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Sergey LozovoySL

Sergey Lozovoy

Corporate Strategy | Financial Planning & Analysis

€300/day
Zurich, CH
15+ years

Average response time: 1 hour

About Sergey

First-principles thinker and ACCA-qualified finance professional with over 15 years of experience spanning corporate auditing, strategic capital allocation, and independent venture building. Expert in fundamental business valuation (DCF, CFROI), sustainable unit economics, and driving operational efficiency. Proven track record of evaluating complex corporate business models, designing rigorous financial reporting frameworks, and acting as a strategic advisor to senior leadership. Transitioning from a successful entrepreneurial venture to apply a founder’s mindset to corporate strategy, FP&A, and long-term enterprise value creation.

My approach is grounded in three principles:

Knowing when not to act —
Avoiding premature decisions, overtrading, or strategic drift. Most value is lost through activity, not inaction.

Thinking with precision —
Building sound frameworks, stress-testing assumptions, and making decisions that hold together under pressure.

Aligning decisions with long-term direction —
Ensuring that capital, strategy, and actions serve a coherent objective, rather than short-term optimisation.

Whether evaluating investments, designing capital structures, or navigating strategic trade-offs, I work across both financial and operating contexts — from portfolios to businesses — with a consistent focus on how decisions compound over time.

Take decisions with Patience. Craft. Purpose.

Registered in Commercial Chamber of the Canton of Zürich
CHE-468.818.719
  • English

    Native or bilingual

  • French

    Basic

  • German

    Conversational

Can work on-site
Zurich (up to 50km)

Experience

  • Zenith Grove
    Director
    CONSULTING AND AUDITS
    January 2023 - Today (3 years and 5 months)
    Zürich, Switzerland
    • Designed operating and governance model for an investment entity under real regulatory and capital constraints.
    • Set strategic priorities, budgets, and sequencing under limited resources.
    • Coordinated legal, accounting, technology, and external advisors.
    • Acted as sole decision-maker across investment, risk, and organizational trade-offs.
    Business plan Corporate strategy Communication strategy Business analysis Finance sector
  • EFG Bank
    Senior advisor, Executive Director
    BANKING AND INSURANCE
    November 2024 - March 2026 (1 year and 4 months)
    Zürich, Switzerland
    • Led book transformation efforts (AuM $500m with $5m annual revenue) for ultra-high-net-worth individuals and families, converting transactional and brokerage relationships into discretionary and advisory mandates to increase recurring, conflict-free revenue.
    • Developed and delivered client narratives articulating the economic, governance, and fiduciary advantages of ongoing advisory contracts, including transparent fee structures that eliminate product-driven conflicts of interest.
    Business development Sales funnel Communication
  • Banque Internationale à Luxembourg
    Senior advisor, Executive Director
    BANKING AND INSURANCE
    November 2024 - August 2025 (9 months)
    Zürich, Switzerland
    • Managed a $350m UHNW advisory book (~$3m revenue) with a mandate to increase assets under contract through discretionary and advisory solutions.
    • Designed advisory value propositions and process frameworks for recurring relationships, gaining early operating-model experience despite limited authority over execution.

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Education

  • MSc in Finance
    London Business School
    2011
    Investment decision-making. Corporate finance, Investment management, Private equity and venture capital financing
  • BSc in Economics
    Plekhanov Russian University of Economics
    2004
    Decision-making under uncertainty. Mathematical methods in economics, statistics, probability theory.

Certifications

  • Certified Chartered Accountant
    ACCA
    2010
    Financial Statements Financial Analysis Project Management Accounting Administrative and Financial Manager Strategic planning Tax Risk Management
  • IBM AI Product Manager
    IBM
    2025
    https://coursera.org/share/21171eb884fad57f198c97135277a7b7
    Product management Generative AI

Skill set

Categories