Filip Makara
Financial Risk Management & Valuations at KPMG in the Cayman Islands- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English Native or bilingual proficiency
-
Polish Native or bilingual proficiency
-
German Limited working proficiency
Topline Score
Bio
Credentials
-
Charted Accountant
ICAS - The Professional Body of CAsNov, 2022- Nov, 2024
Experience
-
KPMG in the Cayman Islands
-
Cayman Islands
-
Financial Services
-
300 - 400 Employee
-
Financial Risk Management & Valuations
-
Oct 2022 - Present
-Pricing of fixed income securities, including convertible notes, credit-linked notes, and mortgage-backed securities. -Valuation of structure products and various types of derivatives, including interest rate swaps, total return swaps, CFDs, options. -Pricing of fixed income securities, including convertible notes, credit-linked notes, and mortgage-backed securities. -Valuation of structure products and various types of derivatives, including interest rate swaps, total return swaps, CFDs, options.
-
-
-
Deloitte
-
Business Consulting and Services
-
700 & Above Employee
-
Assistant Manager
-
Sep 2021 - Oct 2022
Becoming an assistant manager was a big jump and greatly expanded my duties. I got actively involved in coaching junior staff, managing the engagement team, and client relationship management. In addition to audit work, I got accreditated as a financial instrument specialist, with a focus on IFRS 9, and become involved in advisory work for other audit teams. The advisory role involves the valuation of equity investments, derivatives valuations, and hedge accounting. Finally, I… Show more Becoming an assistant manager was a big jump and greatly expanded my duties. I got actively involved in coaching junior staff, managing the engagement team, and client relationship management. In addition to audit work, I got accreditated as a financial instrument specialist, with a focus on IFRS 9, and become involved in advisory work for other audit teams. The advisory role involves the valuation of equity investments, derivatives valuations, and hedge accounting. Finally, I passed the last ICAS exam (Test of Professional Expertise) and became exam qualified.
-
-
Senior Associate
-
Sep 2020 - Aug 2021
During the second year of my graduate position, I became more and more proficient in the performance of the substantive work testing. Also, I was getting bigger exposure to client conversations and client management. Moreover, passed another four ICAS exams (Test of Professional Skills) and started CFA qualification, and managed to pass the CFA level (May 2021 sitting).
-
-
Associate
-
Sep 2019 - Aug 2020
I joined the new graduate scheme created by Deloitte, called the "Early Careers Development Programme" within the Audit & Assurance, financial services sector. I was allocated to the portfolio of clients in investment management and private equity. Furthermore, during the first year, I passed six ICAS Exams (Tests of competency) that constitute the first level exams in the charted accountant qualification.
-
-
-
Euroclear
-
Belgium
-
Financial Services
-
700 & Above Employee
-
Intern in Collateral Management
-
Jun 2018 - Aug 2018
Full-time intern at Collateral Management team dealing with large corporate clients. Active co-working with the multinational team to handle client requests on a timely basis. Main duties involved: -Monitoring clients' accounts status with clients accounts managers to ensure liquidity on the accounts. -Processing of Repos and Reverse Repos. -Handling client requests, including security identification, data processing, analysis. Full-time intern at Collateral Management team dealing with large corporate clients. Active co-working with the multinational team to handle client requests on a timely basis. Main duties involved: -Monitoring clients' accounts status with clients accounts managers to ensure liquidity on the accounts. -Processing of Repos and Reverse Repos. -Handling client requests, including security identification, data processing, analysis.
-
-
Education
-
2015 - 2019
University of Dundee
Bachelor of Accounting (Hons), Accounting and Finance -
2016 - 2017
University of Northern British Columbia
Bachelor of Accounting (Hons), Accounting and Finance
Community
