FP&A Sr Analyst

UBS; São Paulo; Presencial; BRL 120.000 - 160.000; Tempo integral

Resumo da oferta

A global financial institution is seeking a highly motivated FP&A Analyst in São Paulo. The role involves supporting budget and forecast processes, evaluating expenses, and assisting senior leadership. Candidates should have a degree in related fields and strong analytical skills. Excellent Excel skills are required, and experience in financial planning is preferred.

Qualificações

• Experience in financial planning, analysis and data management.
• Excellent Excel and Access skills with strong ability to use VBA.
• Knowledge in Capital & ALM matters is a plus.

Responsabilidades

• Support the team with the Budget, forecast and strategic plan construction.
• Evaluate company expenses and criticism of cost allocation per business units.
• Prepare presentations and analysis supporting the finance senior leadership.

Conhecimentos

Financial planning

Data management

Analytical skills

Excel

VBA

Problem-solving skills

Reporting

SQL

Formação académica

University degree in Administration, Economics, Accounting or Engineering

Descrição da oferta de emprego

Overview

Job Reference #
324404BR

City
Sao Paulo

Job Type
Full Time

Your role

Are you an analytic thinker? A motivated self-starter? Do you have the know-how for analyzing financial information?

We are seeking a highly motivated and analytical FP&A Analyst to:

• support the team with the Budget, forecast and strategic plan construction
• evaluate company expenses and criticize cost allocation per business units
• prepare presentations and analysis supporting the finance senior leadership
• perform financial and analytical reviews, controls, data reconciliation and variance analysis
• support senior leadership in the monitoring and oversight of capital and liquidity matters
• promote financial development for the business, seeking operational optimizations
• participate in the development and implementation of process and procedures associated with financial reporting and the development of senior management presentations
• improve financial reporting through automatizations and visualization enhancements
• continuously drive a lean management initiative to gain efficiencies and improve processes

Your team

You will be part of the UBS Brazil FP&A, Capital & ALM Team, working within a high-performing group that supports both the Investment Banking and Wealth Management divisions of UBS in — a leading global financial institution headquartered in Switzerland.

This role will give you the opportunity to build a strong knowledge base across multiple finance specialist areas including FP&A Capital & ALM, accounting, product control and tax planning. You will also gain exposure to strategic projects, decision support and financial transformation initiatives.

Your expertise

• university degree in Administration, Economics, Accounting or Engineering
• experience in financial planning, analysis and data management
• excellent Excel and Access skill with strong ability to use VBA
• experience with budget development, forecast and strategic plan
• strong analytical skills as well as excellent problem-solving skills
• ideally advanced in English, with strong writing skills
• experience translating financial data into meaningful reports and dashboards
• data sourcing, transformation & analytical review
• able to complete tasks independently to a high standard
• structured, organized, and detail-oriented
• knowledge in Capital & ALM matters is a plus
• knowledge in data manipulation language (eg. SQL, Python, R) is a plus

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.