Senior Planning & Control Specialist

Generali; Friuli-Venezia Giulia; On-site; EUR 57,000 - 70,000; Full time

Benefits offered by this job

Smart working

Flexible hours

Corporate welfare

Health insurance

Learning & development

Internal mobility

Job summary

Generali is seeking a proactive Planning & Control professional to support IFRS planning, Local GAAP planning, and Group Capital Plan activities for the Parent Company. The role requires strong financial analysis, stakeholder management, and experience across Italy and Romania within a multinational insurance group.

You will coordinate planning processes, monitor KPIs, and contribute to continuous improvement of planning methodologies, while aligning with Group guidelines and local accounting

Qualifications

• 7+ years in Planning & Control, FP&A, Financial Reporting or related Finance functions.
• Fluent in English and Italian.
• Strong knowledge of budgeting, forecasting and management control processes.
• Knowledge of IFRS17 and IFRS9 principles; IAS/IFRS understanding.

Responsibilities

• Coordinate and manage planning and forecasting for the Parent Company in line with Group guidelines.
• Coordinate Local GAAP Plan and support Group Capital Plan activities.
• Monitor KPIs and perform variance analyses during closings and forecasts.
• Oversee cost planning across Head Office and Branch cost centers.
• Analyze investment portfolios and IFRS 9 impacts; assess IFRS 17 and Solvency II metrics.
• Prepare management reporting and ad-hoc analyses for senior stakeholders.
• Support a cross-country team located in Italy and Romania.

Skills

Financial analysis

Stakeholder management

Communication

Teamwork

Education

University degree in Economics, Finance, Business Administration or related fields

Tools

Tagetik

Job description

Within the AG Planning & Control Unit, we are looking for a talented and proactive resource to join the team and support to the planning, controlling and forecasting activities of Assicurazioni Generali S.p.A..

The role will focus on the management and coordination of the Parent Company's IFRS Planning process, interacting with multiple Head Office and international contributors. The candidate will also contribute to the Local GAAP Planning process and support the Group Capital Plan activities. The position requires strong financial analysis capabilities, stakeholder management skills, and the ability to operate within a complex multinational environment.

Key responsibilities of the role will include:

• Coordinate and manage the Parent Company's planning and forecasting processes, ensuring alignment with Group guidelines and methodologies;
• Coordinate the Parent Company's Local GAAP Plan and support Group Capital Plan activities;
• Monitor KPIs and perform variance analyses during actual closings, forecasts and planning exercises;
• Oversee cost planning process, forecasting and monitoring activities across Head Office and Branches cost centers;
• Perform analyses of investment portfolios and investment-related components, with particular focus on IFRS 9 impacts;
• Analyze insurance business performance leveraging IFRS 17, Local GAAP and Solvency II metrics;
• Analyze and monitor non-technical P&L components, including provisions, extraordinary impacts and other significant items;
• Oversee intercompany reconciliation activities within the Group consolidation system (Tagetik), including data validation, loading and approval workflows;
• Prepare management reporting, presentations and ad-hoc analyses for senior stakeholders;
• Support the coordination and development of a team of professionals located across Italy and Romania;
• Contribute to the continuous improvement of planning methodologies, reporting processes and finance systems.

Requirements

• University degree in Economics, Finance, Business Administration or related fields;
• At least 7 years of experience in Planning & Control, FP&A, Financial Reporting, Accounting, Audit or similar Finance functions;
• Fluent English and Italian;
• Strong knowledge of planning, forecasting, budgeting and management control processes;
• Knowledge of IFRS17 and IFRS9 principles;
• Solid understanding of financial statements, IAS/IFRS principles, and insurance finance processes;
• Experience with planning, consolidation and reporting tools (Tagetik is a strong plus).
• Good analytical skills;
• Curious and proactive attitude open to changes;
• Good communication skills and teamwork.

What we offer

We offer employment at managerial level with the relevant salary, in accordance with the CCNL ANIA for non-executive employees and the Generali Group Company Agreement.

Gross annual salary ranging between 57K and 70K. The final offer will be aligned with the candidate’s professional experience, technical and soft skills relevant to the role, and may include an individual variable component.

We also offer:

• Smart working and flexible hours
• Corporate welfare system
• Supplementary health insurance and discounted insurance policies
• Training and development
• Structured continuous learning paths (technical and managerial)
• Career development programs within the Group
• Access to learning platforms and internal mobility opportunities, including international.

Why work with us

Joining Generali means becoming part of an international Group with a strong heritage and a forward-looking vision, where people are at the center of our sustainable growth strategy.

We foster a responsible, inclusive, and innovation-driven work environment, where everyone can contribute to creating value for customers, society, and the communities in which we operate.

We believe that diversity, equity and inclusion are essential to building a stronger culture and driving sustainable growth.

At Generali, you will find opportunities to grow through continuous learning, career development paths, and internal mobility across the Group.

We recognize talent and merit, and support flexibility as a key enabler of well-being and a sustainable work-life balance.

Working with us means sharing strong values and taking on meaningful challenges together to build a safer and more sustainable future every day.

As an Equal Opportunity Employer, Generali evaluates all applications based exclusively on objective and gender-neutral criteria, including skills, experience and potential, ensuring fairness and transparency throughout the selection process.

Company Profile

Generali Group Head Office is the guidelining unit of the Generali Group, one of the largest global insurance and asset management providers. Established in 1831, Generali is present in over 50 countries in the world, with a total premium income of € 82.5 billion in 2023. With around 82,000 employees serving 70 million customers, the Group has a leading position in Europe and a growing presence in Asia and Latin America. At the heart of Generali’s strategy is its Lifetime Partner commitment to customers, achieved through innovative and personalised solutions, best-in-class customer experience and its digitalised global distribution capabilities. The Group has fully embedded sustainability into all strategic choices, with the aim to create value for all stakeholders while building a fairer and more resilient society.