Senior Wealth Asset Management Business Analyst jobs at Ey in Poland, Zgorzała

Solutions Consultant - Wealth Management

Work Timings: 12:00 pm to 8:00 pm CEST

Solutions Consultant, you will spearhead and execute comprehensive implementation projects to onboard new clients onto the Wealth Management Platform. You will engage with a diverse range of clients, including RIAs, Family Offices, and Private Banks, to unlock significant value for their businesses. Your role involves designing and building customized solutions to meet client needs at any scale. You will leverage your deep understanding of both finance and technology, collaborating with internal teams and taking ownership of our client's success.

You will bring a history of delivering superior client experiences in investment management or enterprise software deployments. You will have the autonomy to manage your projects and schedule, demonstrating self-reliance and the ability to collaborate with Sales, Engineering, and Product teams. A deep understanding of our target markets and clients is essential, along with the technical skills to teach, learn, and develop our software's functions.

Your key responsibilities

• Drive the successful onboarding of new clients onto the Wealth Management Platform, ensuring a seamless transition and exceptional client experience.
• Assess, manage, and ensure the success of add-on projects, delivering outstanding results that exceed client expectations.
• Apply your industry expertise to effectively transition clients and their data onto the platform, ensuring accuracy and efficiency.
• Set, lead, and communicate clear expectations both internally and externally, fostering transparency and trust.
• Skillfully prioritize and manage multiple projects simultaneously, ensuring timely and successful completion of each.
• Continuously evaluate and enhance our processes and tools, driving improvements that support our expanding client base.
• Develop and maintain deep expertise in all aspects of the Wealth Management Platform, becoming a trusted advisor to clients and internal teams.

Skills and attributes for success

• The ability to manage projects independently is essential, demonstrating a capability to take ownership of projects from inception to completion while ensuring all aspects are handled efficiently and effectively.
• Strong analytical skills are required to assess complex data and processes, enabling informed decision-making and strategic planning.
• Proficiency in relationship-building is crucial, as it involves establishing and nurturing strong relationships with clients and internal teams to foster collaboration and trust.
• The ability to manage multiple projects simultaneously is necessary, showcasing skills in prioritizing tasks and managing time effectively to ensure timely delivery of all projects without compromising quality.
• A client-oriented mindset is important, focusing on understanding and addressing client needs to ensure exceptional service delivery and client satisfaction.
• Excellent communication skills, both verbal and written, are required to facilitate clear and effective interactions with clients and team members.
• Proactive problem-solving abilities are essential for identifying issues early and developing effective solutions, ensuring smooth project execution and client satisfaction.
• Technical proficiency is vital, with a deep understanding of the Wealth Management Platform and related technologies to enable effective training and support for clients.

To qualify for the role, you must have

• A solid background in financial services or consulting is required, with at least 4+ years of professional experience showcasing a proven track record of success in client-facing roles.
• Experience in investment management or enterprise software deployments is essential, demonstrating a history of delivering superior client experiences in relevant fields.
• The ability to learn and adapt is crucial, with an openness to acquiring new knowledge and skills and a proactive approach to adapting to changing environments and technologies.
• Proficiency in programming or scripting, particularly in Python, is necessary to support and enhance platform functionalities.
• Strong organizational skills are required to set, lead, and communicate clear expectations both internally and externally, fostering transparency and trust.
• A willingness to travel is important, as flexibility to travel as needed will help meet client requirements and support project initiatives, enhancing client relationships and project success.
• A genuine passion for technology and finance is essential, driving continuous learning and improvement in both areas.
• The ability to adapt in a dynamic environment is necessary, demonstrating resilience and flexibility in the face of challenges.

Ideally, you’ll also have

• The Practical experience in investment management software implementations is highly desirable, showcasing your ability to deploy software solutions effectively within the investment management sector.
• Strong leadership skills are important, as they enable you to guide and inspire teams, driving project success and fostering a culture of innovation and collaboration.
• A genuine interest in technology and finance is essential, motivating you to engage in continuous learning and professional growth in both fields.
• Flexibility and a willingness to travel are important, as this will allow you to meet client requirements and support project initiatives, ultimately enhancing client relationships and project success.
• Previous experience in client-facing roles within the financial services or consulting sectors is advantageous, as it demonstrates your ability to deliver exceptional client experiences and understand client needs effectively.

