Łukasz Kolegowicz

Łukasz Kolegowicz

Team Leader

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location of Łukasz KolegowiczCracow Metropolitan Area

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  • Timeline

  • About me

    Finance Accounting and Reporting Specialist

  • Education

    • The University of Physical Education in Krakow

      2006 - 2011
      Master’s Degree Tourism and Travel Services Management
  • Experience

    • Subway

      Jun 2008 - Sept 2008
      Team 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 2012
      Dance 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 2013
      Receptionist

      - Registered arriving guests and assigned rooms.- Resolved complaints and claims.- Processed guests departures, calculated charges and received payments.

    • Pizza Pomodoro

      Aug 2013 - Dec 2013
      Customer 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 2015
      Financial 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 2016
      Receptionist

      - 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 2016
      Reception 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 2017
      Operations 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 2019
      • Investor Services Specialist II - Corporate Actions - Response Team

        Jun 2018 - Sept 2018
      • Investor 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 - now
      • Accountant

        Aug 2019 - Mar 2021
  • Licenses & Certifications

    • Lean Academy - Yellow belt

      CrossKnowledge
      Mar 2021
      View certificate certificate
    • IELTS 7.5 (C1)

      British Council
      Mar 2016