FP&A & Digitalization Lead — Dashboards & Automation

Medartis; Basel; Hybrid; CHF 120,000 - 160,000; Full time

Job summary

Medartis Basel seeks an analytical FP&A and Digitalization Manager to shape group financial planning—from strategic planning to rolling forecasts—and to own digital tools. You design templates, data structures, and dashboards enabling multidimensional P&L analysis and ROI models for acquisitions and product development.

Lead automation of consolidation, SAP/ERP alignment, and data-driven insights for management. Fluent English; German a plus. 100% role based in Basel.

Qualifications

• Master's degree in Management with a focus on Finance and Accounting, or equivalent.
• 3–5 years of experience in Controlling, Finance Analysis and/or FP&A, including budgeting, forecasting and strategic planning.
• Experience in financial modelling and group consolidation in a multi-entity environment, based on solid accounting fundamentals.
• Experience in process automation or digitalization projects in finance.
• Very good knowledge of SAP FICO and ERP systems as well as advanced Excel and Power Query skills.
• Strong Power BI skills (data modelling, DAX, dashboarding), Python scripting and an affinity for AI; experience with VBA and planning software such as Anaplan, Jedox or Vena is an advantage.
• Analytical, hands-on personality with an automation mindset, attention to detail and strong ownership, able to communicate complex data clearly and influence stakeholders in an international group.
• Fluent English, written and spoken; German is an advantage.

Responsibilities

• You lead the Group's strategic planning, annual budgeting and rolling forecasts, including the group-wide planning calendar.
• You provide the platform for group-wide input, consolidate feedback and challenge outcomes together with Business Units and subsidiaries.
• You design templates and data structures that enable multidimensional P&L analysis by Business Unit, Brand or entity.
• You automate the consolidation process and build Power BI dashboards that make results transparent.
• You turn consolidated financial data into insights and analyses that support management decisions.
• You maintain and continuously improve our planning and reporting tools, ensuring data quality and alignment with SAP/ERP master data.
• You document planning processes, templates and data models and guide planning contributors across the Group.
• You support business cases for acquisitions, new product development and strategic scenarios with investment and ROI analyses.

Skills

Analytical mindset

Stakeholder influence

Ownership

English fluent

Education

Master's degree in Finance and Accounting

Tools

SAP FICO

ERP systems

Excel

Power Query

Power BI

Python scripting

VBA

Anaplan

Jedox

Vena

Job description

Medartis Basel seeks an analytical FP&A and Digitalization Manager to shape group financial planning—from strategic planning to rolling forecasts—and to own digital tools. You design templates, data structures, and dashboards enabling multidimensional P&L analysis and ROI models for acquisitions and product development.

Lead automation of consolidation, SAP/ERP alignment, and data-driven insights for management. Fluent English; German a plus. 100% role based in Basel.