Bartosz Charchut I Vp Finance Banking I Control Head Office I Global Finance Partner I Financial Planning Group I Cfo Support

Available for senior management and International FS roles - The primary stakeholders CFOs, COOs, IBD. Identifying opportunities for off-shoring, cost reduction, revenue increases.

Career Break I help financial organizations to streamline and increase efficiency in various financial operations processes such as budgeting, forecasting and financial analysis over their revenue and expense budgets to ensure profitability targets are met at minimum costs. Support leading financial services and banking companies in their transformation and digitalisation projects, continuous improvements existing financial reporting process alongside with risk evaluations.

Key Achievements:
Managed financial reporting of global projects across global HSBC network, supervised preparation of senior decks reports such as ExCo, OpCo etc. Responsible to design and implantation new structure and reports as per senior management requirements and business support needs.
• Provided effective guidance in Change the Bank(CtB) portfolio, reviewing and challenging financial data with the Global PPM Leads, facilitate dialog with COO’s community to optimized banks spending.
• Provided financial expertise and evaluation on key Corporation wide strategic initiatives and other commercial reviews required by ExCo and the OpCo as well as other senior management committees.
• Consolidated Group’s results based and scheduled periodic reporting of financial results. Mitigated an operation risk based on collected data and developed various models scenarios for greater understanding risks and outcomes.
• Attended Portfolio & Programme Management (PPM) Forums and represent the finance management.
• Delivered financial inputs and commentary to governance packs, initiated discussion on group’s savings.
• Prepared and lead deep-dives into focus areas of executive interest. Leaded ad-hoc analysis and reporting of financial data, improved details accuracy and reliability.
• Managed teams in India and Poland, assign tasks, performed staff trainings, facilitate global calls, managed overall staff resources.
• Identified potential improvements to financial reporting processes and business performance review.
• Led stakeholders dialog across all Business Units, Functions and Regions to overseen the effective delivery of the technology change the bank programs and projects
• Supervised measurement and historical reporting: Pro-actively analysed , invested and explained key movements and trends to Senior Management and FP&A Business Partners.
• Coached, performed performance reviews, motivated a team, provided effective communication with internal and external stakeholders
• Designed and provided regular monthly reporting of finance variances, forecasts, succinct commentaries and issues with options to resolve to heads of functions improving cost transparency and tight cost control to deliver under plan results in each of the three years.
• Restructured executive committee governance including reporting, issues management and KPI’s. Accelerated the right shoring of COO processes to Global Operations utilities to right size the function in cost-efficient locations such India and Poland, expected to realize an incremental $2m annualized efficiency saves.
• Understood and implemented the impact of changes in framework for MI Reporting processes, advised Finance Leads in European countries, shared best practices.
• Deputized as team lead mentored and led team.Developed and led an onshore and offshore team included training, mentoring and performance managing staff representing the global business management function in annual appraisal discussions.
• Prepared financial analyses and models to assist in the evaluation of business initiatives, capital investments, new services and programs within business units.
• Reviewed of the monthly Financial forecasting PM scorecard and addressed key issues and concerns
• Identified potential improvements to financial reporting processes, implemented the best sector practices.
• Executed ad-hoc analysis and reporting of financial data for senior management purpose, supervised compilation periodic reporting of Capitalisation data.
• Executed meeting targets for organizational growth and overlooked risk analysis to identifying areas of potential risk threatening.
• Co-ordinating training programmes across all Business Units through local training leads/Super users.
• Support the analysis of existing financial reports and planning process across Business Units versus the proposed PPM design in order to assist in the gap analysis and change impact assessment.
• Establish framework agreements for the roll-out and maintenance of organization-wide PPM tools, training, mentoring and consulting
• Take part in continuous improvement of programme and project frameworks, templates and procedures; ensure they are fit for purpose and be best practice.
• Work with senior management of Retail Business Unit to define portfolio of programs and projects, ensure that portfolio delivers Business Unit strategy
• Provided an ongoing health check of the portfolio/programme(s) by reassessing whether programmes/projects continued to meet the overall strategic objectives
• Built strong working relationships with Finance, HR recruitment and Corporate Real Estate acting as central point of contact into these functions, implementing projects including financial entity recharging, business performance SLAs, review of indirect charges, operational risk action management and estate relocations.
• Organized and chaired the monthly PPM Committee including associated financial, MI, operational risk reporting and performance KPIs to addressed risk and control issues and managed financial governance.
• Managed changes to regional Compliance operating structures associated financial management impacts and formal service level agreements (SLAs).
• Lead efficiency projects (including implementation of new IT solutions and developing Databases for efficient reporting)

