Job Detail

Date live: Jan.. 18, 2021

Location: Canton of Geneva

Reference Code: 90277568

Business Area: COO & Functions

Area of Expertise: Finance

Contract: Permanent

Overall purpose of role

The Geneva Business Management team support the Front Office booking in Geneva and senior management in achieving success through management information, forecasting, operating and strategic plans and decision analysis. Working as part of the Geneva Finance team the role will involve acting as Business Manager for Europe.

This role will take the lead when it comes to revenue consolidation, planning, budgeting and forecasting for Europe segments (Switzerland, Irealand and Monaco). A key differentiator will be someone who is able to prepare and analyse the detail but be able to step back and seek opportunities for the business to grow, tracking and monitoring performance risks and opportunities and dealing with ad-hoc requests.

The role will work closely with and support the Geneva, Monaco and UK Finance Teams during month end financial process, including Financial Control support and MI production.

Key Accountabilities

Performance Reporting & Analysis:

Monthly, weekly, and daily consolidation and reporting for the EMEA businesses including income, and AuM’s (Assets under Management) using the local MIS and Global MIS systems. Corroboration with the wider  PBOS Finance teams is required to ensure that the Europe MI is correctly incorporated into the Global reporting structures. This candidate will need to be able to review and draw conclusions from analysing the MI and use it as a basis for ad-hoc analysis. The MI will need to be presented  at the monthly Business Review sessions, Europe ManFo and OpFo forums and weekly Europe Sales Management meeting.

Budgeting & Forecasting:

Budgeting and forecasting is one of the key responsibilities of the team. The annual budget process is an intensive process to determine the following year’s plans but critically, this then rolls into the regular weekly and monthly forecasting processes to ensure the businesses remain on track to their full year commitments. A key part of this role will be to face off to the business to prepare and challenge forecasts and budgets to ensure that the drivers of performance are clear, well understood and tracked. Engagement with the Heads of each business area and Sales Management function across Europe is vital to understand the team dynamics and factors that will influence the budgets and forecasts.

Decision Support:

A large element of the role will be adhoc decision support analysis which may relate to a specific business unit or the overall platform or the location. An ability to develop sound financial models to support decision making is vital.

Continuous Improvement:

The individual will seek to improve existing processes to drive efficiencies and synergies with other finance teams globally.

Key clients (internal and external)

• Monaco -based  Europe Finance Director


• Switzerland and Ireland CEO


• Switzerland and UK Financial Control Teams


• Switzerland and Ireland Senior Management (Front Office & Infrastructure)


• Switzerland and Ireland based Front Office teams (Banker, Sales Managers, Business Mgt/COO)


• Switzerland infrastructure teams (Compliance, Legal, Operations)

Role requirements

Professional/technical experience:

• A financially astute finance professional with a thorough understanding of core finance processes, management reporting, forecasting and budgeting


• Excellent verbal and oral communication skills are essential and the role holder will have the ability to interact with bankers, traders and senior management on a regular basis


• Proven ability to provide high quality finance support and data analysis coupled with experience of the Financial Services industry, with knowledge in both core banking and Investment/Asset management sectors - an understanding of private banking products is encouraged


• A good team player, the ideal candidate will encourage colleagues to contribute but also have the ability to work alone to tight timescales and under pressure


• System skills – advanced user of Microsoft Excel is essential as is the ability to work with large amounts of data

Academic and professional qualifications:

Degree and relevant Accounting & Finance experience – part-qualified or newly-qualified accountant.

Language skills:

Fluency in English is compulsory.

Personal attributes:

The role holder will have a proactive approach and be a self-starter with personal drive and determination to identify, understand and resolve issues. Ability to multi-task and work under pressure as required in a demanding and growing business and to work as an effective team player is a must. Excellent inter-personal and communication skills working with a variety of different stakeholders, the ideal candidate will consider the big picture and wider implications, but also pay attention to detail when required. A self starter who is willing to challenge the status quo and will have a reputation for reliability and efficient delivery, with minimum supervision required who owns results and deliverables.

Risk and Control Objective

Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards