As a Data Management & Quantitative Analysis Senior Representative with four years of experience in the financial industry, I am a highly organized, responsible, and communicative individual, which I will gladly leverage in my work at your company.
Overview
14
14
years of professional experience
Work History
Data Management & Quantitative Analysis Senior Representative
BNY MELLON Poland
03.2020 - Current
Direct contact with the US and Pune Team
Work on CMS Boston Mainframe platform
Verification of financial Instrument
Reporting
Work on Bloomberg, GAIN, CDS, DTC, Euroclear
Creating new financial Instrument
Maintaining and developing existing application solutions
Initiating and implementing new solutions
Participating in testing and developer analysis
Collaborating on the development of extensive databases
Market Data Analyst
Credit Suisse Poland Sp z o.o
04.2019 - 02.2020
Invoice Reconciliation
Regular contact with Vendors
Investigating and owning invoice
Maintenance of Market Data Invoice application
Verifying contracts
Contact and cooperation with department situated abroad
Creating reports for Vendors.
Bank Support Officer
Ferratum Bank p.l.c. branch in Wroclaw
07.2015 - 04.2019
Forwarding application and information to the employer’s headquarters in Malta for decision making and record keeping purposes
Checking information on settlement of payments by clients
Entering information with respect to loans on the internal database, statistical surveys and tables of the Employer
Issuing of customer invoices, allocating payments and related duties according to Employer’s policies
Contacting clients who have outstanding debts
Providing reports and support services when needed
Performing other admin tasks in relation to the above duties.
Customer Leasing Assistant
GETIN LEASING SA in Wroclaw
03.2014 - 06.2015
On the Call Customer service
Monitoring and reporting of client’s invoices
Updating and maintenance of client’s database in SAP system
Based on information from SAP creating of reports in Excel format.
Front Desk Client Assistant
Millennium Bank S.A. in Wroclaw
10.2012 - 01.2014
Making bank transfers in different currencies via Bank System
Cash in and Cash out bank account transfers
Establish of bank accounts for existing and new clients
Daily settlement of balances of the ATM and making sure there is no deficiency of cash.
Office Clerk
County Court Bailiff in Wroclaw
07.2010 - 04.2011
Creating and maintenance of the files of debtors in the online based System as well as keeping and maintenance of the paper copies
Preparing and sending letters and relevant documentation to the debtors
Preparing and sending documentation to the Court.
Education
Bachelor’s degree - Marketing and Sales
University of Business in Wroclaw
Course Completion Certificate - Kadry I Płace
Krajowe Centrum Edukacyjne
Skills
MS Office Package
Working Knowledge of SAP FI-CO area
Excellent communication skills
Driving License Cat B
Ability to work in a team and also as an individual
contributor
Ability to work under time pressure
Responsibility
Attention to detail
Inquisitiveness and willingness to develop
Commitment to work
Analytical thinking skills
Languages
Polish
Native language
English
Upper intermediate
B2
German
Elementary
A2
Spanish
Beginner
A1
Timeline
Data Management & Quantitative Analysis Senior Representative
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.