Finance & Operations Manager - Julius Baer Real Estate 50% - 60% (f/m/d)

Job description

Tasks

• Preparation and review of financial reports, including accruals, receivables and payables, intercompany settlements and general ledger accounting
• Contribute to the preparation of monthly financial reports, providing meaningful commentary on performance trends, material variances against budget/forecast and key business drivers
• Support the annual budgeting process and ongoing financial forecasting (both from a revenue and cost perspective) to ensure that assumptions reflect current market conditions and business developments
• Collaboration with central Julius Baer departments (in particular accounting, tax and controlling) to prepare and finalize JBRE's financial reports and annual reports
• Supporting external audits and internal reviews by coordinating document requests, communicating with auditors and ensuring compliance with regulatory and group-wide requirements

IT and operational tasks

• Central contact person for JBRE's external IT service provider, monitoring the operation, security and further development of the local IT infrastructure and digital tools
• Ensuring smooth daily operations by managing access rights, system availability, hardware provisioning and troubleshooting in coordination with the IT partner
• Oversee employee onboarding and offboarding processes, including workstation configuration, issuance of devices, creation/deactivation of user accounts and return of company assets
• Proactively identify inefficiencies or risks in current processes and systems; initiate and implement targeted improvements to increase productivity, usability and control across departments
• Coordinate office related logistics and administrative tasks where required to create a stable and effective working environment

Requirements

• At least 3 years of professional experience in a finance, accounting or integrated finance operations role; experience in the Swiss banking, real estate or financial services industry is an advantage
• Completion of a Swiss Federal Diploma with a focus on finance and accounting or an equivalent qualification
• Bachelor's degree in business administration, finance or accounting
• Solid understanding of Swiss legal and financial regulations, including the Swiss Code of Obligations (CO), Swiss GAAP FER and basic principles of IFRS
• Excellent presentation and communication skills, with advanced experience in MS Office, especially Excel (modeling, dashboards, data analysis) and PowerPoint (leadership reporting)