Umiejętności
Budżety
Ciągłość biznesu
Capital Adequacy
Cash Management
Corporate Finance
Handel
Bankowość detaliczna
Zarządzanie zespołem
Języki
angielski
podstawowy
Doświadczenie zawodowe
Senior Specialist Auditor
• Controlling procedures in Bank BPS SA and affiliated banks.
• Assessment of accordance and completion of internal regulations with external legal acts. Implementation and modification of existing procedures.
• Pointing out the disadvantageous phenomenon in the units and organizational points of the Bank and affiliated banks.
• Complaints evaluation- concerning the Bank and affiliated banks.
• Analysis and evaluation of the post – audit recommendations and fulfillments, advised by auditorial companies and UKNF and others.
• Preparation of audits reports for Boards and Bank Councils.
• Assessment of accordance and completion of internal regulations with external legal acts. Implementation and modification of existing procedures.
• Pointing out the disadvantageous phenomenon in the units and organizational points of the Bank and affiliated banks.
• Complaints evaluation- concerning the Bank and affiliated banks.
• Analysis and evaluation of the post – audit recommendations and fulfillments, advised by auditorial companies and UKNF and others.
• Preparation of audits reports for Boards and Bank Councils.
Factoring Advisor
• Reaching agreed business aims in connection with: sales volume, management of distribution channels, product promotion and sales organization.
• Sales process management.
• Multidimensional cooperation with the branch banking and company units during the sales process factoring services.
• Potential customers active seraching
• Preparing and leading of the training sessions and presentations.
• Gathering and processing information concerning the local specification of the factoring market.
• Sales process management.
• Multidimensional cooperation with the branch banking and company units during the sales process factoring services.
• Potential customers active seraching
• Preparing and leading of the training sessions and presentations.
• Gathering and processing information concerning the local specification of the factoring market.
Internal Controlling Specialist / Financial- Accountancy Department Manager
PWiK Sp. z o.o. w Olkuszu
Internal auditing:
• Risk analysis and preparation of annual internal controlling plans.
• Control of proper realization of economic events in the company.
• Preparation of control reports concerning the internal audits and preparation of post- control recommendations.
• Verification of post- control recommendations realization.
• Cooperation with the internal inspection authorities concerning realization of their tasks.
• Reporting on tasks realisation.
Accounting- Financial Departament:
• Management of financial policy of the company concerning all economic divisions.
• Financial and material reporting , including preparation of financial reports, annual balance and annual activity reports.
• Coproduction of technically- economic plans.
• Preliminary and current control of financial and economic operations.
• Debts vindication.
• Managing the analytic and synthetic accountancy.
• Material management control.
• Stocktaking of company’s assets.
• Problem analysis of the company’s financial economy.
• Tax declaratoins.
• Representation of the company in the general judgement legal proceedings.
• Risk analysis and preparation of annual internal controlling plans.
• Control of proper realization of economic events in the company.
• Preparation of control reports concerning the internal audits and preparation of post- control recommendations.
• Verification of post- control recommendations realization.
• Cooperation with the internal inspection authorities concerning realization of their tasks.
• Reporting on tasks realisation.
Accounting- Financial Departament:
• Management of financial policy of the company concerning all economic divisions.
• Financial and material reporting , including preparation of financial reports, annual balance and annual activity reports.
• Coproduction of technically- economic plans.
• Preliminary and current control of financial and economic operations.
• Debts vindication.
• Managing the analytic and synthetic accountancy.
• Material management control.
• Stocktaking of company’s assets.
• Problem analysis of the company’s financial economy.
• Tax declaratoins.
• Representation of the company in the general judgement legal proceedings.
Inspector – Board Representative
BS Wolbrom
• Customer service (financial products offered by the bank)
• Customers’ database creating and upkeep.
• Giving customers reliable, fully professional information concerning consumer credits, housing credits, commercial credits, consolidation loans, bank guarantees and bill discounts.
• Credits granting and making credit decisions ( according to given proxy).
• Managing and dealing with credit evidence and records.
• Monitoring of the financial situation of debtors and debt payment proces in the standard situation ( including the stage of securities before and during the crediting) time).
• No- cash activities: transfer orders, time deposit cashing ,cheques , limits servicing and charge cards.
• No –cash activities: transfer orders, time deposit , cashing cheques, limits servicing, and charge cards.
• Individual customer service, corporate customer service, preparation of bank opinions, certificates, opening bank accounts, recording, reporting , listing.
• Customers’ database creating and upkeep.
• Giving customers reliable, fully professional information concerning consumer credits, housing credits, commercial credits, consolidation loans, bank guarantees and bill discounts.
• Credits granting and making credit decisions ( according to given proxy).
• Managing and dealing with credit evidence and records.
• Monitoring of the financial situation of debtors and debt payment proces in the standard situation ( including the stage of securities before and during the crediting) time).
• No- cash activities: transfer orders, time deposit cashing ,cheques , limits servicing and charge cards.
• No –cash activities: transfer orders, time deposit , cashing cheques, limits servicing, and charge cards.
• Individual customer service, corporate customer service, preparation of bank opinions, certificates, opening bank accounts, recording, reporting , listing.
Inspector/Senior Inspector / Bank Assistant
• Customer service (financial products offered by the bank), data base creating and upkeep.
• Giving customers reliable, fully professional information concerning consumer credits, housing credits, commercial credits, consolidation loans, bank guarantees and bill discounts.
• Credits granting , managing the credit evidence and records. Monitoring the process of setting the security receivables.
• Monitoring of the financial situation of debtors and debt payment process in the standard situation ( including the stage of securities before and during the crediting
• No –cash activities: transfer orders, time deposit , cashing cheques, limits servicing, and charge cards.
• Individual customer service, corporate customer service, preparation of bank opinions, certificates, opening bank accounts, recording, reporting , listing.
• Giving customers reliable, fully professional information concerning consumer credits, housing credits, commercial credits, consolidation loans, bank guarantees and bill discounts.
• Credits granting , managing the credit evidence and records. Monitoring the process of setting the security receivables.
• Monitoring of the financial situation of debtors and debt payment process in the standard situation ( including the stage of securities before and during the crediting
• No –cash activities: transfer orders, time deposit , cashing cheques, limits servicing, and charge cards.
• Individual customer service, corporate customer service, preparation of bank opinions, certificates, opening bank accounts, recording, reporting , listing.
Edukacja
Zainteresowania
Risk theory and management,
History, Literature, Cycling
History, Literature, Cycling
Grupy
UEK
Uniwersytet Ekonomiczny w Krakowie, założony w 1925 roku, to jedna z najlepszych państwowych uczelni ekonomicznych w Polsce, a jednocześnie największa uczelnia ekonomiczna w Europie Środkowej.
CIA
Dla osób mających lub chcących uzyskać dyplom CIA. Wymiana materiałów szkoleniowych wiedzy i doświaczeń.
Szkolenie i Doradztwo
Szkolenia, Studia, Konferencje, Doradztwo i Marketing dla osób rozwijających swoją karierę szczególnie przez udział w programie ustawicznego profesjonalnego dokształcenia (CPE).