Mikolaj Bak
Elmwood Park,NJ
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.
Overview
5
5
years of professional experience
Work History
Market Data Analyst
Citadel
12.2022 - Current
- Assisted with set-up and maintenance of all vendors, services, contracts, owners, alerts, and cost allocations in Citadel’s data inventory system.
- Evaluated vendor offerings for potential cost savings and streamlined access to essential market information.
- Established and managed relationships with external data providers and research vendors.
Investment Reporting Analyst
GoldenTree Asset Management
11.2021 - 06.2022
- Collaborated with business development and investment teams in analyzing individual fund offerings, revenues, expenses, profitability, scalability, margin, and operating leverage.
- Improved financial transparency for senior management by developing custom reports highlighting key performance indicators.
- Streamlined financial analysis process by creating user-friendly templates for variance analysis and ad-hoc reporting requests.
Financial Analyst
AIG
07.2019 - 09.2021
- Assigned fair market values to subsidiaries as part of AIGIH’s annual impairment testing by valuing them using both DCF and market comparable approaches.
- Conducted peer benchmarking analysis, identifying areas of competitive advantage and opportunities for improvement within industry.
- Contributed to annual budget preparation by analyzing historical trends and forecasting future expenses for various departments.
- Assisted in preparation of presentations, data tables and other documents for monthly business reviews and quarterly earnings releases.
Education
Bachelor of Science - Finance
New York University - Stern School of Business
New York05.2019
Skills
- MS Office Suite (Word, Excel, Powerpoint, Outlook)
- SAP (ERP & BPC)
- Bloomberg Terminal
- Capital IQ
- Financial statement analysis
- Report Preparation
- Forecasting trends
- Variance Analysis
- Financial Modeling
- Excellent attention to detail
- Effective Communication
- Time management abilities
Timeline
Market Data Analyst
Citadel
12.2022 - Current
Investment Reporting Analyst
GoldenTree Asset Management
11.2021 - 06.2022
Financial Analyst
AIG
07.2019 - 09.2021
Bachelor of Science - Finance
New York University - Stern School of Business