Planning and Control Analyst

Generali Italia SpA; Milano; In loco; EUR 45.000 - 65.000; Tempo pieno

Descrizione del lavoro

A leading Italian financial group in Milan is seeking a skilled individual for the Financial and Balance Sheet Planning team. The candidate will engage in planning and analysis of key financial parameters, requiring strong Excel, PowerBI skills, and experience in financial planning or banking. A permanent contract is offered.

Competenze

• Minimum of 5 years' experience in a Big Four firm, auditing, consulting, or a similar role.
• Prior experience in the banking sector is a notable plus.
• Analytical and detail-oriented.

Mansioni

• Planning and tracking of net interest income and brokerage fees.
• Performing analysis on value creation KPIs.
• Developing analyses and reports for top management.

Conoscenze

Advanced proficiency in Excel

Capacity to craft compelling PowerPoint presentations

Aptitude for managing and analyzing large datasets

Experience with PowerBI

Comprehensive understanding of key Financial Markets topics

Familiarity with Bloomberg

Exceptional written English skills

Formazione

Degree in economics

Major in accounting or finance

Descrizione del lavoro

Our team maintains active collaborations with other units within our department, as well as with the Finance, Accounting, and Risk & Capital Adequacy departments.

Within our Strategy, Financial Planning & Analysis department, the Financial and Balance Sheet Planning unit is pivotal for planning and overseeing various financial aggregates, including:

• Net interest income and brokerage fees in the income statement
• Balance sheet components such as banking book, lending book, and deposit funding
• Value-based metrics

As part of our dynamic team, the successful candidate will undertake responsibilities such as:

• Planning and tracking of net interest income and brokerage fees
• Periodically updating pricing lists, the TIT model, and the cost of capital model
• Conducting analysis on value creation KPIs and maintaining value-based tools
• Developing analyses and reports for top management on a regular and as‑needed basis

Requirements

The ideal candidate should possess the following qualifications and experiences:

• A degree in economics; a major in accounting or finance is highly advantageous
• Minimum of 5 years' experience in a Big Four firm, auditing, consulting, or a similar role in a financial institution (e.g., Financial Planning & Analysis, Finance, or Risk department)
• Prior experience in the banking sector is a notable plus

Key skills required for this role include:

• Advanced proficiency in Excel
• Capacity to craft compelling PowerPoint presentations
• Aptitude for managing and analyzing large datasets
• Experience with PowerBI
• Comprehensive understanding of key Financial Markets topics (e.g., fixed income) and Risk topics (e.g., regulatory ratios)
• Familiarity with Bloomberg
• Exceptional written English skills

The ideal candidate should also be:

• Analytical and detail‑oriented
• Proactively curious

A strong team player

Company Profile

Banca Generali (www.bancagenerali.com), a leading Italian financial group offering private banking services through a best‑in‑class network of financial advisors, is looking for a candidate to be placed in the Financial and Balance Sheet Planning team (“Pianificazione finanziaria e patrimoniale”) in its Milan office. Permanent contract is offered.