Daniel Miedziński

Experience

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  Blackstone Moregate – Independent Financial Advisers

  Jul 2007 - Jul 2007

  Trainee

  • funds research according to specified criteria,• prepared clients pension portfolios reviews,• kept all documents in order,• daily management of the administrative office.

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  Deutsche Bank PBC S.A.

  May 2009 - Feb 2013

  • calculate customers’ credit capabilities,• report sale and financial results,• responsible for executing budget’s plan,• suggest new areas where to find eventual business partners,• keep lasting relationships with clients,• cooperation with business partners. • analyzed real estate market,• controlled properties’ legal status,• inspected houses’ construction progress, • kept good relationships with bank’s business partners.

  • Financial Advisor for Private Clients

    Feb 2011 - Feb 2013

  • Mortgage Assistant

    May 2009 - Jan 2011
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  LG Display Poland Sp. zo.o.

  Apr 2013 - Aug 2013

  Business Planning & Controlling Specialist

  • creating short and long term budget plans for costs and investments,• creating financial statement’s rolling plan: Balance Sheet, Income Statement, Cash Flow Forecast,• collecting and presenting financial results,• analysis and creation of reports – KPI and financial indicators.

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  Credit Suisse

  Aug 2013 - Jul 2016

  Banking Operations Specialist 2

  • team support for MS Excel solutions,• responsible for processing dividend and coupon payments in Securities Lending & Borrowing transactions,• processing, booking and settlement of income collections (dividend and interest payments),• obtaining information from bank internal and external data providers regarding transactions announced by companies,• co-working on projects and contribute to the quality assurance process,• identifying and implementing process improvements and system enhancements that increase efficiencies and/or reduce risk. Show less

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  BNY Mellon

  Jul 2016 - Dec 2017

  Fund Accounting Supervisor in Investment Monitoring & Regulatory Reporting Team

  • MS Excel and VBA specialist – updating, upgrading and developing new VBA tools and solutions used in team’s daily work,• checking and approving weekly and monthly reports for credit rating agencies,• preparing monthly and quarterly reports for market regulator - Central Bank of Ireland,• investigating discrepancies in data provided by internal and external clients.

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  Credit Suisse

  Dec 2017 - Nov 2020

  • day-to-day activities associated with monitoring and maintenance of Global Asset Servicing process framework consistency,• developing and maintaining Excel VBA tools for teams across Asset Servicing department,• creating tailor-made complex SharePoint sites,• supporting improvement projects by Excel, VBA and SharePoint solutions supply,• preparing and coordinating Monthly Business Reviews,• preparing quality and quantity reports, and management summaries to management at all levels. Show less

  • Business Process Automation Senior Engineer

    Mar 2020 - Nov 2020

  • Reporting and quality specialist

    Dec 2017 - Mar 2020
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  UBS

  Dec 2020 - now

  • collaborating as Technical Business Analyst with business SMEs to assess processes and identify opportunities to eliminate waste by improving day to day work,• designing process automation solutions to increase efficiency and reduce operational risk,• designing and managing implementable process improvements including technical solutions that leverage process automation technologies,• migrating reporting dashboards from Tableau to Power BI,• migrating SharePoint sites from SharePoint 2016 to SharePoint Online. Show less

  • Associate Director, Senior Data Analyst for UX Design Operations in Personal & Corporate Banking

    Mar 2024 - now

  • Associate Director, Product Manager, Process Optimization & Automation

    Aug 2023 - Feb 2024

  • Associate Director, Business Risk Specialist in GWM Poland

    Mar 2023 - Aug 2023

  • Business Risk Specialist in GWM Operations Poland – Control Tower

    Dec 2020 - Feb 2023