Key Achievements:
Supervised overall responsibility for the International and Financial Control across the international entities of QNB Group. Guided a broad range of financial strategy projects at a local and regional level in response to emerging business needs from various business channels, product functions both internally & externally.
· Created consolidated financial MI models and competiveness analysis for the CFO (25countries in EMEA)
· Developed new reporting tools and dashboards for EMEA Centres, covering $4b of costs across four main retail, wealth, corporate and head office channels and various other divisions.
· Overseen budgeting for International Business Department (IBD) and provided ongoing gap analysis on a regular basis to benchmark performance against plan within Management team.
· Prepared Group’s cost allocations, consolidated management accounts, budgets, performance analysis.
· Reviewed new investments, products, improved reports for business channels: retail, wealth, corporate.
· Delivered budgets, forecasts and ad hoc analysis for AGMs Int’l Finance, AGM MIS and GM CFO.
· Designed detailed market share and competitor’s analysis to support management decision process.
· Prepared the annual budgeting process with concert with the Head of International MIS &Financial Analysis, AGMs International Finance, AGM MIS and GM CFO, alongside with ALCO reviews.
· Supervised and mentored group junior analysts in business reporting, finance controlling, financial results submissions of foreign branches and subsidiaries belong to QNB’s Group.
· Guided IBD team on valuation, costs-benefits analysis of Bank’s Investments projects and risks.
· Through stakeholder feedback research evaluated areas where service could be significant improved.
· Created an ageing analyst template which was then rolled out to the rest of the team to use for month end analysis.
· Rectified consolidation of quarterly and year end financials of foreign branches and subsidiaries of QNB Group.
· Redesigned detailed market share and competitor’s analysis to support decision management process.
· Supported AGM Int’l Finance in developing comprehensive MIS relating to IBD to identify the overall contribution and returns achieved by each international location in terms of Individual business units, product lines, Business segments; and Other appropriate criteria.
· Managed daily financial control environment within International Banking Division(IBD), appropriate taking into account both overall Group standards and localized country requirements and facilitated the development of appropriate policies and procedures required.
· Directed accurate and timely preparation of consolidated financial statements relating to overseas branches/offices and subsidiaries in accordance with IFRS, AAOIFI and applicable regulatory requirements in countries in which the Group operates including.
· Drove development and monitoring on a proactive basis, business indicators, which assisted the Management team in securing new or increased lines of business.
· Identified requirements for updating the MIS and directed implementation. Led initiatives pertaining to identification of new MIS reporting tools/practices relevant to the International Operations.
· Supported proactively Head of International MIS & Financial Analysis in flagging both risk and opportunities of a financial nature inherent in the IBD business.
· Led support strategy development, prudent deployment of capital and effective, financially sound investments for franchise expansion across the businesses managed by IBD including branches, subsidiaries and affiliates.
· Actively supported team in maximising the effective use of time, resource and budget management.

