Roksana Radzik
Dietikon
Overview
4
4
years of professional experience
Work History
Group Shareholding Reporting Analyst
UBS AG
03.2023 - 12.2023
- Evaluate and analyze global holdings of issuers regulations in the designated jurisdiction.
- Performing daily position monitoring and disclosure preparation.
- Placing and monitoring trading restriction and providing trade approvals.
- Resolved variances in performance reports through root cause analysis and review of internal performance reports.
- Analyzing and calculating global equity holdings, as well as keeping track of holdings in sensitive industries.
- Providing compliance advisory support to trading desk.
- Review and maintain complex calculation rules across jurisdiction.
Global Plan Manager
Equatex
08.2022 - 03.2023
- Structured planning, processing and monitoring of transaction on stock market.
- Taking care of setup system configuration and underlying process.
- Analyzing clients’ plans and development of comprehensive solutions in close cooperation with all relevant internal and external stakeholders.
- Maintain and populate private equity related databases and Excel tools.
- Prepare regulatory reports and other internal reports as required.
Junior Billing Specialist
Citi Bank
09.2021 - 02.2022
- Performed transactions booking, preparation of SWIFT/SIC messages.
- Provided monthly report & analysis.
- Monitoring, analyzing and collection of receivables.
- Investigate and resolve confirmation mismatches and settlement failures together with front office, custodians and customers.
- Preparing reports for management and financial projections.
Junior Billing Specialist
Accenture
04.2021 - 09.2021
- Researched and resolved billing discrepancies to enable accurate billing.
- Assisted with billing inquiries and provided timely responses to enhance customer satisfaction.
- Monitored customer accounts to identify and rectify billing issues.
- Revision and correction of errors.
- Monitor settlement transactions to ensure timely settlement incl. pre-matching and cancel and rebook transactions.
Junior Analyst Intern
VIACOM International Inc
03.2020 - 02.2021
- Preparation of information related to business process, accounting and and analysis in SAP program.
- Systematically chase and resolve pending transfers/ settlements, differences and breaks.
- Participate in budgeting, forecasting and planning process.
- Analyzing large amounts of data to drive forward profitability insights.
- Monitoring of transactions requiring additional investigation.
Education
Bachelor of Arts - Quantitve Methods in Economics And Information Sys
SGH Warsaw School of Economics
Warsaw09.2022
No Degree - Economics
Universidad Carlos III De Madrid
Madrid06.2022
Skills
- Accounts Payable and Accounts Receivable
- BI Tool and System Design
- SQL
- JIRA
- Microsoft Excel
- Salesforce
- Power BI
- Confluence
- SAP
Other Skills
- Financial modeling - developed forecasting using FF&A and GAAP standards on Microsoft Excel and Power BI
- Corporate Investments - presented investment migraton strategies
- Teamworking and adaptability
- Ability to work under pressure
- Financial Acumen - comprehensive understanding of the financial industry through hands-on experience in preparing, analyzing and presening various fiancial reports
Languages
English
Bilingual or Proficient (C2)
Polish
Bilingual or Proficient (C2)
German
Upper intermediate (B2)
Hobbies
- Cryptocurrency
- Snowboarding
- Karate
Timeline
Group Shareholding Reporting Analyst
UBS AG
03.2023 - 12.2023
Global Plan Manager
Equatex
08.2022 - 03.2023
Junior Billing Specialist
Citi Bank
09.2021 - 02.2022
Junior Billing Specialist
Accenture
04.2021 - 09.2021
Junior Analyst Intern
VIACOM International Inc
03.2020 - 02.2021
Bachelor of Arts - Quantitve Methods in Economics And Information Sys
SGH Warsaw School of Economics
No Degree - Economics
Universidad Carlos III De Madrid
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