JuniorFinancialPlanner

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. As a Junior Group Financial Planner you will be part of a dynamic team driving financial forecasting and planning processes of Julius Baer Group. It’s a key role for the overall steering of the Group and to support achieving its objectives. You will act as central center of competence for planning related topics and Group level analytics and will have the opportunity to actively contribute towards group-wide strategic financial initiatives. The role requires strong operational involvement in day-to-day business as well as a strategic mindset to succeed in a fast-paced and multi-task environment. The role is part of the Group Budgeting & Planning team in the Finance organization and provides great exposure to senior management and business stakeholders alike. You will join a team of highly committed experienced professionals that foster a collaborative and mutually inclusive working environment. ## **YOUR CHALLENGE** * Support and drive mandate of Group Budgeting & Planning team, responsible for all group-wide financial planning, forecasting and scenario development activities * Conduct regular financial analysis and select deep-dives to explain and forecast financial performance at JB Group and Region/Business Unit level * Advance integrated financial planning capabilities and methodologies across Profit & Loss, Balance Sheet and Capital dimensions to ensure process efficiency and forecast accuracy, using adequate tooling and high level of automation * Prepare presentations for senior management with clear and concise messaging and focus on providing the broader picture * Engage with relevant stakeholders across Group functions, Regions and Business Units to coordinate forecasting and planning processes from an end-to-end perspective *