Purchase Order Financial Analyst in Germany Frankfurt –Free Word Template Download with AI

Purchase Order No.: PO-2025-FR-0487
Date of Issue: 14 June 2025
Valid Until: 14 July 2025 Supplier / Vendor: Apex Financial Talent Solutions GmbH
Address: Zeil 18, 60313 Frankfurt am Main, Germany
Contact: Dr. Helena Brandt, Senior Placement Director Department: Finance & Analytics Division
Cost Center: CC-4471-FRA
Project Ref: FRA-FA-2025-Q3

This Purchase Order is issued by Meridian Capital Advisory Group GmbH to formally procure the recruitment, onboarding, and initial engagement of a qualified Financial Analyst to be stationed at our principal office in Germany Frankfurt. The Financial Analyst shall be responsible for conducting in-depth financial modeling, portfolio performance analysis, risk assessment, and the preparation of quarterly and annual financial reports for our institutional clients. The role is integral to our Frankfurt-based operations and will report directly to the Head of Financial Strategy, Mr. Klaus Reinhardt.

Item No.	Description of Service / Deliverable	Quantity	Unit	Unit Price (EUR)	Total (EUR)
01	Executive search and recruitment of a Senior Financial Analyst (minimum 5 years experience in capital markets, CFA charter preferred) for the Germany Frankfurt office	1	Position	18,500.00	18,500.00
02	Comprehensive onboarding programme including German tax residency registration, social security enrollment (AOK/BKK), and compliance training specific to BaFin regulatory requirements in Germany Frankfurt	1	Package	4,200.00	4,200.00
03	Provision of workstation, Bloomberg Terminal license (12-month), and access to internal financial data platforms at the Frankfurt am Main headquarters	1	Set	12,800.00	12,800.00
04	First-year salary and statutory employer contributions for the Financial Analyst (gross annual compensation of EUR 92,000, inclusive of 13th-month payment and statutory pension, health, and unemployment insurance as mandated by German labor law)	1	Year	118,400.00	118,400.00
05	Professional development: CFA Level II exam preparation course and annual attendance at the Frankfurt Finance Forum conference	1	Year	3,600.00	3,600.00
06	Relocation and settling-in allowance for the Financial Analyst (applicable if candidate is not already resident in the Frankfurt metropolitan area)	1	Lump Sum	5,000.00	5,000.00
Subtotal (excl. VAT):					162,500.00
VAT (19% – German Standard Rate):					30,875.00
TOTAL AMOUNT DUE (EUR):					193,375.00

The Financial Analyst shall commence active duties no later than 1 September 2025 at the Meridian Capital Advisory Group GmbH office located at Neue Mainzer Straße 42, 60311 Frankfurt am Main, Germany. All recruitment milestones, including shortlisting, interviews, reference checks, and final offer acceptance, must be completed by 15 August 2025. The supplier, Apex Financial Talent Solutions GmbH, is responsible for ensuring the candidate meets all eligibility criteria for employment in Germany, including valid work authorization or EU free-movement rights.

Payment Schedule: 40% upon signing of this Purchase Order (EUR 77,350.00); 35% upon confirmed start date of the Financial Analyst (EUR 67,681.25); 25% upon successful completion of the 90-day probationary period (EUR 48,343.75).
Payment Method: SEPA bank transfer to the supplier's designated account (IBAN: DE44 5001 0517 5407 3249 31, BIC: PBNKDEFF).
Due Date: Net 30 days from invoice date. Late payments shall accrue interest at the statutory rate under § 288 BGB (German Civil Code).
Currency: All amounts are denominated in Euro (EUR). No currency conversion risk applies as both parties are resident in Germany.

This Purchase Order is governed by the laws of the Federal Republic of Germany. Any disputes shall be subject to the exclusive jurisdiction of the competent courts in Frankfurt am Main, Germany.
The Financial Analyst shall be bound by a non-disclosure agreement (NDA) and a non-compete clause (Wettbewerbsverbot) in accordance with §§ 74–75 HGB (German Commercial Code) for a period of 24 months following termination of employment.
The supplier warrants that the Financial Analyst shall possess all qualifications, certifications, and professional licenses required to perform financial analysis duties in compliance with BaFin (Bundesanstalt für Finanzdienstleistungsaufsicht) regulations applicable in Germany Frankfurt.
Meridian Capital Advisory Group GmbH reserves the right to reject the candidate if the probationary performance does not meet the KPIs outlined in the attached Service Level Agreement (SLA-Ref: SLA-2025-FRA-012).
Any amendments to this Purchase Order must be made in writing and signed by both parties. Verbal modifications are null and void.
The supplier shall maintain professional indemnity insurance with a minimum coverage of EUR 2,000,000 for the duration of the engagement.

NOTE: This Purchase Order is specific to the Germany Frankfurt location. All services, deliverables, and the Financial Analyst's primary place of work are tied to the Frankfurt am Main office. Should a relocation of the role to another German city be required, a supplementary Purchase Order amendment must be executed. The Financial Analyst's employment contract shall be governed by the German Works Constitution Act (Betriebsverfassungsgesetz) and applicable collective agreements (Tarifvertrag) for the financial services sector in Frankfurt.

By signing below, both parties acknowledge and agree to the terms, conditions, pricing, and scope of work as detailed in this Purchase Order for the engagement of a Financial Analyst in Germany Frankfurt.

For and on behalf of Meridian Capital Advisory Group GmbH (Buyer):

Name: Dr. Ingrid Voss, Chief Financial Officer
Signature: _________________________
Date: _________________________

For and on behalf of Apex Financial Talent Solutions GmbH (Supplier):

Name: Dr. Helena Brandt, Managing Director
Signature: _________________________
Date: _________________________ ⬇️ Download as DOCX Edit online as DOCX

Create your own Word template with our GoGPT AI prompt:

GoGPT