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Junior Group Financial Planner(m/w/x)
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
- English – Business Fluent
- German – is a plus
Tools & Technologies
- Excel
- PowerPoint
- SAP
- Board
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Junior Group Financial Planner(m/w/x)
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
- English – Business Fluent
- German – is a plus
Tools & Technologies
- Excel
- PowerPoint
- SAP
- Board
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company shapes the future of wealth management, focusing on individual empowerment and creating value beyond wealth.
Not a perfect match?
- HITACHI ENERGY HOLDINGS LTD
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