Finance Officer - Banking

ID Finance; Madrid; Híbrido; EUR 40.000 - 55.000; Jornada completa

Descripción de la vacante

A financial services company in Madrid is looking for a finance professional to manage budgeting, forecasting, and reporting functions. The candidate will work closely with the CFO and other stakeholders to deliver data-driven insights and support decision-making. This role requires excellent analytical skills, strong project management capabilities, and proficiency in Microsoft Excel. The organization values innovation and offers benefits such as private health insurance and flexible working arrangements.

Servicios

Private health and dental insurance

Discounted gym membership

Freedom to work from home two days a week

Free coffee and fruits in the kitchen

Team building activities

Formación

• 3-5 years of controlling experience in the financial services sector is desirable.
• Experience in budgeting and financial modeling required.
• Ability to manage multiple simultaneous projects.

Responsabilidades

• Manage the budgeting and forecasting processes.
• Lead monthly closing process coordinating the activity plan.
• Prepare presentations for budget reviews.
• Provide detailed financial analytics for investors.

Conocimientos

Data analysis

Customer relationship

Project management

Leadership

Interpersonal skills

Critical thinking

Problem solving

Time management

Educación

Bachelor's Degree in Economics or Finance

Herramientas

Microsoft Excel

Business Intelligence Tools

Descripción del empleo

ROLE PURPOSE

You will support the budgeting, planning, reporting and analysis function of the IDF Spain. Reporting to the CFO Spain, you will interact closely with the Group Finance team and local team. A total package of qualities to be successful in the role will include strong data analysis, customer relationship, and project management skills to make informed decisions.

In addition strong accruacy within MS Excell is essential.

You will be responsible for maintaining a pulse on the competitive landscape within the segment by preparation of dashboards, reporting, and tools that monitor profitability.

You will work closely with Marketing, Product, Risk and Legal to provide analysis and recommendations to objectively guide and influence the cost and pricing strategies.

PRIMARY RESPONSIBILITIES

Budgeting and Forecasting

Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools

Ensure completeness and accuracy of actual and budgeted information

Lead, manage, compile and provide analysis toward all company planning, forecasting and strategic planning activities prior to review by CFO,

Support of annual budget process with close cooperation with FP&A department

Design, maintain and enhance business model to provide reliable and accurate Financial Forecast

Prepare presentations for Budget reviews.

Reporting and Analysis

Lead monthly closing process coordinating the activity plan.

Assure quality reconciliations of accounts between ERP, CRM and reporting systems.

Prepare monthly reporting management and IFRS packages.

Budget Variance Analysis including monthly reviews with senior management

Provides analysis of monthly financial results including the interpretation of current month performance information.

Analyze complex financial information and reports to provide accurate and timely financial recommendations to Management,

Analyze current and past trends in key performance indicators

Supporting Managers with in-depth analysis

Improve performance by evaluating processes to drive efficiencies,

Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance,

Executive dashboard reporting

• Provide detailed financial and operational analytics in support of monthly updates with Investors;

Ad hoc projects and analysis to support the senior and executive management,

Participate in development of financial models and analyses to support strategic initiatives;

Preparation of financial metrics for investment decision

Performs necessary financial analysis and valuation models in support of company acquisition activities, and new product introduction including scenario modeling, portfolio analysis, and other financial due diligence analysis as may be required,

Ad-Hoc Reporting and Analysis

Assists CFO in planning and execution of operational cost analysis to enhance profitability and improve process efficiency,

Work with a Business Intelligence Tool and Dashboard reports

KNOWLEDGE & SKILLS

Excellent leadership and interpersonal skills.

Strong project management and planning skills to successfully manage multiple, simultaneous projects. Driven leadership style.

Good organisational / time management skills.

Critical thinking, problem solving and decision making.

Highly motivated self-starter; ability to initiate and manage projects with minimal supervision and problem resolution skills.

High level of proficiency with Microsoft Excel and comfortable working within Business Intelligence tools.

Able to work effectively as a business partner with various stakeholders.

Ability to navigate through complex issues, interpret and transform financial data into recommendations to senior leadership.

PREFERRED QUALIFICATIONS & EXPERIENCE

Education :

Bachelor's Degree in Economics or finance required

Experience Target :

Desirable 3-5 years Controlling experience, financial services sector is a plus

BENEFITS

• Private health and dental insurance
• Discounted gym membership
• Freedom to work from home two days a week
• Kitchen with free coffee and fruit each Monday, Wednesday and Friday and snacks
• Team building activities and work in an international and passionate environment
• Don’t miss the opportunity to be part of a company that values innovation and talent!

Join us and take your career to the next level.