Key Achievements:
Proved a pivotal role in merger GE Capital business model with bank’s structure. Provided leadership and direction to all aspects of accounting, financial management, post implementation controllership. Reviewed monthly, quarterly, and annual financial statement process, which included all regulatory required filings for FCA, PRA, BoE.
· Designed consolidated profitability reports, OPEX reviews, synthesised summaries and presentations.
· Developed short-range outlook forecasts, input on strategy to achieve net income targets for VPs review.
· Evaluated variances, trends analysis to determine key business metrics vs expectations and decisions.
· Led various financial analysis to support senior leadership with developing the business segment’s long-range financial plan for more than $30billion over next five years.
· Built short mid/term processes for outlook and performance review during merger within Wells Fargo.
· Drove financial modelling improvements in the planning and forecasting models to enhance process efficiency, supported new initiatives and to accurately capture the changing economics and evolving structure of the business.
· Ensured PwC and KPMG’s observations and SOX deficiencies have been actively managed in partnership with HBEU Finance, Product Control BRCM and GB&M Finance to timely resolution
· Engaged with other Finance colleagues across UK, Europe and US, become a champion, main point of contacts in relation to GE heritage business specifics. Demonstrated leadership experience in establish effective cross department cooperation, working groups and problems resolutions in bank’s standards.
· Worked closely with the senior Leadership Team, identify key strategic and operational projects necessary to support business growth, prepared a plan and executed on these projects.
· Provided methodological support to complex internal projects lead by other departments as required.
· Guided Head of Finance based on analysis variances and trends to determine changes in key business metrics vs expectations and review with leadership team.
· Conducted testing on SOX High Risk processes in line with Bank’s SOX FIM guidance and Operational Risk Framework;
· Encouraged to develop financial levers that will enable the business to meet net income and other business targets.

Key Achievements:

Employed as subject matter expert SME for financial reporting, costs allocation, technology improvements at global scale. The senior specialist (AVP), who can successfully facilitate both finance and non-finance senior stakeholders.
· Managed the full development lifecycle including: senior stakeholder management, requirements gathering, gap analysis, reporting rule development towards project delivery and successful completion.
· Reduced department expenditure by 30% by introducing Big Data and transformation cost initiatives.
· Delivered complex and key chart of accounts, business sign offs, framework on time in UK – FTP in order to implement the newest Group’s global reporting system and Big Data solutions across all businesses.
· Guided change project preparation and execution from end to end incl. requirements and requests.
· Improved forecast accuracy from 60% to 90% by introducing monthly performance meetings with Directors and Budget holders to maximize focus on costs and facilitate effective performance discussions around actuals, budgets and forecasts and facilitate achievement of financial cost targets of $103m.
· Coordinate FCA’s, regulatory reporting and analytical submissions in Ring Fenced Bank’s project.
· Oversaw and supported offshore located colleagues in India and Poland to ensure accurate and timely month-end reporting. Led problem solutions meetings, managed effective use limited offshore resources to their full potential.
· Lead and coordinated audit processes in conjunction with key stakeholders in the senior leadership team
· Prepared and disseminated timely and accurate financial information to allow for efficient use and control over financial resources of a business unit, project or service.
· Monthly preparation of financial reports, budgets, cost reports and financial forecasts to aid strategic decision making.

Key Achievements:
· Guided CFO and designed financial models estimations for completion of £0.5bn deposits allocation from offshore location back to AIB UK in order to raise capital for the Bank (BoE requirements).
· Reviewed Credit Provisioning calculations and Provisions prepared by Risk Management team.
· Managed risk by completion and review of the UK Finance Book of Controls and Self-Assessment Risk Template processes on behalf of the Group and individual senior managements stakeholders.
· Controlled and reviewed internal and external audit reports for UK Finance as well as submissions to Bank of England.
· Worked closely with the Head of Finance to ensure that forecasting and historic reporting are aligned and consistent messages are delivered to business, board and Investors.
· Development of financial and non-financial measures of business performance for evaluation and control of projects and investments.
· Created regular and ad-hoc reports with commentaries, trends analysis and outlooks, as well as other value adding decision support material for Regional and Group stakeholders
· Ensured orderly and smooth transition of own European MI consolidation and reporting processes offshore
· Trained offshore team members, provided support throughout migration
· Coordinated business units in their budgeting and planning process.

