Financial Assistant

Joss Search; München; On-site; EUR 38,000 - 48,000; Full time

Job summary

Munich-based Investment Bank is seeking a Finance Assistant to support day-to-day financial operations, including invoicing, expense management, and reporting. The role offers exposure across finance, accounting, and controls, ideal for someone who enjoys working with numbers and wants to build a career in finance.

Perfect for a recent graduate or someone with internship or working student experience in finance, accounting, or controlling.

Qualifications

• To be successful: Abitur/Bachelor’s degree OR relevant training.
• Commercial experience in Finance, Accounting, Economics or related field preferred.
• Strong Excel skills required.
• Highly organised and detail-oriented.
• Excellent analytical and numerical skills.
• Fluent German and English (spoken and written).
• Up to 2 years of relevant experience.
• Proactive attitude in a fast-paced environment.

Responsibilities

• Reviewing and processing incoming invoices.
• Checking receipts for accuracy and tax compliance.
• Liaising with internal teams and external tax advisors to resolve queries.
• Preparing Excel upload files and supporting expense management processes.
• Reviewing employee expenses and approvals.
• Preparing reports for Compliance, Management and other departments.
• Supporting regulatory reporting and audit requests.
• Maintaining and reviewing CRM records.
• Assisting with ad hoc financial and operational reporting.

Skills

Analytical

Numerical skills

Attention to detail

Strong Excel skills

Organised

Proactive attitude

Team player

German & English fluency

Education

Abitur/Bachelor’s degree or related training

Tools

Excel

Job description

Finance Assistant

Investment Bank

Munich

We have an exciting opportunity to join a leading Investment Firm in central Munich as a Finance Assistant. This role offers exposure across finance, accounting, and reporting, making it ideal for someone who enjoys working with numbers and wants to build a career in finance.

Perfect for a recent graduate or someone with internship or working student experience in finance, accounting, or controlling.

THE FIRM:

My client is a highly respected financial services firm with a professional yet supportive culture. The Munich office offers a collaborative environment where employees are encouraged to take ownership of their work, gain exposure across different areas of the business, and continue developing their skills.

THE ROLE:

Working closely with the Accounting Specialist and Financial Controller, you will support the day-to-day financial operations of the business.

• Reviewing and processing incoming invoices
• Checking receipts for accuracy, tax compliance, and adherence to internal policies
• Liaising with internal teams and external tax advisors to resolve queries
• Preparing Excel upload files and supporting expense management processes
• Reviewing employee expenses and approvals
• Preparing reports for Compliance, Management, and other departments
• Supporting regulatory reporting and audit requests
• Maintaining and reviewing CRM records
• Assisting with ad hoc financial and operational reporting

THE CANDIDATE:

This role would suit someone who is organised, analytical, and enjoys working with financial data. You will have excellent attention to detail, strong problem-solving skills, and the ability to work both independently and as part of a team.

To be successful in this role, you must:

• Have an Abitur/Bachelor’s degree OR have completed training in a relevant field.
• Have commercial experience and/or a background in Finance, Accounting, Economics, or a related field
• Have strong Excel skills
• Be highly organised and detail-oriented
• Possess excellent analytical and numerical skills
• Speak and write German and English fluently
• Up-to 2yrs of relevant experience
• Have a proactive attitude and enjoy working in a fast-paced environment