Financial Planning & Analysis Specialist

  • Experience level : Intermediate
  • Activity : Group
  • Office : Geneva

Job summary: Working closely with the CFO, under the direct supervision of the Head of Financial Planning & Analysis (FP&A), the FP&A Specialist will be responsible for developing, managing, reporting and analyzing financial data in an insightful and actionable way.

Your missions

Job description/ key responsibilities:

  • Develop, maintain and continuously improve financial-data warehouses, reporting processes and dashboards
  • Upgrade forecasting models and carry out specific analyses on the Bank’s financial performance, and provide recommendations on corrective measures
  • Set and track key performance indicators related to the Bank’s Strategic Plan
  • Address ad hoc requests related to financial data from the Front Office
  • Liaise with Accounting and IT to create synergies in data management
  • Provide general support to the Head of Financial Planning & Analysis in his role & responsibilities
Your profile

Professional experience

  • 4+ years’ proven experience in a business analytics and/or data management role

Professional competencies:

  • Solid knowledge of data management, data analysis and programming
  • Ability to work with complex and extensive datasets
  • Strong problem-solving skills
  • Ability to synthetize and present complex information clearly

Personal competencies:

  • Driven by excellence, in a very demanding environment
  • Self-motivated and proactive, with the ability to work under limited supervision
  • Capacity to build trust relationships with key stakeholders in the organization
  • Ability to work effectively under pressure in a fast pace environment
  • Detail-oriented, precise and rigorous
  • Good team player

Language requirements:

  • Excellent command of English and French, both spoken and written.

IT Skills:

  • Excellent knowledge of Excel, PowerPoint and Access.
  • Mastery of advanced analytics tools (Cognos, VBA, SQL, Power BI)


  • Master’s degree in Finance, Accounting, Economics, Computer Science or Mathematics
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