Portfolio Services Financial Supervisor

• Jul 2023 - Present

Portfolio Services Delivery Supervisor

• Mar 2022 - Present

- Build strong and efficient data management and accounting department (determining resources, hiring staff, training and mentoring);- Lead Service Delivery Teams, providing oversight of operations across clients group and business line;- Drive the implementation of clients group service delivery platform, including development of new solutions, processes, policies and organizational structures/models, ensuring stability of existing operations;- End to end performance management, providing oversight of operations acrossclient groups and business lines: account payable, UK business rates, service charge analysis, data management, lease administration;- Ensure efficient work-flow within the teams;- Set targets, align the objectives and goals with organizational strategy;- Ensure all targets and KPIs are achieved by the teams;- Generate and compile performance reports, analyze trends and teams efficiency;- Drive continuous improvement initiatives, process enhancements, contribute to the overall profitability;- Improve service quality and provide innovations for the clients;- Continuous knowledge management and teams development;- Strong cooperation with UK Business Partners;- Lead transitions and on-boarding process of the new clients;- Monitoring and ensuring accurate documentation for process automation initiatives, account management and ensure audit compliance (regular risk monitoring);- Working closely with business integration lead to optimize business processes in SalesForce, as well as align globally service delivery model in SalesForce;- Manage projects (planning, organizing, leading and controlling);- Support business development; Show less

Senior Accounts Payable Team Leader

• Aug 2018 - Apr 2022

- Overall account management and delivery of services;- Organizing, planning and coordinating the tasks within the team and global accounts;- Implementation and development of invoice management tool, documentation of progress and monitoring risk and efficiencies;- Evaluate team's work in relation to effectiveness, efficiency, quality, client satisfaction;- Day-to-day oversight of reporting, preparation of new reporting concepts, internal and external KPIs;- Regular meetings with the Team and Clients in order to understand and set priorities;- Co-operating with real estate managers;- Managing regular interactions with strategic partners and internal stakeholders to resolve operational issues;- Support team work in order to enhance processes, giving trainings and presentations;- Transition of the new clients, setting processes;- Monitor and ensure compliance with internal company policies and procedures,including SOC1 requirements and audit compliance;- Manage and ensure efficient knowledge sharing within all the accounts and servicelines, ensure complex processes are documented and supporting materials arealways available for the staff;- Mentor and motivate the leadership team to ensure they properly and effectivelymanage their teams; Show less

Senior Accounts Payable Specialist

• Jun 2016 - Jul 2018

- Payments preparation; verification and invoice posting;- Reporting;- Cooperation with external clients;- Query resolution and account reconciliations;- Cooperation with other departments based in Poland and UK;- Adherence to internal and external audit requirements;- Systematic analysis of received documents; - Analysis of costs and deviations between actual and plan;- Member of Knowledge Platform

Service Charge Analyst

• Jul 2015 - May 2016

- Regular review and analysis of invoices and service charge budgets; - Reporting; - Dealing with queries regarding service charge calculations;- Commission to make changes in the system;- Effective collaboration with suppliers from UK;- Cooperation with external and internal clients; - Cooperation with team members and other departments based in Poland and UK;- Updates spreadsheets or documents, ensuring that data integrity and confidentiality procedures are adhered to Show less

Property Manager

• Jun 2015 - Jul 2015

- Handling cases related to the real estate tax; - Examination of the legal status of the property in order to establish a limited property rights; - Requesting to the Department of Finance and Accounting for the issue of invoices;- Handling cases related to the records of fixed assets;- Handling cases related to the right of perpetual usufruct;- Handling cases related to trading in fixed assets;- Carrying out liquidation process of fixed assets, including the settlement of the liquidation;- Accounting, reporting and organizing information in the SAP system Show less

Intern- Property Manager

• Dec 2014 - May 2015

Office Assistant

• Jul 2011 - Sep 2011

- Preparation of documentation for clients; - Preparation cost estimates of construction works; - Placing orders for materials; - Arranging meetings with clients; - Contact with clients - Preparation of documentation for clients; - Preparation cost estimates of construction works; - Placing orders for materials; - Arranging meetings with clients; - Contact with clients