Senior Financial Planning Analyst

3 miesięcy temu

Warszawa, mazowieckie, Polska Optiveum Pełny etat

Our Client


Our Client is a leader in the SaaS industry, specializing in software solutions for insurance companies. With 20 years of experience, they offer a comprehensive software package that supports key insurance processes such as policies, claims, reinsurance, and payments. They are renowned for their cutting-edge solutions, which they configure and tailor to meet the specific needs of their clients.

Currently undergoing a large technological transformation and building a competence center in Warsaw, the company is moving towards a Cloud Native, multi-tenant platform to modernize its infrastructure. They are making a significant investment in cloud services to create a more scalable, efficient system.


The role

The majority of the roles in the Warsaw competence centre are related to software development.

There are a number of financial roles as well, including a:


Senior Analyst - Financial Planning

remote from Poland (or Warsaw office based)


The person in this role plays a critical role in supporting strategic decision-making through comprehensive financial analysis, budgeting, forecasting, and performance monitoring. This dynamic role requires a detail-oriented professional who can analyze complex financial data, develop financial models, and present actionable insights to stakeholders. The Senior Analyst will collaborate closely with various departments to drive financial performance and ensure alignment with the company's strategic objectives.


Job Functions & Responsibilities:

  • Develop, maintain, and enhance financial models to support budgeting, forecasting, and strategic initiatives.
  • Prepare and present monthly, quarterly, and annual financial reports, highlighting key performance indicators and trends.
  • Conduct variance analysis to identify deviations from budget and forecast, providing insights and recommendations for corrective actions.
  • Collaborate with department heads to prepare annual budgets and periodic forecasts, ensuring alignment with corporate goals.
  • Analyze operational performance metrics to provide insights that drive efficiency and profitability.
  • Assist in the development of long-term financial plans, including scenario analysis and sensitivity modeling.
  • Support strategic initiatives through ad hoc financial analysis and reporting as needed.
  • Monitor industry trends and benchmark data to inform financial planning and strategy.
  • Contribute to the continuous improvement of financial processes, systems, and tools to enhance reporting capabilities.
  • Participate in special projects and initiatives that require financial expertise and analytical support.


Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, or related field or equivalent years of experience
  • Minimum of 3 years of relevant experience in financial analysis or planning within a corporate finance environment.
  • Proficiency in financial modeling, forecasting, and financial reporting.


Knowledge, Skills, Abilities & Behaviors:


  • Advanced proficiency in Excel, including pivot tables, VLOOKUP, and financial modeling techniques.
  • Strong analytical and problem-solving skills with a keen attention to detail.
  • Excellent verbal and written communication skills, with the ability to present complex information clearly.
  • Solid understanding of financial principles, accounting standards, and regulatory requirements.
  • Ability to work independently and manage multiple priorities in a fast-paced environment.
  • Strong interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
  • Proactive mindset with a focus on continuous improvement and efficiency.
  • Ability to adapt to changing business needs and priorities.
  • Strong organizational skills and ability to meet deadlines consistently.
  • Experience with financial software and reporting tools (e.g., Hyperion, Tableau, or similar).
  • Knowledge of budgeting and forecasting best practices.
  • Understanding of key business drivers in a technology company.
  • Strong initiative and drive to succeed in a dynamic environment


Benefits

  • Stable employment based on the contract of employment (umowa o pracę)
  • Employment in the Polish legal entity of our client
  • standard market perks & benefits
  • possibility to work from a modern office in Warsaw


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