Experience

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  Idm kennedy group

  Jul 2004 - Oct 2004

  Junior financial consultant

  Responsible for the financial evidence of the company, maintaining the relation with the bank, cash-flows

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  Web spot media

  Mar 2005 - Jun 2005

  Project manager

  PROJECT MANAGER “Kindergardens.com”Responsible for maintaining and expanding the client portfolio, bringing up-to-date and improving the web site, organizing the “BABY EXPO spring 2005” event

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  Taiwan trade center

  Jul 2005 - Nov 2005

  Assistant manager

  Responsible for gathering evidences, drawing in new business partners, establishing and maintaining the relation between Taiwan and Romania, organizing the “2005 TAIWAN TRADE MISSION TO ROMANIA “ event

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  S.c. i.s iosan srl

  Nov 2005 - Mar 2006

  Junior accountant

  Responsible for recording transactions and elaborating specific accounting documents

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  Brd - groupe societe generale

  Nov 2006 - Sept 2012

  Developed and executed a comprehensive relationship management and business development plan for customers and prospects. Significant focus time spent scheduling business development calls, managing the customer and prospect database and direct calling, with the purpose of identifying needs and solutions. Issuing and negotiating proposals for existing and new relationships, including cross-selling proposals.Monitored and managed credit relationships, new portfolio and renewals for the existing portfolio, reviewing and detailed analysis of current financial statements and collateral valuations, managing documentation exceptions and covenant monitoring; compiled necessary reports to monitor asset and credit quality and compliance with policy/regulation, and determining appropriate actions to be made. Responsible for serving as the primary link for all financial services of the Bank to the individual client, facilitating operational problem resolution across department lines.Overseeing credit approval, documentation drafting and booking process. Responsible for analyzing and evaluating credit requests, writing loan commitments, recommending appropriate risk rating and issuing declinations.Participating in community and professional activities in order to enhance Bank’s image and expand the network of business contacts for development of new business.Supervising and increasing a portfolio with more than 2.000 clients, credit portfolio over 30 Million Euro and deposit portfolio over 20 Million Euro Show less Responsible for presenting all the necessary information required by business customers related with bank’s products and services; maintaining and developing existing business relationships with the purpose of transforming the outcome in sales opportunitiesSustaining high levels of client’s satisfaction related to bank’s services and overcoming sales targets.Providing support for companies, consultancy on payments methods, saving and credit options, along with information regarding the costs of the products and services in terms of profitability. Preparing credit requests for analysis, executing all banking operations for the clients (cash and deposits transactions, debit / credit card transactions, payments transactions, direct debit,etc. )Providing assistance for other 5 bank subsidiaries regarding operations for business customers. Show less Responsible for meeting customer expectations in terms of efficiency, accuracy, timeliness and professionalism of response.Identifying and addressing client needs by actively promoting relevant bank solutions, referring on as appropriate; upholding high standards of quality and quantity ensuring accuracy of work as well as speed of delivery.Identifying common fraud / errors / irregular transactions, taking appropriate actions to resolve of refer.Performing bank transactions (cashing in, checking statements, processing payments, money transfers, direct debit, updating account details, etc. ). Managing the cash needed to perform the operations.Monitoring the service status of the branch’s Self Service equipment Show less

  • Relationship Manager (Retail Banking)

    Jun 2011 - Sept 2012

  • Front Desk Officer, Business Customers (Small & Medium Enterprises)

    Jun 2010 - Jun 2011

  • Front Desk Officer (Retail Banking)

    Nov 2006 - Jun 2010
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  Levalo invest group

  Sept 2012 - Apr 2013

  Manager

  General administration of the company and activity coordination, promoting the company and account management tasks. Negotiated with clients and suppliers; developed internal reports based on sales results. Running the internal primary accounting (registers, invoices, payments, etc.). Team coordination, people management tasks.Searching for new assignments, drawing up contracts and making sure that the agreed stipulations and due dates are fulfilled.

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  Christian tour

  Apr 2013 - Jan 2015

  Executive assistant to the ceo

  Managed supplier accounts (internal and external partners) to ensure excellent cooperation; responsible with cost control, compiling, analysing , reconciling and reporting financial information; managed contracts with a total value over 60 Million Euro, in order to ensure that terms and payment deadlines are fulfilled. Maintaining good relationship with partners across multiple countries, resolving issues, developing positive relationships with key business contacts; in charge of vendors and clients statements. Collecting, keeping track and reviewing the accuracy of all the received invoices, checking the prices, drawing up payments list, approving and processing all the payments. Liaise with members from any department to process invoices pending in backlog. Acting as the main liaison with all banks for all day to day operations (statements, payments, deposits, cards, credit, LC's, BG's,etc.).Liaising with clients/suppliers regarding charter flights operations, drafting the budgets for each account, preparing contracts, ensuring that collection of the due amounts are made accordingly, reconciling taxes and checking final balances.Financial management, planning of the liquidity, daily cash flow reporting, ensuring that further payments and due collections are according to schedules. Working closely with the management, deputizing for them, making decisions and delegating work in the manager’s absence. Organizing and attending meetings, producing documents, dealing with emails and phone calls on behalf of the manager, meeting visitors at all levels of seniority.Project management, implementing the work flow and ensuring compliance and consistency across departments related with the financial infrastructure, developed and updated processes and procedures.Organized 3 Tourism Fairs. Managed the relationship with external partners during the Fair. Scheduled workload to meet priorities Show less

