Mid-Level Finance Analyst – CTA Financial Reporting

The role is for a leading organization supporting global finance functions within the investment management industry, based in Krakow with a hybrid work model.

• At least 3 years of experience in finance, MI, FP&A, or cost reporting roles.
• Proven track record in finance operations, analysis, and problem-solving within complex networks.
• Advanced skills in Excel and PowerPoint, with strong analytical capabilities and a commercial mindset.
• Ability to articulate complex issues clearly and create high-quality management materials.
• Self-motivated with a results-oriented attitude, capable of managing multiple deliverables independently.
• Experience interacting with middle management and cross-functional teams.

Nice to have:

• Prior experience in CTA reporting.
• Basic automation skills and familiarity with operational systems supporting complex product offerings.

• Track and report on GPB & WPS CTA Investment spend and benefits, ensuring accuracy and consistency.
• Manage ad-hoc projects related to financial data and process improvements in automation and digitization.
• Develop automated frameworks for forecasting investments and benefits, including revenue recognition, and verify actuals against forecasts.
• Maintain alignment of core data, perform sensitivity analysis, and support forward-looking management information reports.
• Automate reporting of CTB Technology and Transformation spend, including milestones, delivery phases, and costs.
• Support performance management processes such as FRP, budgeting, and monthly forecasting for GPB/WPS CTA.
• Drive efficiencies through automation of reporting processes, ensuring transparency and robustness.
• Communicate regularly with global and regional teams to ensure synchronized and effective reporting.

Only candidates with an existing legal right to work in the European Union will be considered for this role.