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

Senior Credit Manager

Associate Director

•	Origination and underwriting of portfolio of corporate clients. Work primarily involves working  closely with the Relationship Manager (RM) from the origination of a deal & playing a vital role in deal structuring to add value from a credit/policy perspective, and facilitate revenue growth in the portfolio
•	Responsibilities include interacting with the client, gathering deal requirements, financial statements and other inputs for performing quality analysis and due diligence. Working with RM/product partners in structuring credit solutions for the clients and ensuring the appropriateness of the products

Goldman Sachs

•	Sourcing and execution of deals in the Global Natural Resources - Energy team of the Investment banking division. Extensively worked across the sectors of power, oil & gas
•	Advised clients on mergers and acquisitions, capital raising, corporate advisory, project finance, anti-raid and other strategic corporate decisions for shareholder value maximization

Analyst

Yes Bank

•	Origination and  coverage of corporate clients in the food retail , beverage & agribusiness sector in the Mumbai region ensuring client engagement at CxO levels
•	Manage existing customer relationships (asset portfolio of over INR 3000 Mn) and identifying opportunities across the product spectrum - Treasury, Investment Banking, Capital Markets, Working Capital, Trade Finance, Project Finance et al
•	Conducting Credit appraisals, Financial Statement Analysis, Industry Analysis, Peer Comparison, Projections, Sensitivity analysis, monitoring of client performance, and following company and industry developments closely to formulate an account strategy
•	Handling all operational processes for the client from account opening to final disbursement and ensuring smooth client on boarding

Manager

•	Understanding the bank’s product offerings/capabilities across corporate finance, transaction banking, treasury services, structured finance
•	Analysis of the supply chain and working capital requirements of two strategic clients of the bank in the commodity business and identifying untapped risk weighted asset efficient financing opportunities for the bank from the two clients
•	Prepared a wallet size estimate of the transaction banking, corporate finance, treasury facilities of the two clients across key products of the bank

Summer Internship Trainee

Infosys

•	Worked with Finacle Universal Banking Solutions division at Infosys on customization projects for international banks
•	Key responsibilities included interacting with banks to understand their functional requirements, analyzing and designing customization plans, module allocation to team and product implementation at customer site

Senior Systems Engineer

Sagar has over 10 years of professional experience in corporate and investment banking. He has worked with international banks across multiple locations in their corporate and investment banking divisions. 

Specialties: Credit Analysis, Financial Modelling, M&A, Deal Structuring, Relationship Management, Due Diligence, Credit Ratings, Industry Research, Bloomberg

taplio

The Battle

Joey de Wit

Sagar Sitaram

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