Summary
Overview
Work History
Education
Skills
Training
Legal Clause
Timeline
Generic
PATRYCJA MERCHEL

PATRYCJA MERCHEL

SENIOR BUSINESS ANALYST
Warsaw

Summary

Dynamic and results-oriented Senior Business Analyst with over 8 years of experience in payments, capital markets, and IT solutions, collaborating with global leaders such as Franklin Templeton Investments, Citi Service Centre, and EPAM Systems. Expertise in requirement gathering, gap analysis, and process optimization to enhance business success while ensuring strict regulatory compliance, including adherence to CHAPS standards. Recognized for delivering innovative solutions and launching system enhancements, with multiple awards for excellence in project execution and team mentorship. Proficient in aligning stakeholder needs with project deliverables through Agile methodologies and data-driven decision-making, ensuring impactful outcomes and sustained growth.

Overview

8
8
years of professional experience
2
2
Languages

Work History

Senior Business Analyst

EPAM
08.2022 - Current
  • Managed stakeholder expectations through transparent communication and timely status updates, ensuring alignment between project deliverables and business objectives.
  • Facilitated requirement gathering workshops, resulting in clear project objectives and deliverables.
  • Collaborated with cross-functional teams, ensuring a cohesive approach to business analysis.
  • Implemented Agile methodologies within project teams, increasing overall adaptability and responsiveness.
  • Conducted gap analyses to identify discrepancies between current and desired states, leading to actionable recommendations.
  • Performed risk assessments on potential projects to determine feasibility and viability before moving forward with implementation plans.
  • Led process mapping initiatives, resulting in optimized workflows and reduced redundancies across processes.
  • Mentored junior analysts on best practices for business analysis techniques, fostering professional growth within the team.
  • Ensured adherence to CHAPS (Bank of England) regulatory requirements by staying abreast of industry standards and best practices.
  • Provided technical support for troubleshooting analytics and reporting issues.
  • Utilized data visualization techniques to present and explain complex data sets.
  • Created data models to support decision-making processes.

Senior Business Analyst

PKO BP Finat
09.2021 - 07.2022
  • Understanding and analysing business needs from multiple operational streams (sales, marketing, settlement, taxes, backoffice)
  • Identifying and integrating information from stakeholders
  • Designing solution recommendations considering client experience paths
  • Communicating with multiple internal and external stakeholders at various managerial level
  • Providing presentations and workshops to both internal and external audience
  • Collecting project performance data to help track project issues and resolutions.

Senior Business Analyst

Citi Service Center
10.2019 - 08.2021
  • Understanding and analysing business needs for multiple international clients through over 20 projects with different size and level of complexity
  • Working on a project, where the rearrange of current client’s funds fashion was aimed. At the first stage, they were looking for advise how to shape the funds best. In order to meet that expectation, workshop with multiple Citi Ops Teams was arranged in order to figure out the structure which could improve client’s financial efficiency.
  • Identifying and integrating information from numerous tools, processes, documentation and stakeholders in order to design solution recommendations – GOLD GRATITUDE for enabling OTC trading on client’s funds.
  • The project consisted of: close work with client, client’s broker and Citi internal operational teams; setting up the whole process from the scratch; establishing the requirements for the trade instruction, its delivery time and method; agreeing information received from the broker on a daily basis as well as on a specific cases – its’s format and deadline; defining which internal tools should be adjusted and how based on provided procedures and conversations with SMEs – writing BRDs; preparing test documentation where multiple scenarios were checked and information flow with mapping correctness between the systems was examined; assembling a back-up plan for the time when an information is received late; defining step by step implementation plan along with assigned teams in a given time.
  • Preparing test documentation and refining test cases in cooperation with stakeholders
  • Testing execution
  • Communicating with multiple internal and external stakeholders at various managerial level

Senior Analyst

Citi Service Center
08.2018 - 10.2019
  • Bringing processes from Kuala Lumpur to Warsaw during 2-month migration project – GOLD GRATITUDE for gathering knowledge on multiple tax reclaim markets within short period of time, understanding nuances, bottle necks and setting up action plan for processes automation and enhancement from the beginning, as well as for smooth expertise sharing within the team after return.
  • Being responsible for test examination and implementation of tax system enhancements on Dutch market – GOLD GRATITUDE for leading Dutch e-filing project and its successful implementation.
  • The system enhancement consisted of defining system gaps, specifying user stories, designing solution recommendations, creating various test cases with extreme possibilities, their examination and review. It required a close continuous work with developers on system’s logic and coding change.
  • Contacting external parties, clients as well as internal teams within Citi
  • Being a market owner of tax reclaiming process on Netherlands, Luxemburg, Denmark, Greenland and Faroe Islands markets.

Senior Specialist

Citi Service Center
08.2017 - 08.2018
  • Implementing new tax reclaims system functionalities on Dutch market – AWARD for Dutch e-filing project
  • Processing tax reclaims on Netherlands, Luxemburg, Spanish, Swiss and Canadian markets
  • Responding to ad-hoc queries from clients and other teams within Citi.

Education

Master Degree - Capital Investments and Financial Strategies of Enterprises, Finance and Accounting of Business, Management Department

University of Economics in Poznan
06.2017

Bachelor Degree - International Logistics, International Economic Relations, International Economy Department

University of Economics in Poznan
06.2015

Erasmus Exchange Program -

ESIC Business & Marketing School
06.2014

Skills

    Stakeholder management

    Requirements gathering

    Business process mapping

    Gap analysis

    Analytical thinking

    Data mapping

    Time management

    Agile methodology

Training

  • SOFT: Self-presentation and coming out in public / Interpersonal communication / Negotiations
  • HARD: BPMN for Business Analysts / User Story Masterclass / Agile vs Waterfall Project Management / Bonds / Advanced Corporate Actions / Excel For Advanced Users

Legal Clause

I agree to the processing of my personal data for recruitment in accordance with art. 6 par.1 lit. a Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of individuals with regard to the processing of personal data and on the free movement of such data and repealing Directive 95/46/EC (general data protection regulation).

Timeline

Senior Business Analyst

EPAM
08.2022 - Current

Senior Business Analyst

PKO BP Finat
09.2021 - 07.2022

Senior Business Analyst

Citi Service Center
10.2019 - 08.2021

Senior Analyst

Citi Service Center
08.2018 - 10.2019

Senior Specialist

Citi Service Center
08.2017 - 08.2018

Master Degree - Capital Investments and Financial Strategies of Enterprises, Finance and Accounting of Business, Management Department

University of Economics in Poznan

Bachelor Degree - International Logistics, International Economic Relations, International Economy Department

University of Economics in Poznan

Erasmus Exchange Program -

ESIC Business & Marketing School
PATRYCJA MERCHELSENIOR BUSINESS ANALYST