Strategic Planning Officer

Job Description

The Strategic Planning Officer will be part of the Strategy & Corporate Development team in Lugano and will help lead 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 value-enhancement levers.

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
• Lead counsel 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 analyses
• 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: Proactive delivery of high-quality results
• Passionate: commitment and striving for excellence
• Solution-oriented: Focus on customer results and fair treatment of customers with a risk-aware attitude
• Partnership-oriented: Promoting collaboration and teamwork. Collaboration with an entrepreneurial spirit