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

Job description

Tasks

• Prepare and review: month-end close, including accruals, accounts receivable and payables, intercompany settlements, and general ledger maintenance
• Contribute to the preparation of monthly financial reports, delivering insightful commentary on performance trends, material variances versus budget/forecast, and key business drivers
• Support the annual budgeting process and ongoing financial forecasting (covering both revenue and cost perspectives), ensuring assumptions reflect current market conditions and business developments
• Collaborate proactively with central Julius Baer departments-particularly Accounting, Tax, and Controlling-to prepare and finalize JBRE's financial statements and annual reports
• Facilitate external audits and internal reviews by coordinating document requests, liaising with auditors, and ensuring compliance with regulatory and group-wide requirements

IT & Operations

• Act as the central point of contact for JBRE's external IT service provider, overseeing the operation, security, and evolution of the local IT landscape and digital tools
• Guarantee smooth daily operations by managing access rights, system availability, hardware provision, and troubleshooting in coordination with the IT partner
• Oversee employee onboarding and offboarding processes, including workstation setup, 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 drive targeted improvements to enhance productivity, usability, and control across departments
• Coordinate office-related logistics and administrative support where necessary, contributing to a stable and effective working environment

Requirements

• A minimum of 3 years of professional experience in a finance, accounting, or integrated finance-operations role; experience within the Swiss banking, real estate, or financial services industry is highly advantageous
• Holdership of a Swiss Federal Diploma with a focus on finance and accounting, or an equivalent advantageous
• Holdership of a Bachelor's degree in Business, Finance, or Accounting
• Sound understanding of Swiss legal and financial regulations, including the Swiss Code of Obligations (OR), Swiss GAAP FER, and basic principles of IFRS
• Excellent presentation and communication skills, with advanced proficiency in MS Office, particularly Excel (modelling, dashboards, data analysis) and PowerPoint (executive reporting)

We offer