Joanna Jagiełło-Zych

Experience

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  Trinity Corporate Services Sp. z o.o.

  May 2008 - May 2009

  Accountant

  - Provide annual and periodic bookkeeping and full financial statements for SPV clients and funds according to local GAAP and IFRS.- Manage and maintain accurate financial records, including general ledger entries, balance sheets, and income statements.- Prepare financial statements, reconciliations, and reports for internal and external stakeholders, monthly/quarterly/annually, as required.- Ensure compliance with accounting principles, standards, and regulations.- Collaborate with cross-functional teams and liaise with client and vendors to gather financial data r required for bookkeeping.- Support the audit of financial statements, where required, and liaise directly with auditors and internal/external clients to ensure quality service and resolution of accounting queries.- Support monitoring of tax calendar and clients’ tax filing obligations.- Support the preparation of tax returns- Processing of vendor invoice payments within client bank accounts- Maintain details of work completed and time sheets in Time Tracker to allow production of quarterly statistics, and rebilling data.- Compliance with internal policies and procedures and adherence with relevant accounting procedure manuals. Show less

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  Skarbiec Asset Management Holding (Skarbiec TFI S.A.)

  Jun 2009 - Oct 2011

  Senior Accountant

  - Provide annual and periodic bookkeeping and full financial statements for SPV clients and funds according to local GAAP and IFRS.- Manage and maintain accurate financial records, including general ledger entries, balance sheets, and income statements.- Prepare financial statements, reconciliations, and reports for internal and external stakeholders, monthly/quarterly/annually, as required.- Ensure compliance with accounting principles, standards, and regulations.- Collaborate with cross-functional teams and liaise with client and vendors to gather financial data required for bookkeeping.- Support the audit of financial statements, where required, and liaise directly with auditors and internal/external clients to ensure quality service and resolution of accounting queries.- Support monitoring of tax calendar and clients’ tax filing obligations.- Preparation of tax returns (CIT, VAT).- Processing of vendor invoice payments within client bank accounts Show less

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  MDDP

  Nov 2011 - Apr 2012

  Senior Audit Assistant

  - Coordinate the day-to-day activities of audits and client interactions and ensuring efficient information flow from the client to the audit team- Identify and communicate potential issues and opportunities for audit efficiencies and process improvement to Partners- Supervise Audit Associates and Interns on engagements and providing coaching, timely feedback and reviewing their audit documentation- Demonstrate a working knowledge and staying current on developments in accounting literature including those specific to assigned industries Show less

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  RBS

  May 2012 - Jun 2017

  • Team Leader of Local Finance Team

    Oct 2014 - Jun 2017

  • acting Head of Local Finance Team

    Jul 2016 - Dec 2016

  • Senior Financial Accountant

    Apr 2013 - Sept 2014

  • Financial Accountant

    May 2012 - Mar 2013
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  NatWest Group

  Jul 2017 - now

  Financial Control Manager

  - Building and managing high performing team with focus on engagement and talent development.- Overseeing the team that is responsible for the full accounting service in the Hub (Accounts Payable, Accounts Receivables, Fixed Assets, Employees VISA card settlements, General Ledger, Financial Statements, Cash Management)- Supporting Tax Manager regarding VAT, CIT returns, reviewing and approval- Helping management in making decisions by providing analyses of costs spent per cost centers, divisions- Managing of reporting local data to Group financial systems on monthly basis- Responsibility for preparation accounting policy and all accounting manuals for the Hub and other entities in Poland- Driving process improvement opportunities across the team with a focus on continuous improvement- Running team meetings, huddles, 1-2-1 meetings, employees performance assessments, hiring employees- Presenting data to top management of the Branch- Building and maintaining strong relationships with other finance and non-finance teams, as well as external providers- Supporting local, regional, and global projects, as required; provide expertise in such projects- Assisting in the delivery of end-to-end processes in compliance with bank guidelines- Ensuring the timely and accurate delivery of reports within the team- Ensuring adherence to timelines for month-end activities for the assigned process / business- Driving and supporting the finance change agenda- Identifying, understanding and working towards resolving issues arising in day to day operations- ESG reporting Show less