AgenCFO

Reporting & Fractional CFO Services.

We provide a range of financial services to fast-growing agencies. The typical clients we work with can be described as “visionary entrepreneurs”; they know where they want to go and have the business acumen to get there. 

All they need is a trusted partner on their side who takes care of the numbers, keeps their operation lean, and helps them maximise their ROI.

Founder & CEO

More Than Scaling

Fractional CFO

Scalable CFO

Accelerate your growth with expert CFO support—from accurate budgets to high-impact financial strategies, we help entrepreneurs scale their businesses.

Standard Chartered Bank

Credit Analyst responsible for the coverage and credit risk assessment of European corporates and global subsidiary companies.

• Produced comprehensive reports based on financial performance, risk factors, industry outlook and the threat of competition in order to determine the creditworthiness of corporate clients. 

• Met with companies and worked closely with the Relationship Managers as part of periodic reviews, new onboardings and the deal closure process. 

• Produced in-depth financial models and forecasts in order to better understand company structure and potential future performance. 

• Presented analysis and liaised with Credit Risk Officers in order to approve lending to companies.

Associate Credit Analyst

DBRS Morningstar

Responsible for creating and maintaining cash flow models for key structured finance transactions in order to assign a credit rating. 

• Performed sensitivity analysis and stress tests for each cash flow projection to understand possible cash dynamics over time. 

• Liaised with senior management and lead analysts in order to resolve and discuss legal documentation and to set the final credit rating.

Credit Rating Analyst

Kempen Capital Management

Produced sector recommendations to be used in the investment strategies for private banking clients. 

• Determined the outlook for a range of sectors in Europe and the US through the use of Bloomberg, financial models and industry experts.

• Developed a program in Python monitoring the risks and trends for the selected sectors to be used for the recommendation.

Investment Research Intern 

bloomon

Worked in a fast-growing flower delivery business to identify inefficiencies in the information processes.

• Developed a tool with Google Scripts and Python to provide insight into the flower buying process (supplier availability, quality and cost).

• Visited flower growers and the manufacturing facility to better understand the business operations.

Process Improvement Intern

Ahold Delhaize

Converted to full-time, continuing to work with the Project Manager and further support the Supply Chain Director in order to seek out cost efficiencies in the logistical processes.

Project Management

• Worked with the Project Manager to support the planning and execution of new and existing projects
• Visited stores and liaised with store managers to understand and improve the logistical processes

Project Management Intern

Germaco B.V.

Germaco is a Dutch, family-owned, tulip grower that started in 1988. Over the years it has grown to a large-scale enterprise with 190 hectares of fields and a capacity of over 100 million tulips a year.

All-round Employee

Founder & CEO of AgenCFO, providing fractional CFO services to fast-growing Agencies; with a core focus on improving profitability, supporting growth and saving time and energy by taking full ownership of the finance function.

Former Financial Analyst, analysing multi-billion dollar companies like Accenture, Coca Cola and Mercedes-Benz.

Joey de Wit

Standard Chartered

Part of Credit Analyst team covering various sectors in the IG and HY categories. 
Workflow includes insightful, relevant, and timely credit analysis of a portfolio of SCB’s clients across Europe region (new and existing).
Proactive monitoring of key entity or industry wide events and developments, as well as of covenants and risk triggers.
Partnering Relationship Managers in pursuing their client strategies through proactive idea generation, support in preparing materials for client discussion and through ensuring they are always fully briefed on key risk aspects.
Partnering with Risk team through clear presentation of credit analysis and proposed credit grading, as well as through proactive and considered discussion of key risk aspects.

Senior Credit Analyst - Director

Part of a credit analyst doing fundamental analysis of the borrowers across sectors and multiple geographies. 
Sectors covered are Metals and Mining, Retail, Consumer durables, and Clean-Tech. 
Additionally, covers certain developing market entities with respect to their sovereign related risk. 
Actively involved in credit assessment on new to bank prospect clients.

Credit Analyst - Associate Director 

Perform detailed credit risk analysis of Mid-Market/Large corporate clients and present Business Credit analysis & the deal structure to Risk authorities
Liaise with Trade, Financial Markets, operations team, products team, Legal, Compliance etc for ongoing support to the deal
Track the financial performance of the clients to update the RM team for informed risk mitigant
Perform thorough analysis to identify the new relationships that can be on-boarded in the bank
Tracking of industry trends for an improved portfolio monitoring

Credit Analyst - Associate Director

CRISIL Global Research & Analytics

Providing essential support to a Buy-side client by undertaking the following activities independently:
-	Carry out fundamental credit analysis, including basic financial modelling, for new bond issuances across sectors mostly in High-yield (HY) corporates
-	Writing crisp and analytical credit reports for the coverage, covering all the relevant and current aspects of the issuer including the sector nuances, financial forecast for 2-3 years
-	Detailed credit analysis on stressed HY corporates with a focus on capital structure, liquidity, sensitivity, recovery 
-	Quickly develop understanding of the operating and financial metrics relevant for any new sector in coverage
-	Regular surveillance of the assigned portfolio by proactively tracking the company events (including quarterly earnings, regulatory updates), peer group and other industry information sources 
-	Present research to internal stakeholders or clients during meetings or over conference calls
-	Engage with client teams proactively and suggest new ideas to enhance client engagement 

-	Manages client communication/output quality for a MENA region fixed income client

Lead Analyst / Manager - Credit Research (Buy-side)

Barclays

Assisted the bank’s relationship directors by providing credit assessment for their large UK corporate customers and through periodic monitoring of customer financials. 
Worked as part of the middle-office team and in partnership with the credit writing and post sanction case managers, coverage team, servicing team, and other specialists, to ensure an integrated customer service.

Credit Manager - Large Corporate

CRISIL Ratings

Assigned credit ratings to bank loans of Indian companies and presented recommendations to CRISIL’s rating committee
Rating recommendations were based on analysis of past financial and business performance and its bench marking against peers as well as comprehensive projections

Senior Rating Analyst - MCG

State Bank of India

Worked in the mid-corporate division and managed various credit operations necessary before sanctioning of loans, including appraising proposals, risk analysis, and scrutiny of relevant documents 
Appraised financials of borrowers and prepared appraisal proposals and risk rating reports and recommended credit facilities

Credit Analyst - MCG

Ernst and young

Providing live support to partners and Manger based out of USA for engagement maintenance

Financial Assistance

A analyst with career analyzing corporates credit across the emerging and developed market across sectors and geographies. Worked for Buy-side research, lending assessment, external rating domains for Corporates.

Areas of expertise include India corporate credit worthiness, deal Structuring, credit analysis and financial modelling for HY and IG names across a variety of sectors, including Consumer Products, Oil & Gas, Utilities, Metals & Mining, Consumer Services and Retail. Europe, the US, Middle East, and India are some of the geographies closely covered till date.

Currently handling credit analysis and monitoring of large European name across in renewables, metals and mining, and other sectors. Is involved in first level of risk analysis for providing business first view on the names.

taplio

The Battle

Joey de Wit

Deepak Chordia

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