Jakub Dobrowolski, ACCA

Experience

• 

  Bank Pekao

  Aug 2013 - Oct 2013

  Intern in Corporate Banking Management Department

  • Supporting corporate credit cards team,• Entering customers' orders into the system,• Responding to inquiries and complaints.

• 

  Pekao Leasing

  Jan 2014 - Aug 2014

  Customer Service Specialist

  • Responding to inquiries and customer complaints,• Providing customer information (exposure, risk group, timely repayment) to Bank's credit risk analysts,• Monitoring tasks assigned to other departments.

• 

  KPMG Poland

  Sept 2014 - Jun 2017

  • Audit and review of financial statements and group reporting packages of financial institutions, especially banks and securitization funds,• Verification of receivables portfolios valuation held by securitization funds,• Planning audit procedures,• Leading teams of 1-5 people, • Reviewing audit documentation,• Preparing reporting packages for the purposes of group auditor. • Analysis of processes, performing tests of operating effectiveness of controls,• Participation in credit reviews, verification of loan impairment triggers, valuation of loan loss provision,• Performing audit procedures in banks, investment funds,• Preparing analytical reviews of audited companies,• Participation in due diligence and assurance projects related to M&A and issuance of securities.

  • Senior Assistant - Financial Services Audit

    Oct 2016 - Jun 2017

  • Assistant - Financial Services Audit

    Sept 2014 - Sept 2016
• 

  CDM Pekao SA

  Aug 2017 - Aug 2019

  • Statutory, group and regulatory financial reporting under IFRS, • Implementation of new accounting standards,• Liquidity management in the company,• Involvement in the audit of financial statements.

  • Financial Reporting Expert

    May 2019 - Aug 2019

  • Financial Reporting Senior Specialist

    Aug 2017 - Apr 2019
• 

  NatWest Group

  Oct 2019 - Jan 2023

  • Supporting reconciliation, substantiation and attestation of balance sheet,• Ad hoc analyses and investigations to support the resolution of existing issues,• Implementing improvements to existing processes,• Participation in transformation of general ledger and implementation of a new chart of accounts.

  • Financial Control Subject Matter Expert

    Apr 2022 - Jan 2023

  • Senior Financial Controller

    Oct 2019 - Apr 2022
• 

  Allfunds

  Feb 2023 - now

  Reporting and Controlling Expert

  • Preparation of financial statements,• Supporting the preparation of annual budget and monthly review of budget execution,• Review of accounting information prepared by the accountants,• Regulatory reporting to NBP (e.g. FINREP, MONREP),• Supporting the audit of financial statements.