Strategic Planning Officer

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><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><span>Job Description</span></p><p><span>The Strategic Planning Officer will be part of the Strategy & Corporate Development Team in Lugano and</span><a name="_Hlk72419592"><span> </span></a><span>will contribute to run an integrated planning, reporting and performance review process to facilitate value-driven business decision-making. In his role as a business partner and challenger of business performance he will focus on value-added decision support through granular analysis of performance root causes and by providing insights on value creation levers.</span></p><p><span>The Strategic Planning Officer will play an active role in the business performance dialogues, support business development and provide 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>Business analyst and power user of MI data</span></li><li><span>Establish and compile presentations to senior management</span></li><li><span>Take active role in the business performance dialogues</span></li><li><span>Design and maintain data models for analysis and forecasting</span></li><li><span>Active collaboration with Planning & Controlling unit during budgeting and forecasting process </span></li><li><span>Develop strong relationship with business management and business controllers to build a role as business partner</span></li><li><span>Develop recurring benchmarking analysis in collaboration with external advisors</span></li><li><p><span>Key collaboration in corporate development projects and strategic initiatives, including M&A transactions</span></p><p> </p></li></ul><p><span><strong>Skills and experience</strong></span></p><ul><li><span>Have professional experience in Financial Services Industry, in particular in Corporate Finance activities</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 MS-Excel and MS-PowerPoint; Knowledge of using Excel Macros, VBA, Python, Power BI as a plus</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 internal stakeholders at all levels</span></li><li><p><span>Fluent in English and fluent in Italian</span></p><p> </p></li></ul><p><span><strong>Our Values</strong></span></p><ul><li><span><strong>Accountability</strong>: Taking ownership for tasks and challenges, as well as seeking continuous improvement</span></li><li><span><strong>Hands-on</strong>: Being proactive to rapidly deliver high-quality results</span></li><li><span><strong>Passionate</strong>: Being committed and striving for excellence</span></li><li><span><strong>Solution-driven</strong>: Focusing on client outcomes and treating clients fairly with a risk-aware mindset</span></li><li><span><strong>Partnership-oriented</strong>: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.</span></li></ul>