Client Strategy Officer (CFO Advisory)

  • Competitive
  • Cracovie, Voïvodie de Petite-Pologne, Pologne Cracovie Voïvodie de Petite-Pologne PL
  • CDI, Plein-temps
  • UBS Poland
  • 16 août 18 2018-08-16

Client Strategy Officer (CFO Advisory)

Your role
Are you an analytic thinker? Do you have good relationship management, communication and project management skills? Are you interested in identifying and defining key metrics to optimize performance and enable decision making? We're looking for someone like that who can:
- work collaboratively across Finance to provide analytical insights to the Client Strategy Office business to derive actionable insights and outcomes from financial data.
- support and review key business financial management reports
- prepare monthly estimate, forecast and track operating plan shifts
- partner with the business, IT and Finance colleagues to design and implement key financial metrics to report client segment performance and track against business case targets
- participate in the preparation of the Client Strategy Office 3-year strategic financial plan
- coordinate with Finance colleagues to proactively maintain organizational and financial structures
- stay abreast of current business and industry trends

Your team
The Client Strategy Office partners and collaborates with the organizations around Global Wealth Management to support them on communications, marketing, strategy, data and analytics.

You'll be working in the Global Wealth Management CFO function located in Krakow, Poland as part of the global Client Strategy Office Finance business partnering team. The CFO team provides advice and constructive challenge to the Client Strategy Office, focusing on its activities, performance and business cases to optimize the use of the firm's financial resources, as well as acting as the primary point of contact for senior management on Finance matters.

Your experience and skills
You have:
– a degree in finance, economics or accounting, coupled with good written and verbal communication skills
– 3-5 years' experience in a finance or related function, with financial services industry knowledge preferred
– strong analytical, problem-solving and synthesizing skills
– experience in preparing estimates/forecasting/planning/target setting
– interest in designing and implementing key financial metrics using business intelligence tools
– a proven track record of delivering high quality and timely results
– high proficiency in Microsoft Office suite and Oracle Essbase, with Think Cell experience a plus

You are:
– intellectually curious and take ownership to solve problems
– clear, structured and have action-oriented thinking
– able to synthesize analyses and articulate results to the business
– a team player who is self-sufficient and holds yourself accountable for your responsibilities
– comfortable interacting with colleagues at different levels and can build trusted relationships
– someone who embraces collaboration, constructive challenge and shows integrity
– able to work flexible hours, when needed

What we offer
Together. That's how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

Take the next step
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

About us
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?