Financial Planning and Analysis Business Partner Porto

Financial Planning and Analysis Business Partner
Porto
Porto, Porto District, Portugal

Company Description

Natixis in Portugal is a Centre of Expertise whose mission is to transform traditional banking by developing innovative solutions for the business, operations, and work culture of Groupe BPCE worldwide.

Part of the Global Financial Services division, Natixis in Portugal applies technology to develop financial expertise across its two global business lines – Corporate & Investment Banking and Asset & Wealth Management – as well as transversally for Groupe BPCE entities.

The Porto-based Centre of Expertise has over 2, 400 employees from more than 30 nationalities, organized into three main departments: Information Technology, Banking Support Activities, and Compliance. These teams work in an integrated, inclusive, and transversal manner, supporting and creating value for all business lines and platforms of the group. The Porto project represents one of the largest investments in Human Resources made by Groupe BPCE globally.

Our team embodies a disruptive mindset and a culture of proximity and agility, reflecting our mission to transform traditional banking on a global scale—an ideal fit within the Portuguese entrepreneurial ecosystem.

In 2024, Natixis in Portugal was awarded the Top Employer Portugal accreditation for the second time by the Top Employers Institute, recognizing excellence in people practices. Our head office in France has also been certified Top Employer France for eight consecutive years.

Job Description

Team presentation and main goal:

Performance Team Main Responsibilities:

• Monitoring financial performance and all critical KPIs
• Coordinating Budget and Business Reviews and following up with customers/business units
• Reporting
• Supporting and following up with business managers and leadership
• Monitoring invoicing and accounts receivable with customers
• Conducting ad hoc analysis and preparing presentations on specific topics or projects
• Responding to Audit and Compliance requests
• Auditing and managing Accounting, Procurement, and HR Master data processes

Main Tasks and Goals:

• Analyzing P&L costs and requesting adjustments as needed by cost type, area, or comparing actuals with budget and Business Review
• Maintaining a comprehensive view of the organizational structure within Natixis Portugal and its consolidated entities
• Managing invoicing and customer
  - up
• Supporting Budget and Business review processes (planning, tasks, manager inputs, deadlines)
• Gathering detailed information on P&L, invoicing, or headcount requests
• Following up on Headcount, FTE, and Mandays across forecasting scenarios and actuals
• Ensuring audit and quality control regarding P&L impacts: HR master data, Accounting, and Procurement
• Applying process and industrialization mindset
• Preparing detailed reports, utilizing available resources
• Using SAP for invoicing purposes
• Documenting processes and promoting process orientation
• Conducting ad hoc analysis and preparing presentations

Qualifications:

• Degree ideally in Economics, Management, or Finance
• At least 3 years of experience with P&L structure, cost types, and cost centers
• Advanced Excel skills (mandatory) and SAP 4H knowledge preferred
• Proficient in English, both written and verbal; French is a plus
• Strong analytical and
  - solving skills
• Attention to detail and excellent organizational skills

Note: We will only consider CVs in English.

Additional Information

At Natixis, we foster a respectful and inclusive work environment where diversity is valued. Our Diversity, Equity & Inclusion policy includes a Blind CV Screening process—applicants should submit a blind CV with no personal details such as picture, name, gender, age, nationality, ethnicity, or address. Focus on your personal statement, work experience, courses, certifications, education, skills, and contact information.

Imagine starting your day in Porto: a quick breakfast with your team, a morning meeting to align on work status and priorities, a language class, and a talent management discussion with your manager about your career path. During lunch, onboard new colleagues and enjoy local cuisine like francesinha. Spend the afternoon brainstorming in the Manaus Village, participate in cultural celebrations like Diwali, attend industry conferences, or work remotely to focus on reports and courses. Wind down with team activities like playing in the band, board games, or outdoor activities along the Douro River.