Portfolio Budget Analyst I

Stefanini Group; Polska; Hybrid; PLN 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid or remote work model

Private medical subscription

Up to 4 extra vacation days

Job summary

Stefanini Group is seeking a Portfolio Budget Analyst for Cracow to join the Methods and Planning team. You will consolidate streams, manage changelogs, supplier relations, and monthly financial reporting, while supporting Project Portfolio Management activities across OB/RF cycles and governance reporting.

You will collaborate with Finance, Procurement, and Tech stakeholders to ensure accurate financial execution and reporting, with hybrid or remote work options.

Qualifications

• 1-3 years of experience in finance, procurement, operations, controlling, or business analysis.
• Strong budgeting, forecasting, and financial reporting principles.
• Advanced MS Excel; basic PowerPoint and Word.
• Experience with ERP, procurement, or financial systems (e.g., Coupa, SAP, Oracle)
• English and Polish fluent.
• Willingness to cover later business hours.

Responsibilities

• Budgeting, forecasting, and financial planning with IT managers.
• Prepare reports supporting budget, forecast, actuals, productivity, and resource management.
• Support resource and capacity planning across IT teams.
• Process and coordinate purchase orders and related financial changes.
• Monitor timesheet submission and follow up with stakeholders.
• Prepare portfolio reports and Power BI dashboards for governance forums.
• Support OB/RF cycles by consolidating project Capex, Opex, BAU costs, and benefits.

Skills

Budgeting

Forecasting

Excel

Data analysis

Stakeholder mgmt

Education

Finance degree

Tools

Coupa ERP

SAP

Oracle

Power BI

Job description

We are looking for Portfolio Budget Analyst to join our Client's Team in Cracow. Within this team, the analyst would join the Methods and planning team to consolidate the stream looking after the creation of changelogs, management of suppliers, invoice resolution, monthly financial reporting. The analyst will also support the Project Portfolio Management activities of Operations Team, including OB/RF portfolio planning, ePPM data quality, project financials, and portfolio governance reporting.

In this role, you will support the Departament in financial planning, procurement operations, resource management, and reporting activities. You will work closely with Managers, Financial Controlling, Procurement teams, suppliers, and external partners to ensure efficient execution of operational and financial processes.

Financial & Procurement Operations:

• Partner with IT Managers on budgeting, forecasting, and financial planning activities.
• Prepare and maintain reports supporting budget, forecast, actuals, productivity, and resource management.
• Support resource and capacity planning activities across IT teams.
• Process and coordinate purchase order creation and related financial changes.
• Perform goods receipt activities and support procurement processes through Coupa and related systems.
• Liaise with suppliers regarding quotations, invoices, delivery confirmations, and payment‑related inquiries.
• Monitor timesheet submission and allocation status and follow up with relevant stakeholders.
• Support financial governance activities, audits, and compliance reviews.
• Investigate financial discrepancies and recommend corrective actions.
• Collaborate with Procurement, Finance, and Tech stakeholders to ensure accurate financial execution and reporting.
• Support OB/RF cycles by consolidating project Capex, Opex, BAU costs, and benefits in line with ePPM.
• Run the monthly ePPM data quality audit and follow up with Project Managers.
• Maintain the capitalization tracker and monitor project spend versus budget.
• Prepare portfolio reports and Power BI dashboards for PDCA and governance forums.
• Support demand intake with completeness and business case financial checks.
• Track benefits realization and support re-baselines, budget requests, and project closures.
• Contribute to the PM community with ePPM and project financial guideline

Job Requirements

Key requirements:

• 1-3 years of experience in finance, procurement, operations, controlling, or business analysis.
• Strong understanding of budgeting, forecasting, and financial reporting principles.
• Advanced MS Excel skills; basic knowledge of PowerPoint and Word required.
• Proven previous work experience with ERP, procurement, or financial systems (e.g., Coupa, SAP, Oracle)
• English and Polish fluent proficiency.
• Willingness to cover later business hours.

Required soft skills:

• Strong analytical and problem-solving skills with attention to detail.
• Ability to manage multiple priorities and work independently.
• Ability to interpret financial data and communicate insights to non-finance stakeholders.
• Strong stakeholder management and communication skills.
• Energetic and self-driven.

Nice to have:

• Knowledge of project portfolio management tools (e.g.,ePPM) and
• Knowledge of Power BI.

What do we offer:

• Private medical subscription;
• Soft skills and technical training for current and emerging products and technologies;
• A monthly budget for flexible benefits program (eg. Multisport card, hotel bookings, shop vouchers etc.);
• Special referral bonuses for recommending qualified candidates;
• Hybrid or remote work model, depending on the location and project;
• Up to 4 days of extra vacation;

Diversity & Inclusion

Here at the Stefanini Group, we value plurality and equity, regardless of race, sexual orientation, disability, age, ancestry, religion, gender, and nationality. We understand and encourage the importance of being you!

About us

We are the Stefanini group, a global tech consulting company of Brazilian origin that believes in the power of people to transform businesses through technology.

We are present in over 40 countries and operate with the purpose of co-creating solutions TOGETHER WITH OUR CLIENTS that accelerate results and improve the experience of people and organizations. Here, we like to say that technology is not the end, but the means: what really matters are the people who drive it all. Our mindset is AI First, meaning we invest in cutting‑edge technology in everything we do, focusing on results for our clients.

We are a company, A GROUP, that breathes collaboration and offers a dynamic environment where you will learn by doing, grow alongside the team, and have space to contribute with ideas and projects.

More than just talking about digital transformation, we believe in real transformation that starts with people and impacts real businesses.

If you are looking for a place to develop, innovate, and be part of something bigger, the Stefanini Group is your place.