Financial Planning and Analysis

• You provide active support to our team in Finance & Back Office
• You take ownership of tasks and work independently
• You ensure our daily processes are executed efficiently and reliably
• Payment processing, bookkeeping, dunning/collections, and preparation of documents for the tax advisor
• Reviewing incoming and outgoing payments
• Matching payments with receipts and invoices
• Importing new receipts into our accounting/payment system and reviewing automatically recognized documents
• Support in payment management, including preparation and execution of supplier payments and credit notes
• Assistance with dunning: monitoring open items and following up on reminder runs
• Preparing relevant documents for the tax advisor
• Providing and managing account statements (GLS, Novalnet, PayPal)
• Communicating with the tax advisor, including submitting missing documents and resolving outstanding queries
• Regular finance updates to management
• Maintaining and continuously updating the internal finance wiki

Finance & Back Office

Investment, Banking, Pension & Financing Advisor

Trainee Financial Planning, Wealth Advisory