Management Support to the CFO

Rothschild & Co; Zürich; Vor Ort; CHF 80’000 - 100’000; Vollzeit

Zusammenfassung

A leading global financial services group in Zurich seeks a Finance Management Support to assist the CFO with administrative tasks, project coordination, and strategic support. The ideal candidate will have strong organizational skills, be proficient in MS Office, and have experience in finance-related roles. Fluency in German and English is required, and previous experience in the Swiss banking sector is a plus. Flexible working options are available, promoting a healthy work-life balance.

Leistungen

Comprehensive healthcare services

In-house training and tuition assistance

Flexible working options

Qualifikationen

• Experience in coordination, project support, management support, or analyst-type roles, preferably in Finance.
• Previous experience in the Swiss banking sector is a strong advantage.
• Willingness to travel moderately within the EU.

Aufgaben

• Manage the CFO's agenda and anticipate topics.
• Create high-quality presentations for meetings.
• Assist with finance cycles like budgeting and forecasting.
• Support finance projects and track deliverables.
• Draft memos and maintain documentation.

Kenntnisse

Strong organizational ability

Clear communication in German and English

Stakeholder management skills

Proactive working style

Ausbildung

Higher education from a university of applied science or university

Tools

MS Office / Office 365

PowerPoint

Excel

Jobbeschreibung

About Us

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world’s financial markets.

Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.

We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market‑leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.

As a family‑controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high‑calibre talent to ensure we and our clients benefit from the value of difference.

Overview of Role

The Finance Management Support supports the CFO and Finance Leadership Team by coordinating key administrative and operational processes, ensuring effective agenda management, preparing high‑quality presentations, and maintaining clear communication flows. The role contributes to efficient day‑to‑day operations by driving structure, transparency, and follow‑through across Finance activities, enabling the CFO to focus on strategic priorities.

Key Responsibilities

Strategic & Analytical Support for the CFO

• Manage the CFO’s agenda with proactive forward planning, anticipating upcoming topics, deadlines, and preparation needs.
• Coordinate inputs for leadership meetings, prepare briefing materials, and track resp. manage follow‑up action items.
• Provide analytical support for decision‑making by preparing concise summaries, dashboards, and insights for the CFO.
• Assist in scenario planning and financial modeling for key initiatives.
• Act as a trusted liaison between the CFO and internal/external stakeholders.

Communication, Documentation & Executive Decks

• Create high‑quality, clean, and well‑structured slide decks for CFO and other management meetings.
• Draft memos, summaries, and communication materials; maintain clear, accessible documentation.

Project Management & Coordination

• Support Finance projects by coordinating tasks, tracking timelines, and monitoring deliverables.
• Gather information, prepare simple reports, and help ensure cross‑functional alignment with an end‑to‑end view.

Operational & Cycle Support

• Assist with Finance cycles such as budgeting, forecasting, audit preparation, and regulatory reviews.
• Consolidate inputs, follow up with teams, and support the CFO with ad‑hoc tasks.

Governance & Process Support

• Organize governance routines, prepare materials, track decisions, and ensure timely stakeholder submissions.
• Maintain calendars for recurring processes and ensure documentation standards are met.
• Handle sensitive information with the highest level of confidentiality and integrity.

Stakeholder & Team Coordination

• Coordinate with key internal functions to support smooth Finance operations.
• Assist in organizing essential team activities such as workshops, lessons learned sessions, onboarding, or knowledge‑sharing sessions.

Experience, Skills and Competencies Required

Professional Skills

• Strong organizational ability with proactive follow‑up, ownership mindset, and high reliability.
• Clear, structured communication in German and English (French a strong plus).
• Ability to work independently with a strategic, long‑term and end‑to‑end process view.
• Professional attitude with strong stakeholder management and coordination skills

Technical Skills

• Proficiency in MS Office / Office 365, especially PowerPoint (clean executive decks), Outlook, Teams, and Excel.
• Strong ability to prepare structured documentation, reports, and meeting materials.
• Familiarity with finance processes or terminology; finance background is a plus.
• Comfortable with scheduling tools, document management, and basic project‑tracking methods.

Behavioral Traits

• Proactive, anticipatory working style with strong ownership and follow‑through.
• Structured, reliable, and confident in working independently with minimal guidance.
• Analytical, solution‑oriented mindset with the ability to see the broader picture.
• Discreet, trustworthy, and able to collaborate effectively across diverse stakeholder groups.

Experience

• Experience in coordination, project support, management support, or analyst‑type roles, preferably in Finance.
• Previous experience in the Swiss banking sector is a strong advantage.
• Higher education from a university of applied science or university.
• Willingness to travel moderately within the EU

Benefits

• Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this, Rothschild & Co provides all employees with a range of healthcare services and benefits that aim to support their overall wellbeing.
• We are conducive to creating a working environment and culture where people can succeed.
• We provide a variety of in‑house trainings, as well as tuition assistance for further education and training courses.
• Everyone can choose to incorporate agile working principles into their working week.
• We have learned a great deal about the adaptability, commitment and resilience of our people. We believe there are opportunities for all of us to enhance our working lives and outcomes, by applying a more flexible approach to where and when we work and part of your work time can be performed from home.

If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your complete application documents through our recruitment tool.