Financial Planning and Analysis

• Manage product projects from legal, regulatory, operational and project-management perspectives
• Advise specialists and managers on tax matters related to product development
• Provide advice on tax efficiency for financial transactions and investments
• Manage clients' investment needs, negotiate terms with clients' law firms, draft side letters, prepare memoranda, etc.
• Perform ongoing analysis of transaction tax for existing investments, initiate transaction tax measures and monitor tax structuring of financial transactions
• Work on documentation relating to a variety of fund structures and ensure compliance for onboarding investments
• Coordinate tax projects, processes and procedures with tax firms and authorities worldwide
• Develop a service catalog and define relevant interfaces with operational teams
• Investigate legal and regulatory considerations relevant to specific clients, products and jurisdictions
• Deliver training on tax matters and best practices for transaction-based tax
• Commission and manage external legal advisors and other service providers
• Undertake ad hoc situational projects

International Tax Advisor – Investment Funds

• Mitwirkung bei der Prüfung der IT-Kontrollen verschiedener Finanzinstitute in einem stark regulierten Umfeld (z.B. FINMA-beaufsichtigte Banken und Versicherungen) im Rahmen spezifischer IT-Prüfungen und/oder IT-Beratungsaufträge (Prüfung der IT General Controls, IT-Prüfung gemäss regulatorischen oder konzernweiten Anforderungen, IT-Prüfprojekte auf Kundenwunsch, IT-Due-Diligence-Projekte, Prüfung nach dem SOCR-Framework oder andere Third-Party-Assurance-Projekte)
• Unterstützung bei der Überwachung der Prüfprozesse, um sicherzustellen, dass sie die Prüfungsziele erfüllen, und lerne dabei die Bedeutung jedes einzelnen Schritts im Prüfsprozess kennen
• Mithilfe bei der Dokumentation von Prüfprojekten unter Einhaltung von Fristen und Prüfungsstandards, einschliesslich unserer globalen Prüfungsmethodik und Best Practices, unter Anleitung erfahrener Kolleginnen und Kollegen
• Einsatz datengetriebener Prüfungswerkzeuge und Analytics-Lösungen (z.B. EY Helix) sowie erste Berührungspunkte mit Themen wie Cloud, SAP, künstlicher Intelligenz, um IT-Prüfungen effizienter und aussagekräftiger zu gestalten
• Beitrag zur Erstellung von Prüfberichten, die Kunden und anderen Parteien präsentiert werden
• Zusammenarbeit mit dem Prüfungsteam, Unterstützung wo nötig, Aufrechterhaltung einer offenen Kommunikation und laufende Information der Senior-Teammitglieder über den Fortschritt der Aufträge
• Teilnahme an einem Ausbildungsprogramm, um deine persönlichen Fähigkeiten kontinuierlich weiterzuentwickeln und dein Wissen im IT-Audit auszubauen

Assistant, Technology Risk, IT Audit – EMEIA Financial Services

• You will be responsible for ensuring that every investment decision is backed by rigorous analysis and that our existing portfolio is managed using institutional-grade processes.
• Leading financial and commercial due diligence for existing and prospective partners
• Evaluating new investment opportunities across multiple alternative asset classes
• Analysing exit opportunities and providing recommendations
• Managing the monthly valuation process across the entire asset portfolio
• Conducting recovery analyses for underperforming assets and proposing action plans
• Building financial models, investment cases and decision papers for management
• Continuously improving our analytical frameworks, valuation methodologies, processes and internal tools
• Working closely with management on strategic investment decisions

Lead Investment Analyst, Alternative Investments

• Build and maintain a comprehensive database of auction results and benchmark data to support our analysts in asset valuation and market analysis.
• Maintain benchmark data and prepare valuation updates for our analysts.
• Support asset coordination — from onboarding new assets to organizing expert feedback and reports.
• Assist in preparing investor materials, booklets, and internal presentations.
• Learn how to analyze real assets, perform basic due diligence, and understand valuation methods.
• Work closely with our investment team to gain insight into how we source, validate, and manage assets.

