Agata Mikołajczak

Senior Treasury Analyst-TAC, Franklin Templeton Investments Poland
Poznań, wielkopolskie

Umiejętności

Rynki kapitałowe Inwestycje Microsoft Office Raporty Fundusze inwesytycyjne Rynki finansowe

Języki

angielski
dobry
niemiecki
podstawowy

Doświadczenie zawodowe

Franklin Templeton Investments
Senior Treasury Analyst - Treasury Accounting, Recon Shareholder
- Support analysts in the resolution of cash and/or security breaks in a timely manner;
- Prepare applicable reporting to internal and external entities;
- Monitor aged and other exception items / breaks in the reconciliations.
- Monitor aged and other exception items / breaks in the reconciliations;
- Propose procedure revisions as weaknesses and inefficiencies are identified;
- Guide team in resolving non-routine problems and escalate to supervisor and/or manager (Ensure timely resolution of these issues considering impact to other areas and sites);
- Assistance in the planning and administration of the daily work assigned to staff in order to ensure it is completed in accordance with departmental guidelines.
Franklin Templeton Investments
Senior Transfer Agency Associate-Customer Operations
- Performing transaction processing, quality control and reporting functions in accordance with applicable International Transfer Agency policies & procedures;
- Analyzing and solving business process issues;
- Introduction trainings for new employees and coaching inside the Team;
- Assisting in system testing and process streamlining initiatives;
- Participating and providing feedback to business process and procedural realignment projects;
- Producing and submitting timely and accurate operational reports and other data in accordance with International Transfer Agency policies and standards;
- Participating in the implementation of new global transfer agency platform;
- Creating transactions reports for banks and clients;
- Responsible for transfer of process and workflow of financial transactions from Frankfurt office;
- Giving workflow improvement ideas, updating and creating related policies and procedures;
Franklin Templeton Investments
Transfer Agency Associate-Customer Operations
Polchar Sp. z o.o.
Office Administration Assistant
- dealing with office administration and documents preparation;
- direct cooperation with advertising agencies;
- contact with clients and external supporting companies, corporate events organization;
- direct contact with Executive Board;
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Holiday work
Ecean Edge Resort & Club, Bayzo’s Pub, Brewster, MA, USA
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Trainee
Jeronimo Martins - Recheio Cash & Carry, Lisbon, Portugal
- getting familiar with rules of bookkeeping;
- monthly and weakly reports of sales, analysis of media consumption and other costs;
- documents verification according to received guidelines;

Szkolenia i kursy

Course in human resources and payroll - Polkadr - Consulting Group, Szczecin.

Multiple trainings within Franklin Templeton Investments in following fields:
finance (capital markets, fund investments, Forex, etc.),
soft skills (Communication Styles, Professional Skills Development, Lean Management).

Edukacja

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Acquisition and Clearance of the EU Funds, studia podyplomowe
Poznan School of Banking
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Management and marketing, magisterskie
University of Szczecin

Specjalizacje

Finanse/Ekonomia
Księgowość
Finanse/Ekonomia
Rynki kapitałowe
Human Resources/Zasoby ludzkie
Rekrutacja/Employer Branding
Human Resources/Zasoby ludzkie
Zarządzanie HR

Zainteresowania

muzyka instrumentalna, kino, rower