Financial Planning and Analysis

• Calculate, validate and report fund investment portfolio performance measurement, attribution and risks
• Analyze portfolio configurations, aggregated portfolios and benchmark data; source and manage benchmark data
• Support client reporting teams across the group with relevant performance metrics
• Execute critical performance-related projects with client reporting and project management teams in Private Banking Operations & IT
• Perform problem-solving, change management, user acceptance testing support, documentation and application of controls
• Work with process and IT platform enablers, portfolio managers, front desks, business management teams, internal audit, external data vendors and service providers
• Contribute to optimizing the department, tools, systems, platforms and processes

Financial Mathematician, Asset Management

• Develop and support innovative financing solutions and partnership opportunities
• Identify and manage a pipeline of potential transactions and strategic initiatives
• Build and maintain relationships with institutional, financial and private-sector partners
• Support the negotiation, structuring and implementation of complex agreements
• Coordinate due diligence, approvals, reporting and compliance activities
• Prepare strategic analyses, briefing materials, recommendations and presentations
• Monitor project progress, risks, deliverables and stakeholder commitments
• Contribute to blended finance and alternative financing approaches
• Represent the organisation in meetings, conferences and external discussions
• Collaborate with internal teams to implement new financing solutions

Specialist – Debt-to-Health, Innovative Finance

• Define and own the rolling 2–3 year transformation roadmap for processes, data and systems
• Take end-to-end ownership of Finance & Controlling processes, from financial close to costing and intercompany accounting
• Turn function-by-function activities into clear, connected processes with one accountable owner
• Lead the community of Global Process Owners and set a shared agenda for cross-functional improvements
• Drive automation, digitalisation and smarter use of data to replace manual and spreadsheet-based workarounds
• Pressure-test process and systems architecture against growth plans, including new brands, markets, channels and M&A
• Set up governance to prioritise, sequence and fund transformation initiatives
• Build and mentor a high-performing team of process owners and subject-matter leads
• Partner with the CFO and executive team

Global Transformation Leader – Finance & Process Excellence

• Define and own the rolling 2–3 year transformation roadmap for processes, data, and systems
• Take end-to-end ownership of Finance & Controlling processes, from financial close to costing and intercompany accounting
• Turn function-by-function activities into clear, connected processes with one accountable owner
• Lead the community of Global Process Owners and set a shared agenda for cross-functional improvements
• Drive automation, digitalisation, and smarter use of data to replace manual and spreadsheet-based workarounds
• Pressure-test process and systems architecture against growth plans, including new brands, markets, channels, and M&A
• Establish governance to prioritise, sequence, and fund transformation initiatives
• Build and mentor a high-performing team of process owners and subject-matter leads
• Partner with the CFO and executive team

• Contribute to producing non-financial risk policies, standards, instructions, guidance, and other governance documents
• Perform Group-level scoping, reviews, and local oversight activities
• Develop and implement non-financial risk management processes aligned with policy requirements
• Analyze and communicate insights on non-financial risk topics
• Lead responses to audit activities, including supervisory inspections
• Support activities related to the Group Risk Appetite and Tolerance Statement
• Review and challenge assessments of control deficiencies and remediation initiatives
• Communicate guidance and provide training on Group-relevant non-financial risk matters

Risk Manager – Non-financial Risks

• Contribute to the production of non-financial risk policies, standards, instructions, guidance, and other governance documents
• Perform Group level scoping, review and other local oversight activities
• Develop and implement non-financial risk management processes in line with policy requirements
• Perform analysis and communicate insights on non-financial risk topics
• Lead responses to audit activities, including supervisory inspections
• Support activities relating to the Group Risk Appetite and Tolerance Statement
• Review and challenge the assessment of control deficiencies and adequacy of remediation initiatives
• Communicate guidance and provide training on Group relevant non-financial risk matters

• Audit the annual and consolidated financial statements of global, systemically important, and local financial institutions in Switzerland, working directly at client sites
• Assess compliance with regulatory requirements, including in the areas of risk management and anti-money laundering
• Participate in training on auditing, accounting, and financial markets
• Support the Financial Services team in Bern and Zurich

Audit Internship, Financial Services

• Translate finance departments’ business needs into ERP solutions and design target processes
• Participate in the configuration, enhancement, and functional support of finance modules
• Work on general ledger, accounts payable and receivable, fixed assets, treasury, financial close, and reporting processes
• Write functional specifications, prepare tests, and track issue resolution
• Contribute to ERP finance implementation, migration, and deployment projects
• Support change management, including training and user onboarding
• Coordinate stakeholders and act as the liaison between finance departments, IT teams, and implementation partners

ERP Finance Consultant

• Lead and manage Emerson’s financial planning cycle and Senior Management reporting
• Support reporting and review of Europe-wide financial plans and financial projections
• Manage quarterly updates to the financial plan of an approximately $3.5B business
• Roll up and review world-area financial forecasts and prepare management reports
• Create and review reports, presentations, and key financial-metric analyses for Senior Executives
• Support quarterly Finance Reviews, budget sessions, and other management meetings
• Lead, train, and develop a team of three based in Baar and Cluj
• Manage World Area Allocated and Management Fee budgets and xBU allocated SG&A fee calculations
• Analyze and review ad-hoc management inquiries
• Drive automation opportunities in FP&A procedures using Power BI and AI tools such as Claude and Copilot
• Monitor compliance with Emerson corporate policies and procedures
• Collaborate with Financial Actuals Reporting, Enterprise Accounting, Human Resources, RevOps, and Strategic Planning teams
• Report to the Europe HQ Finance Director

Financial Planning and Analysis Manager

• Audit annual and consolidated financial statements of financial services providers at client premises
• Assess compliance with regulatory requirements, particularly in risk management and anti-money laundering
• Complete the training program to become a Swiss Certified Public Accountant (Dipl. Wirtschaftsprüfer/in)
• Gain deep insights into the Swiss financial industry and a range of financial services providers
• Participate in training courses covering auditing, accounting and financial markets in Switzerland and abroad
• Take on responsibility and help shape the future of the Swiss financial market

Financial Planning and Analysis jobs in Switzerland

Financial Mathematician, Asset Management

Specialist – Debt-to-Health, Innovative Finance

Global Transformation Leader – Finance & Process Excellence

Global Transformation Leader – Finance & Process Excellence

Risk Manager – Non-financial Risks

Risk Manager – Non-financial Risks

Audit Internship, Financial Services

ERP Finance Consultant

Financial Planning and Analysis Manager

Audit Career Start, Financial Services