Gdańsk, Pomorskie, Poland
“Ambition is the path to success. Persistence is the vehicle you arrive in.” – Bill Bradley Results-oriented Team Leader/Subject Matter Expert with expertise in accounting processes, document control, and financial reporting. Effective at managing diverse team members to accomplish business goals. Detail-oriented and efficient, with strengths in both project and time management. During I have acquired several skills to which I count: carrying out the month end activities, participation in the process transition and migration projects, identifying potential process improvements, creation of process documentation, conducting training and providing workshops within the new joiners and other departments, etc. I possess a strong analytical skills, desire to solve problems and willingness to establish relationships with clients to improve collaboration. Definitely I can say about myself that I am an open-minded person with high ability to work under the stress pressure.
• provide strategic vision for the team in line with corporate organizational goals • planning and managing the daily processes and the effective utilization of resources • identify issues and problems in service delivery and carry out necessary corrective action, keeping team and direct manager informed • coordinating of update and ensuring all approval levels of SOP’s, process reviews to ensure operations are optimized, standardized, automated (where possible) • participating in the development, testing and implementation of new systems and products • assisting with planning and management of all relevant projects • establishing and overseeing the development of a risk culture within the business and ensuring business line accountability for risk management and measurement • taking ownership on a several audit projects, representing team on conducted meetings, ensuring end to end project steps • coordinating, delegating and executing work, ensuring all deadlines are met and that KPI’s/SLA’s are in green • implementing new KPI and coordinating the KPI input for whole Custody Department to intercompany management system • building close cooperation with internal SSB teams and with sub-custodians and constantly looking for streamline opportunities/eliminating process wastes • auditing team’s work to ensure accuracy is maintained at expected level • performance and/or monitoring of quality and internal controls for all team deliverables • identifying process gaps and implementing corrective actions, engaging team in the process and ensuring that all corrective/remediation actions are executed timely
Processing tax reclaims for various investment markets for German, Swiss, Austrian, Dutch client base Preparing and processing tax documentation for reduction at source / tax exemption purposes on account and investor level Reconciliation of tax receivables and investigation of breaks Implementation of tax related market changes Regular review and verification of tax procedures prepared by team of 6 Organizing work of the team; allocating tasks, reviewing the work, conducting 1-to1 meetings, recruiting staff, performance management Identify and escalate operational issues Ensure procedures are reviewed and accurate as within departmental timeframes Close collaboration with internal teams in Global Ops and Global Services
Responsibility: - Ensure each team member understands owned tasks - Provide induction and on the job training - Represents the team in front of Manager, SDL and the Clients - Propose goals for team members - Report all employees/ process risks/ incidents to the Manager
Accounts Receivables Being responsible for process in accounting area: - Ensure each team member understands owned task - Ensure that KPI/SLA meet clients expectations - Represents the team in front of Manager, SDL and the Clients - Ensure accounts reconciliation are done properly, on time and action plan for outstanding items is under control - Propose goals for team members - Report all employees/ process risks/ incidents to the Manager - Take active part in MRC/ ops calls with the client
obligations: processing accounting records for German client from the windenergy sector - processing of PO and non- PO invoices as well as travel expenses - following up with vendors and departments to ensure prompt and accurate payments of invoices - helping to resolve discrepancies with trade partners - assisting in month-end and year-end closing activities. - support of other departments in accurate processing of standard accounting transactions - creation of process documentation, contribution to process improvements - responding to queries and emails - resolving exceptional cases - maintaining and building relationships with German speaking Clients - cooperating with others team members in order to increase effectiveness of work
Tax Operations – Senior Accountant obligations: - verifying financial documents for validity, accuracy and completeness in accordance with internal procedures and tax laws for several countries (Germany, Kazakhstan, Russia) - providing project - completing the short description for legal requirements for invoicing in EU-countries and to recognise deductibility of cost - preparing of internal supporting documentation regarding tax law and internal procedures - training new joiners - reporting by the standards of the group
Tax Operations –Accountant obligations: - verifying financial documents for validity, accuracy and completeness in accordance with internal procedures and tax laws for several countries (Germany, Kazakhstan, Russia) - participation in the transition process from Germany to Poland (II – V 2014 business trip in Germany(II – V 2014 business trip in Germany) - providing project - completing the short description for legal requirements for invoicing in EU-countries and to recognise deductibility of cost - reporting by the standards of the group
obligations: processing accounting records for client from the automotive sector - verifying financial documents for validity, accuracy and completeness in accordance with internal - procedures and tax laws - correct and timely processing of accounting records - reporting by the standards of the group - account reconciliation within the group, solving problems reported by customers - since V 2013 Process Trainer: contribution to process and documentation improvements, implementation of new contributors to the process, conduct training, keeping records of training