2 days ago

Financial Analyst – Group Planning & Forecasting

CREDIT SUISSE AG: Corporate Functions

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Financial Analyst – Group Planning & Forecasting

  • Interesting and challenging role within the team coordinating the group wide strategic and financial planning and forecasting process in the „Group Planning“ department
  • Close collaboration with key stakeholders in Divisional Finance, Regional Controlling, Corporate Development, Risk Division, Capital Management, Treasury and other relevant interfaces at Credit Suisse
  • To challenge continuously the planning and forecast processes and the IT model in order to be able to drive the right strategic decisions
  • Analysis and review of the group plan financials to be able to check the divisions feasibility to reach their plans and forecasts
  • Development and maintenance of the planning and forecasting guidelines and the underlying assumptions to ensure a consistent approach across the bank
  • Constant examination of the economic and regulatory developments to be able to align the plans and forecasts
  • Preparation of presentations to Executive Management and the Board of Directors
  • Providing group wide information about the relevant timelines, requirements and deliverables
  • A key role in an international and multicultural team and the opportunity to gain insights into all areas of the bank
  • University degree (in Accounting, Business Administration or another relevant field)
  • Minimum 5-7 years of experience in planning and forecasting, controlling and/or management consulting (preferably in Financial Services)
  • A finance qualification such as Chartered Accountant, CIMA, CPA, CFA, MBA or MA would be beneficial
  • Strong knowledge in management accounting processes, including planning and forecasting as well as know-how of emerging market, regulatory and economic trends (capital management knowledge is a plus)
  • Proven ability in building up trusted, long-term relationships with clients
  • First experience with Hyperion, Essbase, PeopleSoft and TMI would be an asset
  • Ability to handle multiple tasks under pressure and tight timelines and the motivation to work intensely towards challenging goals
  • Excellent communication skills in English, German is a significant Advantage


Ms. E. Munz (HIOD 24) would be delighted to receive your application.
Please apply via our career Portal.