Tomasz Kowalski

Lead analyst for group-level planning at a B2B software company with PLN 480M revenue and four business units.

• Own the annual budget and 18-month rolling forecast; forecast accuracy on revenue within ±2.5% for eight consecutive quarters.
• Rebuilt planning on a driver-based model, cutting the close-to-board-report cycle from 12 business days to 5.
• Built the SaaS-metrics pack (NRR, CAC payback, cohort margins) now used in every board meeting and the 2024 debt refinancing.
• Partnered with sales leadership on pricing scenarios that added an estimated PLN 9M in annual contract value.

Plant-level controlling and capex analysis for a steel processor with three production sites.

• Ran monthly variance analysis across PLN 300M of production cost; flagged a scrap-rate drift worth PLN 3.2M a year.
• Modelled the business case for a rolling-line modernization; the PLN 45M investment tracked within 4% of the modelled payback.
• Automated raw-material price reporting in Power Query, saving the team roughly 20 hours a month.

Audit fieldwork for mid-market manufacturing and retail clients.

• Executed audit procedures across 14 engagements, twice commended for workpaper quality.
• Built an inventory-sampling template adopted by the whole 30-person audit practice.

Certification covering planning, forecasting, and performance-management practice.

Exam-based accreditation; built a full three-statement model under timed conditions.

Built the lender-facing scenario model (base, downside, covenant-stress) that supported a PLN 120M refinancing at 80bps below the initial term-sheet pricing.

• Covenant headroom analysis adopted verbatim into the credit agreement monitoring pack.
• Model audited externally with zero material findings.

Cohort-margin analysis that identified systematic over-discounting on enterprise renewals; new floor added an estimated PLN 9M annual contract value.