Finance Specialist

Resolve; Poznań; On-site; PLN 110,000 - 170,000; Full time

Benefits offered by this job

Lux med medical package

Edenred lunch pass

Medicover Sport card

Yearly holiday bonus

Onboarding week in Geneva

Job summary

Resolve is the fastest growing mortgage broker focused on technology-driven customer experience. Based in Poznań, we seek a Finance Specialist to manage financial operations, ensure regulatory compliance, and support growth.

You will handle AP/AR, invoicing, payroll, pricing, and partner commissions while collaborating with Business, Operations and Product teams to optimise processes. You will prepare reports, analyse financial data to identify trends, assist in budgets and forecasts, and work

Qualifications

• Bachelor’s degree in Finance/Accounting or related field; advanced degree/certifications a plus.
• 3+ years of experience in finance roles.
• Strong analytical abilities with interpreting complex financial data and providing insights.
• Proficiency in financial modelling and forecasting techniques.
• Knowledge of financial systems and software (ERP, spreadsheets, analytics tools).
• Attention to detail, accuracy, and ability to meet deadlines.
• Ability to collaborate with cross-functional teams and explain financial concepts to non-financial stakeholders.
• Familiarity with IFRS or Swiss GAAP is a plus; Swiss financial regulations desirable; English fluency required; French or German a plus.

Responsibilities

• Oversee day-to-day financial operations including accounts payable/receivable, invoicing, and payroll.
• Enter partner invoices in accounting software and CRM; prepare and send customer invoices.
• Follow-up and establish partners' commissions; weekly bank reconciliations.
• Ensure compliance with financial regulations and tax filings; support audits.
• Prepare balance sheets, income statements, and cash flow statements; provide insights for decision making.
• Assist in budgeting and forecasts; monitor variances and advise on corrective actions.
• Collaborate with Product, Operations, and Business teams to automate financial processes.

Skills

Analytical skills

Financial modelling

Forecasting

Education

Bachelor's degree in Finance or Accounting

Advanced degree or professional certifications (a plus)

Tools

ERP systems

Spreadsheets

Financial analytics tools

Job description

Resolve is the fastest growing mortgage broker in Switzerland, differentiating itself with its focus on technology to deliver the best customer experience on the market.

For our Operations Team based in Poznał, we are seeking a highly motivated and experienced Finance Specialist to support our Finance department.

As a Finance Specialist, you will be responsible for managing financial operations, ensuring compliance with regulatory requirements, and supporting the financial growth of our organisation. You will collaborate closely with other teams, including Business, Operations and Product to optimise our financial processes and provide valuable insights for strategic decision-making.

About the role :

1) Financial Operations Management:

• Oversee day-to-day financial operations, including accounts payable/receivable, invoicing, and payroll.
• Entering partner invoices in the accounting software and CRM and preparing and sending customer invoices
• Follow-up and establishment of partners' commissions
• Weekly reconciliation of bank accounts
• Ensure compliance with financial regulations, including tax filings and reporting requirements.
• Work closely with internal and external auditors during audits and examinations.
• Stay up to date with relevant financial regulations and ensure compliance with legal requirements.

2) Financial Reporting and Analysis:

• Prepare accurate and timely financial reports, including balance sheets, income statements, and cash flow statements.
• Conduct detailed financial analysis to identify trends, patterns, and opportunities for improvement.
• Provide comprehensive financial insights to support strategic decision-making processes.

3) Budgeting and Forecasting:

• Assist in the development and maintenance of annual budgets and forecasts.
• Monitor and analyse budget variances, highlighting areas of concern and proposing corrective actions.
• Collaborate with stakeholders to ensure budget compliance and optimise resource allocation.

4) Process Improvement and Automation:

• Identify opportunities to streamline financial processes and enhance operational efficiency.
• Collaborate with the Product team to implement technological solutions for financial automation.
• Continuously review and optimise financial systems and procedures to support scalability.

Our requirements :

• Bachelor's degree preferably in Finance, Accounting, or a related field. Advanced degree and/or professional certifications is a plus.
• Proven experience (at least 3+ years) in finance roles
• Strong analytical skills with the ability to interpret complex financial data and provide meaningful insights.
• Proficiency in financial modelling and forecasting techniques.
• Excellent knowledge of financial systems and software (e.g., ERP systems, spreadsheets, financial analytics tools).
• Strong attention to detail, accuracy, and ability to meet strict deadlines.
• Ability to collaborate effectively with cross-functional teams and communicate financial concepts to non-financial stakeholders.
• In-depth knowledge of financial reporting standards and regulations, including IFRS and Swiss GAAP is a plus.
• Knowledge of Swiss financial regulations and compliance requirements is highly desirable.
• Fluency (written and spoken) in English. French or German is a plus.

What we offer :

• Lux med medical package for Employee and their domestic partner/family members
• Edenred lunch pass
• Medicover Sport card
• Yearly holiday bonus
• Onboarding week in Geneva
• Possibility (but not obligation) of regular travels to Switzerland to integrate with local teams
• Office in an state-of-the-art building in the heart of Poznał

If your resume fits our expectations, you can expect:

1. a Video Call call with Natalia Kita, our Poznan hub leader, to get to know each other better. Please note reviews are planned for the week of August 24th

2. If you pass the screening interview, expect a meeting with our CFO and then with our IT manager, possibly also our CEO.

3. and finally, you can expect an offer or a phone feedback thanking you for participating in the recruitment process.