Job Overview
We are seeking an experienced Financial Planning and Analysis Specialist to join our team.
The ideal candidate will have a strong background in financial analysis, budgeting, and reporting, with the ability to work closely with business stakeholders to drive strategic decision-making.
* Monitoring financial performance and key performance indicators (KPIs)
* Coordinating budget and business reviews, and following up with customers/business units
* Reporting on financial results and trends
* Supporting and collaborating with business managers and leadership
* Managing invoicing and accounts receivable with customers
* Conducting ad hoc analysis and preparing presentations on specific topics or projects
* Responding to audit and compliance requests
Key Responsibilities
1. Analyzing profit and loss (P&L) costs and requesting adjustments as needed by cost type, area, or comparing actuals with budget and business review
2. Maintaining a comprehensive view of the organizational structure within Natixis Portugal and its consolidated entities
3. Managing invoicing and customer follow-up
4. Supporting budget and business review processes (planning, tasks, manager inputs, deadlines)
5. Gathering detailed information on P&L, invoicing, or headcount requests
6. Following up on headcount, full-time equivalent (FTE), and mandays across forecasting scenarios and actuals
7. Ensuring audit and quality control regarding P&L impacts: human resources master data, accounting, and procurement
Requirements
* Degree 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 knowledge preferred
* Proficient in English, both written and verbal; French is a plus
* Strong analytical and problem-solving skills
* Attention to detail and excellent organizational skills