Przemysław Kowalewski

Przemysław Kowalewski

Financial Analyst

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  • Timeline

  • About me

    Investment Director/Corporate Finance/Valuation & Financial Modeling/Financial Planing/Business Development

  • Education

    • Educational Institution

      -

      Activities and Societies: Certified Adviser in Alternative Trading System at Warsaw Stock Exchange

    • The Chartered Institute of Management Accountants

      2015 -
      Student

      Level C1-C5, E1 passed

    • Wroclaw University of Economics/ University of Limerick/Hasselt Universiteit/ Euromed Marseille

      2008 - 2010
      MBA Management
    • Wroclaw University of Economics

      2003 - 2008
      Master's degree Finance and Banking
    • SGH Warsaw School of Economics

      2017 - 2018
      International Financial Reporting Standards
  • Experience

    • Blue Tax Group S.A.

      Jun 2007 - Jan 2010
      Financial Analyst

      - Preparing financial analysis and forecasts for European Union funds applications- Preparing financial analysis for business plans in order to debt financing- Preparing business valuation- Preparing investment projects valuation - Supporting accounting department in preparing balance sheets, profit and loss accounts and cash flows for clients. - Close cooperation in preparing information document necessary for share issue on Alternative Trading System Warsaw’s Stock Exchange – NewConnect - Take part in management meetings Show less

    • Biznesplatforma.pl Sp. z o.o.

      Sept 2009 - Jan 2010
      E-business Process Specialist

      - Preparing documents for UE authorities- Coordinate works in informatics area- Coordinate works related to project functionality- Take part in implementation team meetings

    • Trinity AdVENTURE Sp. z o.o.

      Jan 2010 - Mar 2011
      Investment Analyst

      - Preparing financial models and forecast of projects including balance sheet, P&L, cash flow statement.- Market research of submitted projects- Ongoing monitoring of documents necessary in the process of reporting to the Polish Agency for Enterprise Development- Search for projects in the investment portfolio and an initial assessment in terms of investment attractiveness- Writing business plans for accepted projects.

    • Trinity Capital Investments S.A.

      Sept 2010 - Mar 2011
      Investments Analyst

      - preparing business valuation by DCF method and multiples method, - article writing for magazines, - conducting workshops on business topics at universities in the project Trinity Capital Buiness Network- writing applications for grants from the EU in “Innovative Economy Operational Program 3.3.2”

    • Fundusz Kapitałowy Rubikon S.A.

      Apr 2011 - Jun 2011
      Investment Analyst

      - Preparing business valuations- Market research- Control of portfolio company

    • Fitz Roy Sp. z o.o

      Jun 2011 - Jun 2015
      CEO

      • Building customer relations;• Preparing financial analysis and business valuations;• Financial services related to issue shares on NewConnect market and issue bonds on the Catalyst market; • Preparing business plans;• Advisory of capital gaining for clients;• Advisory of M&A processes.• Advisory as a financial controller for Rubikon Sp.z o.o. SKA

    • Rubikon Sp. zo.o. SKA (Capital Fund Rubikon)

      Nov 2012 - Sept 2015
      Investment Director, Managing Director

      - Controlling portfolio companies,- Preparing merger with paint manufacturer,- Assessment of investment project,- Preparing budgets for portfolio companies,- Managing advisory services,- Search for projects to the investment portfolio and an initial assessment in terms of investment attractiveness.- Responsible for finance area as external financial controller at Compensation Office Rubikon

    • Compensation Center Rubikon

      Jun 2013 - Jun 2015
      CFO

      - Preparing budgets (quarterly, annual) - Cost control- Preparing forecast- Preparing ad hoc management reports- Liquidity management- Improve internal processes- Responsible for implementation and improvement of internal IT manage system.- Businesses strategy advisory - Responsible for accounting processes and cooperation with external accounting office.

    • Koelner Rawlplug IP (Rawlplug Group)

      Oct 2015 - Jul 2016
      Controller Subsidiaries

      - Monthly reporting of financial results;- Sales, margin and cost variation analysis;- Supervision in budgeting and financial planning processes;- Assessment of financial data in order to prepare consolidated financial statement;- Preparing impairment tests;- Assessment of financial data of subsidiaries;- Control of financial documentation;- Receivables control;- Quarterly group reconciliation;- Support in financial analysis and operational activity.

    • KGHM TFI S.A.

      Aug 2016 - Jul 2022
      Investment Director
    • CUPRUM Zdrowie sp. z o.o.

      Aug 2022 - now
      Investment Director
  • Licenses & Certifications

    • IBCS Certified Analyst

      IBCS Institute
      Mar 2023