Business Management Officer (French Speaker) | SM&W

Company Description

Natixis in Portugal is a Centre of Expertise whose mission is to transform traditional banking by developing innovative solutions for the business, operations and work culture of Groupe BPCE worldwide.

As part of Groupe BPCE's international division, Natixis in Portugal designs and delivers solutions for its two core areas - Corporate & Investment Banking and Asset & Wealth Management - as well as transversal services that support all entities across the Group.
With more than 3,000 employees representing 46 nationalities, the teams work across Information Technology, Banking Support Activities, and Compliance, in an integrated, inclusive, and cross-functional way, supporting all business lines and platforms of the Group.

A disruptive mindset and a culture of proximity and agility identify Natixis in Portugal Team and reflect the company's mission to transform traditional banking at a global scale: a perfect match in the Portuguese dynamics and entrepreneurial ecosystem.

Job Description

Role Overview

We are looking for a proactive and detail-oriented Business Management & Financial Analyst to join our team. In this role, you will be the key point of contact for all financial and budgeting topics within the department. You will be responsible for producing financial reports, managing budgets and forecasts, conducting gap analyses, tracking staffing movements, and collaborating with various cross-functional stakeholders locally and globally. Additionally, you will have the opportunity to participate in key Business Management & Transformation projects.

Key Responsibilities

Financial Tracking & Reporting

• Produce, deliver, and maintain financial/budget reports and key performance indicators (KPIs) for department and/or team activities, both locally and globally.
• Prepare and support processes related to budget reviews, forecasts, Profit & Loss (P&L) management, and invoice processing.
• Perform gap analysis between defined targets and actual results to identify discrepancies, investigate root causes, and propose corrective measures.

Stakeholder Collaboration & Advisory

• Act as the main point of contact within the department/team for all finance-related topics, ensuring local and onshore management have clear visibility into the financial status and ongoing matters.
• Liaise with multiple departments and stakeholders (e.g., Finance, IT, Operations, Compliance) to resolve issues and collect/implement financial requirements.

Staffing & Resource Management

• Identify department/team staffing needs and maintain an accurate, up-to-date staffing file tracking all joiners, exits, and internal mobilities.
• Ensure a robust audit trail for resource tracking to facilitate future capacity planning and resource allocation.

Project Contribution

• Participate in ad-hoc projects related to Business Management & Transformation (including internal communication initiatives, Green/Sustainability projects, etc.), as applicable.

Qualifications

• Fluency in French and English (written and spoken) is mandatory (to ensure daily contact with onshore teams and stakeholders).
• Strong analytical skills with the ability to interpret financial data, P&L statements, and budgets.
• Proficiency in Excel (advanced formulas, pivot tables) and financial reporting tools.
• Excellent communication and stakeholder management skills, with the ability to bridge the gap between technical, operational, and financial teams across different geographies.
• Highly organized with strong attention to detail (essential for staffing and audit trail management).
• Problem-solving mindset with a proactive approach to identifying discrepancies and proposing solutions.

Additional Information

Our workplace reflects the vibrant spirit of our locations, with initiatives such as a Green Transportation Budget, electric bikes and a flexible Hybrid Work Policy. We promote wellbeing through the Honolulu Wellness Club, a Prayer Room, a Lactation Room, and themed Villages that inspire creativity and collaboration. Through our ESG and DEI strategies, we are committed to being inclusive, caring, and fair, ensuring every voice is heard and valued.