About the role
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.We are looking for a Business Analyst to help design, implement, and optimize Management Accounting processes as part of a large, strategic transformation initiative. This role is ideal for a professional with solid experience in management accounting, strong exposure to internal reporting, Markets and Treasury processes, and hands-on familiarity with requirements gathering, gap analysis, process design, and reconciliation—ideally within the SAP environment.
YOUR CHALLENGE
Responsible for collecting, analysing, and documenting business requirements related to Management Accounting processes, including reconciliation of Balance Sheet and P&L figures and detailed investigation and resolution of variances
Drive project-based design, implementation, and enhancement of end-to-end Management Accounting processes, with a particular focus on allocation framework, P&L and key KPIs reporting
Translate business requirements into clear business and functional concepts, develop detailed specifications, prepare test case with acceptance criteria, and execute user acceptance testing within program timelines
Support project-related financial reconciliations, analyse deviations identified during testing or go‑live phases, and contribute to root-cause analysis and remediation activities
Contribute to project delivery and operational continuity by supporting and deputizing team members across Management Accounting and Finance Analytics
YOUR PROFILE
A bachelor’s or master’s degree in business administration, finance, or a related field
At least 2-5 years of professional experience in management accounting or internal reporting, ideally within the banking industry
Self-starter with ability to grasp quickly and efficiently new and complex processes and having regard to changing priorities
Reliable and flexible team player with a can-do attitude, strong analytical and problem-solving skills, and an enthusiasm for working in a dynamic environment
Strong interest in financial topics, with a particular appreciation for areas such as Credits, Markets, and Treasury considered an advantage
Passion for financials and IT with deep understanding of SAP financial systems; prior knowledge of SAP PaPM is a distinct advantage
Excellent verbal and written communication skills, along with strong interpersonal abilities, to foster effective collaboration across diverse functions and stakeholders
Fluent in English is required, German is a plus
We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.
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Aplyr's read
Julius Baer is a leading Swiss private bank focusing on wealth management for high-net-worth clients, attracting talent in finance, compliance, and technology.
What's promising
- •Strong reputation in private banking enhances client trust and loyalty.
- •Global presence offers diverse career opportunities across regions.
- •Focus on technology and innovation supports modern banking solutions.
What to watch
- •High reliance on high-net-worth clients can increase vulnerability to economic downturns.
- •Regulatory scrutiny in the financial sector may impact operations.
- •Intense competition in private banking could pressure profit margins.
Why Julius Baer
- •Swiss heritage provides a stable and prestigious brand image.
- •Specializes in personalized wealth management for affluent individuals.
- •Emphasis on compliance and risk management ensures robust operational integrity.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Julius Baer
Julius Baer is a Swiss private banking group that specializes in wealth management and private banking services for high-net-worth individuals and families.
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