Tom Grelak, CIPM

Experience

• 

  Amazon.co.uk

  Jul 2007 - Oct 2007

  Intern/Assistant in Receiving and Logistics Department
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  Chamber of Commerce and Industry

  Oct 2008 - Sept 2011

  The Chamber of Commerce works to increase competitiveness of small and medium enterprises through external funding acquisitions and development activities, such as pro-export, pro-innovation and quality management systems.- Acquired $2.7 million in European Union grants for 50 small and medium enterprises to enable capital investments and business development. These funds were used to launch new products, and invest in expansions.- Trained over 450 employees in best practices of creating business plans and successful grant applications. - Organized the CEF Financial Conference, accompanied by the Warsaw Stock Exchange, in Warsaw, Poland.- Collected and analyzed data for grant applications, business plans and financial analysis for the Chamber as well as client companies. - Performed two internal audits as a certified ISO auditor, verified business procedures. - Lead project management of 8 business development projects which included, grant application, project implementation, quarterly reporting, budget tracking and expense reimbursement application. Received reimbursement for all of the expenses qualified as project related. - Served as a resource for other coworkers. Responsible for training of new employees. - Collaborated with the University of Silesia to improve the transfer of knowledge and skills between businesses and universities. - The Consulting and European Funds department was awarded by the Polish Chamber of Commerce for being one of the most successful and efficient consulting companies in Poland in 2010. We were ranked among major market leaders as KPMG, Ernst & Young and PWC. Show less - Guided small and medium enterprises in external funding acquisitions and economic development activities, such as pro-export, pro-innovation and quality management systems. - Invited to speak at University of Economics Career Day to motivate students to use European Union grants to finance business ventures. Notable Achievements:- Initiated further growth of 20 small and medium sized companies by acquiring $1.4 million structural funding grants from the European Union.- Organized 16 educational seminars to teach more than 1,000 employers and employees about the importance of obtaining funds from the European Union for the creation and development of enterprises.- Conducted over 100 hours of training on the preparation of business plans and successful grant applications. Show less

  • Specialist for Consulting and European Funds

    Oct 2009 - Sept 2011

  • Assistant for Consulting and European Funds

    Jan 2009 - Sept 2009

  • Consulting and European Funds Intern

    Oct 2008 - Dec 2008
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  ZF Group

  May 2012 - Jun 2014

  Cost Accountant

  - Provided financial support to upper management in order to assess future business decisions, new project acquisitions. - Communicated effectively across departments and teams on various continents in order to accurately prepare quantitative analysis of new product costs. Built relationships which enabled for improved synergy of teams involved in cross functional projects.- Presented project cost evaluations to senior management on a monthly basis.- Prepared contribution margin analysis.- Performed ROCE analysis for future business opportunities.- Lead a SAP implementation of Controlling module as a Local Process Expert- Redefined cost center and profit center structure.- Supported year-end activities in the accounting department. Prepared ad hoc financial analysis. Show less

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  Cincinnati Asset Management, Inc.

  Jun 2014 - now

  Manager, Performance & Compliance

  - Partner with CCO in the investment oversight and the performance monitoring and reporting for each of the Firm’s Fixed Income Strategies ranging from short to intermediate duration, investment grade to high yield, as well as ESG focused.- Support Portfolio Managers with preparation of detailed quarterly return attribution reports by utilizing Bloomberg PORT to explain the sources of relative performance to a suitable benchmark. - Leads the annual verification of performance results conducted by a third party auditor. Interpretation of results, outliers, addressing issues. Ensuring Firm’s compliance with Global Investment Performance Standards (GIPS). - Enhance portfolio management by preparation and monitoring of various portfolio metrics covering industries, duration, yield, maturity and credit quality. - Design and preparation of concise and actionable portfolio risk monitoring reports.- Assure understanding and proper execution of compliance guidelines and investment policies among the investment team across all managed portfolios. - Fusing regulatory requirements and rule changes with internal policies and procedures through evaluation, testing and improvement of the Firm's internal compliance program. - Oversee rebalancing of portfolios outside of set investment guidelines, maintaining the proper ratio between High Grade and High Yield securities. - Support competitive market analysis through comparison of Firm’s portfolio to other money managers and peers.- Responsible for addressing investment RFPs and due diligence inquiries.- Continuously review the Firm’s operational procedures to improve and automate internal controls, drive business process changes.Developed multiple VBA Excel templates to mitigate and/or eliminate potential risks affecting investment operations and performance reportingEach VBA template automated or semi-automated a previously manual process which reduced time needed to perform a given task by ~80% Show less