Daniel C. Email & Phone Number

• Drove an end to end process of delivering user stories by mainly but not limited to: creating flow diagrams based on system architecture, consulted dev teams on business context, proposing process improvements.• Analyzed key aspects of financial sector (mainly payments branch) to evaluate factors driving results and summarized into presentations and demo sessions.• Assessed impact of current business processes on users and stakeholders and evaluated potential areas for improvement.• Derived conceptual designs from business objectives to deliver software and applications according to specifications for usability, performance and functionalityProject portfolio:• Playing a key role in a global project of financial company that is a key player in payments domain. Assisted in deployment of 3 big system functionalities, which have affected more than 100 million end users.

Gdańsk, Woj. Pomorskie, Polska

• Developing communication strategy related to key projects and initiatives related to change within the organization - both bottom-up and top-down.• Leading process improvement groups within operations divisions that are responsible for process design and improvements implementation.• Reporting improvements, conclusions, and recommendations from process analysis to senior management.• Playing a key role in end-to-end optimization strategy development and execution: desired state of process design, appropriate change management, and a meaningful project's communication strategy.• Led a multidepartmental project aiming at process reengineering within Fund Accounting divisions.The scope of the project exceeded 40 teams within 5 departments. As a result, standard additional opportunities for a joint operations perspective were created.• Developed and deployed risk mitigation strategy through process visualization tools that helped business operations understand and execute processes better.

Gdańsk, Woj. Pomorskie, Polska

• Providing help and expertise to peers related to the NAV production process.• Overseeing client delivery in cooperation with senior management and Service Location oversight.• Leading and implementing change initiatives related to business processes and technologies.• Overseeing business leads in their efforts of optimizing processes in their teams.• Identifying areas for potential process optimization within the department, as well as initiating the change in the business process.• Coordinated a project group, which aimed at balancing out workload split and reducing peak times among various teams in the department.• Ensuring the team completes the fund consolidation processes,provision of accurate and timely financial information to internal customers,preparation of consolidation entries and balance sheet, calculation of P&L, performing analytical reviews.

Gdańsk, Woj. Pomorskie, Polska

• Assuring daily delivery of NAV is accurate and is provided promptly.• Reviewing the work of preparers in the NAV production process.• Participating in Continous Improvement Team responsible for process reengineering projects with the main focus being efficiency gain.• Introducing new improvements or enhancing outdated tools in cooperation with employees from different teams.Project portfolio:• Created a Lean training strategy for newly onboarded employees. The training project had 450 people in scope and aimed to build a Lean foundation in the department.• Assisted in Fund Accounting process transition from Poland to India. This included cross-training of staff, creating procedures, and supervising screen-sharing training sessions.

Gdańsk, Woj. Pomorskie, Polska

• Taking part in the NAV production process.• Making sure deliverables are provided to the client with at most accuracy and timeliness.• Delivering training sessions promoting Lean methodology amongst staff.• Led training and mentoring sessions from process efficiency conceptions.• Assisting in creating of Lean strategy for the team.• Taking part in small process improvement initiatives for serviced clients - project groups varied between 2-5 people.

Gdynia, Woj. Pomorskie, Polska

• Guiding clients through mortgage and insurance processes.• Selling insurance policies and creating investment plans.• Collaborating with management to evaluate credit strategies for clients and develop improvements.• Conducting end-to-end sales process identifying client needs and proposing a dedicated financial solution; specializing in retail loans, mortgage, long term investments.

Postgraduate Degree, Acca Certified Studies

Master'S Degree, International Management And Finance, 5

Bachelor'S Degree, Accounting And Finance, 5