Elena Tanase
Oak Creek,USA
Summary
Talented financial leader well-versed in accounting principles and regulations. Motivated to keep company financial operations compliant, accurate, and cost-effective. Ready to bring 18 years of experience and take on challenging new role.
The aim is to use the advanced skills to help a forward-thinking company succeed and run smoothly while keeping high accounting standards and ensuring accuracy. Highly driven individual with a robust work ethic, can adapt easily, and have excellent people skills.
Focused on achieving results and love learning and innovating. Think broadly and handle tasks beyond the current job role. With a good attention to detail and the ability to multitask, always meet deadlines. The experience includes evaluating credit, creating detailed financial reports, analyzing financial data, and using data analytics to make strategic decisions.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Financial Controller
VZ Ideal Home Solutions
12.2023 - 01.2024
- Oversaw all aspects of the month-end close process, ensuring timely completion of accurate financial statements for executive review.
- Supervised the accounts payable and receivable operations, along with cash flow management, budgeting, and forecasting
- Negotiated contracts with vendors and suppliers to ensure the most favorable terms
- Oversaw accounts payable and receivable operations for Real Estate business with $ 300,000 in monthly expenses.
Financial Data Analyst
BRD - Groupe Société Générale
12.2022 - 11.2023
- Collaborated with other departments to identify potential opportunities or risks associated with changes in the market environment
- Implemented quality control measures to ensure the accuracy of all financial data collected and analyzed, resulting in a 15% reduction in errors.
- Utilized various software programs such as Excel, Access, SAS, and SQL to analyze large datasets quickly and efficiently, improving analysis speed by 20%.
- Assisted in the training of junior analysts, sharing best practices in data gathering, interpretation, and presentation techniques, which improved team performance overall by 30%.
Financial Analyst
BRD - Groupe Société Générale
04.2019 - 11.2022
- Managed portfolio performance by monitoring changes in markets, client objectives, and risk tolerance levels, resulting in a 10% increase in portfolio returns.
- Identified discrepancies in financial data and recommended corrective actions to resolve them, reducing errors by 15%.
- Reviewed financial documents and records to assess accuracy and compliance with applicable laws, regulations, and standards, ensuring a 100% compliance rate.
- Produced periodic management supervision reports for the Bank's Management, improving decision-making processes and contributing to a 20% increase in operational efficiency
Mass Market Manager
BRD - Groupe Société Générale
12.2018 - 03.2019
- Built strong client relationships through personalized service and effective issue resolution, handling approximately 5-10 incoming credit applications per day from customers
- Assessed credit limits, monitored loan portfolio quality and approved credit files, supporting overall financial stability
- Fostered customer loyalty through exceptional service and support
- Conducted regular follow-ups on account activities, ensuring client satisfaction and retention.
Relationship Manager
Transylvania Bank
06.2018 - 11.2018
- Assessed client creditworthiness and approved approximately 5-10 incoming credit applications per day from customers
- Ensured customer loyalty through high-quality financial services
- Analyzed market trends and identified potential new customers through research activities
- Provided high-quality customer service, addressing complaints, and ensuring customer satisfaction.
Mass Market Manager
BRD - Groupe Société Générale
11.2006 - 05.2018
- Built strong client relationships through personalized service and effective issue resolution, handling approximately 5-10 incoming credit applications per day from customers
- Assessed credit limits, monitored loan portfolio quality and approved credit files, supporting overall financial stability
- Fostered customer loyalty through exceptional service and support
- Conducted regular follow-ups on account activities, ensuring client satisfaction and retention.
Universal Banker
BRD - Groupe Société Générale
02.2005 - 10.2006
- Opened new accounts for customers, including checking accounts, savings accounts, and certificates of deposit, handling approximately 30 customers per day
- Ensured customer loyalty through high-quality financial services, resulting in a 20% increase in customer retention rates
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services, processing an average of 50 transactions per day.
- Streamlined operations and prioritized tasks increasing revenue by 25%
Education
Legal Sciences -
Faculty of Law and Sociology, Transylvanian University
Brasov, Romania06.2004
Economist -
Faculty of Economics, Transylvanian University
Brasov, Romania06.2003
Skills
- Microsoft Office: Proficient in all Microsoft Office programs
- Data Analysis: SAS Enterprise Guide (basic), Tableau (basic), Microsoft Power BI Desktop for Business Intelligence, SAP ERP
- Programming: SQL (knowledgeable)
- Accounts Payable and Receivable
- Internal Controls
- Financial Planning
- Account Reconciliation
- General ledger accounting
Certification
- Accounting Financial Accounting, Bucharest, Romania, 05/2019, 08/2019
- SQL Fundamentals, BIT Academy, Bucharest, Romania, 04/2022, 06/2022
- SQL Programming, BIT Academy, Bucharest, Romania, 09/2022, 11/2022
- Microsoft Power BI Desktop for Business Intelligence, Udemy
- SAP for Beginners course - SAP ERP with practice, Udemy
Key Qualifications
- Extensive Expertise: Extensive experience in financial analysis, credit assessment, and portfolio management, with a proven ability to drive impactful results.
- Technical Proficiency: Advanced skills in SQL, Tableau, SAS, and Oracle, enabling robust data analysis and insightful financial reporting.
- Accounting Oversight: Strong background in overseeing complex accounting operations, regulatory reporting, and budget preparation, ensuring accuracy and compliance.
- Credit Evaluation: Demonstrated success in evaluating creditworthiness, preparing comprehensive credit files, and maintaining high loan quality.
- Multi-tasking Capability: Adept at managing multiple tasks simultaneously, consistently meeting stringent deadlines while maintaining quality.
- Analytical Excellence: Advanced mathematical skills that enhance analytical and problem-solving capabilities, contributing to effective decision-making.
Timeline
Financial Controller
VZ Ideal Home Solutions
12.2023 - 01.2024
Financial Data Analyst
BRD - Groupe Société Générale
12.2022 - 11.2023
Financial Analyst
BRD - Groupe Société Générale
04.2019 - 11.2022
Mass Market Manager
BRD - Groupe Société Générale
12.2018 - 03.2019
Relationship Manager
Transylvania Bank
06.2018 - 11.2018
Mass Market Manager
BRD - Groupe Société Générale
11.2006 - 05.2018
Universal Banker
BRD - Groupe Société Générale
02.2005 - 10.2006
Legal Sciences -
Faculty of Law and Sociology, Transylvanian University
Economist -
Faculty of Economics, Transylvanian University
- Accounting Financial Accounting, Bucharest, Romania, 05/2019, 08/2019
- SQL Fundamentals, BIT Academy, Bucharest, Romania, 04/2022, 06/2022
- SQL Programming, BIT Academy, Bucharest, Romania, 09/2022, 11/2022
- Microsoft Power BI Desktop for Business Intelligence, Udemy
- SAP for Beginners course - SAP ERP with practice, Udemy
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