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Agata W
@agata_welik
Vice President Markets Financial Services Leader
Polonia
Inglés, Polaco
Sobre mí
I am an operations and business leader with close to a decade of experience within Tier-1 global financial institutions, including Citi, Goldman Sachs, and CBRE. My work sits at the intersection of operational strategy, governance, and transformation within complex and highly regulated financial environments.
In my current leadership role within Markets, I operate at the intersection of business management, financial performance, risk and strategic execution, with a focus on Treasury and P&L management within a globally managed environment.
Habilidades
Agata W
desconectado •
Revisa mis servicios
Estrategia e innovación comercial
I will analyze and optimize your financial operations and business processes
Preparación para la entrevista
I will prepare you for your job interview
Experiencia laboral
Citi
4 yrs 7 mos
Vice President
Aug 2026 - Present • 1 mo
Vice President in Markets, responsible for business management, Treasury and P&L oversight within a globally managed environment. P&L management and ownership, financial performance analysis, forecasting and management reporting, providing senior leadership with visibility into key financial drivers and business performance. Partnership with Markets, Finance, Risk and senior stakeholders on business planning, financial governance, risk management and strategic decision-making. Governance leadership and performance management, including KPI/KRI oversight, control frameworks and senior-level business reviews. Driving operating model transformation, process optimization and automation initiatives to improve efficiency, scalability and control effectiveness. Acting as a key link between business strategy and execution, ensuring delivery against financial, operational and risk priorities.
Assistant Vice President Reconciliation & Proofing, Trustee Depositary
Mar 2022 - Present • 4 yrs 6 mos
Leads a high-performing team of 10, overseeing reconciliation and proofing operations for AIF and UCITS funds to ensure compliance with AIFMD and UCITS standards. Acts as the Trustee department’s Risk Champion, managing Monthly Business Reviews and optimizing KPIs. Resolves complex reconciliation challenges as a primary escalation point and implements automation tools to maximize productivity and minimize manual tasks across operations.
Team Supervisor in Treasury
Goldman Sachs • Tiempo completo
Dec 2019 - Mar 2022 • 2 yrs 3 mos
Oversees day-to-day operations and risk identification within Treasury. Manages operational flows for institutional, franchise, and consumer sectors, including Corporate Cash Management. Responsible for monitoring money supply, managing cash portfolios, and account reconciliation. Collaborates with Engineering to implement BI tools like Alteryx for automation. Serves as Warsaw Embedded Risk Champion for SOX compliance and performance monitoring.
