Summary
Overview
Work History
Education
Skills
Languages
Affiliations
Timeline
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Katarzyna Baran

Woking,Surrey

Summary

Results-driven credit control professional with over 5 years of experience in financial services, including insurance and property management. Proficient in managing credit control, aged debt recovery, and stakeholder relationships in compliance-driven environments. Recognized for exceptional problem-solving, process optimization, and strong communication skills. Adept at multitasking under pressure while maintaining accuracy and meeting deadlines. Award-winning performer with a proven track record of delivering results in dynamic team environments.

Awarded multiple times for Employee of the Month as well as Employee of the Year.

Overview

6
6
years of professional experience

Work History

Client Accounts Assistant Manager

Savills
London
01.2024 - Current
  • Currently managing the Credit Control and Accounts Payable team, ensuring efficient operations, team performance, and adherence to company policies and industry regulations. strong working relationships with internal teams, landlords, and tenants, promoting smooth cash flow and issue resolution.
  • Oversee credit control operations, ensuring timely reconciliation of accounts and reduction of aged debt.
  • Achieved a reduction of £600k in landlord debt within 12 months through strategic credit control measures and effective stakeholder communication.
  • Designed and implemented a tailored debt recovery plan that reduced outstanding debt by £200k in just 2 months, eliminating the need to escalate cases to a debt recovery agency.
  • Produce detailed reports and dashboards, providing insights to leadership on debt recovery and arrears.
  • Collaborate with finance and technical teams to address queries related to fund recovery, invoicing, and compliance.
  • Lead regular team meetings to review KPIs, set goals, and strategize process enhancements.
  • Maintain up-to-date audit documentation, ensuring adherence to internal policies and industry regulations.
  • Prepared month-end closing entries to maintain detailed reporting and recordkeeping.

Client Accountant

Kinleigh Folkard & Hayward (KFH)
London
12.2020 - 01.2024
  • Managed a large portfolio of clients, handling financial transactions, arrears, and compliance with tax legislation.
  • Acted as the primary contact for internal and external queries, ensuring prompt resolution.
  • Tracked and reduced tenant rental arrears, reporting key issues to landlords.
  • Ensured all payments adhered to the Direct Debit Guarantee Scheme and processed deposit returns.
  • Supervised junior staff, reviewed tasks, and maintained comprehensive process notes.

Insurance Consultant

Howden Insurance
London
05.2019 - 12.2020
  • Managed customer accounts, performed credit control tasks, and facilitated mid-term policy adjustments.
  • Liaised between insurers, brokers, and third-party administrators for data accuracy and timely collections.
  • Negotiated with underwriters to secure optimal terms and cross-sold products to meet client needs.
  • Participated in weekly progress meetings and contributed to resolving billing delays and client concerns.
  • Taking responsibility for own personal development in terms of enhancing knowledge and understanding of the products offered. Complying and understanding branch procedures together with national rules and regulations (FCA).

Education

BSc - Business Accounting

Middlesex University

Skills

  • Credit Control & Debt Recovery: Expertise in managing large portfolios, reducing aged debt, and ensuring timely reconciliation of accounts
  • Stakeholder Relationship Management: Building and maintaining robust relationships with internal and external stakeholders, including reinsurers, brokers, and team members
  • Financial Reporting & Data Analysis: Proficient in preparing detailed financial reports and dashboards for leadership and external parties
  • Process Optimization: Streamlining workflows to improve efficiency and adherence to regulations
  • Team Leadership: Managing and mentoring teams, conducting appraisals, and driving collaborative efforts for success
  • Systems Proficiency: Microsoft Excel, Word, Outlook, Reapit, Sage, CML, RADAR, Electra (SSP), Applied Epic

Languages

Polish
Native language
English
Native
Polish
Native

Affiliations

  • Travelling
  • Cooking
  • Reading books
  • Cinema

Timeline

Client Accounts Assistant Manager

Savills
01.2024 - Current

Client Accountant

Kinleigh Folkard & Hayward (KFH)
12.2020 - 01.2024

Insurance Consultant

Howden Insurance
05.2019 - 12.2020

BSc - Business Accounting

Middlesex University

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Katarzyna Baran