
Zoltán Tátrai
Financial advisor

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About me
Seasoned professional working on fintech solution design and delivery.
Education

Agil8.com
2019 - 2019Certified SAFe and LeSS agilist Agile Development methods
BCS, The Chartered Institute for IT
2017 - 2017Certified Requirement Engineer
APMG International
2013 - 2013PRINCE2 PracticionerInternational PM standards

Budapest University of Technical Sciences
2004 - 2006Master's degree Information technology; IT security of banking sector; Business Administration; CorporateIT project management, tendering process, Structure of IT projects, HW and software architectures; financials, financial markets, financial asset pricing, management.

Budapesti Corvinus Egyetem
2000 - 2002Master's degree Investments and SecuritiesActivities and Societies: Instruktorok, AIESEC, Volleyball Financial investment analysis, bond and stock pricing

Budapest University of Economic Sciences
1996 - 1999BA Business Administration
Corvinus University of Budapest
1996 - 2002Master's degree Investments and SecuritiesActivities and Societies: Volleyball, Organisation integrating freshmen
Experience

Public Foundation for Environment- and Society Focused Development
Jan 2001 - Jun 2002Financial advisorRestructured financial processes with accounting and legal experts.Monitored management of 2 Foundation-owned Ltd.-s, proposed and prepared restructuring and sales process.

Netriota Ltd
Jun 2002 - Jan 2004Managing DirectorResponsible for the operation of Netrióta, a Budapest based company. Responsible for managing financial accounts. Decreased costs by 30% through reorganisation of processes and

Loxon Solutions
Jan 2004 - Jan 2011Loxon is a privately owned software company based in Budapest/Hungary offering integrated lending and risk management solutions for the financial services industry in CEE, CIS and MEA countries.)Head of lending activities covering Hungary, Ukraine, Serbia, Romania, Croatia, Egypt. Heading a team of 50+ I am responsible for driving 8 implementation projects in six countries and managing maintenance and support activities of existing clients as well as designing new software solutions for clients. Participation in the pre-sales and contracting process as key expert. Leading internal software development and research activities to build new out-of-the-box solutions. Responsible for2M+ GBP annual revenue. Show less Head of lending activities in Romania and Hungary. Built team of lending origination from 10 to 25 by hiring talented freshmen and training them.Set up the cooperation model with the first Loxon subsidiary in Romania.January 2004 January 2006; Participation in 3 lending frontend software implementation projects as key business expert (business analysis, software design, test management, training, go-live support). Established and lead the internalsoftware implementation project of Loxon to create Loxon FrameWork. Show less
Head of Department, project- and program manager, lead business analyst
Jan 2007 - Jan 2011Senior business consultant, project manager
Jan 2004 - Jan 2007

BSCE
Jan 2011 - Jul 2013Project manager, lead business analystProject management of 3 projects by the second largest Hungarian retail bank. Lead business analyst of a regulatory reporting software development project by the second largest Hungarian retail bank.

DPR Consulting
Dec 2013 - Nov 2014Senior Consulting AnalystProject manager, consultant for implementation on the area of loan origination, savings accounts, loan administration and services. Presales, product design.

Dealflo
Nov 2014 - Jan 2019Define the product for the transformation to a PaaS company as a Product manager while delivering changes and service updates to UK customers. Deliver projects as BA and PM, define roadmap developments, managing client relationship, participation in the presales process.
Lead Business Consultant, Product Manager
Nov 2017 - Jan 2019Senior Project Manager/Business Analyst
Nov 2014 - Nov 2017

Devoteam
Jan 2019 - Jun 2019Head Of Project Management OfficeAt Devoteam, we deliver innovative technology consulting for business.As a pure player for Digital Transformation of leading organisations across EMEA, our 6,700+ professionals are dedicated to ensuring our clients win their digital battles. With a unique transformation DNA, we connect business and technology.Present in 18 countries in Europe and the Middle East, and drawing on more than 20 years of experience, we shape Technology or People, so that it creates value for our clients, our partners and our employees. Show less

FintechOS
Jul 2019 - Oct 2022Architecting client solutions using our platform and product capabilities to maximise the value they get from our company. Overseeing the implementation to make sure that the team adheres to the designed solution and delivers the value the client needs and then help the client embed the new digital solution by supporting the business process changes needed for the digital processes. FintechOS enables faster digital transformation of financial institutions, with highly competitive operational costs.
Principal Solutions Engineer
May 2020 - Oct 2022Senior Business Analyst, Western Europe
Jul 2019 - May 2020

Thought Machine
Oct 2022 - Dec 2023Senior Presales System EngineerSupporting the sales team to deliver best in class solution to clients.

Kennek
Mar 2024 - Mar 2025Reporting to the CEO, full responsibility of designing and managing the change process to build an efficient and scalable onboarding operation while working closely with sales and product in a solutions consultancy capacity.
Head of Onboarding and Solutions Consultancy
Jul 2024 - Mar 2025Senior Business Analyst
Mar 2024 - Jun 2024

TheAX.ai
Mar 2025 - nowVP Customer SuccessBuilding the customer onboarding and success practice within the company to ensure customer retention and growth while maximising customer satisfaction.
Licenses & Certifications

Prince2
Prince Project Management Bureau- View certificate

Developing Your Emotional Intelligence
LinkedInDec 2020
Volunteer Experience
Treasurer
Issued by Hertfordshire Junior Badminton Association on Jan 2022
Associated with Zoltán TátraiTreasurer
Issued by Comets Badminton Club on Jun 2023
Associated with Zoltán Tátrai
Languages
- enEnglish
- geGerman
- huHungarian
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