Junior Financial Planner (Finance)

TL;DR

Junior Financial Planner (Finance): Driving financial forecasting and planning processes for the hirify.global Group with an accent on group-wide strategic financial initiatives and overall steering. Focus on integrating financial planning across P&L, Balance Sheet, and Capital dimensions to ensure process efficiency and forecast accuracy.

Location: Must be based in Zurich, Switzerland

Company

hirify.global is a leading global private banking group specializing in wealth management.

What you will do

• Lead group-wide financial planning, forecasting, and scenario development activities.
• Perform financial analysis and deep-dives to explain performance at Group and Region/Business Unit levels.
• Advance integrated financial planning capabilities across P&L, Balance Sheet, and Capital dimensions.
• Create concise presentations for senior management providing a broad strategic overview.
• Coordinate forecasting processes with stakeholders across Group functions and Business Units.
• Maintain documentation for key financial processes and models.

Requirements

• University degree in Business Administration, Finance, Economics, or equivalent (preferably Master's).
• 2+ years of experience in Investment Banking, Valuation, Consulting (Top 3 / Big 4), or Corporate Financial Planning.
• Strong understanding of integrated financial modelling (P&L, Balance Sheet, Capital).
• Advanced proficiency in Excel and PowerPoint at an operational level.
• English: Business fluency required; German is considered an asset.
• Location: Must be based in Zurich.

Nice to have

• Post-graduate qualifications such as CFA, FRM, or CIIA.
• Experience with SAP and the 'Board' planning application.

Culture & Benefits

• Collaborative and mutually inclusive working environment.
• High exposure to senior management and key business stakeholders.
• Opportunity to contribute to group-wide strategic initiatives.
• Dynamic team environment fostering entrepreneurial and impactful contributions.