Capacity Management Officer

AXA Group; Lisboa; On-site; EUR 35,000 - 55,000; Full time

Benefits offered by this job

Diversity & Inclusion initiatives

Professional development opportunities

Job summary

A global insurance leader seeks a proactive Capacity Management Officer in Lisbon. Responsibilities include managing budgets, supporting sourcing strategies, and preparing financial reports. Candidates should possess a Master's degree in Finance and have strong financial acumen, including proficiency in tools like Salesforce and Power BI. The role demands collaboration, analytical skills, and experience in budgeting processes. Join a diverse workspace focused on human progress and innovation.

Qualifications

• 3 to 4 years of proven experience in an international environment.
• Knowledge of accounting principles and controls.
• Experience with budgeting and forecasting processes.

Responsibilities

• Manage budgets, direct and indirect costs, and vendor performance reviews.
• Support closing activities and conduct centralized financial controls.
• Prepare recurring financial reports related to closing and budgets.

Skills

Strong financial acumen

Advanced Excel skills

Proficiency in Salesforce

Analytical skills

Problem-solving abilities

Education

Master's degree in Finance

Tools

Peoplesoft Finance

Anaplan

Power BI

Job description

About AXA

As a world-leading insurance company, we act for human progress by protecting what matters. With 153,000 employees in 54 countries working for 105 million customers, we’ve created a truly dynamic and vibrant community. Inclusion and diversity link closely with our values, and together we’re nurturing a culture of respect, for each other, for our customers and the communities around us. Join AXA and you’ll feel like you belong, are included and can thrive. You’ll be able to shape the way you work and truly grow your potential as you seek out new opportunities, push boundaries and benefit people in critical moments of their lives. This is your chance to build the tomorrow you want. Know you can.

About the entity

AXA is becoming a sustainable tech‑led company and at AXA Group Operations we are one of the major catalysts for this transformation.

We set the tone by triggering and empowering the evolution of our insurance business model through technology and innovation, driving its concrete implementation globally at speed, with a high quality of advisory and execution.

We are present across 17 countries with committed, highly qualified teams. We leverage technology, data, sourcing, security and investment allocation in a global way, but also achieve economies of scale and synergies when necessary.

At AXA Group Operations, we want to be recognised in three fields of action:

• State‑of‑the‑art Data Technology to drive customer experience
• State‑of‑the‑art Procurement & Sourcing to drive efficiency and better manage risks
• High‑Performing Global Team for stronger partnerships with AXA entities.

About the job

AXA GO is seeking a proactive and dedicated Capacity Management Officer to join our team. This vital role involves managing our budget—including direct and indirect costs, projects, and Lines of Accountability (LOA)—while supporting sourcing strategies and vendor performance reviews. If you thrive in a dynamic environment and excel at financial processes, we want to hear from you!

Main missions

Management of Monthly Closing and Budget/Forecast Processes

• Support closing activities for French legal entities, including provisions management, contract reconciliation, and ensuring precise analytical entries.
• Conduct centralized controls to verify the accuracy and reliability of financial data.
• Analyse variances between actuals and budgets across various dimensions (cost nature, activity, legal entity).
• Collaborate with operational managers to prepare budgets and forecasts.
• Lead the coordination and completion of budgets and forecasts within OnePlan.
• Validate activities and cost centres in OnePlan, ensuring adherence to division architecture and cost rules.

Interface and Support for C2C and P2P Processes

• Monitor alignment of revenue data across OnePlan, Salesforce, and accounting systems.
• Track and ensure accurate contract management in Salesforce.
• Support billing and collection processes, assisting the billing team and business partners.
• Manage purchase orders and approve orders in line with budgets and approval matrices.
• Assist with P2P process‑related issues to streamline purchasing activities.

Reporting

• Prepare recurring financial reports related to closing, budgets, fiscal year, and forecasts.
• Summarise key information and develop reports to support management decision‑making.

Education and experience

Experience

• Master’s degree (Bac+5) in Finance with 3 to 4 years of proven experience in an international environment.
• Knowledge of accounting principles and controls.
• Organised, deadline‑oriented, capable of planning, and autonomous.
• Strong analytical skills with the ability to synthesise complex data.
• Detail‑oriented, precise, and committed to ensuring the quality of provided data.
• Effective priority management skills.
• Collaborative, open‑minded, transparent, and comfortable in a global and multicultural environment.
• Experience with budgeting and forecasting processes.

Technical skills

• Strong financial acumen and proficiency in MS Office Excel, including advanced functions and data analysis capabilities.
• High level of expertise in financial tools such as Peoplesoft Finance, Anaplan, and Salesforce.
• Proficiency in Power BI for data visualisation and reporting.
• Familiarity with ThinkCell for creating professional presentations and charts.
• Knowledge of financial modelling and forecasting techniques.
• Understanding of data management and analysis using tools like SharePoint.
• Ability to perform variance analysis and financial performance evaluations.

Soft skills

• Agility: Ability to adapt quickly to changing circumstances and priorities.
• Strong communication skills: Capable of conveying information clearly and effectively to diverse audiences.
• Team‑oriented mindset: Collaborative approach to working with others, fostering a positive team environment.
• Problem‑solving abilities: Skilled at identifying issues and developing effective solutions.
• Emotional intelligence: Awareness of one's own emotions and the ability to empathise with others.
• Critical thinking: Ability to analyse situations thoughtfully and make informed decisions.
• Resilience: Capacity to remain composed and effective under pressure or in challenging situations.
• Initiative: Proactive in taking on responsibilities and seeking opportunities for improvement.
• Time management: Efficient in managing time and prioritising tasks to meet deadlines.
• Cultural awareness: Sensitivity to and appreciation for diverse perspectives in a global work environment.

What we offer

We bring together the expertise, cultural diversity and creativity of over 8,000 employees worldwide and we’re committed to equal opportunities in all aspects of employment (gender, LGBT+, disabled persons, or people of different origins) and to promoting Diversity & Inclusion by creating a work environment where all employees are treated with dignity and respect, and where individual differences are valued.