Agata Kurpas
Pszczyna
Summary
Accomplished Fund Accounting Operations Manager with a proven track record at State Street, where I led significant process improvements, including a notable project that saved 1.5 FTE through automation. Recognized for exceptional project leadership and advanced VBA skills, I excel in high-pressure environments, ensuring accuracy and efficiency. My ability to communicate effectively at all levels has been pivotal in driving team development and enhancing customer satisfaction.
Overview
5
5
years of professional experience
Work History
Fund Accounting Operations Manager
State Street
07.2022 - Current
- Supervising the completed net asset value performed by fund accountants.
- Assisting the Team Supervisor in the organization of the team and ensuring that departmental procedures and controls are followed.
- Analyzing clients' feedback to improve operations processes and increase clients' satisfaction.
- Maintaining a strong relationship with Fund Accounting Oversight and the client.
- Improving the existing processes by identifying gaps, time waste, and eliminating them.
- GMAS developer (VBA) membership: process automation, designing, and redesigning processes by creating and improving tools used at both the team and departmental levels.
- Leading the GMAS macros certification projects: certification of all macros used within the team in a timely manner.
- Leading various macro update projects related to changes in fund structure.
- Proactive attitude in training other team members, SMEs' sessions, mentoring, and individual training.
Operations Specialist
State Street
09.2019 - 06.2022
- Leading process automation projects, eliminating the risk of manual work.
- Awarded one of the prestigious prizes offered by the employer for redesigning and automating the pricing process by centralizing, standardizing, and optimizing offline spreadsheet controls, and creating a pricing tool macro (1.5 FTE savings).
- Awarded one of the prestigious prizes offered by the employer for exceptional and extraordinary effort in realizing a project to transform a bespoke process using the Xceptor platform.
- Supervising daily pricing and pre-pricing processes, and resolving technical issues if needed, to ensure that NAV is delivered in a timely manner.
- Identifying and eliminating process and knowledge gaps in our team (continuous improvement set of mind).
Education
Postgraduate Studies - International Accounting
AGH University of Science And Technology
Krakow09.2017
Master of Art - Rehabilitation Pedagogy
UMCS
Lublin06.2009
Skills
- Advanced computer skills (VBA and MS Office)
- Effective communication at all management levels
- Accuracy and attention to detail
- Experience in project leadership
- Planning and coordination
- Ability to work on own initiative
- Ability to work under pressure
Languages
Polish
First Language
English
Advanced (C1)
C1
Timeline
Fund Accounting Operations Manager
State Street
07.2022 - Current
Operations Specialist
State Street
09.2019 - 06.2022
Postgraduate Studies - International Accounting
AGH University of Science And Technology
Master of Art - Rehabilitation Pedagogy
UMCS
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