Robin Welleman, CFA

Robin Welleman, CFA

Finance Manager

Followers of Robin Welleman, CFA894 followers
location of Robin Welleman, CFAAntwerp, Flemish Region, Belgium

Connect with Robin Welleman, CFA to Send Message

Connect

Connect with Robin Welleman, CFA to Send Message

Connect
  • Timeline

  • About me

    Account Manager & FX Dealer

  • Education

    • CFA Institute

      2017 - 2019
      CFA Charterholder
    • 上智大学

      2013 - 2013
      Summer School: Japanese Business and Management Cum Laude
    • Universiteit Antwerpen

      2010 - 2013
      Bachelor of Science (BSc) Applied Economics: Business Engineering
    • University of Ljubljana, Faculty of Economics

      2014 - 2015
      Master's degree: Erasmus Program Magna Cum Laude
    • Universiteit Antwerpen

      2013 - 2015
      Master of Science (MSc) Applied Economics: Business Engineering Cum Laude
    • 对外经济贸易大学

      2014 - 2014
      Summer School: The Business Environment in China Cum Laude
  • Experience

    • Wikings-NSK

      May 2013 - Jun 2014
      Finance Manager

      Wikings-NSK is the official student organisation of the faculty of Applied Economic Sciences at the University of Antwerp which consists of more than 1200 members. It aims at assisting students through their academic career by organizing lectures, providing interaction with partners and offering recruitment opportunities. It also tries to entertain its members, by organizing parties and other student-friendly events. As finance manager, I was in charge of (among others:)-Follow up of payments-Budgeting -Cash management Show less

    • Accenture

      Nov 2015 - May 2017
      Technology Consultant

      Implemented new IT solutions for clients in the financial industry in order to cut costs and increase efficiency.

    • TriFinance

      Jun 2017 - Jan 2021
      Financial Consultant

      ● As a financial controller budgeted and forecasted the P&L and balance sheet of large clients in the banking industry. Performed KPI and variance analysis leading to better business insights.● Set up new financial reporting structures in SAS, Excel and various other applications. Ensured higher data quality and accelerated the reporting process resulting in faster decision making.● Increased presence at the client with 6 more consultants. Followed up and coached 7 junior consultants. Show less

    • Oona.agency

      Jan 2021 - Mar 2022
      Finance Manager

      ● Controlled the profitability of the agency by setting up the forecast and budget and performing detailed variance analysis. Created ad-hoc reporting leading to cost reduction and better sales insights. ● Business partner for the different teams within Oona. Set up a P&L per team, analyzed the client portfolio and profitability per project so that team leads can better manage their team and their clients.

    • IBanFirst

      Apr 2022 - now
      Account Manager & FX Dealer
  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Feb 2020
    • Salesforce Certified administrator

      Salesforce
  • Volunteer Experience

    • English Teacher

      Issued by Green Lion Bali on Sept 2015
      Green Lion BaliAssociated with Robin Welleman, CFA
    • Scouts Leader

      Issued by Scouts en Gidsen Vlaanderen on Sept 2009
      Scouts en Gidsen VlaanderenAssociated with Robin Welleman, CFA