EPM OneStream Developer/Business Data Analyst

EFG Private Banking; Ticino; On-site; CHF 120,000 - 160,000; Full time

Job summary

EFG Private Banking seeks an experienced EPM OneStream Developer/Business Data Analyst to join the Group Performance Measurement, Budgeting & Reporting Team in Lugano. You will develop and run an integrated planning, reporting and performance review process to enable value-driven decisions.

You will oversee the OneStream platform, build data models, dashboards and MI reports, and support budgeting with insight-driven analyses. Italian and English fluency is required.

Qualifications

• Experience in EPM BI in financial services.
• OneStream maintenance and developments expert.
• Ability to understand large datasets and data modelling.
• Proficient in Power BI, Excel and PowerPoint; scripting in VBA, Python.
• Fluent in Italian and English.

Responsibilities

• Develop and maintain EPM OneStream platform.
• Design and maintain data models for analysis and forecasting.
• Establish and compile dashboards and presentations for senior management.
• Support budgeting and forecasting with MI reports.
• Collaborate with Strategy & Corporate Development during budgeting and forecasting.
• Develop MI reports and simulations from MIS systems.

Skills

EPM BI

OneStream

Data modelling

Power BI

Excel

Stakeholder comms

Italian language

English language

Tools

OneStream

MS Power BI

MS Excel

PowerPoint

VBA

Python

SAS Enterprise Guide

Job description

Our Company

JOB DESCRIPTION

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.

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.

Our Purpose and Mission

Empowering entrepreneurial minds to create value – today and for the future.

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.

Job Description

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.

The resource will play an active role supporting business development and providing value-added decision support using data modelling and forecasting intelligence.

Main Responsibilities

• EPM OneStream Developer
• Business analyst and power user of MI data
• Design and maintain data models for analysis and forecasting
• Establish and compile dashboards and presentations to senior management
• Take active role in the business performance dialogues
• Active collaboration with Strategy & Corporate Development unit during budgeting and forecasting process
• 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
• Develop strong relationship with business management and business controllers to support the Planning & Controlling business partnership

Skills And Experience

• Professional experience in EPM Business Intelligence in Financial Industry
• OneStream software: EPM applications maintenance and developments expert
• Ability to understand large datasets and experience of data modelling, providing accurate data analysis
• 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
• Quick learner, accurate and efficient
• Proactive attitude and willingness to take on new knowledge and skills
• Ability to work under pressure and adapt to unforeseen work demands
• Good communication skills to communicate effectively with stakeholders at all levels
• Fluent in Italian and English

Our Values

• Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement
• Hands-on: Being proactive to rapidly deliver high-quality results
• Passionate: Being committed and striving for excellence
• Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset
• Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.