Job Description
EFG International is a global private banking group offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice. EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision‑making and greater innovation. Our Purpose and Mission: Empowering entrepreneurial minds to create value – today and for the future. We are a private bank offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.Position Summary
The EPM OneStream Developer/Business Data Analyst will be part of the Group Performance Measurement Budgeting & Reporting Team in Lugano and will contribute to develop and run an integrated planning, reporting and performance review process to facilitate value‑driven business decision‑making. In this role the resource will oversee the maintenance and development of our existing OneStream planning platform, support performance measurement activities by running granular analysis of financial performance root causes, and provide insights on value creation levers.Responsibilities
EPM OneStream Developer – Business analyst and power user of MI dataDesign and maintain data models for analysis and forecastingEstablish and compile dashboards and presentations to senior managementTake active role in the business performance dialoguesActive collaboration with Strategy & Corporate Development unit during budgeting and forecasting processDesign and develop MI reports and simulations with data from the various MIS systems of the bank to provide insight on value creation levers to the businessDevelop strong relationship with business management and business controllers to support the Planning & Controlling business partnershipQualifications and Skills
Professional experience in EPM Business Intelligence in the financial industryExpertise in OneStream software – EPM applications maintenance and developmentAbility to understand large datasets and experience in data modelling providing accurate data analysisPower user of OneStream, MS‑PowerBI, MS‑Excel, and PowerPoint; knowledge of Excel Macros, VBA, Python, and SAS Enterprise Guide to automate data extraction and reportingQuick learner, accurate and efficientProactive attitude and willingness to take on new knowledge and skillsAbility to work under pressure and adapt to unforeseen work demandsGood communication skills to communicate effectively with stakeholders at all levelsFluent in Italian and EnglishLocation: Bologna, Bologna, IT
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EFG International is a global private banking group offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice. EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision‑making and greater innovation. Our Purpose and Mission: Empowering entrepreneurial minds to create value – today and for the future. We are a private bank offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.Position Summary
The EPM OneStream Developer/Business Data Analyst will be part of the Group Performance Measurement Budgeting & Reporting Team in Lugano and will contribute to develop and run an integrated planning, reporting and performance review process to facilitate value‑driven business decision‑making. In this role the resource will oversee the maintenance and development of our existing OneStream planning platform, support performance measurement activities by running granular analysis of financial performance root causes, and provide insights on value creation levers.Responsibilities
EPM OneStream Developer – Business analyst and power user of MI dataDesign and maintain data models for analysis and forecastingEstablish and compile dashboards and presentations to senior managementTake active role in the business performance dialoguesActive collaboration with Strategy & Corporate Development unit during budgeting and forecasting processDesign and develop MI reports and simulations with data from the various MIS systems of the bank to provide insight on value creation levers to the businessDevelop strong relationship with business management and business controllers to support the Planning & Controlling business partnershipQualifications and Skills
Professional experience in EPM Business Intelligence in the financial industryExpertise in OneStream software – EPM applications maintenance and developmentAbility to understand large datasets and experience in data modelling providing accurate data analysisPower user of OneStream, MS‑PowerBI, MS‑Excel, and PowerPoint; knowledge of Excel Macros, VBA, Python, and SAS Enterprise Guide to automate data extraction and reportingQuick learner, accurate and efficientProactive attitude and willingness to take on new knowledge and skillsAbility to work under pressure and adapt to unforeseen work demandsGood communication skills to communicate effectively with stakeholders at all levelsFluent in Italian and EnglishLocation: Bologna, Bologna, IT
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