Publié: 31 mai 2024
Zürich
80% – 100%
Durée indéterminée
Bank Julius Bär & Co. AG
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.
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
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.
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