Krzysztof Zoldak Żołdak

-Created and launched sports management corporation servicing Poland and surrounding countries
-Developed business strategy and operational plans to pursue overall goal
-Created and implemented solutions improving functionality and efficiency of the
-Specific departments in order to meet the profitability goals (Kaizens, reports)
-Built and developed partnerships with key clients
-Developed and overseen financial short and long term forecasts. Approved and managed the budget.
-Created multiple reports for financial monitoring and day to day progress purposes
-Recruited and managed over 20 employees. Prepared training materials for new employees.
-Inspired and motivated Sport Scout Team to sustain above the revenue growth
-Successfully planned and executed an innovative sales strategy
-Verified and edited final agreements/contract with clients and employees

Project: UBS Switzerland – Group Operations IT AM&SPM - Strategy & Planning (Apr 2015- April 2016)

- Collaborated in managing multiple stakeholders (Group Operations Investment Governance Committee, Group Internal Audit, GO Risk Committee, Group Executive Board): change portfolio financial analysis/run rates, modeling reduction scenarios
- Acted as a liaison/Single Point of Contact between Group Operations and Infrastructure Services
- Created and streamlined monthly Run Rate / financial analysis for GO IT change portfolio
- Coordinated discussions on funding reductions
- Participated in various change portfolio prioritization exercises during planning phases
- Coordinated hiring process
- Co-created and ran quarterly KPI report
- Created / Owned / Maintained collaboration sites
- Facilitated senior management meetings (prep, minutes, coordinated actions completeness)

Project: UBS Group Operations IT AM&SPM Transformation (Nov 2014 – Mar 2015)

- Conducted management analysis of newly established Account Management organization and provided recommendations.
- Worked closely with the head of the GO IT AM to responded to any ad-hoc requests regarding portfolio/organizational analysis (progress reports, run rates analysis)
- Facilitated senior management meetings
- Coordinated resource requirement process

- Enforcing project frameworks and standards for IT projects using Project Management tools set by the organizations project best practices.
- Teaming and collaboration, facilitate meetings miscellaneous requests and other duties as requested by the executive management.
- Provide and maintain project collaboration tools (Sharepoint, TeamForge)
- Manage and compile project related financial and KPI information.
- Created a group cost model to ensure all products are correctly priced.
- Create and oversee project templates,procedures, forecast models to ensure finances are well managed.
- Preparation of monthly portfolio review, executive dashboard/summary for executive level decision making.
- Preparation of monthly financial/progress reports for information dissemination.

-Participated in Transition Process of a 20-persons Finance & Accounting department from Chicago, IL to
Krakow, Poland
-Gathered knowledge and resources in regards to duties within the process being transition through
participating in work shadowing and lectures
-Collected and documented knowledge and observations of the process
-Maintained and executed progress of the project
-Cooperated with Zurich North America executives in regards to the process procedures and maps
-Collaborated with 4 persons team to prepare 130 procedures and process maps documenting the entire
process
-Assisted in allocating gathered resources to the delivery team located in Poland
-Worked as a Cash Flow Specialist II within the Finance & Accounting department of Zurich North America,
previously transferred from Chicago, IL to Krakow
-Recalculating Retrospective Rated Insurance Premium based on the insured’s actual losses experienced during
the policy term and factors included in the insurance policy agreement
-Planned and executed trainings for the delivery outsourcing team in Krakow
-Built and developed strong relationships with key external and internal clients of the BPO in Krakow

-Worked as Accounts Receivable clerk within a Collection Unit
-Built and maintained strong relationships with internal and external clients of the BPO
-Prepared governance audit samples for review to ensure procedural accuracy
-Planned and executed reconciliations on clients’ accounts.
-Collaborated with team members to determine solutions during reconciliation cases
-Updated Accounts Receivable general procedures

-Analyzed market and defined sales opportunities
-Planned and executed product and services presentations with highest level business executives
-Networked and communicated with clients to build successful business to business relationships
-Conducted sales presentations, product samplings, negotiated pricing and terms
-Attending any customer's queries, problem solving and providing detailed information on
new products, services and features available
-Generated leads by phone calling, cold calling local businesses and profiling clients
-Provided sales support for other representatives on the uniform Bay Area sales team

Coaching NCAA division I team at University of the Pacific.

-Managed with a group of 12 analysts portfolio of securities with total value of $ 1,600,000
-Provided analysis and recommendations for financial services and materials sectors.
-Personally managed 12% of total fund value personally through assigned sectors
-Collaborated with sector managers to determine and pursue overall fund goals
-Developed sector reports based on research and fund results
-Assisted in development and presentation of semiannual Fund Report to Board of Regents
and other industry professionals
-tilized various financial industry references for research and recommendations