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Senior Financial Planning Analyst
Itaú Unibanco. Support financial planning and performance management .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning, performance management, and analysis of financial products, utilizing Python and SQL for data analysis and reporting. Proficient in automating processes and producing executive dashboards to support strategic decision-making.
Highest-signal resume keywords
PythonSQLAWSFinancial MathematicsFinancial Products Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningPerformance ManagementIncome Statement AnalysisData AnalysisPortfolio Profitability Assessment
Soft Skills
Consultative CollaborationStrategic Insight
Tools & Technologies
AWS AthenaAWS GlueAWS S3
Industry Keywords
Net Interest MarginManagement AnalysesExecutive DashboardsPortfolio EfficiencyStrategic Initiatives
Tech Stack
Tools & technologiesAWSPythonSQL
About the role
Key responsibilities & impact- Support financial planning and performance management
- Validate and analyze net interest margin results
- Work closely and consultatively with the Alternative and Structured Assets Directorate
- Assess portfolio profitability, efficiency, and performance
- Produce management analyses and executive dashboards
- Support strategic initiatives and decision-making
- Help structure the new directorate through comprehensive income statement analysis
- Provide daily support to officers and offer strategic challenges and insights to drive the business forward
- Calculate, publish, and explain results on a daily basis
- Analyze income statements and databases
- Support various partner teams
- Prepare reports and dashboards for senior leadership
- Automate processes
Requirements
What you’ll need- Python
- SQL
- AWS
- Knowledge of financial products
- Financial mathematics
- Familiarity with AWS tools and services preferred, including Athena, Glue, and S3
Benefits
Comp & perks- Transportation allowance
- Meal vouchers for restaurants / food vouchers for supermarkets
- Medical insurance (Fundação Saúde Itaú or Central Nacional Unimed)
- Dental insurance (Odontoprev or Interodonto)
- Life insurance
- Profit Sharing and Results-Based Compensation (subject to the bank’s results)
- Private pension plan
- Exclusive discounts on our financial products
- Extended maternity and paternity leave
- Childcare or nanny allowance (for parents)
- Educational assistance
- Wellhub or TotalPass
- Access to Itaú Leisure Clubs (Guarapiranga, Itanhaém, and São Sebastião)
- A career development environment focused on learning, collaboration, and high performance
- Training initiatives and partnerships with world-renowned institutions