Patrycja Lima
Analyst
Hamburg
Summary
Experienced professional with a strong background in finance, sales, and customer service. Proficient in conducting financial analysis, leading client meetings, and strategic planning. Recognized for commitment to team collaboration and ability to adapt to evolving needs. Dependable, results-driven, and poised to make a positive impact on organizational goals.
Fluent in English, Polish and Portuguese.
Overview
16
16
years of professional experience
4
4
Languages
Work History
Junior Key Account Manager
Statista
Hamburg
10.2024 - 01.2025
- Managed a diverse portfolio of accounts, ensuring each client received personalized attention tailored to their unique needs.
- Boosted client satisfaction by effectively addressing concerns and providing tailored solutions.
- Delivered informative product demonstrations to prospective clients, showcasing the value of our offerings in meeting their specific needs.
- Cultivated long-lasting partnerships with clients by consistently exceeding expectations and delivering exceptional service.
- Maintained a high level of product knowledge, enabling confident and informed sales presentations to potential clients.
- Covered the European market, using my knowledge of the following languages. Polish, English, Portuguese.
Analyst Consultant
Global Shares a JPM Company
Lisbon
05.2022 - 08.2023
- Adhere to internal processes and procedures and comply with tax withholding/reporting requirements.
- Assist in equity plan documentation for ESPP, SIP, SAYE and Restricted stock plans.
- Responded to employee inquiries regarding their equity awards, Dividends and RSUs.
- Assisted clients in selling and transferring their shares.
- Ensure accuracy, timeliness and integrity of all equity data in equity system of record.
- Provided excellent customer service via email and phone.
- Interact with other areas of the company in resolving queries raised by clients and participants (Operations, Payments, Settlement, Trading, IT, Product Design, Sales, etc)
- Provide ad-hoc training and education to users.
English Teacher
Momji
Lyon
11.2020 - 04.2022
- Promoted student welfare and followed safeguarding procedures.
- Optimised student engagement with literary and non-literary concepts through innovative teaching methods.
- Engaged with students through conversational language, simplifying curriculum into relevant, understandable information.
- Created a vibrant learning atmosphere through interactive exercises and discussions.
- Highlighted the importance of composition, grammar and sentence construction rules.
Customer Service Specialist
HP
Lisbon
09.2019 - 10.2020
- Maintaining a positive, empathetic, and professional attitude toward customers at all times.
- Responding promptly to customer inquiries.
- Communicating with customers through various channels.
- Acknowledging and resolving customer complaints.
- Knowing our products inside and out so that you can answer questions.
- Processing orders, forms, applications, and requests.
- Keeping records of customer interactions, transactions, comments, and complaints.
Sales and Customer Service Representative
WebHelp
Lisbon
01.2019 - 07.2019
- Brought forth a high level of customer retention and new customer development.
- Selling products and services using solid arguments to prospective customers.
- Performing cost-benefit analyses of existing and potential customers.
- Maintaining positive business relationships to ensure future sales.
- Expedite the resolution of customer problems and complaints to maximize satisfaction.
- Achieve agreed-upon sales targets and outcomes within schedule.
- Coordinate sales efforts with team members and other departments.
- Negotiated and used persuasive skills to overcome objections.
- Maintained current knowledge of company products and services to accurately answer client questions and make appropriate recommendations.
- Obtained deposits and balance of payments from clients.
Finance Analyst
Escape Hunt Plc
London
01.2018 - 12.2018
- Assisted in the successful completion of annual audits through timely preparation of accurate financial statements.
- Enhanced overall business performance by providing timely and accurate financial insights to inform strategic decisionmaking.
- Prepared financial and statistical analyses, graphs and Xero presentation materials and provided analytical support for finance team and operational partners.
- Measured actual performance against operating plan and interpreted results for all levels of management.
- Compiled data, reports and year-end audit information.
- Created and maintained precise and accurate models, charts and reports.
Finance Analyst
OpenTable
09.2014 - 11.2017
- Compiled various reports relating to budgets, expenses and payroll for review.
- Organised budget documentation and tracked expenses to maintain tight business controls.
- Participated in monthly, quarterly and annual audits.
- Reconciled all company accounts, including credit cards and expenses.
- Verified items billed against items received and followed up with vendors to reconcile variances.
- Analysed financial information to identify discrepancies.
- Prepared client billing under guidance from the billing manager.
- Processed routine and wire transfers for assigned portfolios.
- Prepared bank deposits, checking and correcting any errors.
Finance Assistant
Stylus
04.2011 - 05.2013
- Supported the finance team by processing invoices and expense claims promptly and accurately.
- Entered financial data into company accounting system with stringent adherence to data security protocols
- Maintained accurate records of financial transactions in alignment with regulatory requirements.
- Supported year-end closing activities, ensuring all transactions were properly recorded before the start of the new fiscal year.
- Helped reconcile bank statements and accounts and maintain accuracy and current records.
Receptionist
Lupa Pizzeria
09.2008 - 03.2011
- Delivered front of house duties with warm and professional manner.
- Reduced waiting times through effective time and resource management.
- Collected and distributed incoming mail, employing strict confidentiality throughout.
- Kept reception area clean and neat to give visitors positive impression of the company.
- Answered and helped resolve enquiries from clients, vendors and general public.
Education
A-Levels -
Stoke Newington School
LondonFoundation Degree in Arts - Art and Design
Waltham Forest Collage
LondonBachelor - Economics And Finance
London Metropolita University
London 04.2001 -
Skills
Account reconciliation
MS Excel
Audit support
Project management
Salesforce, Xero, Sage, Great Plains
Customer service
Client relationship management
Account management
Timeline
Junior Key Account Manager
Statista
10.2024 - 01.2025
Analyst Consultant
Global Shares a JPM Company
05.2022 - 08.2023
English Teacher
Momji
11.2020 - 04.2022
Customer Service Specialist
HP
09.2019 - 10.2020
Sales and Customer Service Representative
WebHelp
01.2019 - 07.2019
Finance Analyst
Escape Hunt Plc
01.2018 - 12.2018
Finance Analyst
OpenTable
09.2014 - 11.2017
Finance Assistant
Stylus
04.2011 - 05.2013
Receptionist
Lupa Pizzeria
09.2008 - 03.2011
Bachelor - Economics And Finance
London Metropolita University
04.2001 -
A-Levels -
Stoke Newington School
Foundation Degree in Arts - Art and Design
Waltham Forest Collage
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