Reporting Specialist | f/m/d

ERGO; Województwo pomorskie; Hybrid; PLN 120,000 - 180,000; Full time

Benefits offered by this job

Remote working flexibility

Office in Warsaw

Job summary

ERGO Technology & Services S.A. (ET&S) is seeking a Reporting Specialist in Poland. The role focuses on data management enhancements, reporting under IFRS9 and ESG, and supporting investment controlling initiatives for strategic decisions.

You will collaborate on PMI initiatives, expand the GIP tool, and contribute to centralizing investment accounting. Strong finance/controlling background and proficiency in Excel and Power BI are required.

Qualifications

• University degree in Economics or Mathematics, or a related field, with focus on Finance, Controlling, Accounting, or Banking
• 3–5 years of relevant professional experience in a comparable position
• Very good knowledge of methods and instruments used in investment controlling, accounting, and capital market analysis
• In-depth knowledge of IFRS 9
• Excellent analytical thinking with ability to present findings clearly
• Strong initiative, independent and results-oriented with teamwork and communication skills
• Excellent MS Office, especially Excel and Power BI

Responsibilities

• Support data management interfaces within PMI post-merger integration projects
• Assist reporting processes under LGAAP, IFRS9, and ESG data
• Coordinate data quality improvement with international teams
• Expand Group Investment Planning Tool (GIP) for PMI requirements
• Prepare PMI project status reports for International Investment Controlling workstream
• Contribute to centralization of investment accounting

Skills

Data analysis

Financial reporting

Investment accounting

IFRS 9

Analytical thinking

Communication

Education

Economics or Mathematics degree

Tools

Excel

Power BI

Job description

ERGO Technology & Services S.A. (ET&S), a member of the Munich Re and ERGO Group, is delivering integrated IT and business services to international markets. Our expertise lies in providing advanced IT services, with a focus on modern, business-driven technology solutions. On the business side, we also support the Group in various end-to-end insurance processes, including finance, operations, and underwriting. With offices in Warsaw and Gdansk, and strong global partnerships, we foster a dynamic, multicultural environment that promotes diversity and international opportunities.

About the role

We are searching for a Reporting Specialist. In this role, you will contribute to data management enhancement, reporting processes, and investment controlling initiatives that support strategic business decisions.

How you will get the job done

• supporting the expansion of data management interfaces within the scope of current post merger integration projects (PMI)
• supporting the reporting process in the scope of LGAAP, IFRS9, and ESG data
• coordinating and actively contributing to data quality improvement initiatives in cooperation with international companies
• expanding the Group Investment Planning Tool (GIP) to incorporate specific requirements arising from PMI projects
• preparing PMI project status reports and monitoring for the International Investment Controlling workstream
• participating in projects related to the centralization of investment accounting

Skills and experience you will need

• university degree in Economics or Mathematics, or a related field, with a focus on Finance, Controlling, Accounting, or Banking
• 3-5 years of relevant professional experience in a comparable position and respective area of responsibility; sound knowledge of capital market instruments, their balance sheet impact and asset management processes
• very good knowledge of methods and instruments used in investment controlling, accounting, and capital market analysis
• excellent analytical thinking skills with a strong understanding of numbers, and expertise in assessing complex business issues with the ability to present findings clearly both verbally and graphically in an understandable way
• in-depth knowledge of the IFRS 9 standard
• strong initiative, an independent, structured and results-oriented approach to work, combined with excellent teamwork and communication skills
• excellent knowledge of MS Office standard software, particularly Excel and Power BI

Nice to have

• CFA or banking certification would be an asset

What we offer

Let's be healthy

Medical package, sports card, and numerous sports sections – these are some of the benefits that help our employees stay in good shape.

Let's be balanced

Work-life balance is a key aspect of a healthy workplace. We offer our employees flexible working hours, a confidential employee assistant program, as well as the possibility of remote working. However, staying at home with our in-office gaming room and dog-friendly office in Warsaw won’t be easy.

Let's be smart

We organize numerous workshops and training courses. Thanks to hackathons and meetups, our specialists share their expertise with others. Additionally, we have a wide range of digital learning platforms and language courses.

Let's be responsible

Each year, we participate in several CSR activities, during which, together with our colleagues, we do our best to create a better future.

Let's be fun

Company-wide bike races and soccer matches, film marathons in our cinema room or other engaging team-building activities – we got it covered!

Let's be diverse

Every team member is valued, regardless of gender, nationality, religious beliefs, disability, age, and sexual orientation or identity. Your qualifications, experience, and mindset are our greatest benefit!