • Practical experience as bookkeeper/ accountant/ financial manager in an SME business


    The remuneration will be commensurate with experience, in line with current industry norms, and will range from R300,000 – R420,000 annual cost to company.


    We’re looking for a curious individual with a good general knowledge on business, and who reads widelyon many topics, including business websites such as Moneyweb, Business Insider, Business Live. Ideally you trade in shares, and can bring some interesting conversation to our lively discussions, with our young team of passionate professionals.


South Africa
Which province(s) does this job apply to: 
Western Cape
Cape Town

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