Reporting Specialist | f/m/d

About the role

We are searching for a Reporting Specialist. In this role, you will contribute to data management enhancement, reporting processes, and investment controlling initiatives that support strategic business decisions.

How you will get the job done

• supporting the expansion of data management interfaces within the scope of current post merger integration projects (PMI)
• supporting the reporting process in the scope of LGAAP, IFRS9, and ESG data
• coordinating and actively contributing to data quality improvement initiatives in cooperation with international companies
• expanding the Group Investment Planning Tool (GIP) to incorporate specific requirements arising from PMI projects
• preparing PMI project status reports and monitoring for the International Investment Controlling workstream
• participating in projects related to the centralization of investment accounting

Skills and experience you will need

• fluent English
• university degree in Economics or Mathematics, or a related field, with a focus on Finance, Controlling, Accounting, or Banking
• 3-5 years of relevant professional experience in a comparable position and respective area of responsibility; sound knowledge of capital market instruments, their balance sheet impact and asset management processes
• very good knowledge of methods and instruments used in investment controlling, accounting, and capital market analysis
• excellent analytical thinking skills with a strong understanding of numbers, and expertise in assessing complex business issues with the ability to present findings clearly both verbally and graphically in an understandable way
• in-depth knowledge of the IFRS 9 standard
• strong initiative, an independent, structured and results-oriented approach to work, combined with excellent teamwork and communication skills
• excellent knowledge of MS Office standard software, particularly Excel and Power BI

Nice to have

• CFA or banking certification would be an asset
• German language skills

About Us

ERGO Technology & Services S.A. (ET&S), a member of the Munich Re and ERGO Group, is delivering integrated IT and business services to international markets. Our expertise lies in providing advanced IT services, with a focus on modern, business-driven technology solutions. On the business side, we also support the Group in various end-to-end insurance processes, including finance, operations, and underwriting. With offices in Warsaw and Gdansk, and strong global partnerships, we foster a dynamic, multicultural environment that promotes diversity and international opportunities.