Controlling owner

• Jan 2020 - Present

Controlling owner

• Sep 2019 - Present

Expert in Business Improvement for Financial Institutions.

• May 2015 - Sep 2018

• Top-30 World’s banking Group: ERC (Economic Risk Capital) project -Team leader responsible for ERC execution, aggregation, distribution of reports and communication with Group Stakeholders, • Top 5-bank in Poland: Methodologies for New data warehouse: Profitability (incl. product, client & segment profitability,Cost allocation, SUC, RAROC), Accountability for P&L & BS, Capital allocation , SRC; evaluation of impact of all changes on segments profitability (incl. capital allocation, FTP), • Top-10 bank in Poland: Specialized financing - Credit risk model. • EY at Risk & Polish Banking Association: presentations SMA (new standard for OpRisk), IFRS9. Show less

Planning and Strategic Controlling Team Manager

• Jan 2013 - Apr 2015

• Implementation of a bespoke budgeting system (IBM Cognos TM1): Business project manager, • IPO & Bank's bonds issuance projects: elaboration of prospectus and investors’ presentation, cooperation with investment banks, • Cooperation with Finance in tests for impairment (post PPA) • Management of budgeting and forecasting process, • Calculation of OpRisk requirement • Commentaries to monthly results, market analyses • Implementation of a bespoke budgeting system (IBM Cognos TM1): Business project manager, • IPO & Bank's bonds issuance projects: elaboration of prospectus and investors’ presentation, cooperation with investment banks, • Cooperation with Finance in tests for impairment (post PPA) • Management of budgeting and forecasting process, • Calculation of OpRisk requirement • Commentaries to monthly results, market analyses

Management Information and Reporting Dept Director

• Apr 2011 - Dec 2012

• Management of 4 teams: Obligatory reporting, Management information, Data Bases and Accounting policy• Projects related to transformation and M&A with RBPL: - transformation of Polbank from the a branch of a foreign bank into a domestic bank, - due diligence and, PPA (purchase price allocation) after acquisition by RBI Group, - intra-group acquisitions and consolidations (acquisition of leasing and distribution companies from EFG),• Monthly management reports and commentaries to the results,• Preparation of mid-term budgets and forecasts for the whole country (bank, other polish subsidiaries),• Responsible for calculation of transfer rates (FTP) and Effective Interest Rate adjustments to the books,• Presentations for internal and external users: business units, ALCO, Supervisory Board, newspapers,• Budgeting and forecasting for all subsidiaries in Poland Show less

Budgeting and Reporting Manager

• May 2007 - Mar 2011

• Reports directly to CFO (Head of the Finance Area)• Monthly management reports and commentaries to the results,• Preparation of mid-term budgets and forecasts for the whole country (bank, other polish subsidiaries),• Responsible for calculation of transfer rates (FTP) and Effective Interest Rate adjustments to the books• Presentations for internal and external users: business units, ALCO, Supervisory Board, newspapers• Budgeting and forecasting for all subsidiaries in Poland Show less

Budgeting & Controlling - Team Manager

• Aug 2006 - Apr 2007

• Implementation of controlling and budgeting system on CODEC-MPC platform (consolidation of budgeting process of Bank BPH group), • Preparation of reports for investors and the Board of Directors, • Management of budgeting process of BPH Group, • Analyses of influence of new regulations on Bank’s profitability, • Coordination of business areas profitability analyses. • Implementation of controlling and budgeting system on CODEC-MPC platform (consolidation of budgeting process of Bank BPH group), • Preparation of reports for investors and the Board of Directors, • Management of budgeting process of BPH Group, • Analyses of influence of new regulations on Bank’s profitability, • Coordination of business areas profitability analyses.

Expert in Millennium PRESTIGE Marketing Department

• 2001 - 2003

• Management of financial products for private banking including launching of payment cards, structured deposits, negotiated loans and participation in bonds issue. • Management of fees, commissions on services and margins on interest rates, • Co-operation with other Departments and Group companies (Brokerage House, TFI) • Management of financial products for private banking including launching of payment cards, structured deposits, negotiated loans and participation in bonds issue. • Management of fees, commissions on services and margins on interest rates, • Co-operation with other Departments and Group companies (Brokerage House, TFI)

Assistant

• 2001 - 2001

• Implementation of product offer for private banking, • Migration affluent clients from ”traditional” Branches (change of IT platform and servicing model), • Support for branches - treating operational errors and clients’ complaints • Implementation of product offer for private banking, • Migration affluent clients from ”traditional” Branches (change of IT platform and servicing model), • Support for branches - treating operational errors and clients’ complaints

Trainee, Junior Account Manager

• 1999 - 2000

• Training in 20 different Bank departments and companies (insurance, mortgage credit, TFI, investment bank etc). • For 7 months assistant and analyst in a premier banking branch (wealthy individuals and entrepreneurs). • Clients servicing, analyses of clients’ portfolio. • Training in 20 different Bank departments and companies (insurance, mortgage credit, TFI, investment bank etc). • For 7 months assistant and analyst in a premier banking branch (wealthy individuals and entrepreneurs). • Clients servicing, analyses of clients’ portfolio.