Senior Financial Controller - Wealth Management

BNP Paribas Wealth Management; Lisboa; Híbrido; EUR 60 000 - 80 000; Tempo integral

Resumo da oferta

BNP Paribas Wealth Management in Lisbon is seeking a Senior Financial Controller to oversee management accounting, KPI design, and performance reporting. The role collaborates with the local Financial Controller team leader and Head of Performance Management in Switzerland to drive finance process improvements and data integrity.

The ideal candidate holds a bachelor’s or master’s in finance or related fields, has 3+ years in audit or financial reporting, and is fluent in English.

Qualificações

• Bachelor’s or master’s degree in finance, accounting, management or economy.
• At least 3 years of experience in Audit, Management Control or Financial reporting.
• Proficiency in Microsoft Excel and data analysis.
• Proficiency in Tagetik and BI4.
• Fluency in English.

Responsabilidades

• Manage and improve finance processes, reporting tools and data integrity.
• Perform and review P&L reconciliations for major revenue accounts by business lines.
• Coordinate with Accounting on revenues, assets, deposits, loans and cost of risk.
• Load WM results and KPIs into Perseus WM environment monthly.
• Design and maintain KPIs and dashboards for WM business.
• Support forecasting, budgeting and quarterly variance analysis.

Conhecimentos

Fluent English

Excel

Tagetik

BI4

Financial analysis

Formação académica

Bachelor’s or Master’s degree in finance, accounting, management or economy

Ferramentas

Tagetik

BI4

Descrição da oferta de emprego

About The Job

Under the responsibility of the local Financial Controller Team Leader based in Lisbon Office and functionally to the Head of Performance Management Switzerland, the Senior Financial controller will perform the following activities

Your Main Activities Are

• Management accounting:
• Champion continuous improvement of finance processes, reporting tools, and data integrity
• Perform and review Profit and Loss (P&L) reconciliations for all major revenue accounts by business lines
• Coordination with the Accounting Department on all issues related to the booking of revenues, Assets, Deposits and Loans and Cost of Risk
• Implement and perform relevant accounting controls and standards
• Responsible for the loading of Wealth Management (WM) results and Key Performance Indicators (KPIs) in the Perseus WM environment (monthly basis)
• In charge of the CP2A tool and everything related to this tool (from the loading of CP2A, the access management and the support to the users)
• Monthly performance:
• Serve as the primary point of contact for performance‑management WM queries
• Design and maintain KPIs and dashboards for WM business
• Production of monthly analysis/reports on the Business activity/performance
• Perform regular variance analysis and root‑cause investigations
• Budgeting and Forecasting:
• Responsibility of the loading/submission of Forecast/Budget figures in due time and at the granularity requested (as per Head Office/Local Management guidelines)
• Projects and others:
• Lead performance‑management improvement projects (e.g., automation of data collection, introduction of advanced analytics)
• Optimization of the existing processes
• Assist the systems upgrades, enhancements related to new reporting requirements
• Contribute to regulatory reporting, audit and Swiss Financial Market Supervisory Authority (FINMA) / Swiss National Bank (BNS) requests

Profile And Skills To Success

• Bachelor’s or master’s degree in finance, Accounting, Management or Economy
• At least 3 years of experience in Audit, Management Control or Financial reporting role
• Proficiency in Microsoft Office (Excel)
• Proficiency in Tagetik, BI4
• Fluency in English
• Budget Steering
• Financial and Performance Analysis
• Digital Knowledge and Culture
• Data Processing
• Ability to anticipate business/strategic evolution
• Ability to set up relevant performance indicators
• Ability to Deliver/Results Driven
• Resilience
• Adaptability
• Capacity to work under pressure with tight deadlines
• Confident, well-rounded person with analytical skills
• Appetite for digital tools and improvement of processes
• Interpersonal working relationships and team spirit

Why joining BNP Paribas?

BNP Paribas, The European Leader In Banking And Financial Services In Europe, Operates In 64 Countries And Has Nearly 180,000 Employees. The Group Is Structured Around Three Operating Divisions. Its Business Lines Cooperate Closely, As Part Of Our Integrated Model, To Meet The Needs Of All Our Clients In a Coordinated Manner

• Corporate & Institutional Banking (CIB), connects corporate clients needing financing and institutional clients looking for investment opportunities;
• Commercial, Personal Banking & Services (CPBS), brings together all the Group’s commercial & personal banking and several specialised businesses;
• Investment & Protection Services (IPS), combines a unique continuum of products and services across protection, saving, investment and real‑estate.

Our presence in Portugal

In Portugal since 1985, BNP Paribas today has more than 9.700 employees, distributed across the Group's 10 business entities established in the country. Its presence also extends to 11 excellence centers providing value-added services to various countries where the BNP Paribas Group also operates.

Diversity and Inclusion Commitment

BNP Paribas´ Ambition Is To Cultivate An Open And Responsive Environment For All That Encourages Collaboration And Interaction. We Demonstrate Our Commitment By Actively Contributing To The Group’s Diversity And Inclusion Strategy And Goals, In Line With The United Nations Sustainable Development Goals. As Part Of Our Local Corporate And Social Responsibility - Diversity & Inclusion Strategy, BNP Paribas Portugal Is Committed To

• Promote a fair and unbiased recruitment process and offer professional development opportunities to all employees;
• Celebrate diversity and advocate for inclusion, both externally and internally, encouraging employee’s participation, creating space for different voices to be heard.

Remote Working Conditions

At BNP Paribas, we embrace a Smart Working framework based on trust, autonomy and collaboration. Within this framework, eligible employees can benefit from flexible remote working options adapted to our hybrid working environment. To ensure a comfortable and efficient working setup, eligible employees are provided with both office and home equipment, are entitled to an equipment allowance and can benefit from exclusive partnerships to purchase additional items at reduced prices.

Commitment towards work/life balance

Supporting employees in a hybrid way of working while providing them with the means to maintain a work-life balance is an essential dimension of our Smart Working program. At BNP Paribas, we care about our employees’ wellbeing and promote a culture of good integration between work and personal life.

To find out more on why you should join BNP Paribas please read our Employee Value Proposition and our Career path page.