Łukasz Trela

@ukasztrela

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Senior fund accountant with expertise in financial reporting and analysis.

Poland

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What I'm looking for

I seek a role that offers opportunities for growth and challenges in financial management.

With over six years of experience as a Senior Fund Accountant, I have honed my skills in financial reporting, reconciliations, and cash management. Currently, I oversee a portfolio of funds at TMF Poland, where I manage day-to-day operations, including period-end reporting and financial statement preparation. My commitment to delivering accurate and timely financial information supports strategic decision-making for my clients.

Throughout my career, I have demonstrated a strong ability to problem-solve and prioritize tasks effectively. At State Street, I was promoted to Senior Fund Accountant due to my dedication and performance, where I took on additional responsibilities, including mentoring junior team members. My proficiency in accounting software such as Investran and advanced Excel functions allows me to implement automated checks, reducing preparation time and minimizing errors.

Experience

Work history, roles, and key accomplishments

Current

Senior Fund Accountant

Current

TMF Poland

Apr 2021 - Present (4 years 2 months)

As a Senior Fund Accountant at TMF, I oversee a portfolio of funds, managing day-to-day operations including period-end reporting, financial statement preparation, and reconciliations. I ensure timely and accurate delivery of financial information while mentoring junior team members.

Accounting Financial Reporting Financial Reconciliations IFRS US GAAP Excel Problem Solving Team Leadership

Senior Fund Accountant

State Street

Jan 2018 - Apr 2021 (3 years 3 months)

Responsible for day-to-day accounting operations and quarterly financial reporting. Promoted to Senior Fund Accountant, overseeing junior team members and enhancing operational efficiency through mentorship and guidance.

Financial Accounting Financial Reporting General Ledger Mentorship Process Improvement Project Management Excel

Team Leader

Nationwide UK Cleaning

Jan 2016 - Apr 2017 (1 year 3 months)

Oversaw team performance and ensured adherence to quality standards while maintaining positive client relationships. Managed inventory and supply allocation to optimize efficiency.

Team Leadership Quality Assurance Client Relationship Management Inventory Management Performance Monitoring Communication Problem Solving

Customer Support Representative

Sykes Europe

Sep 2015 - Nov 2015 (2 months)

Provided technical support to Sony clients, troubleshooting and resolving issues related to their equipment. Documented and escalated complex issues for further investigation.

Customer Support Technical Troubleshooting Communication Documentation Problem Solving

Maintenance Staff

Newfound Harbor Marine Institute – Seacamp

Jul 2014 - Aug 2014 (1 month)

Worked as a maintenance worker at a summer camp, responsible for various daily tasks essential to the camp’s operation, including maintenance and repairs.

Maintenance Problem Solving Teamwork Time Management