Umiejętności
Księgowość
zarządzanie należnościami
Broker
Budżety
Cash Flow
Corporate Finance
D&O
Ekonomika
Finanse
Rachunkowość finansowa
Sprawozdawczość finansowa
Sprawozdanie finansowe
Prognozowanie
Audyt Wewnętrzny
Zarządzanie
Managerial Finance
Odpowiedzialność zawodowa
Reasekuracja
Wynagrodzenia pracownicze
Ubezpieczenia
Fakturowanie
Forecasting Analysis
Języki
angielski
biegły
rosyjski
podstawowy
Doświadczenie zawodowe
Head of Finance and Administration w Colonnade
Colonnade Insurance SA oddzial w Polsce
Crucial tasks:
• Creating long-range business and finance strategies. Marking, together with the Management, the way of company’s development.
• Strict cooperation with the company units abroad.
• Defining the finance strategies, including the coordination of capital management activities, maintaining financial fluency and verification of investment returns.
• Drawing up budgets and monitoring the level of their execution. Searching for cost optimizations.
• Control of administrative and accountancy processes.
• Designing solutions regarding accounting strategy.
• Supervision over payments from business partners.
• Multifaceted management of an administrative and accounting team consisting of 6 employees.
• Drawing up professional finance records, including forecasts, analyses and reports.
• Guaranteeing that the undertaken activities comply with local and international law as well as corporate guidelines
• Creating long-range business and finance strategies. Marking, together with the Management, the way of company’s development.
• Strict cooperation with the company units abroad.
• Defining the finance strategies, including the coordination of capital management activities, maintaining financial fluency and verification of investment returns.
• Drawing up budgets and monitoring the level of their execution. Searching for cost optimizations.
• Control of administrative and accountancy processes.
• Designing solutions regarding accounting strategy.
• Supervision over payments from business partners.
• Multifaceted management of an administrative and accounting team consisting of 6 employees.
• Drawing up professional finance records, including forecasts, analyses and reports.
• Guaranteeing that the undertaken activities comply with local and international law as well as corporate guidelines
Finance Manager
AIG Europe Limited SP. z o.o. oddział w Polsce
Crucial tasks:
• Cooperation with the high-level managerial staff, in particular with CFO and Country General Manager from the unit in Budapest.
• Participation in drawing up finance and business strategies both in the short- and long-time perspective.
• Serving as a business partner and management proxy. Participation in making key business decisions.
• Supervision over the company’s financial status. Coordinating the budgeting process, identifying departures and correcting plans.
• Monitoring the administrative, accountancy and tax processes.
• Supporting business development through effective preparation of financial forecasts and financial risk management.
• Verifying cooperation with the business partners concerning obedience to contractual terms and payment dates.
• Preparing the company to audits.
• Drawing up financial records and reporting for the needs of the Management Board.
• Cooperation with the high-level managerial staff, in particular with CFO and Country General Manager from the unit in Budapest.
• Participation in drawing up finance and business strategies both in the short- and long-time perspective.
• Serving as a business partner and management proxy. Participation in making key business decisions.
• Supervision over the company’s financial status. Coordinating the budgeting process, identifying departures and correcting plans.
• Monitoring the administrative, accountancy and tax processes.
• Supporting business development through effective preparation of financial forecasts and financial risk management.
• Verifying cooperation with the business partners concerning obedience to contractual terms and payment dates.
• Preparing the company to audits.
• Drawing up financial records and reporting for the needs of the Management Board.
Management Information Department Officer/Receivable Manager
Crucial tasks:
• Managing a team of accountancy and finance specialists. Employee coaching, task assignment, motivating employees towards better results.
• Supervision over reporting and accountancy, including the preparation of finance reports and conducting financial books in accordance with the Polish legal regulations.
• Support of the budgeting process, ongoing monitoring of financial situation.
• Strict cooperation with the other company departments and with external partners. Contact with specialists from London, Paris and New York.
• Designing internal finance and accounting procedures.
• Reporting to the Finance Controller.
• Managing a team of accountancy and finance specialists. Employee coaching, task assignment, motivating employees towards better results.
• Supervision over reporting and accountancy, including the preparation of finance reports and conducting financial books in accordance with the Polish legal regulations.
• Support of the budgeting process, ongoing monitoring of financial situation.
