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Florin Pop, CFA

Florin Pop, CFA

Loan officer to Senior Relationship Manager - Bucharest Branch

Followers of Florin Pop, CFA3000 followers
location of Florin Pop, CFABucharest, Romania

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  • Timeline

  • About me

    Managing Partner | Fractional CFO Services Hub

  • Education

    • CFA Institute

      2021 - 2022
      Certificate in ESG Investing

      - 130 hours of study & exam- analyze & integrate material ESG factors into investment decisions- materials recognized by the UN Principles for Responsible Investment https://www.cfainstitute.org/en/programs/esg-investing

    • CFA Institute

      2017 - 2020
      Chartered Financial Analyst

      - 4 year program, 300 hours study & 3 level examinations- Strong foundation in investment analysis and portfolio management- Financial instruments valuation, portfolio management, wealth planning- Charter holders are qualified to work in senior and executive positions in investment management, risk and asset management, consulting https://www.cfainstitute.org/en/programs/cfa

    • European Mentoring and Coaching Council (EMCC)

      2021 - 2022
      Foundation degree PERSONAL AWARENESS AND SELF-IMPROVEMENT

      - 7 month intensive course (with 60h of practice)- develop core skills of mentoring/coaching- work with others using mentoring/coaching conversations to support personal development and performance- use a mentoring/coaching approach within own activity and understand how it integrates with vocational roles. https://www.emccglobal.org/

    • "Babes-Bolyai" University of Cluj-Napoca

      2003 - 2004
      Master’s Degree Financial Analysis of SME Enterprises

    • "Babes-Bolyai" University of Cluj-Napoca

      1998 - 2003
      Bachelor's Degree Accounting

    • University of Pennsylvania - The Wharton School

      2017 - 2017
      Business and Financial Modeling - On-line Course Financial Modeling

    • City University of Seattle

      2007 - 2009
      Master of Bussiness Administration (M.B.A.) Finance Management

      - 2-year program with 12 exams- Subjects studied: Financial Management, Business Strategy, - Organizational Communication, Statistics, International Law etc. http://www.cityu.edu/

  • Experience

    • Banca Transilvania

      Nov 2003 - Aug 2010
      Loan officer to Senior Relationship Manager - Bucharest Branch

      - Corporate sales and credit applications.- Pension fund sales for BT-AEGON- Loans administration (management of the back-office activities regarding loans

    • ING Bank

      Aug 2010 - Jan 2017
      Senior Relationship Manager (Bucharest & Cluj Branch)

      - Informal coordinator for 14 ING Offices, for SME sales and fundamentals of financial analysis.- Approval mandate for SME loans.- Corporate sales and credit applications. - Provide support during credit approval process

    • Banca Transilvania

      Jan 2017 - Jun 2017
      Senior Relationship Manager, Large Corporate Clients (Cluj HeadOffice)

      - Large corporate client acquiring, cross-selling corporate products, writing credit applications- Conduct in-depth business analysis & provide support during approval process

    • Citi

      Jun 2017 - Jul 2024

      - Country head, coverage of local companies (USD 20-100MM)- Develop & execute Emerging Corp (EC) strategy for Romania- Coordinate EC team in client acquisition, credit and x-sell- Budget owner, team management & performance appraisal- Senior management reporting & alignment with HQ- Maintain relationship with key stakeholders (internal/external)- Assess & screen financing projects for ESG components- Popularize ESG concepts & train salesforce of CCB Romania- Coordinator of the CitiClub community Show less

      • Emerging Corporates Head & ESG Country Lead

        Dec 2021 - Jul 2024

      • Senior Relationship Manager & ESG Country Lead

        Jun 2017 - Jan 2022

    • Capital Decisions

      Aug 2024 - now
      Managing Partner

      - Fractional CFO services- Financial advisory for companies in obtaining, refinancing or renewing bank lending facilities- Financial & business restructuring advice to improve companies’ access to bank financing- Credit contracts negotiation and on-going covenant monitoring- Integrated advisory solutions for companies via partnerships with notaries, lawyers, accountants, tax advisors, real estate brokers and other professionals- Wealth management & investment advice for private individuals Show less

  • Licenses & Certifications

    • Certificate in Advanced English (CAE)

      University of Cambridge - ESOL examinations Romania
      Jun 2006

    • CFA Institute Charterholder

      CFA Institute
      Aug 2024
      View certificate certificate

    • Certificate in ESG investing

      CFA Institute
      Apr 2022
      View certificate certificate

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Mar 2021
      View certificate certificate

    • EMCC Global Individual Accreditation (EIA) - Foundation Level

      EMCC Romania - EUROPEAN MENTORING AND COACHING COUNCIL RO
      Feb 2022

  • Volunteer Experience

    • Student Mentor

      Issued by Junior Achievement Romania on Feb 2018
      Junior Achievement RomaniaAssociated with Florin Pop, CFA