Accounting
Tomasz Podolski
Economist /Manager/ Product Creator
Wrocław
Summary
With extensive knowledge in real estate management, sales, and accounting, I bring a well-rounded skill set to the table. My experience, acquired through education, training, and professional practice, extends to areas such as loans, insurance, and investments. Since 2008, I have actively invested in the real estate market and have also assisted others in this field. Throughout my career, my driving force has always been achieving sales targets aligned with the company's vision. In 2015, I expanded my investment portfolio to include alternative capital markets and have since continuously deepened my knowledge and analyzed the cryptocurrency market for future investment opportunities. I possess the ability to create personalized investment portfolios tailored to individual client preferences. Furthermore, my expertise encompasses accounting, tax systems within the European Union, credit and financial analysis, as well as property and business valuation. Fluent in both English and Russian, I am equipped to communicate effectively with diverse clientele.
Overview
26
26
years of professional experience
1
1
year of post-secondary education
4
4
Languages
Work History
Team Manager, Financial Advisor, Insurance and Credit Consultant
NOTUS Finanse S.A.
01.2020 - Current
- Financial Consulting
- Financial Planning: Long-term financial plans that include saving, investing, budgeting, and retirement planning
- Investments: I provide advice on selecting appropriate investment instruments such as stocks, bonds, mutual funds, and other financial products to maximize returns and minimize risks
- Tax Optimization: I assist with managing tax obligations, advising on tax relief opportunities, and developing tax strategies
- Risk Management: I assess clients' financial risks and propose strategies to manage them effectively
- Insurance Advisory
- Needs Analysis: Assessing clients' insurance requirements
- Policy Recommendations: Advising on the selection of insurance policies, including life, health, vehicle, property, and liability insurance
- Post-Sale Support: Assisting with policy management, updating information, and providing support in the event of insurance claims
- Client Education: Educating clients about insurance options and their benefits
- Credit Advisory
- Creditworthiness Assessment: Analyzing a client's creditworthiness based on their income, expenses, credit history, and other financial obligations
- Product Recommendations: Advising on available credit products, including mortgages, car loans, personal loans, and credit cards
- Application Process: Assisting with document preparation, loan application submission, and negotiating credit terms with financial institutions
- My Main Goals: Ensuring clients' financial stability and security through professional advice
- Helping clients achieve financial goals such as buying a home, funding their children's education, or enjoying a comfortable retirement
- Providing financial protection against unforeseen events and minimizing financial risks
- Facilitating access to the best credit products available in the market
- Improved overall team morale with effective motivational techniques like reward programs, recognition events, and transparent communication practices.
Business Development Manager
Red Sp.Zo.o
Poland
07.2013 - 07.2020
- Managing a New Project According to the Established Baseline Plan, Active Negotiations with Clients and Business Partners, Business Development, and Achieving or Exceeding Sales Targets
- Diligent Control and Preparation of Complete Accounting Documentation and Annual Reports
- Developing Company Growth Strategies, Including Creating Business Model Concepts and Project Plans, Considering Budget and Expected Outcomes
- Full Management of Real Estate Within the Project
- This description outlines responsibilities that include strategic planning, project management, financial oversight, and relationship management, all aimed at successfully delivering the project, surpassing business goals, and ensuring proper documentation and compliance
Financial and Real Estate Management Advisor, Wealth Management
Expander SA
Poland, West Pomerania
01.2015 - 06.2020
- Cooperation Agreement with Expander
- The cooperation agreement with Expander granted full access to most banks for mortgage loans, personal loans, business loans, investments, and insurance products
- Thanks to this collaboration, I was able to offer a comprehensive range of financial services, fully tailored to the individual needs of our clients
- As a result, I could effectively advise our clients in selecting the most advantageous financial products, providing them access to a wide array of banking solutions
- Mortgage Loans: I assisted clients in obtaining the best mortgage loan terms by analyzing their creditworthiness and comparing offers from various banks
- Personal Loans: I provided advice on the most favorable personal loans, considering the client's individual needs and financial situation
- Business Loans: I supported entrepreneurs in obtaining financing for their businesses, tailoring credit solutions to the specific needs and nature of their operations
- Investments: Investment advice to help clients choose the right investment instruments to maximize returns and minimize risk
- Insurance: Comprehensive insurance advice, helping clients choose the best insurance policies to ensure financial protection in various life situations
- The collaboration with Expander enabled me to provide top-level services with full commitment and professionalism, which translated into customer satisfaction and loyalty
Sales Representative
Deve Dediluk LTD
07.2011 - 01.2015
- Preparing Offers for Contractors, Including Thoroughly Analyzing Their Needs and Tailoring Proposals
- Actively Acquiring Clients, Building Business Relationships, and Expanding the Network of Contacts
- Additionally, Full Payroll and HR Administration, Involving Complex Processes Related to Personnel and Compensation Management
- This description highlights key responsibilities related to client engagement, business development, and the administration of human resources
- It emphasizes the ability to assess client needs, establish lasting business relationships, and manage the financial and personnel aspects of an organization effectively
- Developed tailored solutions in response to unique customer needs, increasing overall satisfaction rates.
- Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.
- Managed portfolio of high-value accounts, ensuring they received exceptional service.
- Expanded customer base through cold calling, networking, and relationship building.
- Collaborated with marketing to create impactful promotional materials for increased brand awareness.
Chairperson of the Board
Open Finance Ireland
06.2007 - 05.2011
- Project Management
- Product Development
- Data Analysis
- Change Management
- Tax Accounting
- Process Improvement
- Billing and Invoicing Systems
- Developed strategic plans for organizational growth, resulting in increased revenue and expanded services.
- Reviewed budgets regularly to ensure financial stability of the organization while making necessary adjustments.
- Managed crisis situations effectively, minimizing negative impact on the organization''s reputation.
- Improved stakeholder relations by proactively engaging with community leaders, partners, and donors.
- Established strong working relationships with government agencies and other organizations to support advocacy efforts.
- Guided organizational restructuring efforts that led to improved efficiency and better alignment of resources.
- Collaborated with key stakeholders to develop comprehensive marketing strategies that increased brand visibility.
- Planned and oversaw meetings in accordance with governing documents.
- Devised and presented business plans and forecasts to board of directors.
Financial Specialist
Dublin
01.2005 - 06.2007
- Project Management, ensuring efficient planning, execution, and delivery of projects on time and within budget;
- Product Development, from ideation through to market launch, driving innovation and product lifecycle management;
- Data Analysis, leveraging insights from data to inform business decisions and optimize performance;
- Change Management, guiding organizations through transformations while minimizing disruptions;
- Tax Accounting, managing tax compliance and strategy to optimize financial outcomes;
- Process Improvement, identifying and implementing strategies to streamline operations and enhance productivity;
- Billing and Invoicing Systems, developing and maintaining efficient systems
- Analyzed client capital structures and plans to determine financial viability and productivity of intended investments.
Krupier - Inspektor, Kierownik Sali
Silks Casino Dublin
01.2003 - 01.2007
- Krupier w bardzo prestiżowym Kasynie w Dublinie 2 lata
- Później inspektor oraz kierownik sali 2 lata
Krupier
Casino Poland Wrocław
01.1999 - 01.2003
- Krupier
Education
Studia podyplomowe - Akademia menadżera
Wyższa Szkoła Bankowa W Chorzowie
09.2023 - 06.2024
Master of Science - MS - Finanse i Rachunkowość
Uniwersytet WSB
Bachelor's degree - Finanse i Rachunkowość
Wyższa Szkoła Bankowa w Chorzowie
Finanse - undefined
Franklin University
Zarządzanie i marketing - undefined
Wyższa Szkoła Handlowa we Wrocławiu
Skills
- Project Management
- Product Development
- Data Analysis
- Team Manager
- Financial Advisor
- Business development
- Negotiation tactics
- Performance coaching
- Effective leadership
- Course development
- Ethical behavior
- Motivational skills
Software
Microsoft Excel
Tableau
Google Analytics
Etc
Interests
Sport
Books
Music
Travel
People Psychology
Timeline
Studia podyplomowe - Akademia menadżera
Wyższa Szkoła Bankowa W Chorzowie
09.2023 - 06.2024
Team Manager, Financial Advisor, Insurance and Credit Consultant
NOTUS Finanse S.A.
01.2020 - Current
Financial and Real Estate Management Advisor, Wealth Management
Expander SA
01.2015 - 06.2020
Business Development Manager
Red Sp.Zo.o
07.2013 - 07.2020
Sales Representative
Deve Dediluk LTD
07.2011 - 01.2015
Chairperson of the Board
Open Finance Ireland
06.2007 - 05.2011
Financial Specialist
01.2005 - 06.2007
Krupier - Inspektor, Kierownik Sali
Silks Casino Dublin
01.2003 - 01.2007
Krupier
Casino Poland Wrocław
01.1999 - 01.2003
Bachelor's degree - Finanse i Rachunkowość
Wyższa Szkoła Bankowa w Chorzowie
Finanse - undefined
Franklin University
Zarządzanie i marketing - undefined
Wyższa Szkoła Handlowa we Wrocławiu
Master of Science - MS - Finanse i Rachunkowość
Uniwersytet WSB
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