Strategic Finance Manager - CFO Office 100% (f/m/d)

Zürich

Key information

Publication date:08 December 2025
Workload:100%
Place of work:Zürich

Job summary

Join Julius Baer as a Business Manager in our CFO office. Be part of a dynamic team driving impactful initiatives in wealth management.

Tasks

Lead strategic initiatives and cross-bank programs for growth.
Prepare high-quality analysis and presentations for senior leadership.
Drive process improvements and enhance reporting for efficiency.

Skills

Degree in Finance, Economics, or related field; 2+ years in finance.
Strong analytical and problem-solving abilities are essential.
Excellent communication and presentation skills are a must.

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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.

Join our CFO office - a dynamic team working directly with our group CFO, tackling key operational and strategic topics within Finance. As a Business Manager, you will drive key initiatives, deliver impactful analysis for senior leadership, and optimize processes for greater efficiency. If you thrive in a fast-paced environment and excel at turning complexity into clarity, this role is for you. The role includes a range of high profile tasks, including preparing key reports and presentations, coordinating events, governing business-specific processes, as well as owning financial planning, cost control and reporting for the business unit, ensuring an efficient use of resources.

IHRE AUFGABEN

As a Strategic Finance Manager you will:

Lead and contribute to strategic initiatives within the CFO Office, including cross-bank programs and ad hoc projects that drive business growth and operational excellence

Prepare high-quality analysis and presentation materials for the Board of Directors, Executive Committee and senior management, ensuring clarity and actionable insights

Perform financial and business analysis to identify trends, assess risks and deliver data-driven recommendations that support strategic decision-making

Drive continuous process improvements by enhancing reporting, developing dashboards and simplifying workflows to increase efficiency and transparency

Collaborate across functions and manage stakeholders to align priorities, facilitate discussions and ensure timely delivery of key initiatives

Communicate complex topics in a clear and concise manner, creating compelling narratives and presentations that influence senior stakeholders

YOUR PROFILE

Degree in Finance, Economics, Business Administration, Engineering, or related field

At least 2 years of experience in financial services, strategic consulting, or relevant business management role

Analytical & Problem-Solving Skills: Strong ability to break down complex problems, perform financial and business analysis and develop actionable, data-driven solutions

Project & Stakeholder Management: Proven track record in managing multiple workstreams, prioritizing tasks under pressure and engaging effectively with senior stakeholders

Communication & Presentation Excellence: Exceptional verbal and written communication skills, including the ability to simplify complex topics and create compelling presentations for top management

Technical Proficiency: Advanced user of MS Office (Excel, PowerPoint); ability to visualize data and craft clear narratives

Personal Attributes: Structured, detail-oriented, proactive and adaptable, with a dynamic mindset

Proficiency in English is required; German is desirable, any other language is a plus

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 .

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