Financial Reporting / Analysis / Planning, Off

State Street; Polska; On-site; PLN 90,000 - 120,000; Full time

Job summary

A leading financial services firm is seeking a Financial Analyst responsible for partnering with business unit heads and managing financial performance reviews. You will analyze trends, prepare budgets, and ensure quality reporting to senior management. Ideal candidates will have 5+ years of experience in Financial Planning & Analysis and strong Excel skills. Join us to contribute to a dynamic environment focused on innovation and teamwork.

Benefits

Flexible Work Programs

Generous medical care

Professional development opportunities

Paid volunteer days

Qualifications

• Detail oriented and well organized.
• Solid problem-solving skills.
• Ability to work under pressure and overcome challenges.

Responsibilities

• Build actionable intelligence for financial insights.
• Implement best practices in financial reporting.
• Analyze performance indicators for variance.

Skills

Strong Excel skills

PowerPoint skills

Problem-solving skills

Interpersonal skills

Education

At least 5 years of experience in Financial Planning & Analysis

MBA or secondary education preferred

Tools

MS Access

Power Query

PowerBI

Essbase

Smartview

Oracle

Tableau

VBA

Job description

Who we are looking for

Financial analyst will be the business partner to the Business Unit Heads as well as provide direct support to the Lead Financial Officer. The position is responsible for monthly and quarterly financial performance review including return metrics and detailed sequential and year over year analysis. The role will leverage the Finance Insight Canter for performance review analysis and support relating to direct and indirect revenue and expense. The role will be expected to present information to appropriate levels of management in a clear and concise manner.

What you will be responsible for

• Build on core deliverables to provide enhanced actionable intelligence to support the Lead Finance Officers, BU Heads and Senior Management;
• Focus on implementing best practices to develop and build upon core activities;
• Focus on automation and process improvement to gain efficiencies across core activities;
• "One Team" – partner across cross functional groups to drive financial and management reporting;
• Buy-in from business partners of standardized report approach in terms of core deliverables;
• Engage in initiatives in other areas of FP&A to ensure reporting requirements are being incorporated into reporting strategy/enhancements;
• Preparation and development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools;
• Analyze current and past trends in key performance indicators including all areas of revenue and expenses;
• Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance;
• Ad-Hoc Reporting and Analysis;
• Quarterly and Monthly Financial reports;
• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes;
• Supporting Senior Management Team and Business Unit heads with in-depth analysis;
• Partner in supporting presentations to Board of Directors and Senior Management Team;
• Partner with LFO and Corporate to address and execute ad hoc requests & reporting, actionable intelligence, planning and forecasting;
• Responsible for seamless information flow with other COEs;
• Manage and build key relationships, understanding business requirements and appreciating multiple perspectives to deliver high quality service;
• Maintain relationships and oversight of geographically dispersed finance support teams (i.e. Insight Center, International finance and accounting teams) to ensure quality deliverables and proper information flow;
• Demonstrate the flexibility to adapt and address changing business requirements;
• Proven track record of working collaboratively with Offshore team;
• Develop offshore talent through operational and strategic training.

Education & Preferred Qualifications

• At least 5 years of experience within Financial Planning & Analysis, Financial Services experience preferred but not required; MBA or secondary education preferred but not required;
• Strong Excel and PowerPoint skills preferred;
• Knowledge of MS Access, Power Query, PowerBI, Essbase, Smartview, and Oracle. Knowledge of Tableau and VBA a plus.
• Detail oriented and well organized;
• Strong interpersonal skills with ability to prioritize work and interact, manage expectations from Senior Management;
• Have solid problem solving skills;
• Must be able to easily shift between individual and team oriented deliverable and groups, be a strong team player and have a client focused approach;
• Ability to work under pressure and overcome challenges from a constantly shifting;
• Promotes cooperation and commitment within a team to achieve goals and deliverables;
• Takes personal responsibility for the quality and timeliness of work, and achieves results with little oversight.

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

End Date:

January 30, 2026

For further information, and to apply, please visit our website via the “Apply” button below.