What we offer

EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across nine locations – Argentina, Hungary, India, the Philippines, Poland, Sri Lanka, Mexico, Spain and the United Kingdom – and with teams from all EY service lines, geographies and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We’ll introduce you to an ever-expanding ecosystem of people, learning, skills and insights that will stay with you throughout your career.

• Continuous learning : You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you : We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership : We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

In compliance with the requirements of the Whistleblower Protection Act, our company has established the Procedure for reporting breaches of law and undertaking appropriate follow-up actions. Any misconduct should be reported through the EY Ethics Hotline.

Your key responsibilities

You will be responsible for the day-to day administration tasks like managing or supporting fleets of corporate credit cards, mobile phones or cars. In this role you will be also responsible for archiving commercial agreements and updating policies and procedures.

As a part of WES team you will be:

• Preparing office utilization reports
• Working closely with Procurement dept. to onboard/renew vendors
• Preparing purchase orders in procurement system, processing invoices and delivery notes for services and goods
• Supporting mobile phones fleet administrator (supporting users, ordering new devices, providing replacements, preparing insurance claims, assigning invoices to cost centers, preparing reports, controlling costs, cooperating with telecom and mobile devices suppliers )
• Managing Corporate credit card fleet (supporting users, processing requests, queries, cooperation with vendor)
• Supporting car fleet administrator when needed
• Managing commercial agreements archive in line with company policy
• Updating internal policies like Corporate Mobile Phone Policy
• Assisting in the onboarding and offboarding processes in above mentioned areas with various parties involved (including IT and HR department)
• Contributing to process improvement initiatives and projects that may arise

Skills and attributes for success

• 3+ years of experience in administration field
• Experience in fleet management (mobile phones, cars, etc.)
• Minimum intermediate Excel skills
• Being a pro-active, detailed oriented and having the big-picture perspective orientation and having a creative attitude will be also an advantage
• Very good spoken and written English
• Abilities to set priorities and organize your own working time would be important success factors in this role

What we offer

EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across nine locations – Argentina, Hungary, India, the Philippines, Poland, Sri Lanka, Mexico, Spain and the United Kingdom – and with teams from all EY service lines, geographies and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We’ll introduce you to an ever-expanding ecosystem of people, learning, skills and insights that will stay with you throughout your career.

• Continuous learning : You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you : We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership : We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

In compliance with the requirements of the Whistleblower Protection Act, our company has established theProcedure for reporting breaches of law and undertaking appropriate follow-up actions

ITTS - Transfer Pricing - Senior Manager

Transfer Pricing Senior Manager - As a Transfer Pricing Senior Manager, you'll thoroughly and accurately analyse information, apply economic/financial knowledge to client situations and develop effective approaches to clients' financial circumstances. Subsequently, you’ll take a lead in developing recommendations and implementation plans. You'll also develop and deliver transfer pricing and economic ideas through timely, responsive services/products, and identify transfer pricing opportunities.

Your key responsibilities

• Manage engagement economics and communicate significant issues, fees and estimates-to-complete to partners and clients
• Assist partners with generating new business opportunities and building client networks and relationships
• Understand our service offerings and actively identify opportunities to serve clients better
• Build strong internal relationships within the transfer pricing team and across other services
• Help people to develop through effectively supervising, coaching and mentoring all levels of staff
• Conduct performance reviews and contribute to performance feedback for all levels of staff
• Contribute to people initiatives, including recruiting, retaining and training transfer pricing professionals
• Maintain an educational program to develop personal skills on an ongoing basis
• Understand, follow and communicate workplace policies and procedures to all levels of staff

Skills and attributes for success

• 
  developmental experiences, self-directed learning and formal learning
• Helps define learning gaps and works with sub-service line leaders and local L&D to define and deploy a process to bridge that learning gap
• Fulfills role of instructor and transfer of knowledge to team members, as needed

To qualify for the role, you must have

• One or more of the following: an advanced degree in economics, law, finance, tax or accounting; CPA or a similar certification
• A minimum of seven years' transfer pricing or similar experience and an understanding of complex transfer pricing concept
• Excellent managerial, organizational, project management, analytical, and verbal/written communication concepts
• Fluent in English and any language Dutch, French, Italian, Finish.

