Finance Planning Intern: Budgeting, Forecasting & Analysis

Generali Italia; Lombardia; On-site; EUR 26,000 - 38,000; Full time

Job summary

Generali Italia is seeking an motivated finance graduate or early-career professional to join the Planning & Control function. You will assist budgeting, forecasting, and management reporting across Generali Investments, coordinating with international teams to monitor performance and support strategic decisions.

The role emphasizes analytical skills, data handling, and proficiency in Excel and PowerPoint, with exposure to reporting tools like Tagetik or Power BI.

Qualifications

• Master's degree in Economics, Finance, Business Administration, Management Engineering, or related fields (ongoing or recently completed).
• Fluency in English and Italian, both written and spoken.
• Good knowledge of Microsoft Excel and PowerPoint.
• Strong interest in financial analysis, budgeting, controlling, and business performance monitoring.
• Analytical mindset and confidence in working with data and numerical information.
• Previous internship or university project experience in finance, controlling, consulting, or related fields is considered a plus.
• Knowledge of Tagetik, Power BI or other reporting tools is considered a plus.

Responsibilities

• Budgeting & forecasting support: assist in the preparation and monitoring of budgets, forecasts, and planning activities; support data collection and consolidation.
• Financial reporting: contribute to periodic management reports, presentations, and analysis for internal stakeholders and senior management.
• Business performance analysis: support monitoring of key indicators, including AUM, net flows, revenues and costs; assist in variance analysis.
• Data collection & consolidation: collaborate with international teams to gather, validate, and consolidate financial and business information for reporting.
• Cost control activities: support budget tracking and expenditure monitoring to align actual costs with budgets.
• Dashboard & reporting tools: assist in maintaining and improving reporting files, dashboards, and analytical tools.
• Ad hoc analysis: support financial analyses and materials related to strategic initiatives and business reviews.

Education

Master's degree in Economics, Finance, Business Administration, Management Engineering, or related fields (ongoing or recently completed)

Tools

Microsoft Excel

PowerPoint

Tagetik

Power BI

Job description

Generali Italia is seeking an motivated finance graduate or early-career professional to join the Planning & Control function. You will assist budgeting, forecasting, and management reporting across Generali Investments, coordinating with international teams to monitor performance and support strategic decisions.

The role emphasizes analytical skills, data handling, and proficiency in Excel and PowerPoint, with exposure to reporting tools like Tagetik or Power BI.