Financial Planning Support Associate at Davy providing client support and ensuring regulatory compliance in financial planning initiatives.
About the role
- Finance intern supporting the accounting team and managing office tasks at buah. Assisting in financial administration, office management, and process optimization in a hybrid work environment.
Responsibilities
- You handle daily invoice processing and approvals in Candis, as well as initial coding/pre-accounting in Moss
- You support our Controlling team with monthly analyses of costs and profitability
- You actively contribute to the preparation of procedural documentation and risk-control matrices for our core processes
- You ensure smooth daily office operations — from mail handling and IT hardware management to maintaining our digital mailboxes
- You correspond with internal departments and external partners regarding payment statuses and payment reminders (dunning)
Requirements
- Enrolled student in Business Administration, Finance, Business Management or a comparable field
- Excellent organizational skills
- First experience in administration, accounting or controlling is a plus
- Confident use of Google tools
- Proactive, hands-on mentality, absolute reliability and strong attention to quality
- Fluent German (spoken and written) and good English skills
Benefits
- Flexible working hours
- Remote work options
- Supportive team culture
- Workation week for team building and connection
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