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CHCH10 - BJB Bank Julius Baer & Co. Ltd.

Junior Group Financial Planner(m/w/x)

Zürich
Full-timeOn-siteExperienced

Supporting group budgeting and forecasting for a financial services firm. University degree and 2+ years of financial planning experience required. Integrated financial modeling and deep-dive performance reviews.

Requirements

  • University degree in Business Administration, Finance, Economics or equivalent
  • Post-graduate qualification (e.g. CFA, FRM, CIIA)
  • 2+ years relevant experience in Banking, Valuation, Consulting, or Corporate Strategic/Financial planning
  • Understanding of integrated financial modelling
  • Profound understanding of finance processes
  • Strategic mindset and strong stakeholder engagement skills
  • Strong analytical and quantitative skills
  • Deep Excel and PowerPoint know-how
  • Experience with SAP and planning application ‘Board’
  • Hands-on, solution and growth-oriented mind-set
  • Willingness to go the extra mile
  • Business fluent English
  • German language skills

Tasks

  • Support Group Budgeting & Planning mandate
  • Drive financial planning and forecasting
  • Conduct regular financial analysis
  • Perform deep-dive financial performance reviews
  • Advance financial planning capabilities
  • Ensure process efficiency and forecast accuracy
  • Prepare presentations for senior management
  • Engage with stakeholders across functions
  • Coordinate end-to-end forecasting processes
  • Maintain key process documentation

Work Experience

  • approx. 2 years

Education

  • Bachelor's degreeOR
  • Master's degree

Languages

  • EnglishBusiness Fluent
  • Germanis a plus

Tools & Technologies

  • Excel
  • PowerPoint
  • SAP
  • Board
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