Krzysztof Wierzchowski

Business Excellence Manager, Franklin Templeton Investment
Poznań, wielkopolskie

Umiejętności

bankowość Analiza biznesowa Zarządzanie zmianą Analiza konkurencji Corporate Finance Analiza danych Rachunkowość finansowa Analiza finansowa Sprawozdawczość finansowa Zarządzanie Analiza rynku Marketing Planowanie strategiczne Zarządzanie zespołem Prawo jazdy kat B

Języki

angielski
biegły

Doświadczenie zawodowe

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Business Excellence Manager
Franklin Templeton Investments (Poland/United Kingdom/India)
• Working with the global investment management company to identify and implement initiatives for business excellence, such as operational improvement, revenue enhancement, metrics development, post-merger integration, program management etc.
• Developing professional relationship with internal stakeholders, ranging from senior management to frontline staff. Understand business situations, collate and gather process information/ data, perform business analysis of information, identify and implement recommendations, working closely with operations teams.
• Working on projects, to find a way, to leverage change management methodologies like Lean, Six Sigma, CMM etc. Driving best practices across functions of the organization and drive operational and process excellence. In doing so, actively mentor/ coach middle management operations personnel.
• Bring together multiple capabilities such us: technical expertise, pragmatic problem solving, process management skills and strong relationship management skills.
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Senior Planning Analyst
HSBC Service Delivery (Poland/Malta)
The role based in the Global Finance Centre of Excellence in Krakow. The centre expanded during 2010 into a world-class Finance function to support the development of the businesses across the European region. The Centre of Excellence focused on system standardisation and process transformation to deliver the highest quality analysis and insight to all the countries it supports.
• Participate in the delivery of financial plans (Rolling Operating Plan) across the business
• Help standardise processes to improve efficiencies within the Centre of Excellence
• Support the development of forward looking insights and analysis
• Support in integrating planning process into reporting system with strict plan version control
• Help ensure procedures are in place for all processes
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Business Performance Consultant
Legal & General (United Kingdom)
• Challenge and regularly review all operational and financial management information to ensure the product profitability targets are achieved, developing plans for senior management where variances are highlighted,
• Proactively identify business opportunities and where appropriate suggest changes to the operational and organisation models to deliver benefits into organisation,
• Develop and maintain integrated servicing costs models that will enable improving operational efficiency,
• Derive relevant product performance and costing information that will help identify areas of under performance and set appropriate strategies to rectify,
• Provide the appropriate financial analysis and business cases for senior management for all proposed projects to enable the Customer Delivery Board to make informed decisions,
• When monitoring impact of change activity, ensure business requirements are capture and delivered within the budget, through benefit realisation analysis,
• Benchmark key performance data of operational and product performance against external organisations.
• Produce and develop commercial and financial management information (e.g. Customer Service Board Pack, PMS Board Pack) for Savings senior managers to help drive the business,
• Establish and maintain good working relationship, at appropriate levels, with external and internal Stakeholders, thereby maximising the effective operation of Customer Delivery,
• Prepare and monitor budget and forecasts for Customer Delivery.
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Team Manager
Legal & General (United Kingdom)
• Understand, manage and enhance the process to improve customer experience by managing and challenging regulatory and financial risk and controls,
• Manage the systems and process change impacting Saving’s Division by active participation in STP project,
• Obtain agreement by all internal and external Stakeholders to documented processes and proposed solutions, liaison with Cofunds and representatives of other L&G divisions to ensure a single solution is accepted,
• Monitor team and individual KPIs, hold monthly reviews and appraisals with team members to review individual performances. Make recommendations for improvement /development to achieve both team and individual KPI's,
• Plan, manage and allocate resources effectively by managing the workflow to meet customer demand and leading the team responsible for On and Off Platform Portfolio Bonds processing,
• Lead and motivate team while developing their skills and professional knowledge on both products and regulatory requirements, such us FSA and KYC regulations,
• Understand the impact of decisions on costs , looking to reduce where possible and prioritising critical tasks for timely execution.
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Customer Service Agent
Legal & General (United Kingdom)
• Process, authorise and validate applications to produce accurate policy documents and commission payments in
a timely and compliant manner,
• Identify and analyse processes to ensure that improvements continue to be made and that all risk and control audits requirements are met,
• Support other Customer Service Agents on complex process queries as well as assisting to identify regulated complaints and breaches, so that knowledge is transferred in order to maintain and continue improvement to customer service
Netia S.A.
Key Account Manager
• Establish and maintain good working relationship with key customers to maximise effectiveness of Customer Service Team,
• Be an effective leader managing sales team, setting targets, promoting and rewarding good performance and displaying role model behaviours ,
• Gather relevant financial information about clients that enables financial analysis of the project and analyse turn over from investments to make sure it is in line with business case forecast,
• Plan, manage and allocate resources effectively by managing the workflow to meet customer demand and leading the team responsible

Szkolenia i kursy

CIMA Certificate in Business Accounting (1-65Y3JL)
Issuer: Chartered Institute of Management Accountants

Certificate in First Line Management (NE073015686601)
Issuer: Institute of Leadership & Management

Investment Administration Qualification (333281)
Issuer: Securities & Investment Institute

Certificate in Finance Administration (Life)
Issuer: The Chartered Insurance Institute

Certificate of completion the course 7 habits of effective manager
Issuer: Franklyn Covey

Edukacja

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Polityka Gospodarcza i Strategie Przedsiębiorstw, magisterskie
Uniwersytet Ekonomiczny w Poznaniu
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Finanse i Bankowość, licencjackie
Uniwersytet Ekonomiczny w Poznaniu

Specjalizacje

Bankowość
Inne
Finanse/Ekonomia
Inne
Sprzedaż
Inne

Inne

Working knowledge of Business Objects, OFA-Oracle, GFAS, FPF, PARIS

Expert in Excel, PowerPoint and Word

Grupy

Akademia Ekonomiczna w Poznaniu
Akademia Ekonomiczna w Poznaniu
Zapraszamy studentów i absolwentów tej zacnej uczelni :-)
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