Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
Work History
Associate Tax Reporting & Compliance II
BNY Mellon Poland
Wrocław
11.2023 - 02.2024
Working in a team to deliver best possible service related to analysing and solving Tax Inquiries -Managing clients' inquiries/cases across the internal teams and communicate with client to solve the cases -Communicating to client's documentation requirements and impacts, deadlines, inquiries resolutions, applicable Tax rates -Conducting issue's investigations in internal tools and across the tax teams -Generating and providing information to questions from clients -Understanding of the various regulations applicable to the role and the associated control framework related to the maintained documentation
Senior Banking Operations Specialist
CREDIT SUISSE
Wrocław, Poland
02.2023 - 10.2023
Preparation and execution of Investment Banking and Private Bank ISDA documentation through the understanding and validation of information from broker confirmations, term sheets and trade booking systems - Review of existing Credit Suisse templates to ensure approved templates are updated to reflect ISDA and industry published standard methodologies with relevant legal and front office approvals - Commitment to deliver results in compliance with regulatory requirements - Demonstrating initiative to participate in projects and operational improvements - Delivering dedicated, prioritized service to all clients, with special attention to Key Accounts and Private Bank clients - Query management with various business partners including front office, trade management and general counsel - Checks through all queues at EOD to ensure outstanding trades are raised promptly in accordance to escalation guidelines - Managing and support the implementation of EMEA trade Validation projects
Financial analyst
HP Inc Polska Sp. z o.o.
Wrocław
06.2022 - 12.2022
Support Business Units in month-end closing process - Deliver forecasting, trend analysis, balance sheet, P&L management and compliance advisory - Partnering with Business Finance, Business Category, Bid Desk, Internal and External Audits - Working with dedicated EMEA country finance team with focus on particular market - Consult with Business Finance community to guide and influence strategic decision-making processes
Senior Banking Operations Specialist
CREDIT SUISSE
Wrocław, Poland
10.2021 - 05.2022
Receiving and validating client settlement orders - Solving of processing/STP exceptions on settlement orders - Transforming of unstructured orders into standardized processable transaction messages by means of manual transaction capture in various tools - Repairing and releasing of settlement instruction of custody transactions in the various markets worldwide - Monitoring, identifying and raising settlement fails on both position and cash side - Handling clients' e-mail queries related to existing/potential transactions - Liaising with internal partners and external counterparties (e.g Custodian banks) in order to resolve breaks, issues, and queries - Proposing and participating in operational improvements and quality reviews, improving efficiency and productivity on an ongoing basis - Dedicated working across teams, departments and locations ensuring efficiency and accuracy - Dedicated working on buy-in and high risk trades
Banking Operations Specialist
CREDIT SUISSE
Wrocław, Poland
01.2021 - 10.2021
Receiving and validating client settlement orders - Solving of processing/STP exceptions on settlement orders - Transforming of unstructured orders into standardized processable transaction messages by means of manual transaction capture in various tools - Repairing and releasing of settlement instruction of custody transactions in the various markets worldwide - Monitoring, identifying and raising settlement fails on both position and cash side - Handling clients' e-mail queries related to existing/potential transactions - Liaising with internal partners and external counterparties (e.g Custodian banks) in order to resolve breaks, issues, and queries - Proposing and participating in operational improvements and quality reviews, improving efficiency and productivity on an ongoing basis - Dedicated working across teams, departments and locations ensuring efficiency and accuracy
Customer Advisor
Credit Agricole Bank Polska
Wrocław
02.2019 - 08.2020
Advising on banking products and services dedicated to individual clients - Identifying clients' needs and expectations - Building long-lasting and satisfying relationships with clients - Active acquisition of new clients - Attention to the quality of service and building the image of a professional advisor - Implementation of monthly sales plans - Cash handling and cashless
Customer Advisor
Credit Agricole Bank Polska
Wroclaw
11.2018 - 02.2019
Advising on banking products and services dedicated to individual clients - Identifying clients' needs and expectations - Building long-lasting and satisfying relationships with clients - Active acquisition of new clients - Attention to the quality of service and building the image of a professional advisor - Implementation of monthly sales plans - Cash handling and cashless
Customer Advisor
Bank Zachodni WBK
Wroclaw
02.2018 - 09.2018
Advising on banking products and services dedicated to individual clients - Identifying clients' needs and expectations - Building long-lasting and satisfying relationships with clients - Active acquisition of new clients - Attention to the quality of service and building the image of a professional advisor - Implementation of monthly sales plans - Cash handling and cashless
<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.