Investment Intern, Alternative Assets

• Supporting and optimizing global intercompany pricing processes
• Ensuring compliance with Tax and SOX requirements
• Developing data workflows, dashboards, and reporting solutions
• Partnering with Tax, Planning, Supply Chain, and IT teams
• Documenting processes and maintaining master data integrity
• Supporting audits and ensuring accurate implementation of pricing models
• Coordinating the timely loading of calculated data in ERP systems
• Ensuring approvals for standard cost loads and changes

Senior Finance Analyst

• Support month-end closing activities, ensuring accuracy and integrity of financial data through reconciliations, validation, and exception analysis.
• Ensure compliance of processes and internal controls with company policies and regulatory requirements.
• Support financial reporting, budgeting, forecasting, and business planning processes.
• Prepare management reports and presentations, summarizing key insights and recommendations.
• Act as key user for the LiFe (License Fee) application, including Change Board representation and user support.
• Manage end-to-end license fee processes and ensure complete, audit-compliant documentation.
• Collect, consolidate, and validate license-based revenue data to support rolling forecast calculations and identify variances.
• Review Planisware data at project and supplier level to ensure high-quality forecasting inputs.
• Analyze business performance against budgets and forecasts, identifying variances and recommending improvement actions.
• Drive process improvements through automation, standardization, and efficiency enhancements.
• Own and manage the customer-funded projects process.
• Support MDG-F / MDG-C processes and manage purchase order activities.

R&D Finance Analyst

• Prepare regular and ad hoc financial reports, analyses, and performance packs for the Director International Marketing Tenders Tolling
• Prepare, consolidate, and maintain accurate reports on tender outcomes and key financial indicators.
• Support forecasting, budgeting, and long range planning cycles with accurate data collection and analysis.
• Perform variance analysis (actuals vs. budget/forecast), highlighting key drivers, risks, and opportunities
• Assist in month-end close tasks for the commercial function, including revenue, pricing, discounts, and OPEX analysis.
• Support the Director in strategic projects, business cases, commercial evaluations and investment proposals.
• Partner closely with commercial teams (Marketing, Tender, Tolling and Comm.Ops Finance teams) to provide financial insights that support decision making.
• Contribute to scenario analyses and profitability to support pricing decisions and commercial initiatives.
• Assist in the preparation of materials for leadership discussions, reviews, and key business meetings.
• Maintain and improve data accuracy in financial systems, models, and reports.
• Support continuous improvement efforts to standardize reporting, enhance analytical tools, and automate routine tasks.
• Collaborate with crossfunctional teams to improve data flows, forecasting quality, and planning processes.
• Translate data into stories, dashboards and compelling analysis
• Act as a reliable point of coordination for information flow, reporting requirements, and analystical support.
• Build strong working relationships with commercial stakeholders across Finance, Commercial, Marketing, Tolling and Tender teams.
• Proven capability to build trusted relationships, align different perspectives and ensure timely and accurate information flow
• Strong communication and stakeholder management skills, with the ability to translate data and analyses into clear business insights and actionable recommendations.

Finance Business Partner

• Analyse, Bewertung und Optimierung von Prozessen, Strukturen und Systemen
• Im Team prüfst Du beim Jahresabschluss operative IT-Systeme und Informationsportale unter dem Aspekt der internen Kontrolle und des Risiko- und Compliance-Managements.
• Mit dazu gehören Migrationsprüfungen, Third Party Certification, IT Risk Assessments, Information Security Assessments sowie Data Analytics/Information Management

Junior Consultant, Technology Risk

• Assume a central role in managing our national and international clients and their mandates
• Work closely with clients and deliver high-quality added value through expert knowledge
• Prepare and interpret monthly and annual financial statements and analyze the results
• Support clients with VAT and other tax matters

Manager, Accounting & Financial Consulting

• Onboarding & user enablement for investment-side personas
• Lead onboarding of asset managers, fund managers, transaction managers, and related user groups into Optiml.
• Independently train users on how to use the platform in their specific workflows, not only on product functionality.
• Translate Optiml into role-specific use cases such as asset strategy, business planning, Capex prioritization, portfolio steering, transaction support, and investment committee preparation.
• Help users understand what inputs matter, how to work with assumptions, and how to interpret outputs credibly.
• Workflow application & customer guidance
• Act as a trusted day-to-day advisor for client users after sale, especially for financial and investment-related use cases.
• Support customers in applying Optiml to real decisions and internal processes, not just in navigating the interface.
• Guide customers through workflow questions, interpretation challenges, and practical application of outputs in their role.
• Help make Optiml useful for the realities of institutional real estate investment teams.
• Delivery support & value realization
• Partner with Delivery, Customer Success, and Commercial colleagues to ensure smooth onboarding and early value realization.
• Support implementation and training processes with a strong focus on usability, adoption, and decision relevance.
• Help ensure that customers move from contract signature to first meaningful use quickly and with confidence.
• Identify risks to adoption, user confidence, and satisfaction early, and help resolve them proactively.
• Customer feedback loop into Product
• Capture recurring user questions, workflow friction, interpretation issues, and feature requests from customers.
• Translate customer-side workflow needs into clear internal feedback for Product and Delivery teams.
• Help the company understand where the software works well for fund, asset, and transaction workflows and where it needs to improve.
• Contribute to making Optiml more intuitive, more explainable, and more relevant for institutional real estate users over time.
• Internal enablement & thought partnership
• Become one of the company's strongest internal experts on how investment-side real estate users think, decide, and work.
• Help Commercial, Delivery, and Product teams understand what great adoption looks like for asset managers and fund managers.
• Contribute to playbooks, onboarding materials, training assets, and customer-facing guidance that make the role more scalable over time.

