marcin brozek

ccar mi financial analyst and manager

About

MBA degree, securities licenses, 7 years of RIA/BD front and middle-office experience, and more than 7 years of large banks financial statements exposure have given me significant hands-on knowledge in terms of banking and investment products, asset classes, as well as exceptional skills in areas of budgeting, forecasting, and managerial reporting. Good analytical skills and proficiency in applications such as Wdesk, Cognos, Essbase, and MS Access/Excel/PPT, coupled with good understanding of relational databases and ledger systems, have additionally allowed me to drive process improvements that enhanced reporting efficiency and increased the informative value of the content provided to leadership teams. recent achievements: * led the build of credit loss-rate analytics engine that provides data to public disclosures * managed the rollout of automated feed process for KPIs in CCAR submission documents

Country

united states

City

new york

Industry

banking

Skill

financial analysis, fixed income, financial modeling, financial reporting, investments, equities, accounting, hedge funds, trading, ms access, wdesk, alternative investments

Experience

mip and a reporting analyst and ad

ubs

2010-1 - 2013-1 · 3 yrs 1 mo

* Supported Alternatives COO with business activity analysis and P&L performance reporting. * Analyzed and reported on metrics related to RoAs, Profitability, New Money, and Asset Flows. * Coordinated expense & revenue planning for Alternative Investments and Research Group.

senior portfolio analyst and snrassoc

carret asset management

2008-1 - 2010-1 · 2 yrs 1 mo

* Monitored and rebalanced HNW portfolios to asset class and sector strategies. * Executed complex trades in Options, Equities, MFunds, Preferreds, Munies, and TFIs. * Worked with new and existing clients on Trust, Retirement, and Brokerage accounts.

senior fund accountant and vice president

warfield associates inc

2003-1 - 2008-1 · 5 yrs 1 mo

* Approved FINRA FOCUS, EDGAR 13F filings, and BD/ADV disclosures. * Acted as lead liaison to FINRA, MSRB, CPA, and legal counsel auditors. * Signed daily munies activity statement as Municipal Securities Principal.

cargo revenue accountant and manager

lot polish airlines

2001-1 - 2003-1 · 2 yrs 1 mo

* Prepared budget proposal and forecasts for cargo operations in N. America. * Analyzed, reconciled and approved revenue accounts in monthly P&L cycle. * Reported on revenue drivers and variances between revenues and budgets.

ccar mi financial analyst and manager

hsbc

2013-1 - Present · 13 yrs 9 mos

* Design and rationalizations of management and board approval presentations. * Peer group benchmarking based on disclosures, filings, and sell-side research. * P&A of KPIs and stress-related analytics of P&L and balance sheet projections. * Collaboration across global functions on regional business-intelligence drivers. * Partnering with business finance teams to standardize MI and CCAR reporting. * Streamlining of data hand-offs between functions and CCAR teams via Wdesk. * Leading improvements in offshore MI processes through cloud-based solution.