FP&A Analyst

Symbiotics is the leading market access platform for impact investing, dedicated to private markets in emerging and frontier economies. The Group offers investment, asset management and capacity building services. Since 2005, we have originated over 9,200 investments representing more than USD 11.8 billion for 662 companies in 99 countries. We manage an aggregate portfolio of USD 2.5 billion spread across 19 funds and mandates.

Our portfolio companies have also benefited from over 170 technical assistance projects worth more than USD 19 million.

We are looking for an FP&A Analyst to join our Financial Planning & Analysis function, based in our Cape Town office and reporting to the FP&A Manager. You will support budgeting, forecasting and management reporting for the Group, working closely with business unit finance teams and contributing directly to the numbers, models and materials that inform decisions at the highest level.

This is a hands-on, execution-focused role. You will bring structure and rigour to recurring FP&A processes — closing analytics, variance reporting, KPI tracking and forecast consolidation — so that the function runs on time, every time, and the FP&A Manager can rely on a well‑organised base to build on.

Our FP&A platform (Vena) is already deployed. You will become a power-user of the tool, maintaining data quality, templates and reporting packs, and helping extend its use across the Group.

Context:
Regulated environment, with FINMA as the principal regulator and additional oversight by local authorities in Group entities.

Existing finance stack:
Vena (FP&A, in production), with consolidation and ERP tools currently in use — details shared during the process.

You will be the first dedicated Analyst supporting the newly appointed FP&A Manager, with room to shape how the role develops as the team scales.

• Prepare monthly closing analytics, variance analysis and management commentary, on schedule and with a high standard of accuracy.
• Maintain and update KPI dashboards (AUM growth, revenue yield, cost-to-income, business line profitability) on the BI platform and in the Board Balanced Scorecard.
• Build and maintain clear, well-documented reporting packs and templates that others in the finance function can rely on and reuse.

• Support the annual budget, mid-term plan and rolling forecast cycles: data collection, consolidation, quality checks and first-level analysis.
• Maintain rolling forecast models and driver-based planning templates in Vena, ensuring inputs are complete, consistent and delivered on time.
• Assist in preparing Board and Executive Committee materials, ensuring figures are accurate, sourced and reconciled before submission.

• Own the FP&A reporting calendar: track deadlines, chase inputs from business units, and flag risks to timelines early.
• Bring structure to recurring workflows — standardising templates, checklists and version control across planning cycles.
• Continuously look for ways to simplify and tighten processes, working closely with the FP&A Manager to embed best practice in the use of Vena.

• Around 2-4 years of finance experience, ideally including exposure to FP&A, financial reporting or business analysis; financial services or asset management experience is a plus but not required.
• Highly structured and organised, with a track record of managing multiple deadlines and data inputs without things slipping through the cracks.
• Hands-on and detail-oriented: comfortable working directly in the models and the data, not just reviewing outputs.
• Working knowledge of an EPM/FP&A platform (Vena, Anaplan, Jedox or equivalent) is an advantage; willingness to become a power-user…