Key Achievements:
· Re-structured month end accounts to each department’s requirements and specifications.
· Improved P&Ls, income and KPIs reviews, conducted various ad hoc budgeting & forecasting scenarios.
· Enhanced efficient more ways of preparation and analysis of information for the management planning.
· Compiled reports and cost information to ensure customer groups are aware of their performance and any variance from agreed targets.
· Streamlined management reports to improve efficiency and effectively met bespoke requirements and other ad-hoc requests by the business. Identified, recommended and implemented agreed changes to financial processes to reflect business needs and operational requirements. Effectively communicated these across assigned area(s) of responsibility where appropriate.
· Helped understand budget numbers (bottoms up basis) and ensuring they adhere to EXCO guidelines.
· Designed competitor analysis, product profitability reviews, ratio analysis, ROI analysis, bonus awards.
· Improved end to end MIS reporting in order to submit tier1 results back to the Group by 1 day earlier.
· Guided the production of the month end P&L costs, income and KPIs. Led material variances against budget & forecast explanation, developed and maintained bespoken ExCo decks packs.
· Supervised finance database reconciliations, performed monthly reviews and relevant GL adjustments.
· Encouraged team members to question established processes and suggest areas for improvement.
· Ensured that the Leadership Team is collectively efficient on a day-to-day basis, and fully prepared for future existing and future challenges and opportunities
· Contributed to the preparation and analysis of information for the financial planning, budgeting and forecasting process, compiling reports and cost information to ensure customer groups are aware of their performance and any variance from agreed targets.
• Developed competitor analysis, product profitability reviews, ratio analysis, ROI analysis.
• Identified, recommended and implemented agreed changes to financial processes to reflect business needs and operational requirements, communicated these across assigned area(s) of responsibility where appropriate.
• Ensured finance database is maintained monthly by performing relevant uploads.

Key Achievements:
· Successfully delivered numbers of key changes in financial reporting and performance analysis areas.
· Participated in working group responsible for structuring new Products, new investments initiative
· Supported the senior leadership teams in developing the medium-term vision for the regions.
· Streamlined reports to improving efficiency and effectively provided bespoke reporting requirements and other ad-hoc requests by the business.
· Assisted with user testing UAT and implementation, ensured changes are made to improve operational efficiency and to reflected future business requirements.

Key Achievements:
· Presented P&L, B/S, MI packs and monthly expense reviews to SMBCE Executive Committee in Tokyo.
· Piloted testing and implementation phases of the new Oracle software in finance department.
· Improved expense reporting process for Tokyo Head Office, accruals reviews and prepayments management.
· Led testing and implementation phase of new reporting software Oracle ver.12 for an entire finance department.
· Prepared EMEA expense variance commentary, forecasting and quarterly KPI reports from EMEA region.
· Developed Financial analysis, modelling, costing for the new initiatives when required.

