Expériences — Monika Pawlik

Experiences

Project | Role: Supported credit card strategy development for a medium-sized Polish bank (expected to generate ~150% increase in revenues in 3 years from strategy introduction; credit card portfolio has been optimized from 5 to 2 products by replacing the unprofitable cards with the ones aligned with bank customer segmentation) | Analyzed the current bank credit card offer and its financial performance against best practices, identified areas for optimization, modeled impact of the recommended strategy on bank’s P&L

Project | Role: Supported the largest Polish accounting company in an acquisition (purchasing 100% stake) of medium-sized Polish accounting and technology company (a deal value cannot be disclosed, however it was of more than PLN 10M) | Identified potential targets for acquisition in the accounting industry, prepared valuation of the acquired company, participated in negotiation phase
Project | Role: Supported the Canadian software company in sales transaction (transaction has not been finalized yet) | Prepared valuation of the company

Company Description

Investment boutique acting as an intermediary for M&A transactions; partner of a global organization Globalscope

Company website

https://aventis-capital.com/

Project | Role: Supported core system-related tender process for newly established Polish life insurer (as a result 4 offers have been analyzed and 2 vendors have been invited for workshops with the customer) | Managed the documentation throughout the whole process, prepared cost calculation for each offer, managed the logistics of workshops
Project | Role: Supported a project of developing new IT system for Polish financial insurer (as a result 3 solutions have been identified) | Developed functional and non-functional requirements for a new IT system, analyzed employee satisfaction of a current IT system, prepared cost calculation for recommended options

Monika Pawlik