-- People leader: Built and led a global FP&A & COO team -- Strategic execution: Partnered with the head of business to drive growth -- Evaluated acquisition targets -- oversaw regulatory reviews. -- COO/Business Management: Drove execution of priority initiatives to transform the business -- Financial planning and analysis: Forecasted and executed the budget to grow revenue and manage expenses.
Tomek Siergiejuk
CFO, building scale, advisor and mentor to founders
Los Angeles, United States (-08:00 UTC) Englishfrom Los Angeles, United States
Usually responds in 19 hours
Free
Price per hour
Not available
Time Blocks Available
5.00
16 reviews / 22 sessions
-
-
Next availability
Not available in the next 30 days
Speaking with Tomek was a genuine pleasure. He's very informed on the subjects we spoke about and he took a high level, to in depth approach for every question. He made sure to highlight the key points in the topics I wanted to discuss, the pain points in the potential customers I may find, as well as potential use cases for my solution that I hadn't even thought of. On top of that, our conversation felt very personable and I felt very at ease opening up. I would 100% recommend booking time and l'd love to rebook sessions as I progress.
Chandon Camillo
Bio
Senior executive with a track record of building, growing, and leading client-focused businesses. Passionate about people and results. Known for driving change at scale, problem solving, introducing new services, motivating teams to reach their greatest potential. Expertise in banking, asset & wealth management, alternatives, mortgage, and credit. During his time at JPMorgan Chase, Tomek progressed from strategy to CFO & COO to General Manager of wealth management. Prior to joining JPMC in 2014, Tomek worked in investment banking, advising global financial institutions and fintech clients on M&A, capital raising, and IPOs. Tomek volunteers with organizations that enable college access to low-income students. Native of Poland, Tomek lives with his husband and daughter in Los Angeles.
Expertise
Advice on funding
I spent many years in investment banking working with management teams to prepare their businesses for fundraising, private placements, and IPOs. I can help with drafting the story, building the presentation, and practicing delivery. We can talk through debt vs. equity, raising money from friends and family vs. venture capital vs. private equity vs. public markets.
Building a team
I built teams for the office of the CFO and for a business unit. I can help think through team structure to meet goals, roles and responsibilities, setting a vision, hiring right level of talent, sourcing talent, building an incentive plan, setting targets, and managing performance. I can also help with moving folks from an individual contributor to a manager, difficult performance conversations, giving feedback, promotion and terminations.
Career guidance
Everyone is great at something. I help folks get there, see the picture from multiple angles, and identify steps to reach their highest potential. I can talk in detail about investment banking, strategy, CFO, and sales jobs.
Pricing strategy
I'm good at setting the optimal price schedule to meet your organization's goals. Talking through options, two-way doors, offers, and maximizing pricing for client acquisition and retention.
Toolkit
Jasper
4 years of experienceJasper is an AI content tool that has multiple functionalities. Cost is about $400/year. I use Jasper to draft emails, create memos, and customize content.
SurveyMonkey
4 years of experienceI've worked with SurveyMoney to capture client and team feedback. It's good for an extensive research piece and it's also good for a simple team survey on a project/event.
Tableau
7 years of experienceTableau helps with data visualization. It can ingest multiple data sources and present results in a dynamic, visually-pleasing way. I've used it to give sales teams line of sight into production, product adoption, and top / bottom performers.