Key Achievements:
Recruited in 2007 as experienced Financial Analyst in the Financial Control team(Group IT team). Promoted, successful migrated Business Partner role from Management Finance team in Bristol to Accounting Services in Dublin, which involved numbers of incremental efficiency and SOX, UK GAAP processes improvements.
· Worked with both Finance Services and business unit finance staff to identify, planned and implemented initiatives to increase the effectiveness and efficiency of Accounting Services in line with new Finance Operating Model.
· Liaised with SAP business support define and plan systems changes required to support any changes to eliminate non value adding activity, expedite month end fast close and the creation of a centre of excellence for costs.
· Provided key operational services details to external & internal customers, including the Auditors (PwC) and internal such as Group Financial Controller and Treasury.
· Championed as a trusted and credible advisor to the business areas, delivered financial support and supervised compliance with financial procedures.
· Designed and implemented new Control and Supervisory Framework to ensure that On-shore / Offshore model operates effectively
· Lead efficiency projects (including implementation of new IT solutions and developing Databases for efficient reporting)
• Delivered budget & forecasting, monthly results reports & financial analysis to the the division and executive review
• Managed accurate annual budgets, plans & forecasts in conjunction with management,
• Guided key projects, meetings with senior management in UK to support the strategic development of the division, monitor division profitability,
• Analyzed Group and business unit financial performance, MI, forecasts and contribute to monthly reporting to the Chief Financial Controller(CFO).
· Prepared accurate MI reports, annual budgets, plans & forecasts in conjunction with management expectations.
· Supported strategic decision making using wide range of financial tools as well as business metrics, analytical skills and consultation.
· Prepared detailed analysis Profit &Losses, Income Statements, Balance Sheets, Trial Balances and other financial statement and presenting them to the management audience,
· Proactively initiated steps to devise & embed improvements in financial planning, forecasting and reporting progresses, ensuring consistency & control across Group Manufacturing and Group IT.
· Guided preparation of month end accounts: journals preparation, Balance Sheet reconciliation, Financial Analysis and variances commentaries, Reporting &Compliance
· Delivered effective financial management and control of the Bank’s investment activities representing annual spend of c. €280m per annum
· Maintained strong relationships with stakeholders across the Bank at various levels in the organisation
· Provided centre of excellence in relation to Group IT (hardware and Software) as well as guided DFO in relation to strategic decision process, which included as well headcounts, such as IT contractors costs workings on behalf BOI Bank.
· Redesigned reports of internal and external KPIs for Business Partners and Financial Controllers

Key Achievements:
· Supervised balance sheets, P&L review and deep dive analysis
· Managed SOX, IFRS submissions as per Irish GAAP and regulator’s standards.
· Liaised with external auditors, prepared of VAT and other tax/regulatory returns, aliased local regulatory.
· Supervised group’s monthly accruals and prepayments preparations
· Overlooked wide range responsibilities such as Accounts Payable, Receivables through final General Ledger entries.
· Maintained VAT and other tax regulatory returns. Liaised with external Irish Regulator.
· Developed excellent relationships and had continuous engagement with the wider teams to obtain the required analysis and support
· Managed relationship with Business Units, Legal, Compliance Operational Risk, Internal Audit

Key Achievements:

· Streamlined General Ledger processes, effective managed team of 7 qualified GL Accountants.
· Supervised production of the performance reporting for month end overlooked management slides and commentary for various governance boards are insightful and relevant to support business decisions
· Supervised transitions customers finance operations from the Netherlands, Italy, Sweden to newly created Shared Service Centre in Poland and staff recruitment and their training.
· Increased by 30% team productivity by restructuring, re-assignments and implementing new initiatives.
· Supervised development, implementation and documentation of all methods, procedures and systems required to support the above processes. Prepared procedures and guidance aligned with SOX Prepared performance analyses of performance, set SLAs and production of (KPIs).
· Through customer feedback research improved delivered service and staff recourses allocation, which directly impacted customer satisfaction rating.
· Nominated to various other secondments to business units in the Netherland and Italy.
· Developed a strong, effective team that consistently exceeded clients’ expectations. Recruited and trained colleagues within department in terms of financial reporting, statutory standards, managed difficult senior stakeholders etc.

Key Achievements:
· Reduced division’s expenditure by $15m by implementing bespoken database for financial departments.
· Being a member of Core and Steering Committee for GM business expansions in Central Europe successfully managed a $20m budget investment for new operation centers in Germany and Poland.
· Worked to a high level of accuracy supporting European Finance Managers in Paris involved reporting to Steering Committee (Heads Countries Divisions) and to the Core Team - project members.
· Analyzed business financial performance, profitability, MI, forecasts and contribute to regular monthly reporting to the senior European Purchase managers in the United Kingdom.
· Promoted on Financial Analyst in strategic company projects with greater ownership and responsibility.
· As reward assigned a leading role in managing the migration of General Ledger activities across Europe to a new Shared Service Centre and division in Poland.
· Advised customers on issues demonstrating judgement and understanding of the business
· Helped to implement change in the department by bridging the gap between the old and new teams

· Student Internship in US at Hyatt Finance Department