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Air Ave, Louisville, KY ♦ Cell: ♦
CFA Level II
Candidate, CFA Level I passed June
Finance & Banking
Investment Banking, Warsaw School of Economics, Poland, May
Construction of portfolio of stocks with the use of fundamental and
portfolio analysis. Modeling in Excel
International Economic Relations
International Finance, Warsaw School of Economics, Poland, October
Enhancing corporate value with the use of VBM Value Based Management,
EVA®, M&A, and PE.
native, English fluent, Spanish advanced, Russian
SENIOR LIVING GROUP, Inc., Louisville, KY, October Present
of companies that include over bank accounts,
funds that amount to over $M, analyze cash positions for liquidity
of cash b/w interest earning money market funds and cash accounts subject
to bank fees,
restricted cash balances totaling $M to forecast/budget, analyze
variances, provide written comments to senior management,
flow with the use of financial modeling regression analysis,
fee statements, compare contractual bank fees to billed, investigate
variances, contact Banks to make adjustments,
and other balance sheet accounts variance analysis, provide explanations
for variances over the % threshold vs. prior month,
prepare debt/lease payment requests,
wires for debt, rent, payroll, lease, IC funding and reimbursements.
and periodic cash and noncash journal entries,
and other balance sheet accounts to daily bank statements, amortization
credit card transactions per month, analyze credit card fees and
allocate to proper communities,
Workstation software with Director of Treasury Department in four months
while performing all daily and monthly responsibilities,
policies and procedures; Recovery Team Leader for Treasury Business
with parties both internal and external of the Treasury Department in
the management of a variety of daily responsibilities and assigned projects,
Read and summarize
debt and lease agreements to ensure payments are recorded correctly.
P & P, Inc., Louisville, KY, April September
of Big Wick, family owned restaurant and pub, established in grew
into four locations and employs around people, awarded Best of Louisville
four years in a row.
Made bank reconciliations,
month end closing entries, inventory adjustments, sales tax, royalties,
entrusted with large amount of cash, handled bank deposits,
accounts, received and allocated payments, made collections.
invoices, processed for payment,
and reconciled accounts.
POLSKA S.A. Warsaw, Poland, Dec
–June Relocation to the USA
of International Corporation headquartered in Vevey, Switzerland, worlds
biggest Food and Beverage Company, employs about , people worldwide.
statements to determine financial performance of companies to make decisions
regarding the level of credit limit of customers.
and Decision Making
Ran credit control
of domestic and foreign customers to protect company’s assets; balanced
optimization of sales goals with prudent credit limits.
to fiveyear past due reinvoiced expenses of international upper management
incurred by Polish division of Nestle.
a favorable result of an internal audit translating into English all
corporate accounts receivable procedures,
maintained strong partnerships with customers, company's sales representative,
and Customer service team as well as Export/Import Department.
BANK S.A., Warsaw, Poland, Summer
of the largest Polish financial institutions founded in with the
birth of Polish free market became the first Bank listed on Warsaw SE,
and a first issuer of the VISA card in Poland
ASSISTANT in the Department of Cooperation with External Institutions
under garnishee orders and transferred funds from debtors’ accounts
to execution bodies’ accounts.
program in Spain, University of Alicante, Faculty of Business &
Economics, Spring Semester
Work & Travel
USA, Charles Town Races & Slots, WV, USA, Summer
Farm Worker Program, Scotland, UK, Summer
Workstation Treasura by Thomson Reuter’s ♦ PeopleSoft ♦ Hyperion
♦ JDE ♦ SAP ♦ QuickBooks ♦ AS ♦ MS Office Word, Excel,
Access, Power Point, FrontPage