MALGORZATA (MARGARET) KASPEREK
Wallington,NJ
Summary
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
20
20
years of professional experience
Work History
Senior Financial Associate
THE BURGISS GROUP, Inc.
10.2005 - 01.2022
- Supports the monthly, quarterly and yearly closing process. Prepares financial statements and reports for clients using statistical, financial, and operational data.
- Manage a complex portfolio of private equity investments.
- Prepares reconciliations of balance sheet, income statement and cash flows.
- Reporting of monthly, quarterly and year ended financial statement and budgeting.
- Reviews and prepares approximately 3,000 financial reports per quarter.
- Interfaces with major clients accounts. Over 20,000 clients worldwide which include private capital funds, venture capital and real estate.
- Involve in special projects team, reconciliations for total cost/expenses, and total revenue.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Developed financial projections and forecasts to guide investment decisions.
- Reviews potential acquisitions and sales.
- Analyzes public companies historical data based on the stock market exchange.
- Increases company public or private profitability.
- Knowledge of corporate finance, including balance sheets, income statements, cash flow, capital budgeting, profit and loss, time value of money, mergers and acquisitions.
- Handles direct investment.
- Administrates Fund of Funds.
- Analyzes and examines the audited financial statements reports of the company's investment potential, such as 'buy,' 'sell,' market perform, overweight, hold and corollary data in order to assess lending risks.
- Interact with company management teams and play a role in the research due diligence process, such as attending conferences and other industry sources.
- Investigates contingent liabilities, off-balance sheet items and related party transactions.
- Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
- Reviewed statistical information to determine financial trends for use in investment planning.
Administrator of Marketing and Finance Departments
THE ESTEE LAUDER CO.
09.2004 - 10.2005
- Prepared, analyzed and verified statistical sales and written financial reports.
- Prepared weekly, monthly, fiscal and retail calendar Field Sales, Sell-Thru, Mix of Business, Share of Market and Audited Sales Report.
- Processed and approved employees payroll and other company expenses transactions, such as: advertising, marketing and management fees.
- Organized, created and planned advertisements to the leading newspapers and magazines: NYT, Wall Street Journal, Cosmopolitan, People.
- Managed, organized, scheduled and maintained information for company employees.
- Maintained personnel records and updated internal databases to support document management.
- Collected, arranged, and input information into database system.
Work Leader - Claim Adjuster
CLARENDON NATIONAL INSURANCE CO.
02.2002 - 02.2004
- Analyzed and reviewed claims for accuracy, completeness and eligibility.
- Denied, settled and authorized payments to routine property/casualty claims based on coverage, appraisal, and verifiable damage.
- Performed risk analysis studies in order to maintain maximum protection of an organization's assets.
- Prepared and maintained reports and records for processing.
- Created weekly management reports for all check transactions.
- Conducted pricing analysis to estimate financial outcomes.
- Approve or reject insurance refunds such as authorizations or bills.
- Prepared reports and technical documentation of day-to-day production processes.
Education
Bachelor of Science and Bachelor of Art - Business Administration, Marketing/Management
FELICIAN UNIVERSITY
Lodi, NJ05.2003
Skills
- Knowledge of Windows
- Word
- Excel
- PowerPoint
- Outlook
- Knowledge of ISV/Software Solutions
- Private Archivist
- DocuXplorer
- Informant Stock Price Utility
- Data Service Audit
- Private Informant
- Private I
- Private iQ
- Well organized
- Detail oriented
- Capable of coordinating multiple assignments
- Accounting
- Financial statements expertise
- Cash flow management
- Financial statement analysis
- GAAP compliance
- Planning and analysis
- Strategic planning
- Capital budgeting
- Financial modeling
- Growth projections
- Investment analysis
- Cost analysis
- Financial software
- Cost analysis reports
- Financial statements
- Skills training
- Cash reconciliation
- Revenue growth
Languages
Polish
Timeline
Senior Financial Associate
THE BURGISS GROUP, Inc.
10.2005 - 01.2022
Administrator of Marketing and Finance Departments
THE ESTEE LAUDER CO.
09.2004 - 10.2005
Work Leader - Claim Adjuster
CLARENDON NATIONAL INSURANCE CO.
02.2002 - 02.2004
Bachelor of Science and Bachelor of Art - Business Administration, Marketing/Management
FELICIAN UNIVERSITY
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