Junior Finance Analyst (Part-Qualified Accountant)

Cantor Fitzgerald Ireland Ltd; Województwo mazowieckie; Remote; PLN 72,000 - 110,000; Full time

Job summary

Cantor Fitzgerald Ireland Limited (CFIL) Warsaw hub is seeking a Junior Finance Analyst to support day-to-day management reporting, cost analysis, reconciliations and T&E reporting from Poland. You will work closely with Dublin colleagues and take ownership of defined recurring deliverables while developing into FP&A and business partnering.

The role reports to the Poland Finance Lead and integrates with the CFIL Finance team remotely.

Qualifications

• Part-qualified accountant with active progress towards qualification.
• 1–3 years in finance, preferably in financial services.
• Strong Excel skills and data analysis ability.
• Experience with dashboards (Power BI) desirable.
• Understanding of IFRS and expense policy controls is helpful.

Responsibilities

• Produce and review daily management information and KPI reporting.
• Own monthly INFoRM reconciliation and CDMR-related tasks.
• Support budgeting, forecasting and variance analysis.
• Assist with T&E reporting and related controls.

Skills

Part-qualified accountant

Finance experience 1-3 yrs

Excel skills

Power BI

IFRS understanding

English proficiency

Proactive learner

Education

ACCA/ACA/CIMA or equivalent

Tools

Oracle General Ledger

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Power BI

Job description

Junior Finance Analyst (Part-Qualified Accountant)

About the Role:

The role provides day-to-day management reporting, cost analysis, reconciliations, and Travel & Entertainment (T&E) reporting and controls support to the Cantor Fitzgerald Ireland Limited Finance team from Poland.

Working closely with colleagues in Dublin, the successful candidate will take ownership of a defined set of recurring finance deliverables, with the opportunity to broaden their responsibilities over time into FP&A and business partnering.

The role reports to Poland Finance Lead/ Branch Managing Director, with day-to-day responsibilities directed by Financial Controller and Chief Financial Officer. The successful candidate will be an integrated remote member of the CFIL Finance team, collaborating daily with colleagues in Dublin.

The role covers three main areas:

Recurring Reporting & Controls

• Management information and reporting
• Reconciliations
• Cost reporting and associated controls

Analysis & Planning

• Variance analysis
• Budgeting and forecasting
• Cost management information and analysis
• Growing exposure to FP&A and business partnering

Travel & Entertainment (T&E)

• Supporting T&E reporting
• Monitoring and supporting related financial controls

The role will also contribute to finance process improvement and automation initiatives, helping to enhance the efficiency and effectiveness of recurring finance processes.

Key responsibilities:

Daily / weekly

• Produce and review daily management information (e.g. CDMR and Daily Commission reporting), ensuring it is accurate, complete and distributed on time.
• Prepare and submit Key Risk Indicator (KRI) reporting to the Risk function and monitor data quality.
• Respond to finance queries from internal stakeholders and support Accounts Payable queries and invoice/payment review where required

Monthly

• Own the monthly INFoRM reconciliation process, ensuring outputs are accurate and complete.
• Complete the monthly Bulk FX process and the CDMR vs Oracle reconciliation, investigating variances.
• Perform the Outstanding Debtors review and the Mobile Direct Debit review.
• Support monthly management reporting through data preparation, variance analysis and commentary on significant movements.
• Support month-end activities such as accruals, prepayments and balance sheet reconciliations, as directed

Planning, analysis and business partnering

• Own the monthly third-party cost analysis, including maintaining a dashboard and MI pack that show cost trends, drivers and variances, and use it to challenge expenditure where appropriate.
• Support the annual budget and forecasting cycle, working with stakeholders to develop and refine assumptions and financial models.
• Support the Cost-to-Serve initiative with data cleansing, analysis and validation.

T&E reporting and controls

• Support the preparation of bi-monthly T&E reporting, highlighting spend trends, key drivers and variances to budget
• Support T&E controls, including checking expense claims and card spend against policy, following up exceptions and reporting recurring issues
• Coordinate information requests from external audit and support the annual audit.

Process improvement and AI

• Identify and implement opportunities to reduce manual effort through automation and the approved use of AI tools (e.g. Claude, Copilot) within firm policy.
• Maintain process documentation and procedures for all recurring deliverables.

Skills / Experience Required:

• Part-qualified accountant (ACCA, ACA, CIMA or equivalent) with active progress towards qualification
• Relevant experience of 1–3 years in finance, ideally in financial services or a regulated environment
• Strong Excel skills, including data analysis and modelling. Experience with dashboards (e.g. Power BI) is desirable.
• Good understanding of reconciliations, month-end processes and control environments.
• Ability to turn data into clear commentary for a non-technical audience.
• Exceptional attention to detail and a control mindset.
• Excellent written and spoken English, as the role works daily with Dublin colleagues
• Understanding of IFRS. Exposure to expense (T&E) policy and controls is desirable but not essential.
• Proactive with a strong willingness to learn.

Technical Skills:

Oracle General Ledger, MS Excel, MS Word and MS PowerPoint.

Personal attributes:

• A self-starter who works well remotely with little close supervision but asks questions early.
• A reliable team player who builds relationships with colleagues in another location.
• Organised and able to meet recurring daily and monthly deadlines.
• Curious and comfortable with technology and AI-enabled ways of working.
• Professional and credible when dealing with stakeholders at all levels.

Company Overview:

Cantor Fitzgerald Ireland Limited (CFIL) is an Irish regulated entity within the Cantor Fitzgerald Group, a leading global financial services firm. CFIL provides a full suite of investment services, including wealth management, fund management, debt capital markets, institutional equities and Banking. The role supports CFIL Finance from the Poland (CISL) hub.

Job Location:

Warsaw, Poland

Agency Notice:

Cantor Fitzgerald & affiliates do not accept agency resumes. Please do not forward resumes to our job alias, employees or any other company location. Cantor Fitzgerald & affiliates are not responsible for any fees related to unsolicited resumes. Please contact the Recruitment function for additional details.