
Łukasz Kolegowicz
Team Leader

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About me
Finance Accounting and Reporting Specialist
Education

The University of Physical Education in Krakow
2006 - 2011Master’s Degree Tourism and Travel Services Management
Experience

Subway
Jun 2008 - Sept 2008Team Leader- Helped with training and development.- Provided assistance and support.- Completed reports.- Investigated and resolved complaints and claims.- Ordered stock.

Dance Academy
Oct 2008 - Aug 2012Dance Instructor- Taught dance and designed choreography.- Delivered excellent customer service.- Dealt with all enquiries in a professional and courteous manner.

High Life Hostel
Sept 2012 - Jun 2013Receptionist- Registered arriving guests and assigned rooms.- Resolved complaints and claims.- Processed guests departures, calculated charges and received payments.

Pizza Pomodoro
Aug 2013 - Dec 2013Customer Service / Driver- Communicated courteously with customers by telephone, e-mail and face to face.- Hired and trained new employees.- Worked with minimal supervision.- Delivered the goods to customers.

Capgemini
Oct 2014 - Mar 2015Financial Analyst- Resolved and analyzed internal/external queries.- Processed urgent payment requests.- Liaised with clients and business to finalize ongoing issues.- Answered incoming calls and e-mails.

M Hotel
Nov 2015 - Mar 2016Receptionist- Answered inquiries about hotel services, made recommendations regarding shopping, dining and winter activities.- Arranged tours, taxis and restaurant reservations for customers.- Coordinated work activities of cleaning personnel, examined rooms prior to guests arrival and conducted inspections upon their departure.

Rondablikk Høyfjellshotell
Jun 2016 - Sept 2016Reception Supervisor- Supervised receptionists, waiters and cleaners.- Dealt with a difficult customers and resolved complaints in a professional manner.- Organized and coordinated group bookings.- Examined rooms prior to guests arrival.

Tripnet
Dec 2016 - Mar 2017Operations Office Agent- Handled external queries in a quick and professional manner. - Monitored incoming reservations.- Liaised between customers, suppliers and different departments in coordination of customer service process.- Processed urgent requests.

Brown Brothers Harriman
May 2017 - Jul 2019- Processed payments for income Corporate Actions with meeting strict deadlines.- Prepared the necessary financial reporting.- Cooperated with the global sub custodian network regarding any discrepancies and issues.- Direct cooperation with the specific VIP clients and timely resolution of their queries.- Assisted management in the implementation of policies, procedures and controls.- Identified and resolved workflow issues.- Worked on optimization of existing procedures and controls, implemented new procedures and workflows.- Resolved and responded to all queries received by the team from other business areas. Show less - Solid understanding of complex Corporate Actions events and trades tracking rules on USand non-US market.- Ensured all Corporate Actions instructions are correctly processed, reviewed and reconciled as necessary in accordance with procedures, terms of the offer and event deadlines.- Contacted with the Banks, Insitutions, Clients, Agents, Issuers on the daily basis, ensuring good understanding of events and requirements.- Provided highest level of client service and market research for top-tier clients.- Cooperated with other teams within Corporate Actions in order to provide the highest service.- Resolved client’s inquiries in line with procedures in a timely and efficient manner. Show less
Investor Services Specialist II - Corporate Actions - Income & Tax
Sept 2018 - Jul 2019Investor Services Specialist II - Corporate Actions - Response Team
Jun 2018 - Sept 2018Investor Services Specialist - Corporate Actions - Response Team
May 2017 - Jun 2018

Zurich Insurance
Aug 2019 - now- Preparing payments and filings to various State agencies in USAbased on written premium.- Performing G/L account reconciliations.- Preparing journal entries postings.- Performing asset valuation.- Executing controls within ICFR framework.- Maintaining contact with various stakeholders and with US Staterepresentatives verbally and in in writing.- Testing and working on numerous improvements.
Finance Accounting and Reporting Specialist
Apr 2021 - nowAccountant
Aug 2019 - Mar 2021
Licenses & Certifications
- View certificate

Lean Academy - Yellow belt
CrossKnowledgeMar 2021 
IELTS 7.5 (C1)
British CouncilMar 2016
Languages
- poPolish
- enEnglish
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