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  Cgs (computer generated solutions), dell financial services

  Feb 2015 - Apr 2022

  Leading a team of 7 End of Lease Reps for the Platinum customers portfolio consisting in 8000+ customers. Assigning and reviewing requests to balance work load for the team. Facilitating communication with US departments to solve special requests with a 360 degrees review, in order to meet client needs, company demands and obtain best customer experiences. Deciding organizational changes within the team, monitoring team performance, motivating team members. Conducting interviews, responsible for recruitment and team's performance. Show less Leading a team of 12 End of Lease Representatives and 3 Support Functions, growing the number of FTEs with 70% within time. Handling a portfolio of 600+ Elite customers with an emphasis on quality, by providing assistance to my team on a daily basis. Ensuring that all cases with financial impact are reviewed and approved before resolutions were provided to the customer (buyout invoices, waivers, refunds, etc). Solving special requests, creating solutions, engaging high level departments to make sure customers receive the best service level. Completing monthly/ quarterly business reviews and attending meetings with US directors.Supervising the activity to make sure all cases are handled according with policies and procedures, taking action where there was a need for improvement. Acted as an escalation point, investigating and resolving all inquiries raised by the customer, finding the proper solution for these issues and also finding ways of preventing them from happening in the future.Building and integrating recommendations for both areas of focus and enhancement of results. Organizing the team, defining their objectives and successfully meeting all SLA and KPI requirements. Responsible for supervision and performance of staff, including performance reviews, disciplinary actions and hiring. Show less Leading a team of 3 members specialized in custom invoice creation of leased IT equipment for 1000+ Elite customers. Invoice processing and upload through different business commerce network ( SAP Ariba Network, Tungsten Network). Ensuring that the people are motivated and work in line with company's targets and performance standards, delivering a high quality customer service. Responsible for making sure that any gaps in performance and quality are quickly identified, addressed and solved. In charge of hiring, performance reviews, addressing opportunities and motivating the team. Show less Posting of all incoming payments from customers (checks, wire transfers, ACH) according to the given instructions and identification of the payments with little to no information for a portfolio of 2000+ customers, ensuring accurate allocation and minimal unallocated cash entries on daily basis.Preparing memos for authorization for the refund of duplicated payments or over payments; payment reconciliation (returned and misapplied payments). Preparing financial reports for specific activities, be proactive in suggesting and implementing improvements to systems and procedures, maintaining appropriate records and files concerning customer remittance and accounts receivable posting transactions. Team Leader activities: allocating tasks to collection team, resolving problems, developing a strategy in order to achieve given tasks, manage the flow of day-to-day operations.Celebrating good results with perfect audit scores, a new customers segment was allocated from another team, consisting in 100+ top customers assigned in the portfolio, each with a special requirement. Show less

  • Senior Team Lead End of Lease Platinum Customers

    Apr 2020 - Apr 2022

  • Senior Team Lead End of Lease Elite Customers

    Nov 2015 - Apr 2022

  • Senior Team Lead Custom Invoicing

    Mar 2016 - Jun 2017

  • Accounts Receivable Specialist

    Feb 2015 - Nov 2015
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  Artha structure

  Mar 2021 - Mar 2024

  Project manager

  • Set & implemented the right governance in terms of program management controls for areas such as financial management, resource management planning, reporting for a group of companies.• Acted as a liaison between departments to provide the best business solutions with respect to the continuous legal modifications. • Project planning including developing of documents and processes.• Project cost management including cost controls through the year.• Maintained a permanent communication with the stakeholders of assigned business areas: status of the working projects, new project requests and business indicators.• Expertise with the acquisition and set up for several legal company entities as per specific stakeholder’s requirements and future objectives.• Implemented new flows/projects in the Finance department: tools, data flow, payments process, invoice management.• Established and maintained relationship with banks, collaborated for the daily operations and special requests (statements, cards, deposits, payments processing, financing).• Negotiation, planning, implementation, tracking and follow-up for banking solutions designed for employees and business needs.• Created HR department, designed workflows, contracted HR providers to assist. Acted as interface to the external payroll provider (data flow, off days, medical leaves, employee handbook, check payroll). Coordinated administrative requirements from personnel changes. Support with on-boarding and off boarding processes.• Recruitment: setting up meetings, scheduling interviews. Show less

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  Nato communications and information agency (nci agency)

  Dec 2023 - now

  • Business Intake and Portfolio Change Management Coordinator

    Sept 2024 - now

  • Principal Assistant

    Dec 2023 - Sept 2024