Strategic Finance Manager

Strategic Finance Manager - CFO Office 100% (f/m/d) page is loaded Strategic Finance Manager - CFO Office 100% (f/m/d) Apply locations Zurich time type Full time posted on Posted Today job requisition id r

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.

Join our CFO office - a dynamic team working directly with our group CFO, tackling key operational and strategic topics within Finance. As a Business Manager, you will drive key initiatives, deliver impactful analysis for senior leadership, and optimize processes for greater efficiency. If you thrive in a fast-paced environment and excel at turning complexity into clarity, this role is for you. The role includes a range of high profile tasks, including preparing key reports and presentations, coordinating events, governing business-specific processes, as well as owning financial planning, cost control and reporting for the business unit, ensuring an efficient use of resources YOUR CHALLENGE

As a Strategic Finance Manager you will:

• Lead and contribute to strategic initiatives within the CFO Office, including cross-bank programs and ad hoc projects that drive business growth and operational excellence
• Prepare high-quality analysis and presentation materials for the Board of Directors, Executive Committee and senior management, ensuring clarity and actionable insights
• Perform financial and business analysis to identify trends, assess risks and deliver data-driven recommendations that support strategic decision-making
• Drive continuous process improvements by enhancing reporting, developing dashboards and simplifying workflows to increase efficiency and transparency
• Collaborate across functions and manage stakeholders to align priorities, facilitate discussions and ensure timely delivery of key initiatives
• Communicate complex topics in a clear and concise manner, creating compelling narratives and presentations that influence senior stakeholders

YOUR PROFILE

• Degree in Finance, Economics, Business Administration, Engineering, or related field
• At least 2 years of experience in financial services, strategic consulting, or relevant business management role
• Analytical & Problem-Solving Skills: Strong ability to break down complex problems, perform financial and business analysis and develop actionable, data-driven solutions
• Project & Stakeholder Management: Proven track record in managing multiple workstreams, prioritizing tasks under pressure and engaging effectively with senior stakeholders
• Communication & Presentation Excellence: Exceptional verbal and written communication skills, including the ability to simplify complex topics and create compelling presentations for top management
• Technical Proficiency: Advanced user of MS Office (Excel, PowerPoint); ability to visualize data and craft clear narratives
• Personal Attributes: Structured, detail-oriented, proactive and adaptable, with a dynamic mindset
• Proficiency in English is required; German is desirable, any other language 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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international reference in wealth management

Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations.

Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

Why join Julius Baer?

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders.

With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients.Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.

Committed to your success

Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme , or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes .

For more information visit or contact us via the Contact Form .

For recruiting agents , please see the additional information here .

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