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State Street Bank
State Street Bank
location iconLocations: Kraków
level iconLevel: specialist
Senior Financial Planning Analyst, AVP
Location: Kraków

Who we are looking for

The ideal candidate will be at Senior Financial Analyst Stage (preferably) in their career. If you are skilled in collaborating with senior-level people from various fields and you are ready to support the Regional Financial Planning & Analysis team and the Head of Finance in ad hoc projects and analysis as required, this position may be a great career step for you.
In this position you will Interface with State Street global financial analyst and controller community to source financial data and assumptions or provide local financial insight as required.

Your new role

Reporting initially to the EMEA Lead Financial Officer the Senior Financial Planning Analyst plays a key decision-support role in the finance department.
This function serves as a central control and coordination point for all aspects of regular reporting of State Street's financial results including revenue expense and operating income statistical and driver reporting MIS reporting and ongoing KPI reporting

Scope of responsibilities

  • Revenue & Expense analysis - to support and influence business decisions including revenue maximization and expense management and the distribution and presentation of internal management reports

  • Budget & Forecast analysis - review of revenue and expense levels liaising with operational leads to identify growth areas or plan for structural changes

  • Client Profitability Analysis - construction of monthly client profitability statements of clients for internal decision making purposes

  • New Business Pricing - provide support as necessary for pricing of local and/or cross border RFP’s. Maintenance of standard pricing model for consistency in cost assumptions and business drivers.

  • Monthly MIS Package - production of MIS package with business driven financial commentary with view to keeping management informed with regard to financial performance and business drivers.

  • Analysis of Global Cost Allocations - monthly review of global cost allocations to ensure they reflect economic reality. Liaise within the State Street global finance network with regard to allocation methodologies.

What we value

Qualifications and experience

  • Expectation of minimum 10+ years’ experience in financial analysis (non-industry specific) or equivalent depth of experience

  • University degree MBA or equivalent in Finance/Economics

  • Advantage to have professional qualification – in progress is acceptable (ACA is particularly sought after CFA ACCA etc).

  • Exposure to and experience of an International Organisation’s corporate and local business environment an advantage.

  • Senior Management level exposure in similar role with a global financial services company would be highly advantageous.

Core Competencies

  • Demonstrated track record of academic success and practical business experience

  • Ability to execute tasks efficiently/ effectively – ie demonstrate value-added in previous roles

  • Good numerical and analytical abilities with the ability to communicate complex concepts

  • Good organization skills and sense of detail

  • Ability to work under pressure and to tight deadlines

  • Skilled communicator both verbal and written good presentation skills

  • Ability to work both independently and across teams.

  • Fluency in written and oral English is required

Computer Skills

  • Advanced working knowledge of Excel

  • Advantage to have experience with Excel add-in databases (Essbase Q&A); Khalix and Oracle preferred but not essential

  • Aptitude for learning new systems essential.

What we offer

  • Employee savings plan

  • Premium life insurance package

  • VIP medical package

  • Additional holiday entitlement

  • International operating environment

  • Language classes

  • Soft skills trainings

  • Technical workshops

  • Development sessions with a mentor

  • Diversity of opportunities across a range of challenging and highly complex activities

  • Technical or leadership career pathway

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer.


  • iconAnalytics & Reporting, Finance & Accounting, Banking
  • iconEnglish
  • iconKraków, małopolskie

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