Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Adam Kozakiewicz

Adam Kozakiewicz

Cracow,12

Summary

Experienced in financial analysis, reporting, and compliance with advanced analytical skills. Strong understanding of financial regulations to enhance business performance. Successful investment banking professional in gathering, modeling, and utilizing key data for diverse projects. Technologically savvy, quick learner, teamworker, and project manager.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Senior Financial Reporting Analyst

State Street
07.2024 - Current
  • Developed customized financial reports tailored to specific business unit needs, enabling better decision making.
  • Enhanced internal controls for financial reporting, reducing risk of errors and discrepancies.
  • Established strong working relationships with stakeholders across various departments to foster collaboration on finance projects.
  • Assisted in the implementation of a new financial software system, leading to more effective reporting processes.
  • Evaluated existing financial processes and recommended improvements to increase efficiency and accuracy.
  • Managed the month-end close process efficiently, ensuring timely and accurate submission of financial statements.

Alternative Investment Specialist

State Street
01.2023 - 07.2024
  • Collaborated with internal teams to develop innovative investment strategies, enhancing client portfolios and driving growth.
  • Participated in professional development opportunities such as workshops, seminars, and conferences to stay current on industry best practices.
  • Mentored junior staff members by sharing insights into best practices for managing client relationships and navigating complex financial markets.
  • Provided detailed performance reports to clients, explaining the rationale behind investment decisions and highlighting key achievements.
  • Utilized advanced analytical tools to assess potential investments, increasing accuracy in decision-making processes.
  • Improved team productivity by implementing effective time-management strategies and prioritizing tasks according to urgency.
  • Monitored and updated financial plans to comply with client goals.

Car Fleet Manager

CarNet Polska Sp. z o.o.
01.2019 - 01.2021
  • Positively interacted with drivers, upper management and shop department, which helped improve overall communication.
  • Suggested actionable improvements to increase efficiency and reduce expenses.
  • Completed projects by effectively delegating tasks and overseeing employee performance.
  • Supervised maintenance team and effectively delegated assignments to optimize processes.
  • Managed a diverse team of drivers, maintenance crews, and administrative staff which contributed to improved collaboration and efficiency in the workplace.
  • Achieved cost reductions by optimizing inventory levels of spare parts and supplies.

Education

Bachelor degree - Management - Advertising and Social Media + Digital Marketing

Wyższa Szkoła Ekonomii I Informatyki
Cracov
10.2022

Skills

  • Bank statement reconciliation
  • Advanced Excel
  • Accounts receivable management
  • Consolidation accounting
  • Intercompany transactions
  • Management reporting
  • Financial statement preparation
  • Customer service
  • Team collaboration
  • Reliability
  • Team building

Certification

  • Microsoft Office Specialist Excel, Microsoft - [2023]
  • Microsoft Office Specialist Word, Microsoft- [2023]
  • Google Analytics for advanced, Google - [2023]
  • Google Tag Manager, Google - [2023]
  • Financial Reporting, State Street - [2025]
  • Financial Statements, State Street - [2024]
  • Microsoft Office for Corporations, State Street - [2024]

Languages

Polish
Bilingual or Proficient (C2)
English
Advanced (C1)

Timeline

Senior Financial Reporting Analyst

State Street
07.2024 - Current

Alternative Investment Specialist

State Street
01.2023 - 07.2024

Car Fleet Manager

CarNet Polska Sp. z o.o.
01.2019 - 01.2021

Bachelor degree - Management - Advertising and Social Media + Digital Marketing

Wyższa Szkoła Ekonomii I Informatyki

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