• Strict cooperation with the other company departments and with external partners. Contact with specialists from London, Paris and New York.
• Designing internal finance and accounting procedures.
• Reporting to the Finance Controller.
Receivable Manager
AIG Europe Spolka Akcyjna oddzial w Polsce
Crucial tasks:
• Participation in drawing up reports and business/financial analyses.
• Representing the company in contacts with banks.
• Financial supervision of the cooperation with external partners.
• Cooperation with the other company departments.
• Everyday work with the SUN accounting system.
• Participation in drawing up reports and business/financial analyses.
• Representing the company in contacts with banks.
• Financial supervision of the cooperation with external partners.
• Cooperation with the other company departments.
• Everyday work with the SUN accounting system.
Szkolenia i kursy
2009: Reinsurance – advanced workshop – seminar in Munich Re,
Content
Development of a complex reinsurance programme, consisting of various classes of business, by
o combining proportional and non-proportional treaty forms, portfolio commutation, reinstatement,
o combining short-tail and long-tail exposures, accumulation,
o using various quotation and pricing methods.
Risk transfer through run-off transactions,
Portfolio handling on a calendar-year, underwriting-year and accident-year basis, deposits, accounting methods and their significance for the reinsurance relationship,
Insurer’s retention, reinsurer’s capacity.
2008: Reinsurance Accounting – Non Life – seminar in Munich Re,
Content
accounting methods (calendar-year, accident-year, underwriting-year),
premiums, claims paid, cash losses,
unearned premiums and loss reserves, IBNR,
premiums and loss portfolios,
deposits,
Profit commission statement on calendar-year and underwriting-year basis with carry-forward,
Calculation of sliding-scale commission on calendar-year basis with carry forward,
Premium calculation for non-proportional reinsurance, reinstatement,
Retrocession,
Settlement of balances.
2007: “Workshops in accounting and financial reporting for insurance companies” - training in Business Academy MDDP,
2007: “2007 financial statement for insurance companies - balance and fiscal aspects” – training in Business Academy MDDP,
2007: “Excel in finance” – training in BDO S.A.,
2001: Self-Accountant course – graduated with A;
Content
Development of a complex reinsurance programme, consisting of various classes of business, by
o combining proportional and non-proportional treaty forms, portfolio commutation, reinstatement,
o combining short-tail and long-tail exposures, accumulation,
o using various quotation and pricing methods.
Risk transfer through run-off transactions,
Portfolio handling on a calendar-year, underwriting-year and accident-year basis, deposits, accounting methods and their significance for the reinsurance relationship,
Insurer’s retention, reinsurer’s capacity.
2008: Reinsurance Accounting – Non Life – seminar in Munich Re,
Content
accounting methods (calendar-year, accident-year, underwriting-year),
premiums, claims paid, cash losses,
unearned premiums and loss reserves, IBNR,
premiums and loss portfolios,
deposits,
Profit commission statement on calendar-year and underwriting-year basis with carry-forward,
Calculation of sliding-scale commission on calendar-year basis with carry forward,
Premium calculation for non-proportional reinsurance, reinstatement,
Retrocession,
Settlement of balances.
2007: “Workshops in accounting and financial reporting for insurance companies” - training in Business Academy MDDP,
2007: “2007 financial statement for insurance companies - balance and fiscal aspects” – training in Business Academy MDDP,
2007: “Excel in finance” – training in BDO S.A.,
2001: Self-Accountant course – graduated with A;
Edukacja
Specjalizacje
Finanse/Ekonomia
Kontroling
Finanse/Ekonomia
Księgowość
Finanse/Ekonomia
Zarządzanie finansami
Zainteresowania
Playing on accordion, chess,
Grupy
Akademia Leona Koźmińskiego
Niepubliczna szkoła wyższa o statusie akademii założona w 1993 r. Najbardziej akredytowana
i najwyżej notowana w międzynarodowym rankingu Financial Times szkoła biznesu w Europie
Środkowo-Wschodniej
Wyższa Szkoła Informatyki Stosowanej i Zarządzania
Uczelnia powstała w 1996 roku z inicjatywy Prezesa Polskiej Akademii Nauk. Uczelnia jest członkiem KRASP (Konferencji Rektorów Akademickich Szkół Polskich), jako jedna z dziewięciu szk&o