Stefan Theilkuhl

Experience

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  Alianza Fiduciaria - Alianza Valores

  Feb 2019 - Apr 2019

  Project Assistant

  • Delivered exceptional customer service by tailoring end-of-term reports for clients, leading to an expansion of portfolio value.• Reviewed daily transactions and accounts of brokers totaling over $650,000, enhancing trading strategies and procedures.

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  Bancoomeva & Fiducoomeva

  Jun 2020 - Aug 2020

  Summer Intern

  • Coordinated and organized CEO's meeting agendas with 80+ high-net-worth clients, leading to efficient and client-specific gatherings.• Accompanied board members to stockholder meetings, drafted summary reports for management review and generated greater synergy between stakeholders and management.• Developed advanced Excel, PowerPoint, and Word skills by creating a feasibility study on portfolio data collection.

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  Siemens Healthineers

  Jan 2022 - Jan 2024

  • Identified and applied software programs to perform mass updates of contracts, service agreements, and asset data, resulting in a 34% decrease in task duration time.• Collaborated with the Collections department as a client liaison, facilitating customer payment for disputed invoices, resulting in over $1.2 million in revenue recognition.• Implemented IFRS rules and researched booking activity to determine appropriate actions for resolving discrepancies, ensuring meticulous audit compliance. Show less • Designed interactive Power BI dashboards facilitating accurate financial data analysis for internal and external stakeholders.• Reviewed credit and compliance contracts, conducted due diligence, and delivered 4000+ updates to senior management.• Increased team efficiency by 10 hours per week by automating SAP tasks and implementing customized Winshuttle scripts.• Created bi-weekly financial reports for managers and stakeholder meetings through digitalization, enhancing KPI analysis process with easier access and more in-depth insights. Show less

  • Account Lifecycle Analyst

    Jan 2023 - Jan 2024

  • Customer Finance Intern

    Jan 2022 - Dec 2022
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  Bentley University

  Jan 2022 - Aug 2022

  IPA International Peer Advisor

  • Established a personalized and targeted outreach program that led to the school's highest enrollment rate.• Implemented user-friendly dashboards with data analytics software, resulting in 500+ successful student enrollment processes.• Participated in weekly meetings centered on strategic analysis and resource management, contributing to a 27% reduction in expenses.

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  Apex Group Ltd

  Mar 2024 - now

  Associate - Syndicated Loans & Capital Markets

  • Manage client portfolios exceeding €1.3B in AUA, ensuring meticulous daily monitoring and transactional accuracy to optimize performance and enhance client satisfaction.• Serve as a liaison between clients and banks, leveraging strong communication and leadership skills, leading to outstanding service and building lasting client relationships both nationally and internationally.• Guarantee compliance with regulatory policies while processing MT103/MT202/SEPA transfers, and provide clients with real-time FX, EURIBOR, SOFR, SONIA, and IBOR metrics.• Collaborate with cross-functional teams to identify new opportunities, maximize synergies between client segments, and drive business growth, resulting in the onboarding of new clients. Show less