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FP&A Analyst

Location:
Baar, CH

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We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 185 billion in assets under management and around 2,000 professionals across 24 offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity.

What it's about

Financial Planning & Analysis (FP&A) is a key function at Partners Group. This team plays a key part in the company's planning and control cycle and drives business analytics to support decision making across business areas. As an FP&A Analyst you are responsible for developing financial planning information, performing comprehensive analysis of actual performance, and preparing financial forecasting information. You will collaborate with cross-functional teams to provide insights, identify trends, and support the organization's overall financial objectives. As a technology- and data-savvy individual, you will further explore and drive data integration within the finance system landscape to support the continuous improvement of the planning and forecasting cycle.

Main responsibilities include:
Financial planning by working closely with business leaders to develop accurate and achievable financial targets; translate business data into financial information
Provide in-depth analysis of financial results, key performance indicators (KPIs), and variances against plan/forecast; identify trends, opportunities, and areas for improvement to drive informed decision-making
Develop and maintain robust financial models to facilitate continuous forecasting and scenario analysis
Prepare and present monthly, quarterly, and annual financial reports to senior management
Collaborate with business leaders to assess strategic initiatives, providing financial insights and recommendations
Assist in developing business cases for new projects, investments, or acquisitions
Collaborate closely with departments across the organization to understand operational needs and provide financial support
Act as a trusted business partner to various stakeholders, offering financial guidance and support

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What we expect

Bachelor/Master’s degree in Finance, Accounting, Economics, Data Science or related field
Minimum of 3-5 years experience in Finance, accounting, financial planning and analysis roles
Proven experience in building and maintaining financial models
Strong analytical and quantitative skills with a keen attention to detail
Working knowledge in report building and financial story telling
Continuous Improvement – identifying and implementing process enhancements, optimizing systems for efficiency
Proven experience in driving data integration within the finance system landscape
Excellent communication and presentation abilities, with the capacity to convey complex financial information to non-finance stakeholders
Proficiency in financial software (SAP/SAC) and advanced Excel skills

If you are a results-driven individual with a passion for business planning and financial analysis, we invite you to apply for this exciting opportunity to contribute to the success of Partners Group.

What we offer

Partners Group is a global financial institution that retains the culture, pace and agility of a start-up. As a growing firm, we are committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded. We offer a fantastic opportunity for you to grow:

Competitive compensation with performance-based bonuses under competitive compensation along with daily lunch allowance
Global professional environment with international exposure, collaborative culture, and opportunities to learn the business from industry leaders and seasoned professionals
Premium facilities including state-of-the-art building, diverse on-site dining options, and complimentary gym access with fitness classes
Comprehensive career development through challenging opportunities, hands-on training, dedicated mentorship programs, and our PG Academy learning platform for continuous growth
Community engagement through office events, team activities, and volunteer opportunities to connect with local communities
Sabbatical program - one month off after every five years of service to recharge and explore

www.partnersgroup.com

Please be aware, fraudsters may pose as Partners Group recruiters. All genuine representatives can be identified by a verified sign on their LinkedIn profiles. If you suspect fraud or have doubts, contact us immediately at hr@partnersgroup.com

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