Senior Portfolio Strategy & Planning Analyst Poland

• Full-time
• Eleving Group
• Poland

We are looking for an experienced Senior Portfolio Strategy & Planning Analyst to join our Portfolio Economics: Analysis & Planning team .

This role is pivotal in shaping how Eleving manages and grows portfolios across markets. You will play a significant role in refining forecasting processes and developing new financial models to support better decision-making. In addition, you will collaborate closely with the risk and business product teams to develop new products and provide financial insights that directly influence strategic and operational decisions.

Responsibilities

• Lead and establish portfolio budgeting and forecasting process across all markets, ensuring accuracy, consistency, and efficiency.
• Evaluate business cases and unit economics for new and existing products, identifying drivers of profitability and sustainability.
• Analyze current portfolio performance to highlight key trends, risks, and growth opportunities.
• Drive implementation of a group-wide planning approach, ensuring local and regional units are aligned under a consistent portfolio strategy.
• Collaborate with risk and product teams on portfolio initiatives and new product development, providing scenario analysis and financial expertise.
• Act as a senior financial counterpart for regional units, supporting them with portfolio-related insights and decision-making.
• Deliver actionable recommendations to leadership to improve portfolio profitability, performance, and operational efficiency.

Qualifications

• Proven experience in portfolio financial analysis, portfolio planning/budgeting, portfolio management experience in financial services or another data-driven sector.
• Strong MS Excel knowledge and strong knowledge of SQL/Python.
• Experience with AI tools is a plus - or a genuine curiosity to explore and own it from day one.
• Strong skills in financial modeling, forecasting, and portfolio performance analysis, with direct application to portfolio income and cost planning.
• Ability to connect portfolio insights with broader strategic and financial goals, influencing leadership decisions.
• A proactive, analytical mindset — eager to challenge assumptions, refine processes, and drive portfolio success.

Benefits

• Competitive salary aligned with qualifications and experience.
• Performance-based bonus.
• Growth opportunities across regions, teams, and markets.
• Learning and development support in an international environment.
• Active social agenda with team events and company initiatives.