I seek a role that fosters growth in reporting and financial analysis.
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@kamilaroek
Detail-oriented reporting specialist with strong analytical skills.
I seek a role that fosters growth in reporting and financial analysis.
I am a dedicated Sustainability Reporting Specialist with a strong background in finance and accounting. Currently, I work at UBS, where I produce and review sustainability reports, ensuring compliance with regulatory requirements. My role involves collaborating with cross-functional teams to enhance ESG reporting processes and improve data management systems.
Previously, I served as a Fund Expense Reporting Senior Specialist at State Street, where I prepared and validated Total Expense Ratio reports and managed client inquiries effectively. My experience as a Fund Accountant at Brown Brothers Harriman honed my skills in financial analysis and client-specific processes, allowing me to train team members and resolve complex issues efficiently.
With a Bachelor's degree in Finance and Accounting, I am proficient in Microsoft Excel and possess strong analytical skills. I am passionate about sustainability and committed to driving improvements in reporting methodologies to support organizational goals.
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Work history, roles, and key accomplishments
UBS
Feb 2024 - Present (1 year 9 months)
Responsible for producing and reviewing sustainability reports, maintaining ESG reporting processes, and collaborating with cross-functional teams. Ensures compliance with regulatory requirements and executes improvements for testing methodologies.
State Street
Mar 2023 - Jan 2024 (10 months)
Prepared and reviewed Total Expense Ratio reports, managed expense accruals, and assisted in client and audit queries. Ensured timely communication and resolution of expense-related issues.
Brown Brothers Harriman
Aug 2021 - Feb 2023 (1 year 6 months)
Managed client-specific processes, provided daily feedback, and trained team members. Conducted analysis of trades and resolved discrepancies in financial reporting.
Prezentmarzeń
Feb 2021 - Aug 2021 (6 months)
Provided professional customer service, assisted customers in product selection, and prepared store displays to enhance the shopping experience.
Degrees, certifications, and relevant coursework
Bachelor's, Finance and Accounting
2019 - 2022
Studied Finance and Accounting, gaining proficiency in financial forecasting and reporting. Developed skills in Microsoft Excel, including Pivot Tables and Vlookup.
High School Diploma, High School
2015 - 2018
Completed high school education.
Software and tools used professionally
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