EPM OneStream Developer/Business Data Analyst

Role overview

<p><span><strong>Our Company</strong></span></p><p><span>EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice. </span></p><p><span>EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.</span></p><p> </p><p><span><strong>Our Purpose and Mission</strong></span></p><p><span>Empowering entrepreneurial minds to create value – today and for the future.</span></p><p><span>We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.</span></p><p> </p><p><span><strong>Job Description</strong></span></p><p><span>The EPM OneStream Developer/Business Data Analyst will be part of the Group Performance Measurement, Budgeting & Reporting Team in Lugano and will contribute to develop and run an integrated planning, reporting and performance review process to facilitate value-driven business decision-making. In his role as EPM OneStream Developer, the resource will oversee running, maintenance and development of our existing OneStream planning platform. In his role as EPM OneStream Developer/Business Data Analyst, the resource will support the performance measurement activities by running granular analysis of financial performance root causes and by providing insights on value creation levers.</span></p><p><span>The resource will play an active role supporting business development and providing value-added decision support using data modelling and forecasting intelligence. </span></p><p> </p><p><span><strong>Main Responsibilities </strong></span></p><ul><li><span>EPM OneStream Developer</span></li><li><span>Business analyst and power user of MI data</span></li><li><span>Design and maintain data models for analysis and forecasting</span></li><li><span>Establish and compile dashboards and presentations to senior management</span></li><li><span>Take active role in the business performance dialogues</span></li><li><span>Active collaboration with Strategy & Corporate Development unit during budgeting and forecasting process</span></li><li><span>Design and develop MI reports and simulations with data from the various MIS systems of the bank to provide insight on value creation levers to the business</span></li><li><span>Develop strong relationship with business management and business controllers to support the Planning & Controlling business partnership</span></li></ul><p> </p><p><span><strong>Skills and experience</strong></span></p><ul><li><span>Professional experience in EPM Business Intelligence in Financial Industry</span></li><li><span>OneStream software: EPM applications maintenance and developments expert</span></li><li><span>Ability to understand large datasets and experience of data modelling, providing accurate data analysis</span></li><li><span>Power user of OneStream, MS-PowerBI, MS-Excel and PowerPoint; Knowledge of Excel Macros, VBA, Python, SAS Enterprise Guide to automate data extraction and reporting</span></li><li><span>Quick learner, accurate and efficient</span></li><li><span>Proactive attitude and willingness to take on new knowledge and skills</span></li><li><span>Ability to work under pressure and adapt to unforeseen work demands</span></li><li><span>Good communication skills to communicate effectively with stakeholders at all levels</span></li><li><span>Fluent in Italian and English</span></li></ul><p> </p><p><span><strong>Our Values</strong></span></p><ul><li><span>Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement</span></li><li><span>Hands-on: Being proactive to rapidly deliver high-quality results</span></li><li><span>Passionate: Being committed and striving for excellence</span></li><li><span>Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset</span></li><li><span>Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.</span></li></ul>