Associate Director - Global Investment Analyst

Associate Director - Global Investment Analyst

Location: Wrocław - 2 days in office / 3 days remote

Let us introduce you the job offer by EY GDS Poland – a member of the global integrated service delivery center network by EY.

The Global Investment Analyst serves as a key member of the Global FP&A Support Finance team supporting the Global Entities in managing financials end to end and achieving financial objectives. Serving as a key member of the Global FP&A team the Investment Analyst teams with stakeholders in the business and various Finance support structures to provide analytical support, functional expertise, reporting solutions, transaction processing and sharing of best practices.

The opportunity

This role acts as a single point of contact providing financial information and analysis to stakeholders aligned to the Global Markets & Investments Committee (GMIC). The Investment Analyst communicates with executive level business leaders and is expected to demonstrate an implicit understanding of their clients’ needs.  In addition to the Strategic Investments CFO, key customers are GMIC Members and their Designees, Global/ Regional/ Service Line CFOs, their Deputies and Global Controlling teams, among others.  

Your key responsibilities

• GMIC Funding Governance: Own and continuously enhance GMIC funding frameworks, policies, and end‑to‑end processes covering budgeting, funding requests, approvals, accounting, and reporting.

• Stakeholder Partnership: Act as the primary finance interface for the Strategic Investment CFO, Global/Regional/ Service Line CFOs, GMIC Members and their Designees/ Deputies, Global Cash Management and Policy teams.

• Review & Sign-off: Review and sign-off GMIC re-imbursement requests for accuracy, policy compliance, and alignment to approved allocations; support senior‑level investment decisions.
• Subject Matter Expertise: Provide Subject Matter Expertise to help teams navigate through the various aspects of GMIC funding process
• Reporting & Forecasting: Support spend vs. budget monitoring, mid‑year outlooks and forecasts
• Audit/ Tax related support: Work with Controlling/ Internal Tax teams to resolve any Audit/ Tax queries
• Performance Oversight: Drive enterprise‑wide portfolio management, monitoring execution, benefits realization, and alignment with strategic and financial targets.
• Transparency: Drive transparency through regular reporting to the GMIC and Global Executive on portfolio performance and capital utilization.
• Process Improvement & Change: Drive continuous improvements to GMIC funding processes and lead change enablement across regions and functions.
• Executive Communications: Prepare executive‑level materials, guidance, and communications for GMIC and Finance leadership forums.

Skills and attributes for success

• Preferred candidates will have a bachelor’s degree in finance, economics, business administration or similar combined with minimum of 10+ years of relevant financial planning & analysis experience is required to perform this position.

• Be able to work in a virtual global organization respecting international cultures and speaking/writing English fluently

• Focused on analysis, advice and solutions that drive the continuous improvement of financial performance.
• Possesses a deep understanding of the external services offered by the firm and the overall area/regional markets landscape. 
• Forms and communicates a clear and concise view of financial performance. Has a deep understanding of the drivers of financial performance and applies that understanding to analyze and advise on progress against targets.
• Synthesizes and communicates detailed financial information in support of effective decision making.
• Able to analyze large volumes of data and spot where there is greatest financial opportunity and risk.
• Utilizes sound financial practices and seeks leading practices to support operational excellence.
• Demonstrates exceptional commercial awareness with respect to EY's position and ambitions in the marketplace will make a valued leader

To qualify for the role, you must have

Experience:

A minimum of 10+ years of relevant financial planning & analysis experience is required to perform this position.

A deep understanding of the external services offered by the firm and the overall area/regional markets landscape would be beneficial. 

Professional services experience is preferred.

Leadership and coaching:

Able to work in a self-sufficient manner, operating across multiple projects and priorities.

A successful track record of implementing and leading key business change initiatives.

Effectively manages and coaches a small team of GDS based staff.

Demonstrates the ability to challenge assumptions and decisions in an appropriate manner.

Client service:

Able to embed ECS (Exceptional Client Service).

Focused on analysis, advice and solutions that drive the continuous improvement of financial performance.

Drives interactions that build trust and manages expectations with all stakeholders.Collaborates and teams with finance colleagues and other functions to enhance service to clients, and to leverage leading practices.

Analysis, modelling & advice:

Forms and communicates a clear and concise view of financial performance.

Has a deep understanding of the drivers of financial performance and applies that understanding to analyze and advise on progress against targets.

Synthesizes and communicates detailed financial information in support of effective decision making.

Able to analyze large volumes of data and spot where there is greatest financial opportunity and risk.

Utilizes sound financial practices and seeks leading practices to support operational excellence.

Must be an analytical thinker, comfortable taking initiative in situations where thought leadership is either absent or unclear.

Understanding of the business:

Understands the Firm’s strategy and applies constantly to analyze and advise on financial performance.

Knowledgeable of EY capabilities and services.

Demonstrates exceptional commercial awareness with respect to EY's position and ambitions in the marketplace will make a valued leader.

Demonstrates appreciation and respect of varying cultures – both corporate and geographical.

What we look for

We’re interested in hiring a professional with excellent finance knowledge. The ideal candidate will be an analytical thinker, comfortable taking initiative in situations where thought leadership is either absent or unclear. The success of this role also depends on the Analyst successfully teaming with and leveraging other members of the Function/Service Line teams, other Business Analysts and the Global Controlling Leadership Team.

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.

About EY

EY | Building a better working world

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.

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

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

The exceptional EY experience. It’s yours to build.

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