Cost Transformation Business Analyst - Investment Tracking & Reporting

Location: Krakow, Poland
Contract Type: Contract

• Support finance transformation across global banking operations


• Drive automation and digitisation of financial reporting processes


• Work directly with senior stakeholders and programme managers


• Develop forward-looking management information for executive forums


• Join a global financial services organisation with operations across international markets

Company Overview

Our client is a major global banking and financial services organisation operating across international markets. They provide comprehensive banking, investment, and financial solutions to clients worldwide. With a commitment to operational excellence and continuous improvement, they are investing in transformation initiatives that enhance efficiency and deliver measurable value across their business units.

They are seeking a Cost Transformation Business Analyst to join their finance team in Krakow. This role offers the opportunity to work on high-impact transformation projects, supporting investment tracking and benefits realisation across their Global Private Banking and Wealth and Personal Banking divisions.

Position Overview

As a Cost Transformation Business Analyst, you will provide finance-focused support to Programme Managers and Finance Leads, ensuring consistency in investment financial reporting. You will play a crucial role in tracking and reporting transformation spend and benefits, creating insights for executive management forums, and driving automation of reporting processes. This position sits at the intersection of finance, technology, and transformation, offering exposure to senior stakeholders and the opportunity to shape how financial performance is measured and reported across global operations.

Responsibilities

• Track and report investment spend and benefits realisation across transformation programmes


• Support performance management for budget and monthly forecasting processes


• Automate reporting frameworks for investment forecasting and benefits tracking


• Develop digitised, insightful management information for executive stakeholders


• Verify actual results against forecasts to maintain data accuracy and alignment


• Conduct sensitivity analysis on financial forecasts and projections


• Manage ad-hoc project assignments and deliver senior management-ready materials


• Liaise with Programme Managers, Finance teams, and IT stakeholders globally


• Create materials for executive management forums and stakeholder presentations


• Drive efficiency improvements through automation of reporting processes and tools


• Support revenue recognition tracking and realisation reporting


• Report on technology and transformation spend including milestones and delivery phasing

Requirements

• Proven finance experience across functional, operational, and technical areas


• Experience in Cost, Management Information, or FP&A roles


• Strong track record of interacting with middle management inside and outside Finance


• Advanced Excel skills (essential)


• Advanced PowerPoint skills (essential)


• Strong analytical skills with commercial awareness


• Proven problem-solving abilities and navigation of complex organisational networks


• Ability to articulate complex issues concisely in simple language


• Experience delivering high-quality materials for senior management


• Results-oriented approach with ability to meet deadlines independently


• Capability to work in small teams with flat structures


• High personal drive and motivation to deliver multiple outputs simultaneously


• Basic automation skills (beneficial)


• Prior experience in Cost Transformation reporting (beneficial)


• Understanding of regulatory environments in financial services (beneficial)

How to Apply

To apply for this role please submit your CV using the form below or email [email protected]