Planning and Control Analyst
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.