Finance Excel Specialist

Role Overview: At Julius Baer, you will be responsible for supporting and executing the financial operations, contributing to the accuracy of financial reporting, and supporting strategic decision-making processes through sound analysis. Your core responsibilities will include overviewing daily Revenue, NNM & AUM, monitoring performance, forecasting & planning, cost management, business partnering, finder management, presentations, governance & control, adhoc analysis, and client management. Key Responsibilities: - Overview daily Revenue, NNM & AUM to ensure accurate reporting - Monitor performance by preparing & tracking financial performance against budget, forecast, and previous year & month performance - Assist in preparing annual budget, rolling forecasts, and 3 and 5 year business plans - Review costs, highlight any one-off/unplanned spends, and provide insights for cost saving/optimization - Work closely with CFO & Head of Business Finance to provide business intelligence and insights - Ensure adherence to Finders policy and prepare high-quality presentations for various stakeholders - Maintain governance & control by ensuring adherence to financial policies, internal controls, and compliance with regulatory requirements - Prepare business case modeling, reviews, and ad-hoc analysis as needed - Manage clients internally and externally, collaborate with various departments, and work with auditors under guidance from Head of Business Finance or CFO Qualifications Required: - Strong academic background with CA / MBA or similar from reputed institutions - 5-7 years of post-qualification experience in BFSI / big 4 consulting / advisory services - Experience in or related to Wealth Management business is preferable - Excellent analytical/conceptual skills with understanding of private banking products - Advanced Excel, PowerPoint, and Tableau skills - Experience with Power BI/Tableau is an added advantage Additional Details: Julius Baer values individual qualities and enables you to be impactful, entrepreneurial, empowered, and create value beyond wealth. The company looks forward to receiving your full job application through their online application tool. Role Overview: At Julius Baer, you will be responsible for supporting and executing the financial operations, contributing to the accuracy of financial reporting, and supporting strategic decision-making processes through sound analysis. Your core responsibilities will include overviewing daily Revenue, NNM & AUM, monitoring performance, forecasting & planning, cost management, business partnering, finder management, presentations, governance & control, adhoc analysis, and client management. Key Responsibilities: - Overview daily Revenue, NNM & AUM to ensure accurate reporting - Monitor performance by preparing & tracking financial performance against budget, forecast, and previous year & month performance - Assist in preparing annual budget, rolling forecasts, and 3 and 5 year business plans - Review costs, highlight any one-off/unplanned spends, and provide insights for cost saving/optimization - Work closely with CFO & Head of Business Finance to provide business intelligence and insights - Ensure adherence to Finders policy and prepare high-quality presentations for various stakeholders - Maintain governance & control by ensuring adherence to financial policies, internal controls, and compliance with regulatory requirements - Prepare business case modeling, reviews, and ad-hoc analysis as needed - Manage clients internally and externally, collaborate with various departments, and work with auditors under guidance from Head of Business Finance or CFO Qualifications Required: - Strong academic background with CA / MBA or similar from reputed institutions - 5-7 years of post-qualification experience in BFSI / big 4 consulting / advisory services - Experience in or related to Wealth Management business is preferable - Excellent analytical/conceptual skills with understanding of private banking products - Advanced Excel, PowerPoint, and Tableau skills - Experience with Power BI/Tableau is an added advantage Additional Details: Julius Baer values individual qualities and enables you to be impactful, entrepreneurial, empowered, and create value beyond wealth. The company looks forward to receiving your full job application through their online application tool.