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Financial Reporting Specialist
location iconLocations: Kraków
level iconLevel: specialist
time iconWorking hours: Full time
Financial Reporting Specialist

Financial Reporting Specialist



Group Functions

Job Reference #




Job Type

Full Time

Your role

Are you incredibly organized with an eye for detail? Do you have the know-how for analyzing complex financial information? Are you trustworthy in driving the business forward, always putting integrity first?

We’re looking for a financial reporting specialist to:

• support the business' financial decision-making process by providing analysis and reporting on Net New Money, Client Assets, and revenue projections
• report management information data on behalf of internal parties – including mandate / fund and client financial activity reports
• collaborate with colleagues in multiple locations on continuous improvement of quality, efficiency and effectiveness of controls
• produce financial information and confirm compliance with global regulators like FINMA, FINRA and the SEC

Your team

You’ll be working in the Net New Money & Invested Asset Control team in Krakow. Our globally-focused finance team supports the bank by measuring its capacity to attract clients' assets for the Asset Management and Wealth Management business divisions.

We are the subject matter experts that provide our senior stakeholders with expert and functional advice for all Net New Money and Invested Asset related matters, including providing stable and reliable reporting and data control to our internal (Markets, Controlling, Group, Internal Audit) and external partners (FINMA, SNB and External Audit).

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

• Master’s degree or equivalent in finance, accounting or similar field
• ideally 2-3 years of experience in a similar role focusing on financial controlling and reporting within the financial services industry
• experience in data analysis, financial reporting and reconciliation of financial data
• methodical, concise and accurate work style, with strong attention to detail and deadlines
• enthusiastic approach to change management and continuous improvement
• excellent communicator who can adapt style to audience
• perfectly fluent level of written and spoken English

About us

UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Join us

From gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves.

Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Please submit your application in English

You are kindly requested to include the following clause in your application: "Wyrażam zgodę na przetwarzanie moich danych osobowych zawartych w ofercie pracy dla potrzeb procesu rekrutacji zgodnie z ustawą z dnia 27.08.1997r. Dz. U. z 2002 r., Nr 101, poz. 923 ze zm."

This job is no longer available

Recruitment process for this position has ended.


  • iconFinance & Accounting, Banking
  • iconEnglish
  • iconKraków, małopolskie

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