Shared Services Finance Automation & Process Transformation Analyst

Cantor Fitzgerald; Warszawa; On-site; PLN 200,000 - 280,000; Full time

Job summary

Cantor Fitzgerald in Warsaw, Poland seeks a finance automation professional to overhaul cost allocations and month-end close through AI-driven workflows. The role focuses on building scalable solutions with Python, SQL, Power BI, and Power Automate, redesigning processes, and embedding automated controls across back-office functions.

The ideal candidate has 3–8 years in finance, analytics, or automation, with strong Excel skills and experience applying AI to solve business problems.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Computer Science, Data/Business Analytics, or a related discipline.

Responsibilities

• Automate the monthly cost allocation process using AI-, scripting-, and workflow-driven solutions that distribute back office costs across the firm’s business lines and cost centers.
• Own the monthly allocation run after redesigning it (e.g., Python, SQL, Power Automate).
• Streamline the month-end reporting and close cycle across back office functions, reducing manual data consolidation and recurring reporting.
• Design and build AI-enabled budgeting, run-rate, headcount, and expense analytics solutions for annual budget and year-end review processes.
• Partner with the Shared Services FP&A team to redesign Budget vs. Actuals and variance analysis with automated commentary and self-service reporting.
• Modernise cost center and reporting hierarchy governance with automated controls and master-data checks.
• Support audit and control requirements by automating evidence gathering, reconciliations, and documentation.
• Evaluate emerging AI technologies and recommend practical use cases to improve productivity and decision support.

Skills

AI & automation in FP&A

Python

SQL

Power BI

Power Automate

LLMs (ChatGPT, Claude, Copilot)

APIs

Excel

Education

Bachelor’s degree in Finance, Accounting, Economics, Computer Science, Data/Business Analytics, or related

Tools

Python

SQL

Power BI

Power Automate

APIs

Job description

Job Location:

Warsaw, Poland

Key responsibilities

• Automate the monthly cost allocation process - replacing manual spreadsheets and journal preparation with AI-, scripting-, and workflow-driven solutions that distribute back office costs across the firm’s business lines and cost centers - and own the monthly allocation run once redesigned (e.g., Python, SQL, Power Automate).


• Streamline and automate the month-end reporting and close cycle across all back office functions, reducing manual data consolidation, validation, and recurring reporting while shortening the time to deliver results.


• Design and build AI-enabled budgeting, run-rate, headcount, and expense analytics solutions that improve the speed, accuracy, and scalability of the annual budget and year-end compensation review processes.


• Partner with the Shared Services FP&A team and function leads to redesign Budget vs. Actuals and variance analysis, embedding automated commentary, exception flagging, and self-service reporting.


• Modernise cost center and reporting hierarchy governance - building automated controls, master-data checks, and reconciliations that keep the firm’s allocation and reporting structures clean and audit-ready.


• Support internal and external audit and control requirements by automating evidence gathering, reconciliations, and documentation, strengthening the control environment around core back office processes.


• Evaluate emerging AI technologies and recommend practical use cases that improve productivity, strengthen controls, and enhance decision support across the shared services organization.


• Own the redesigned processes end to end - running the monthly allocation, close, reporting, and analysis cycles on the automated platform you build, and standing behind the accuracy and timeliness of the outputs rather than handing them off to another team.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Computer Science, Data/Business Analytics, or a related discipline.


• 3-8 years of experience in finance, shared services, business analytics, process improvement, data analytics, automation, or a related field.


• Demonstrated experience applying AI and automation to solve business problems - building workflows, automations, or tools using LLMs (ChatGPT, Claude, Copilot), Python, SQL, Power BI, Power Automate, and APIs. This is valued above deep traditional FP&A experience.


• A proven track record of redesigning and automating manual, high-volume processes such as allocations, reconciliations, close, or month-end reporting - ideally within a back office, shared services, or controllership environment.


• Finance and FP&A experience with cost allocations, budgeting, month-end close, and financial data flows - supported by strong Excel skills.


• A detail-oriented, control-minded, analytical mindset with a strong bias toward automation, experimentation, and continuous improvement.


• Excellent communication skills and the ability to collaborate effectively with finance and shared services teams across multiple regions and entities.