Job offer
Strategic Planning Officer
The job posting describes a position as Strategic Planning Officer at EFG International in Lugano, Switzerland, in which the employee will be part of the Strategy & Corporate Development team and will contribute to the development of business strategies and decision-making processes. The Strategic Planning Officer is expected to play a key role as a business partner and a critical evaluator of business performance, supporting decision-making through detailed analysis and data modeling.
Job Description
The Strategic Planning Officer will be part of the Strategy & Corporate Development team in Lugano and will implement an integrated planning, reporting, and performance review process to facilitate value-driven business decisions. In their role as a business partner and challenger of business performance, they will focus on providing value-driven decision support through granular analysis of the drivers of performance and by delivering insights into opportunities for value creation. The Strategic Planning Officer will play an active role in business performance dialogues, support business development, and provide value-driven decision support through data modeling and forecasting intelligence.Main tasks
- Business Analyst and Power User of MI Data
- Preparation and compilation of presentations for senior management
- Active role in performance reviews
- Development and maintenance of data models for analysis and forecasting
- Active collaboration with the Planning and Controlling unit during the budgeting and forecasting process
- Develop strong relationships with business leaders and financial controllers to establish a role as a business partner
- Development of recurring benchmark analyses in collaboration with external consultants
- Key collaboration on corporate development projects and strategic initiatives, including M&A transactions
Requirements
- Professional experience in the financial services industry, particularly in corporate finance
- Ability to understand large datasets and experience with data modeling to provide accurate data analysis
- Advanced user of MS Excel and MS PowerPoint; knowledge of Excel macros, VBA, Python, and Power BI is a plus
- A quick learner, precise, and efficient
- A proactive attitude and a willingness to acquire new knowledge and skills
- Ability to work under pressure and adapt to unpredictable demands
- Strong communication skills to effectively communicate with internal stakeholders at all levels
- Fluent in English and fluent in Italian
Our values
- Responsibility: Taking on tasks and challenges and striving for continuous improvement
- Hands-on: Proactively achieving high-quality results
- Passionate: commitment and striving for excellence
- Solution-oriented: Focus on customer results and fair treatment of customers, combined with a risk-aware approach
- Partnership-oriented: Promoting collaboration and teamwork. Collaboration with an entrepreneurial spirit
Job details
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