At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

As a Senior Group Financial Planner you will be responsible for driving financial forecasting and planning processes of Julius Baer Group. It’s a key role for the overall steering of the Group and to support achieving its objectives. You will act as central center of competence for planning related topics and Group level analytics and will have the opportunity to actively contribute towards group-wide strategic financial initiatives. The role requires strong operational involvement in day-to-day business as well as a strategic mindset to succeed in a fast-paced and multi-task environment. It provides great exposure to senior management and business stakeholders alike. The role is part of the Group Budgeting & Planning / Group Performance Management team in the Finance organization and connects the job holder to each part of the Group, globally. You will join a team of highly committed experienced professionals that foster a collaborative and mutually inclusive working environment.

IHRE AUFGABEN

• Assume operational responsibility for relevant forecasting and planning processes from an end-to-end perspective

• Drive the further development of driver-based planning models

• Co-lead the digital transformation journey of the Group Budgeting & Planning team towards the integrated tool-based planning solution Board

• Act as central center of competence for all forecasting and planning related topics as well as Group level analytics

• Engage with relevant stakeholders at Group and Division level to coordinate forecasting and planning processes

• Prepare effective analytics and presentations for senior management with clear and concise messaging and focus on providing the broader picture

• Run ad-hoc scenario analysis to stay ahead of market and business developments

• Contribute to the further development of revenue and cost management frameworks as well as financial steering concepts

• Deputize the Head Group Budgeting & Planning and act as pro-active sparring partner

YOUR PROFILE

• Strong academic record: University degree in Business Administration, Finance, Economics or equivalent, preferably at Master’s degree level

• Senior role with 5+ years of experience in a comparable function within the financial services industry

• Strategic mindset and strong stakeholder engagement skills, at mid management and executive level

• Profound understanding of finance processes

• Analytical and quantitative skills, including deep Excel and PowerPoint know-how at operational level. Experience with SAP and Board is a plus

• Stakeholder management skills ensuring delivery of work products by coordinating multiple teams that may have conflicting interests

• Collaborative working styles, able to deal with internal stakeholders as well as 3rd parties

• Business fluent in English, German considered as an asset

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.