пропозиції роботи
Anna Miazga
.
Kraków,
małopolskie
Dołącz do GoldenLine i obejrzyj pełny profil tej użytkowniczki
Zobacz pełny profil
Umiejętności
Analitycy
B2B
bankowość
Biznes
Kredyty konsumenckie
Corporate Finance
Kredyt
Obsługa klienta
Dane
Konsolidacja zadłużenia
Ekonomika
Angielski
Finanse
Rachunkowość finansowa
Analiza finansowa
Rynki finansowe
Sprawozdawczość finansowa
Inwestycje
Zarządzanie
Manages
Marketing
Strategia marketingowa
Microsoft Excel
Microsoft Office
Microsoft Word
Tabele przestawne
Zarządzanie Sprzedażą
SAP
Praca w zespole
Driving licence
organizacja czasu, kreatywność, praca w zespole
VBA w środowisku MS Excel - tworzenie makr do automatyzacji przetwarzania danych, tworzenie funcji oraz aplikacji (formularze)
RPA
Języki
polski
ojczysty
angielski
biegły
francuski
podstawowy
rosyjski
podstawowy
Doświadczenie zawodowe
PROCESS ASSOCIATE
-checking financial dcouments (invoices/bank statements/credit notes) received from the local desk, in ERP system according to the current procedure,
-checking the cupplier data and details in ERP system
-daily updating the activity reports
-solving cases opened by the suppliers
-reconciling the accounts of the vendors and reporting activities if needed
-reconciling supplier bank statements
-analyzing the debit and credit balances of suppliers
-performing month end activities and reconciliations between group companies
-participating to weekly/montly conferences with the client and internal teams
-comples activities : negative balances, direct debits, prepayments, refunds, blocked invoices, good receipt/invoice receipt account investigation
-escalating of unsolved/unclear issues
-performing controls according to the AP process
-knowledge transfer to the new employees
-updating activity trackers
-month closing reports and periodic dashboard reporting as well as ad hoc reporting
-country specific knowledge of taxation (VAT & CIT) & accounting rules applicable particulary for country-to-country transition
- in charge with payment proposal preparation and submission to customer
-checking the cupplier data and details in ERP system
-daily updating the activity reports
-solving cases opened by the suppliers
-reconciling the accounts of the vendors and reporting activities if needed
-reconciling supplier bank statements
-analyzing the debit and credit balances of suppliers
-performing month end activities and reconciliations between group companies
-participating to weekly/montly conferences with the client and internal teams
-comples activities : negative balances, direct debits, prepayments, refunds, blocked invoices, good receipt/invoice receipt account investigation
-escalating of unsolved/unclear issues
-performing controls according to the AP process
-knowledge transfer to the new employees
-updating activity trackers
-month closing reports and periodic dashboard reporting as well as ad hoc reporting
-country specific knowledge of taxation (VAT & CIT) & accounting rules applicable particulary for country-to-country transition
- in charge with payment proposal preparation and submission to customer
Junior Credit Analyst
• analysing current needments and customization of the products to meet clients expectations
•assessment of the customer's credit solvency based on full verification of data accordance to procedures and documents involved in credit process
• forming long-term relationships with clients
• selling credit products (consumer credits, debt consolidation)
• successfully reaching the sales target
• reporting results of selling and current stage of credit proccess
• paying attention to satisfy the quality of goods and customer service, according to bank standards
•assessment of the customer's credit solvency based on full verification of data accordance to procedures and documents involved in credit process
• forming long-term relationships with clients
• selling credit products (consumer credits, debt consolidation)
• successfully reaching the sales target
• reporting results of selling and current stage of credit proccess
• paying attention to satisfy the quality of goods and customer service, according to bank standards
Finance Advisor
-analysing informations and preparing the best suited solutions to individual clients requirements
-reviewing and responding to clients changing needs and financial circumstances
-promoting and selling banking products to meet given sales targets
-reviewing and responding to clients changing needs and financial circumstances
-promoting and selling banking products to meet given sales targets
Finance Advisor
- enlisting clients and setting up the meetings
- conducting multifaceted analysis to get the knowledge of their expectations
- creating investment strategy
- reaserching the marketplace to provide the best financial products to clients
- contacting clients to provide the information about new financial solutions or any changes that could cause any damage on their investments or savings
- keeping up to date with financial products such as :
insurance
credit products (mortgage, debt consolidation, consumer credits)
investments (funds, etf)
- conducting multifaceted analysis to get the knowledge of their expectations
- creating investment strategy
- reaserching the marketplace to provide the best financial products to clients
- contacting clients to provide the information about new financial solutions or any changes that could cause any damage on their investments or savings
- keeping up to date with financial products such as :
insurance
credit products (mortgage, debt consolidation, consumer credits)
investments (funds, etf)
Szkolenia i kursy
Microsoft Excel advanced level
VBA - basic course
VBA - basic course
Edukacja
Managment, Accountancy, licencjackie
Uniwersytet Ekonomiczny w Krakowie
Specjalizacje
Bankowość
Bankowość detaliczna
Bankowość
Pośrednictwo finansowe
Finanse/Ekonomia
Księgowość
Obsługa klienta
Finanse/Bankowość/Ubezpieczenia
Zainteresowania
volleyball
Grupy
UEK
Uniwersytet Ekonomiczny w Krakowie, założony w 1925 roku, to jedna z najlepszych państwowych uczelni ekonomicznych w Polsce, a jednocześnie największa uczelnia ekonomiczna w Europie Środkowej.
KARIERAwFINANSACH.PL
Grupa dla ludzi, którzy swoją karierę zawodową związali lub planują związać z księgowością, audytem i finansami. Poruszane wątki powinny dotyczyć tematyki związanej z rozwojem zawodowym i planowaniem
Muzyka Filmowa
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