Ideally, you’ll also have

• Awareness of other taxes in the US
• Ability to read, interpret and apply the tax legislation

What we offer

EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across nine locations – Argentina, Hungary, India, the Philippines, Poland, Sri Lanka, Mexico, Spain and the United Kingdom – and with teams from all EY service lines, geographies and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We’ll introduce you to an ever-expanding ecosystem of people, learning, skills and insights that will stay with you throughout your career.

• Continuous learning : You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you : We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership : We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

In compliance with the requirements of the Whistleblower Protection Act, our company has established theProcedure for reporting breaches of law and undertaking appropriate follow-up actions

Senior - Direct Tax Compliance and Reporting

Global Compliance & Reporting (GCR) – Direct Tax Compliance and Reporting CoE

Join our fast-growing Direct Tax Compliance and Reporting CoE as a Senior. You’ll support multi-country client engagements in tax accounting and direct tax, assisting with Group Tax Accounting/Reporting services under US GAAP and IFRS. In this role, you’ll contribute to process improvement and help deliver efficient, high-quality outcomes for our clients.

Tax Accounting & Reporting

• Assist in the preparation and review of interim, quarterly, and year-end global tax provisions under IFRS and US GAAP
• Support tax reporting deliverables received from controllers and tax managers across the Group
• Contribute to US GAAP and IFRS disclosure preparation, including reconciliation of GAAP differences
• Prepare and maintain tax provision memoranda and supporting documentation
• Ensure compliance with internal controls, including SOX documentation and audit processes

Process Improvement & Compliance

• Identify and support implementation of process improvements in tax provision and compliance functions
• Prepare tax account reconciliations and related schedules
• Helping drive efficiencies on client’s or EY’s processes, designing and implementing simple solutions to complex processes, leveraging benefits of standardization, centralization and technology
• Contribute to continuous improvement in tax reporting processes through design, control, and operational enhancements

Collaboration & Development

• Assist in mentoring and developing junior staff on ASC 740, IAS 12, and other key tax concepts
• Collaborate with internal tax, accounting, and finance teams, as well as external service providers

Skills and attributes for success

• Broad and deep corporate tax compliance experience
• Understanding of ASC 740 and IAS 12 frameworks
• Corporate income tax experience (any country or countries)
• Strong communication skills and experience working with multi-country teams
• Ability to distil complex concepts into clear, actionable insights
• Organized and able to deliver tax accounting in a short timeframe
• Experience supporting and developing junior staff
• Problem solving capabilities and process improvement mindset
• Ability to manage time to deliver quality output

To qualify for the role, you must have

• Degree qualified
• 3+ years of experience in corporate tax and withholding tax
• Experience working in direct tax accounting, in professional services or industry (combination preferred, not essential)
• Understanding of the tax reporting process, balance sheet reconciliation process, and basic understanding of direct tax compliance review
• Good understanding of deferred tax concepts
• Good experience in tax accounting packages and strong Excel skills
• Agile to the changing client environment and able to provide quality deliverables under tight timelines
• Experience providing tax services to a portfolio of clients
• Proactive and able to identify opportunities for business development
• Team player with the ability to add value to the current team

Ideally, you’ll also have

• Ability to plan and prioritize work, meet deadlines, monitor own workload
• Experience working with teams across multiple jurisdictions
• Experience in process and technology design is beneficial but not mandatory
• Tax transformation/compliance process improvement experience is a plus
• Experience of rollout and/or implementation of tax technology is a plus
• Accounting qualification and/or Tax qualification (ACA/CA/ACCA/CTA) is a plus

What we offer

EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across nine locations – Argentina, Hungary, India, the Philippines, Poland, Sri Lanka, Mexico, Spain and the United Kingdom – and with teams from all EY service lines, geographies and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We’ll introduce you to an ever-expanding ecosystem of people, learning, skills and insights that will stay with you throughout your career.

