Societe Generale Global Solution Centre Romania

Project Manager Regulatory

Finastra

Business Analyst

Mca Intelifunds

- Handled requests - e.g. trading bonus, cashback bonus, withdrawal approval - received via e-mail from account managers and executed requests in the client's account in 5 minutes or less.
- Wrote for the sales department a weekly 4-pages financial markets report. The report was sent every Monday morning and covered the FX market, Equities, Commodities, Indices, and Cryptocurrencies.
- Compared trade execution time and prices to independent market data.

Dealer

SSIF IEBA TRUST

- Authorized as a participation agent in the Central Depository System.
- Good knowledge of Arena Trading Terminal.
- The company's trading license was withdrawn.

Equity Sales Trader

DXC Technology

- Managed account with 2,3 million USD revenue/year.
- Gathered the financial data and performed financial analysis and reporting (e.g. profit & loss, balance sheet, cash flow, pricing) using MS Excel and SAP ERP - accounting software.
- Forecasted financial results within a broad scope and budget forecast.
- Established and maintained relationships with business leaders to actively ensure financial analysis needs are met.
- Participated in the forecasting process (weekly, monthly, and long-term) by analyzing trends within the businesses and ensuring alignment with business and corporate-wide objectives.
- Validated journals in the month-end close process and prepared the report with explanations of variances.

Financial Analyst

TechInvest Solutions LTD

- Executed each week the rollover procedure - CFDs on Commodities, Indices, and Bonds are based on the underlying Future contracts which have an expiration date, these are switched from the expiring Future contract to a new one, through Rollover.
- Created financial models from scratch: P&L reports, Rollover Payments, and Dividend Payments.
- In charge of 5 IPO events: 
       -> Created fundamental reports with the most important aspects regarding the company and sent it to the sales offices as support in the sales process. 
       -> Created the instrument available for trading by setting up all the technical parameters (spread, name, swap, trading session). Linking the instrument from the liquidity provider platform to our newly created instrument in the MetaTrader4 admin terminal.
- Wrote a daily report regarding the most important financial markets events and sent it to the sales offices. The report covered the FX market, Equities, Commodities, Indices, and Cryptocurrencies.
- Performed various operations on the instruments available for trading, such as modifying swaps, modifying spreads, and modifying instrument sessions in accordance with the Daylight Saving Time (DST) changes.

SSIF Broker SA

- Cold called on average 25 potential leads per day and established an average of 5 face-to-face meetings per week.
- Developed and maintained a portfolio of clients with amounts invested of over 500,000 RON.
- Created tailor-made solutions for customers according to their investment horizon and aversion to risk.
- Advised clients by providing specific information regarding their account balance, financial markets news, trading strategies, and capital markets instruments - e.g. Equities, Futures, CFDs, Certificates with protected capital, Options, and ETFs.

Broker

Generali

- Prospected the general market and promoted to potential clients life and non-life insurance products and services.
- Established an average of 10 face-to-face meetings per week.
- Created bespoke insurance offers to address specific client’s needs.

Financial Advisor

Markets.com

- Cold called on average 100 potential leads per day and 10% of the contacted leads opened a real trading account.
- Developed and managed a portfolio of clients with amounts invested of over 120,000 EUR.
- Summarized important macroeconomic indicators (e.g. Non-Farm Payrolls; Unemployment Rate; ISM Manufacturing PMI etc.) and interpreted their impact on different assets - FX, Commodities, Indices. 
- Presented the findings regarding macroeconomic data to clients and potential clients.

Taplio

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Taplio

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