Roksana Radzik
Zurich
Summary
- 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
Overview
4
4
years of professional experience
Work History
Group Shareholding Reporting Analyst
UBS AG
03.2023 - Current
- Enhanced data accuracy by implementing advanced reporting tools and techniques.
- 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.
- Financial valuation and analysis of banking products.
Global Plan Manager
Equatex
08.2022 - 03.2023
- Increased team productivity by implementing streamlined processes and effective communication strategies.
- Implementing Scrum methodologies to streamline projects.
- Visualization of data by reporting tools and database technologies for data warehouse.
- Structured planning, processing and monitoring of transaction on stock market.
- Analyzing clients’ plans and development of comprehensive solutions in close cooperation with all relevant internal and external stakeholders.
- Taking care of setup system configuration and underlying process by SQL language.
- Maintain and populate private equity related databases and perform quantitative analyses.
Junior Billing Specialist
Citi Bank
09.2021 - 02.2022
- Reduced errors in financial records by conducting regular audits of billed accounts.
- Collaborated with the collections team to recover overdue payments from clients, maintaining cash flow and minimizing writeoffs.
- Performed transactions booking, preparation of SWIFT/SIC messages.
- Leverage SAP modules such as SAP FI & SAP CO to handle financial transactions.
- Monitoring, analyzing collection of receivables and taking part in monthly closing process.
- Preparing reports for management and financial projections.
- Business testing of new products and system release
Junior Billing Specialist
Accenture Solutions
04.2021 - 09.2021
- Improved billing accuracy by implementing a streamlined invoicing process.
- Perform in-depth reviews of suspicious activities, including transaction patterns, account behavior.
- Monitor settlement transactions to ensure timely settlement incl. pre-matching and cancel and rebook transactions.
- Implementing automation by VBA & SQL
- Developing comprehensive reports by standard BI and reporting tools.
Junior Analyst Intern
Viacom International Inc.
03.2020 - 02.2021
- Improved financial analysis accuracy by conducting thorough research and data collection.
- Assisted in developing accurate financial models for forecasting and budgeting purposes.
- Preparation of information related to business process, accounting and analysis in SAP program.
- Analyzing large amounts of data to drive forward profitability insights.
- Participate in budgeting, forecasting and planning process.
- Data analysis of structured products/ derivative instruments using SQL to understand and solve financial issue.
Education
Bachelor of Arts - Quantitve Methods in Economics And Information Sys
SGH Warsaw School of Economics
Warsaw, Poland09.2022
Associate of Arts - Economics
Universidad Carlos III De Madrid - Madrid
Madrid, Spain07.2022
Skills
- Reporting Procedures
- Performance Metrics Evaluation
- BI Tools and system design
- SQL & data management
- JIRA
- GUI
- Microsoft Excel
- Salesforce
- Power BI
- Tableau
- Alteryx
- Scrum
- SAP
- Confluence
- Azure Services
Hobbies
- Cryptocurrency
- Snowboarding
- Fashion
- Art
Languages
English
Bilingual or Proficient (C2)
Polish
Bilingual or Proficient (C2)
German
Upper intermediate (B2)
Timeline
Group Shareholding Reporting Analyst
UBS AG
03.2023 - Current
Global Plan Manager
Equatex
08.2022 - 03.2023
Junior Billing Specialist
Citi Bank
09.2021 - 02.2022
Junior Billing Specialist
Accenture Solutions
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
Associate of Arts - Economics
Universidad Carlos III De Madrid - Madrid
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