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

In compliance with the requirements of the Whistleblower Protection Act, our company has established the Procedure for reporting breaches of law and undertaking appropriate follow-up actions. Any misconduct should be reported through the EY Ethics Hotline.

Your key responsibilitiesThe primary role of the SFT transaction team is to perform agreed-upon procedures (AUP) to help clients execute securitization transactions successfully.

• Checking the accuracy of our financial models by comparing calculations to the governing documents
• Creating cashflow/analytics models for securitized products, including but not limited to CDOs/CLOs (Collateralized Debt Obligations/Collateralized Loan Obligations)
• Transaction modeling and analytics, which involves cash flow modeling, recalculating certain collateral quality and concentration limitations set out in each transaction’s indenture, including bond principal and interest payments, credit-enhancement, hedging instruments, fees and waterfalls for structured deals
• Construct independent cash flow and collateral models for various structured products utilizing Microsoft Excel
• Create and update detailed agreed upon procedure reports summarizing our results
• Comprehensive and methodical interpretation of prospectus/indenture information and deal structural features including but not limited to collateral, waterfall, triggers, hedges, paydown rules, loss allocation rules, and the ability to extract other pertinent information from prospectuses and indentures
• Perform various analyses on complex excel and third party models (Like Bloomberg, various Rating Agency Portal, Markit etc.) for the valuation of Structured Products
• Demonstrate in-depth technical capabilities and professional knowledge. Remain current on new developments in advisory services capabilities and industry knowledge. Work with and interact with front-office investment banking clients daily
• Perform loan document review and data reviews on loan files, recalculating fields on data tapes and run exception reports to tie out with clients
• Create collateral stratification tables used for assessing loan pool characteristics
• Review offering documents to verify information is accurate, complete, and conforming with industry and market standards
• Ability to work collaboratively with team members as part of the team
• Work on Large client portfolios and determine the level of Risks for different Asset types
• Valuation of Structured Products. E.g. RMBS, CMBS, CLOs etc. using third-party models (Like Bloomberg, Moody’s, Intex etc.)
• Extracting Pricing information on Fixed Income Securities from EY internal Research tools and external Vendors

To qualify for the role, you must have

• A bachelor's degree in Accounting, Finance, Economics, or a related discipline and approximately 2 years of related work experience; MBA or equivalent preferred
• Excellent prioritization skills and a commitment to meeting client deadlines
• Strong communication skills for report writing, client presentations and client interactions
• Proficient skills with MS Office, including Excel, Word, and PowerPoint
• Flexibility and willingness to work more than standard hours when necessary to meet client deadlines
• Willingness to work in shift based on the role hired for

Ideally, you’ll also have

• Prior structured finance experience

What we look for

• Individuals who demonstrate in-depth technical capabilities and professional knowledge
• Strong analytical skills with attention to detail & accuracy
• Ability to quickly assimilate to new knowledge and possess good business acumen
• Excellent verbal and written communication skills in English

What we offer

EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across nine locations – Argentina, Hungary, India, the Philippines, Poland, Sri Lanka, Mexico, Spain and the United Kingdom – and with teams from all EY service lines, geographies and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We’ll introduce you to an ever-expanding ecosystem of people, learning, skills and insights that will stay with you throughout your career.

• Continuous learning : You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you : We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership : We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

In compliance with the requirements of the Whistleblower Protection Act, our company has established theProcedure for reporting breaches of law and undertaking appropriate follow-up actions

Requisition Id : 1634361

CNS - Risk - FSRM :

Financial Services Risk - helps clients in the financial sector to identify, manage and monitor the risks in their business. It is done through a transformative and agile approach including process and procedures, risk, data modeling and analytics, reporting to stakeholders and third parties, business requirements (for software selection and IT implementation), analysis of assets and liabilities, and capital and liquidity management.

