Planning and Control Professional

Generali Italia SpA; Milano; In loco; EUR 40.000 - 60.000; Tempo pieno

Descrizione del lavoro

A leading Italian financial group in Milano seeks a candidate for the Economic Planning and Control team. The role involves variance analysis, management reporting, and the development of financial models. Candidates should have a Master’s degree and 3-5 years of relevant experience. Excellent Excel and BI skills are essential, along with strong analytical abilities and teamwork. A permanent contract is offered.

Competenze

• 3-5 years in Planning & Control or FP&A roles, preferably in the banking/financial sector.
• Ability to build and maintain economic-financial models.
• Good command of English, written and spoken.

Mansioni

• Conduct variance analysis between actuals and forecasts.
• Prepare management reports and KPIs.
• Collaborate in drafting budgets and forecasts.
• Optimize internal control and planning processes.
• Assess economic impact of new projects.

Conoscenze

Variance analysis

Management reporting

Budgeting

Analytical skills

Proactivity

Team collaboration

Formazione

Master’s degree in Economics, Accounting, Finance, or related fields

Strumenti

Power BI

Excel

PowerPoint

Descrizione del lavoro

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 Economic Planning and Control team (“Pianificazione e Controllo Economico”) in its Milan office. Permanent contract is offered.

The Economic Planning & Control Service is the Bank’s central hub for economic planning, performance monitoring and management reporting. In close coordination with other Departments, it: (i) develops simulations for the Strategic Plan and Group Budget; (ii) monitors the Bank’s and Group’s economic and profitability trends; (iii) prepares periodic pre closing estimates and year end projections, managing the end to end forecasting process; (iv) ensures continuous performance monitoring and tracks quarterly progress against the Strategic Plan’s macro objectives; (v) oversees the economic results of Banca Generali’s subsidiaries; (vi) evaluates the profitability of the product offering and contributes to pricing decisions; and (vii) coordinates and reviews periodic presentations for the Assicurazioni Generali Group and external stakeholders (e.g., Investor Presentation).

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

• Variance analysis between actuals and forecasts (budget/forecast/plan), identifying drivers, root causes and economic impacts
• Preparation of management reporting and KPIs to monitor economic performance (periodic and ad hoc), ensuring accuracy, timeliness and usability
• Collaboration in drafting budgets and periodic forecasts, supporting the definition of economic assumptions and data collection from involved functions
• Support in the development of strategic and industrial plans, translating strategic guidelines into consistent and measurable economic-financial targets
• Gathering and analyzing information needed for planning, interfacing with different corporate functions and promoting an integrated view of the business
• Continuous improvement of planning & control processes and tools (workflows, models, data quality), promoting the adoption of digital/BI solutions
• Optimization of internal control and planning processes, also through digitalization and integration of advanced tools (Power BI, databases, simulation models)
• Assessment of the economic and balance-sheet impact of new projects and commercial initiatives, preparing business cases and sensitivity analyses

Requirements

Our ideal candidate will meet the following requirements:

• Master’s degree in Economics, Accounting, Finance, Management Engineering or related fields
• At least 3-5 years in Planning & Control / FP&A, consulting or auditing roles; experience in the banking/financial sector is a plus; demonstrable experience in the ongoing management and maintenance of enterprise planning models is preferred
• Ability to build and maintain economic-financial models and run sensitivity/scenario analyses
• Excellent command of Excel and PowerPoint
• Knowledge of Business Intelligence tools (e.g., Power BI)
• Familiarity with databases/SQL is a plus
• Familiarity with the main bank P&L and balance sheet schemes
• Good/advanced English, written and spoken
• Strong analytical and problem-solving skills, attention to detail
• Proactivity, intellectual curiosity and continuous-improvement mindset
• Excellent communication and interpersonal skills
• Team player with a collaborative approach
• Effective prioritization and deadline management

Company Profile

Generali is proud to be an inclusive employer that considers applicants regardless of gender, gender identity, sexual orientation, ethnicity, disability, religion, political views, marital status or philosophy of life.

If you have a disability or special need that requires accommodation or assistance, we will support you during the selection process.