Solution Consultant – Asset Management, Investment Workflows

• Gain insight into state-of-the-art IT environments and our global methodologies.
• Audit operational IT systems and information portals from the perspective of internal control and risk and compliance management during the year-end closing process.
• Conduct migration audits, third party certification, IT risk assessments, information security assessments as well as data analytics/information management.
• Analyze, evaluate and optimise processes, structures and systems.

Assistant – Technology Risk, IT Audit

• You take responsibility in business software projects with a focus on finance and accounting, controlling & reporting
• Analyze existing finance processes and develop suitable ERP solutions together with the business units
• Gather requirements, question workflows and translate business needs into clear implementation steps
• Support companies in optimizing and digitizing their finance processes
• Facilitate workshops, structure complex issues and produce clear, understandable outcomes
• Work at the interface between finance, business analysis, ERP software and project implementation
• Guide projects from initial analysis through design to go-live
• Apply your process knowledge in finance and accounting to deliver technically sound and practical solutions
• Assist with testing new features, review results and ensure high implementation quality
• Find pragmatic solutions for issues related to finance processes, ERP functionality & business software
• Create traceable documentation of requirements, decisions & implementation steps
• Support training and workshops and explain ERP functionality in an understandable way
• Identify recurring questions or process issues and derive meaningful improvements
• Actively contribute to standards, templates and best practices that make projects more efficient and comprehensible
• Continuously expand your expertise in business software, finance and project work

Finance Specialist – ERP Project Manager

• Support the preparation of monthly, quarterly, and annual financial reports and analyses
• Assist in budgeting, forecasting, and financial planning activities
• Monitor financial performance and analyse variances
• Prepare KPI reports, dashboards, and management presentations
• Collaborate with cross-functional teams to improve financial transparency and performance
• Support accounts payable, receivable, and general ledger activities
• Ensure compliance with Swiss accounting standards

Senior FP&A & Accounting Specialist

• Support the Finance Deployment Stream within a global S/4HANA rollout program as a Finance & Tax process specialist.
• Act as Subject Matter Expert (SME) for Finance and Tax processes across all project phases.
• Drive and support deployment activities throughout the full rollout lifecycle (fit-gap, design, build, test, go-live, hypercare).
• Assess local Finance and Tax requirements and align them with the global S/4HANA template.
• Ensure alignment and coordination across parallel rollouts, countries, and workstreams.
• Analyze, optimize, and safeguard business processes with a focus on efficiency, scalability, and compliance.
• Lead process alignment, fit-gap, and solution design workshops with business stakeholders.
• Ensure adherence to global template standards, governance, and solution architecture principles.
• Collaborate with cross-functional teams (Finance, Tax, IT, Business) to ensure end-to-end integration.
• Support the design and deployment of tax-related solutions, including tax determination, reporting, and compliance processes.
• Support country-specific localization requirements and statutory compliance obligations.
• Contribute to digital compliance initiatives such as e-invoicing, e-reporting, and statutory reporting.
• Act as a trusted advisor for tax-related solution design decisions within the global S/4HANA landscape.

Senior SAP S/4HANA Finance, Tax Transformation Expert

• Weiterentwicklung von leistungsstarken Performance-, Risiko-Analytik- und Reportinglösungen für die Asset Management-Division
• Unterstützung bei der Vorbereitung und Analyse von Daten sowie der Weiterentwicklung von Risikomodellen
• Analyse von Datenimporten für Performance- und Risikoberechnungen
• Mitwirkung an der konstanten Überprüfung und Verbesserung der Qualität
• Analyse von Risikowerkzeugen und Methodikeinstellungen von Drittanbietern
• Mitwirkung an der Weiterentwicklung der Datenbank und Reporting-Umgebung
• Durchführung von funktionsübergreifenden Projekten im Bereich Risiko und Performance
• enge Zusammenarbeit mit den Abteilungen Risikomanagement und IT

Financial Engineer – Fund Investments

• Closely communicating with our clients, partners and teammates to find innovative and pragmatic solutions.
• Being creative and coming up with new ideas how we can continuously improve our platform.
• Contributing to projects for clients and partners all over the world.
• Working in an experienced team of great specialists and learning from them daily.
• Enjoying flex-time and flex-place: adjust your daily schedule to your individual needs, and work from the office or home.
• Working on the best equipment: We will provide you with state-of-the-art equipment to make your work even more efficient and comfortable.

Financial Planning and Analysis jobs in Switzerland

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