Investec – Where Out of the Ordinary Happens

Who are we?
Investec is a distinctive financial services group serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues that bring out of the ordinary thinking, and we put them in environments where they'll flourish. We combine an accessible structure with a focus on internal mobility. The role demands an entrepreneurial spirit and a desire to learn and collaborate to help the business grow and to drive profitability; to deliver a commercial impact for the business.

Role Profile

Description of role and key responsibilities:

The role:

The Financial Planning & Analysis (FP&A) Manager is responsible for leading the Bank's financial planning, forecasting and performance management activities, providing insightful analysis and commercial support to enable informed decision-making across the business.

The role is also responsible for the preparation and submission of financial and regulatory reporting to the South African Reserve Bank (SARB), ensuring submissions are accurate, timely and compliant with Group reporting requirements.

Working closely with senior stakeholders across the Bank, the role will develop high-quality management information and business insights to support the delivery of the Bank's strategic objectives.

Key responsibilities:

Financial Planning & Forecasting
•    Lead the annual budgeting process across the Bank. 
•    Lead the Bank's monthly forecasting process and longer-term financial planning.
•    Develop and maintain robust financial models to support planning and decision-making. 
•    Challenge assumptions and provide independent analysis of business forecasts. 
•    Monitor forecast accuracy and identify opportunities to improve the planning process. 
•    Support development of the Bank's strategic and financial plans.

Performance Reporting & Analysis
•    Produce monthly Team and Executive & Board financial performance reporting. 
•    Analyse performance against budget, forecast and prior year, identifying key financial drivers and emerging trends.
•    Provide commentary on key business drivers, emerging trends and financial risks. 
•    Develop and enhance management information, KPIs and performance metrics. 
•    Deliver forward-looking insight to support commercial decision-making. 
•    Identify opportunities to improve profitability, efficiency and returns. 

Business Partnering
•    Act as a trusted finance partner to business leaders.  
•    Provide financial analysis to support pricing, product development and business growth. 
•    Challenge financial assumptions and promote sound commercial decision-making. 
•    Build strong relationships across business functions. 

South African Reserve Bank (SARB) Reporting
•    Prepare and submit all financial and regulatory returns required by the South African Reserve Bank. 
•    Ensure submissions are accurate, complete and delivered within regulatory deadlines. 
•    Perform reconciliations between SARB returns, management information and financial records. 
•    Liaise with Group Finance and other stakeholders regarding SARB reporting requirements. 
•    Maintain appropriate documentation, controls and governance over SARB reporting processes. 
•    Monitor regulatory reporting developments and implement changes where required. 
•    Support internal and external audit reviews relating to SARB reporting. 

Continuous Improvement
•    Identify opportunities to simplify and improve Finance processes. 
•    Drive efficiencies through automation and standardisation. 
•    Contribute to Finance transformation initiatives.
•    Support development of best practice financial planning and reporting.

Essential Criteria 

Core Skills and Knowledge:

Essential
•    Qualified Accountant (ACA, ACCA, CIMA or equivalent). 
•    Experience in Financial Planning & Analysis. 
•    Strong financial modelling and analytical capability. 
•    Advanced Microsoft Excel skills. 
•    Experience of producing Board & Executive level reporting. 
•    Excellent written and verbal communication skills. 
•    Strong stakeholder management and business partnering capability. 
•    High attention to detail and commitment to data quality. 

Desirable
•    Banking or financial services experience. 
•    Knowledge of South African Reserve Bank (SARB) reporting. 
•    Experience using Power BI or similar business intelligence tools. 
•    Understanding of banking profitability, capital and liquidity metrics. 
•    Experience of financial planning systems and ERP solutions. 

Embedded in our culture is a sense of belonging and inclusion. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation. We believe that innovation thrives when everyone feels respected, included, and empowered to contribute.

We actively seek out diverse talent and foster an inclusive environment, encouraging applications from people of all backgrounds and experiences. Here, you'll find networks, benefits, and development opportunities designed to support your career journey, wherever it may lead.

If this role excites you but you don't meet every requirement, we'd still love to hear from you. Your unique perspective and experience could be exactly what we are looking for.  Get in touch!

At Investec, we're deeply invested in our clients, our colleagues, and our communities. It's more than a mindset; it's how we show up every day.

Be part of something Out of the Ordinary.

Recite Me

We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.

The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.

If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [email protected] who will be happy to assist.