Magdalena Bojek
Wrocław
Podsumowanie
15
15
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Doświadczenie
Senior Security Specialist Assosiate Director
UBS Business Solutions Poland Sp. z o.o.
Wrocław
2024.03 - Current
- Deployment the new process from Pune to Poland regarding the mutual and hedge funds CH market, EMEA
- Preparing client migration and taking part in the merger between Credit Suisse and UBS
- Identified and compared best processes by recognising dysfunctional strategies and create solutions
- Built new teams and providing motivation during the merger
- Coordinated with cross-functional teams to resolve complex service delivery issues promptly
- Working as SME for the new process and be responsible for the P/L side for Credit Suisse
- SOX auditing and responsibility for the internal control processes with external parties
Team Leader
Credit Suisse Poland Sp. z o.o.
Wrocław
2022.04 - 2024.03
- Managing 2 teams (Redemption Team and Income Reconciliation Processing Team 10 FTE), conducting hiring process
- 1 st and 2nd point of contact for the escalation, managing personal development
- Audit and SOX process managing in the Grupo Operations department, business and process related topics, project management and development in Learning within the team and Group Operations/Custody Services
- Managing high risk in the process - cash managment process and redemption payments
Team Leader Deputy
Credit Suisse Poland Sp. z o.o.
Wrocław
2020.07 - 2022.04
- Completed audits and risk assessments to achieve regulatory compliance
- Subject Mater Expert in Redemption and Income Area
- Acting as 1 st escalation point for the team related issues during TL absence
- Capacity and KPI monitoring
Senior Banking Operation Specialist
Credit Suisse Poland Sp. z o.o.
Wrocław
2018.09 - 2020.07
- Subject Mater Expert in Redemption and Income Area
Banking Operation Specialist
Credit Suisse Poland Sp. z o.o.
Wrocław
2015.10 - 2018.09
- Processing all types of redemption payments (redemption in cash, in shares, partial redemption, early redemption)
- Booking payments on client side and street side on different financial instruments (both cash and securities movements e.g. corporate bonds, certificates, structured products, options)
- Creation and implementation of training plan for the business
- Preparation securities transfer between safekeeping accounts; cooperation and clarification with various counterparties, depositaries, internal and external stakeholders
- Creation and update of process documentation
Finance Assistant in Project Controlling
Alstom Power Sp. z o.o.
Wrocław
2013.01 - 2015.10
- Planning and verifying project scope; scheduling and budgeting projects
- Analysis of budget variances; monthly P&L and Cost Controlling review; participation in the preparation of annual budgets and quarterly forecasts
- Monthly VAT reporting; internal and external Invoices processing and accounts reconciliation
- Business trip processing and reconciliation; responsibility for SOX and KPI compliance according to customer requirements and internal procedures
- Processed invoices and purchase orders efficiently, guaranteeing timely payments to suppliers and contractors
Service Coordinator with German
IBM Global Services Delivery Centre Poland Sp. z o.o.
Wrocław
2012.07 - 2013.02
- Following defined escalation path when needed, as defined in the escalation policy
- Identifying Incidents which need special attention or escalation; performing day-to-day execution overall management of the process and process administration
- Performing monthly SOX Control for the department, preparing formal Incident Report and tracking corrective actions to closure
Internship in Financial- Accounting Department
DeLaval Operations Sp. z o.o.
Wrocław
2011.07 - 2011.08
- Supporting financial department in daily activities; preparation of invoices; verification of travel business forms; statuary reporting task - VAT, CIT
Wykształcenie
Master's degree - Administration
University of Wroclaw
Wrocław 2012.09 - 2014.09
Bachelor's degree - Administration
University of Wroclaw
Wrocław 2009.09 - 2012.09
Umiejętności
- Good communication skills
- Microsoft Office
- Excel
- OneNote
- Word
- Power Point
- Outlook
- SAP ERP
- Microsoft Teams
- Good organization skills
- Attention to details
- Self-motivated
- Accountability
- Positive attitiude
Certyfikacja
- Prufung Wirtschaftsdeutsch International C1, Deutsch-Polnische Industrie und Handelskammer, 2015
- KPMG Certificate Financial - Accounting principles according to the USGAAP and IFRS, KPMG, 2015
- Goethe Certificate B2, Goethe Institut, 2010
Languages
English
Advanced
C1
German
Advanced
C1
Italian
Intermediate
B1
Polish
Proficient
C2
Zainteresowania
- My dogs and cats
- Traveling
- Cooking
Oś czasu
Senior Security Specialist Assosiate Director
UBS Business Solutions Poland Sp. z o.o.
2024.03 - Current
Team Leader
Credit Suisse Poland Sp. z o.o.
2022.04 - 2024.03
Team Leader Deputy
Credit Suisse Poland Sp. z o.o.
2020.07 - 2022.04
Senior Banking Operation Specialist
Credit Suisse Poland Sp. z o.o.
2018.09 - 2020.07
Banking Operation Specialist
Credit Suisse Poland Sp. z o.o.
2015.10 - 2018.09
Finance Assistant in Project Controlling
Alstom Power Sp. z o.o.
2013.01 - 2015.10
Master's degree - Administration
University of Wroclaw
2012.09 - 2014.09
Service Coordinator with German
IBM Global Services Delivery Centre Poland Sp. z o.o.
2012.07 - 2013.02
Internship in Financial- Accounting Department
DeLaval Operations Sp. z o.o.
2011.07 - 2011.08
Bachelor's degree - Administration
University of Wroclaw
2009.09 - 2012.09