Senior Financial Planning Analyst Lisboa

Senior Financial Planning Analyst
Lisboa
Lisboa, Lisboa, Portugal

Are you interested in working in the Financial Markets?

We are looking for a Senior Financial Planning Analyst to join our team.

Who are we?

Itaú BBA Europe is a banking subsidiary of Itaú Group, the largest banking institution in Brazil and in Latin America. We believe that talent and innovation flourish in a diverse and inclusive environment, so we are a Bank driven by diverse people, committed to generating value for our customers and our society. We want our employees, the Itubers, to feel welcomed to bring as much of their true selves to work as they like.

Therefore, we encourage all candidates to apply regardless of gender, race, disability, sexual orientation, and any other characteristic that could be subject to discrimination.

Our core values are: We don’t have all the answers • We have each other’s back • We treasure diversity • We are driven by results • We put the client first • Ethics are
- negotiable

We are in constant transformation and looking for a
- motivated, proactive, and flexible Senior Financial Planning Analyst to join our Finance Planning & Analysis team in Lisbon.

What is the role overview?

As a Senior Financial Planning Analyst, you will play a key role in delivering timely and accurate financial insights to support strategic
- making across the bank. You will collaborate closely with various business lines, contributing to planning, forecasting, and performance analysis, while ensuring compliance with internal and regulatory standards.

What would be your key responsibilities?

• Prepare and deliver weekly and monthly financial reports across business lines.
• Report daily and monthly financial results to the Treasury team.
• Support strategic planning initiatives and
  - hoc analysis for different business units.
• Assist in the preparation of the annual budget and periodic forecasts.
• Monitor and report costs to department managers using
  - based costing.
• Ensure timely and accurate monthly, quarterly, and
  - end financial reporting, including P&L and balance sheet reconciliations.
• Support the Executive Committee in strategic planning and
  - making.
• Develop business plans, cash flow analyses, KPIs, ROI metrics, and scenario/sensitivity analyses.
• Drive continuous improvement and automation of financial planning processes.

What are we looking for?

1) Qualifications and Experience

• Minimum of 5 years of experience in Financial Planning, Accounting, or Control within the banking sector (experience in wholesale banking is a plus).
• Bachelor's or Master's degree in Finance, Economics, Accounting or another related field.

2) Skills

• Proven experience in financial reporting, budgeting, and forecasting.
• Strong analytical and
  - solving skills.
• Proficient in Excel and Power
  Point; knowledge of SQL, Kondor, and BI tools is a plus.
• Strong communication skills, both written and verbal in Portuguese and English.
• Ability to work collaboratively in an international team.
• Ability to work under pressure and deliver accurate results within tight deadlines.
• Proactive mindset with a focus on continuous improvement.

What can you expect?

• Pemanent Contract;
• Competitive compensation with eligibility for discretionary variable remuneration
• Robust health insurance coverage
• Hybrid work;
• A dynamic,
  - paced, challenging and international working environment;
• Development and growth opportunities to support you in your career

If you believe you are the right fit for this position, please send us your application!

Please note:

Only applications through Linked
In will be considered and due to the high volumes of applications that we receive, we will only contact those candidates that we would like to invite to an interview.