EPM OneStream Developer/Business Data Analyst
At a glance
Mid-level Data Analysis & BI role at Fa Eqai Saasfaprod1. Lugano.
Pay not stated Data Analysis & BI salary
dataroles summary, based on the employer's posting.
What you'll do
- Run and improve the existing OneStream planning platform, including its upkeep and application development
- Build data models, reports and simulations from bank MIS sources to analyze performance and forecast outcomes
- Explain financial performance drivers and identify value-creation opportunities through detailed analysis
- Prepare dashboards and presentations for senior leaders, and take part in business performance discussions
- Work with Strategy & Corporate Development on budgeting and forecasting, while supporting business managers and controllers
What you bring
- Professional EPM business intelligence experience in the financial industry, with expert-level OneStream application maintenance and development
- Strong OneStream, Power BI, Excel and PowerPoint skills, plus experience analyzing large datasets and modelling data
- Fluency in Italian and English
Who this fits
This role suits someone who combines OneStream development with financial performance analysis and decision support. You’ll work with the Group Performance Measurement, Budgeting & Reporting Team in Lugano.
From the employer
Our Company
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.
Job Description
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 his role as EPM OneStream Developer, the resource will oversee running, maintenance and development of our existing OneStream planning platform. In his role as EPM OneStream Developer/Business Data Analyst, the resource will support the performance measurement activities by running granular analysis of financial performance root causes and by providing insights on value creation levers.
The resource will play an active role supporting business development and providing value-added decision support using data modelling and forecasting intelligence.
Main Responsibilities
- EPM OneStream Developer
- Business analyst and power user of MI data
- Design and maintain data models for analysis and forecasting
- Establish and compile dashboards and presentations to senior management
- Take active role in the business performance dialogues
- Active collaboration with Strategy & Corporate Development unit during budgeting and forecasting process
- Design 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 business
- Develop strong relationship with business management and business controllers to support the Planning & Controlling business partnership
Skills and experience
- Professional experience in EPM Business Intelligence in Financial Industry
- OneStream software: EPM applications maintenance and developments expert
- Ability to understand large datasets and experience of data modelling, providing accurate data analysis
- Power user of OneStream, MS-PowerBI, MS-Excel and PowerPoint; Knowledge of Excel Macros, VBA, Python, SAS Enterprise Guide to automate data extraction and reporting
- Quick learner, accurate and efficient
- Proactive attitude and willingness to take on new knowledge and skills
- Ability to work under pressure and adapt to unforeseen work demands
- Good communication skills to communicate effectively with stakeholders at all levels
- Fluent in Italian and English
Our Values
- Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement
- Hands-on: Being proactive to rapidly deliver high-quality results
- Passionate: Being committed and striving for excellence
- Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset
- Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.
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