Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Jakub Pikiewicz

Jakub Pikiewicz

Data Analyst
Wroclaw

Summary

Results-driven Data Analyst transitioning from a successful career in financial controls and SOX compliance. Proficient in Python (Pandas, NumPy), SQL, and Alteryx (Advanced Certified), with experience leveraging generative AI (e.g., ChatGPT, Gemini, and Microsoft Copilot) to accelerate analytical workflows. Delivers end-to-end data solutions, from automating complex processes to developing interactive Streamlit applications. Blends deep financial domain expertise with advanced technical capabilities to translate complex data into impactful business value.

Overview

9
9
years of professional experience
10
10
years of post-secondary education
1
1
Certification

Work History

Vice President, SOX & Controls II

BNY Mellon
07.2022 - Current
  • Led and executed comprehensive audit and control functions for SOX compliance and regulatory reporting, with a specialized focus on enhancing the accuracy and integrity of liquidity reports.
  • Engineered and deployed custom Alteryx workflows and applications from the ground up, automating data processes and fulfilling critical business needs for the SOX and Controls team.
  • Managed the end-to-end issue lifecycle by identifying, tracking, and validating findings within AuditBoard and Jira, ensuring timely remediation and strengthening the internal control environment.
  • Leveraged Python (Pandas, NumPy) to conduct in-depth analysis of large-scale datasets, delivering actionable insights that informed audit strategies and identified control weaknesses.
  • Utilized MS SQL Server to perform complex data extraction and design statistically valid sample selections, directly supporting the precision and effectiveness of audit testing.

Senior Liquidity Measurement and Reporting Analyst

Credit Suisse
Wrocław, Lower Silesia
03.2020 - 06.2022
  • Analyzed and monitored the firm's unencumbered assets portfolio, with a focus on high-quality liquid assets (HQLA), to provide critical data insights for liquidity management decisions.
  • Developed and presented comprehensive analyses and reports for key stakeholders, including the Treasury, senior management, and regulatory bodies, to meet month-end and ILAAP reporting requirements.
  • Acted as a subject matter expert for the Treasury Department and other teams, providing timely analysis and resolving ad-hoc data inquiries to support cross-functional projects.

Securities Specialist

UBS
10.2018 - 02.2020
  • Managed failing trades in the Transaction Lifecycle Management (TLM) system, and corrected value discrepancies using Bloomberg data.
  • Liaised with portfolio managers to resolve exceptions, match trades, and perform internal transfers between accounts.

Senior Representative, Tax Reporting and Compliance

BNY
Wrocław
07.2016 - 09.2018
  • Analyzed team KPIs and executed annual CRS reporting by performing detailed Excel analysis for submission to tax authorities.
  • Spearheaded the validation and migration of tax documentation to a new compliance system, enhancing data integrity and reporting efficiency.

Education

Postgraduate studies - Data Science: Advanced Data Analysis

Wrocław University of Economics
Wrocław, Poland
01.2021 - Current

Master Studies - Finance and Accounting

Wrocław University of Economics
Wrocław, Poland
01.2014 - 01.2016

Bachelor Studies - Finance and Accounting

Wrocław University of Economics
Wrocław, Poland
01.2011 - 01.2014

Skills

  • Programming & Databases:
    - Python:
    Proficient in data manipulation and analysis using Pandas & NumPy within cloud-based environments like Google Colab
    - SQL: Experienced in writing complex queries (eg, joins, subqueries) for data extraction, manipulation, and validation in relational databases
    - VBA: Skilled in automating reports and creating custom functions to enhance data processing in Microsoft Excel

  • Data Tools & Platforms:
    - Alteryx:
    Expertise in building and deploying complex workflows for data cleansing, blending, and process automation
    - Streamlit: Capable of designing and developing interactive web applications to present data-driven insights
    - Microsoft Excel: Advanced proficiency in spreadsheet analysis, including pivot tables, advanced formulas, and data modeling

Certification

Alteryx Designer Advanced Certification

Timeline

Alteryx Designer Advanced Certification

07-2024

Vice President, SOX & Controls II

BNY Mellon
07.2022 - Current

Postgraduate studies - Data Science: Advanced Data Analysis

Wrocław University of Economics
01.2021 - Current

Senior Liquidity Measurement and Reporting Analyst

Credit Suisse
03.2020 - 06.2022

Securities Specialist

UBS
10.2018 - 02.2020

Senior Representative, Tax Reporting and Compliance

BNY
07.2016 - 09.2018

Master Studies - Finance and Accounting

Wrocław University of Economics
01.2014 - 01.2016

Bachelor Studies - Finance and Accounting

Wrocław University of Economics
01.2011 - 01.2014
Jakub PikiewiczData Analyst