Job offer
Finance Specialist
The Finance Specialist at Julius Baer supports financial operations, contributes to the accuracy of financial reporting, and supports strategic decision-making processes through sound analysis. The position requires a strong academic background, 5-7 years of experience in finance, and good organizational and communication skills.
Tasks
As a Finance Specialist, you will be responsible for supporting and executing financial operations, contributing to the accuracy of financial reporting, and supporting strategic decision-making processes through sound analysis. Your responsibilities will include:- Forecasting & Planning: Assistance in preparing the annual budget and rolling forecasts.
- Medium-term planning: Assistance in drawing up 3- and 5-year business plans.
- Cost management: Reviewing costs and highlighting one-time/unplanned expenses. Taking initiative and providing insights/ideas for cost savings/optimization.
- Business partnering: working closely with the CFO and Head of Business Finance to provide business information and insights to drive business development.
- Finder Management: Assist the Head of Business Finance to ensure full compliance with the Finder policy.
- Presentations: Creating high-quality presentations for various stakeholders.
- Governance & Control: Ensuring compliance with financial policies, robust internal controls, and regulatory requirements.
- Ad hoc analyses: Creation of business case models, reviews, and ad hoc analyses.
staff
You will be working with the following teams:- Client management (internal and external)
- Local, regional, and group-wide finance
- Business management, operations, IT, compliance, risk
- Auditor – under the guidance of the Head of Business Finance or the CFO
Requirements
For this position, we require:- Professional and technical skills
- Strong academic background
- CA/MBA or similar from reputable institutions with 5-7 years of professional experience after qualification
- Experience in BFSI / Big 4 in consulting or advisory services. Experience in wealth management.
Desirable skills
We prefer candidates with:- Strong personality with good organizational and operational skills
- Independent, efficient, and meticulous working methods
- Good interpersonal and communication skills
- Agile, ability to collaborate and work in cross-functional teams
Job details