Krzysztof Kalita - Financial Controller, UBS

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Work Background

UBSSwiss Region Integration Officer / Financial Controller

Mar. 2024Cracow• Led integration/migration of UBS Switzerland AG balance sheet & income statement into unified ledger, coordinating cross-functional teams (Finance, Operations, Tech) to align booking models and ensure data accuracy across multiple ledgers • Delivered high-quality financial reporting (Swiss GAAP/IFRS) as primary liaison between Poland and CH stakeholders, embedding controls and resolving discrepancies for operational excellence • Drove continuous improvement in data processes, collaborating with GTS teams to maintain SLA adherence and risk mitigation in fast-paced transition environment

UBSEMEA Regional Controlling Delivery Manager

Oct. 2017Cracow, Lesser Poland District, PolandOversee UBS financial and accounting activities for UK & Jersey Wealth Management entities • Supporting Local Finance Head as a proactive partner and independent strategic adviser to deliver end-to-end financial insights to the business • Developing and maintain internal stakeholders' relationships through collaboration and challenge to deliver a service that fulfills the business's strategic objectives • Overseeing process improvement initiatives • Supporting internal control framework by developing controls and processes • Driving organizational effectiveness and ensuring strong governance via Operational Excellence Framework (OEF) and other measures • Coordination of transitioning new business processes into my remit • Recruiting, preparing Teams' metrics, monthly SLA reporting, maintaining process documentation and handling escalations as well as communication with Clients and Stakeholders

UBSProduct Controlling Manager

Jul. 2013 - Jun. 2015Kraków Area, Poland• Lead the Team assuring the service levels are met in accordance to the Client requirements • Review the daily P&L reports produced by the team in Product Control areas; ensure P&L is submitted on a timely basis each day • Review all reconciliations for completeness and escalate material breaks • Expand on initial P&L commentaries produced by the team and suggest changes or corrections where required • Review the work of balance sheet owners; sign-off as the primary owner of the balance post all reviews • Attend monthly Balance Sheet and P&L review meetings which review month-over-month variance and spot drivers; ensure all commentaries are correct and supported with proper evidence; review commentary entered in the FSR tool • Assist with change the bank projects and ledger changes • Develop a detailed understanding of front to back flow to help identify potential issues, resolve open questions and assist other product controllers and Operations teams • Generate ad-hoc reporting as designed and requested by the Front Office or Onshore Product Controllers • Present weekly Key Risk Indicators to onshore BSRC and FC teams; these cover items such as control accounts, SCP submissions and daily attestations

BNYInvestment Monitoring & Regulatory Reporting Supervisor

Aug. 2012 - Aug. 2013Wrocław Area, PolandMain tasks: Responsible for regulatory reporting to the central bank & for monitoring fund’s compliance with the fund’s industry legal and regulatory framework and fund specific investment guidelines. Regulatory / Investment Monitoring: • Review the regulatory returns for accuracy/completeness • Submit returns to the central bank • Performance of investment monitoring programmes • Reviewing and reporting on fund portfolios for breaches of investment restrictions • Ensuring that investment breaches are accurately reported to the fund manager / client Client servicing: • Act as the primary dedicated contact for all contacts at a client's offices on operational and client servicing issues and ensure concerns/requests are addressed as soon as possible and within an agreed timetable • Ensure client specific monthly reports are completed according to the agreed timetable and are checked before sending them to client/trustee/other Human resource management: • Ensure work scheduling and staff supervision. • Ensure team are fully trained on the compliance systems and on our standard and client-specific procedures and controls and for alerting line management of specific training needs Management reporting: • Responsibility for accurate and timely update of management information system (MIS) information relating to allocated funds

CitiSenior Fund Accountant

Feb. 2010 - Jul. 2012DublinMain tasks: Sight overview for Singaporean/Malaysian NAV Teams for mutual funds, insurance linked funds and managed portfolios for European client with diverse funds structures such as multi-class, multi-managers, master/feeder and pooling; Ensuring adherence to procedures and controls and providing necessary data to management and clients, owning tasks and taking responsibility for the day to day operations; provide technical and operational support to the Malaysian/Singaporean NAV team Effectively participate in cross department projects such as fund launches, implementation of new securities in portfolio and structural changes. Escalation point of contact for client, point of contact for fund managers, trustees and counterparts Handling ad-hoc analytical/reporting requests from client, fund managers, internal managers and other parties. Reviewing accounting related issues included in securities and derivative trades and setup, pricing, fee analysis; monitoring key indicators of fund status and taking action to correct problems as required

CitiDeputy Team Leader

Jan. 2009 - Feb. 2010DublinMain tasks: Signing off funds valuation - review the work of fund accountants in a busy, challenging and deadline driven environment; Provide technical and operational support to the team, train and coach fund accountants on the variety of technical aspects Taking responsibility for the day to day operations in order to ensure accuracy and compliance with procedures and controls, review and control of the daily operation, Reviewing accounting related issues included in securities and derivative trades and setup, pricing, fee analysis; monitoring key indicators of fund status and taking action to correct problems as required

CitiFund Accountant

Jul. 2007 - Dec. 2008Main tasks: Accounting all transaction and funds activities. Ensuring valuations are calculated accurately and prepared to meet valuation deadlines. Ensuring NAV's are issued to all relevant parties in accordance with reporting requirements. Ensuring all cash and holdings reconciliations are completed in accordance with agreed timetables and procedures. Liaising with clients on operational issues

The Company Shop Software LtdTrainer

Mar. 2007 - May. 2007Main tasks: Product demonstration for both voice recognition software and digital voice recorders hardware, Closing of the sales, Report and record daily output and yields, Offer new initiatives to a developing process

BNP Paribas FortisClient’s Advisor

Apr. 2005 - Nov. 2006Main tasks: Analyzing and interpreting audited accounts; evaluating risk in correlation with collateral and price negotiation; preparing and presenting quality credit applications for new and existing bank counterparties to Credit Committee; monitoring existing credit exposures ensuring that credit reviews are prepared on a timely basis; managing and overseeing a portfolio of existing commercial lending relationships; sourcing, developing, maintaining and managing complex customer relationships and transactions while achieving targets

Millennium bcpClient’s Advisor

Dec. 2003 - Apr. 2005Main tasks: Building quality new client relationships and meeting broad range of multi product Pro-actively sealing targets including full range of savings and investment products, loans, leasing, treasury products, preparing credit applications; opening and managing accounts at banking system