Your key responsibilities

Technical Excellence

Skills and attributes

To qualify for the role you must have
Qualification

· A CA or master's degree in Science or master's degree in arts or master's in business, accounting, finance, or a related discipline

3 to 5 years of experience

What we look for

People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful and able to sustain postivie energy, while being adaptable and creative in their approach.

What we offer

If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

EPM Finance Technology Transformation Senior Manager

Join EY GDS Poland’s Finance Consulting Practice, where you will play a pivotal role in building and scaling our Enterprise Performance Management (EPM) capabilities. As a Senior Manager, you will lead strategic initiatives around EPM platforms such as, and other similar tools. You will be responsible for developing our internal competency, driving thought leadership, and supporting sale and go-to-market efforts to position EY as a leader in finance technology transformation.

Your key responsibilities

• Competency Building : Develop and expand the EPM capability within the team, including training, methodology development, and tool expertise.
• Strategic Leadership : Lead EPM transformation projects, ensuring alignment with client goals and EY’s strategic vision.
• Thought Leadership : Create and disseminate best practices, white papers, and frameworks around EPM implementation and strategy.
• Go-to-Market Strategy : Collaborate with business development teams to shape offerings, respond to RFPs, and present EY’s value proposition to clients.
• Tool Implementation : Oversee and support the implementation of EPM platforms
• Client Advisory : Advise clients on selecting and optimizing EPM tools based on their business needs and financial processes.
• Stakeholder Engagement : Build trusted relationships with senior client stakeholders, acting as a strategic advisor.
• Mentorship : Guide and mentor junior consultants, fostering a culture of excellence and innovation.
• Communication and Presentation : Deliver compelling presentations and workshops to clients and internal teams.

Skills and attributes for success

• EPM Expertise : Deep understanding of Tagetik or OneStream or Anaplan, and other EPM platforms.
• Consulting Skills : Strong analytical thinking, structured problem-solving, and project management capabilities.
• Leadership : Proven ability to lead teams and drive strategic initiatives.
• Stakeholder Management : Skilled in managing senior client relationships and influencing decision-makers.
• Change Management : Experience in leading organizational change related to finance transformation.
• Communication : Excellent verbal and written communication skills.
• Language Proficiency : Fluent in English; German or French is a plus.
• Adaptability : Comfortable working in dynamic, ambiguous environments.
• Collaboration : Strong team player with the ability to align diverse stakeholders.

To qualify for the role, you must have

• Experience : 10+ years in finance transformation, with a focus on EPM tools.
• Education : A bachelor's degree in finance, accounting, business administration, information technology, or a related field is usually required.

• Certification : Certifications in specific EPM software (e.g., Tagetik, Anaplan, OneStream, Oracle, SAP, Hyperion)

• Tool Implementation : Hands-on experience implementing EPM platforms
• Strategic Advisory : Ability to provide high-level insights and recommendations to clients.
• Leadership : Demonstrated success in leading teams and managing complex projects.
• Client Engagement : Strong track record of client-facing roles and strategic consulting.

Ideally, you’ll also have

• Language Skills : Proficiency in German or French.
• Global Experience : Experience managing cross-border projects and working in international environments.
• Industry Knowledge : Understanding of industry-specific EPM challenges and solutions.
• Additional Tools : Familiarity with other finance transformation platforms and methodologies.

What we look for

• Visionary Leadership : A leader who can shape the future of EPM within EY and for our clients.
• Innovative Mindset : A proactive approach to identifying opportunities for improvement and innovation.
• Commercial Acumen : Strong business sense and ability to align technology with financial strategy.
• Global Collaboration : Willingness to work with EY teams across geographies and industries.

What we offer

EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across nine locations – Argentina, Hungary, India, the Philippines, Poland, Sri Lanka, Mexico, Spain and the United Kingdom – and with teams from all EY service lines, geographies and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We’ll introduce you to an ever-expanding ecosystem of people, learning, skills and insights that will stay with you throughout your career.

• Continuous learning : You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you : We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership : We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

In compliance with the requirements of the Whistleblower Protection Act, our company has established theProcedure for reporting breaches of law and undertaking appropriate follow-up actions