Rodica Balan

• Conducted in-home meetings with potential clients, discussing diverse renovation needs (hardwood floors, bathrooms, temporary walls, kitchens, outdoor spaces).
• Prepared comprehensive estimates for projects (simple to full gut renovations) and submitted bids.
• Collaborated closely with the accountant and reconciliation team to track company expenses effectively.
• Visited various suppliers (kitchen cabinets, tile, flooring, stone yards, etc.) with or without clients, creating potential looks for future renovations in the absence of a designer.
• Compiled and submitted licenses, Certificates of Insurance (COIs), Alteration or Decorative Agreements to the Board of Residents to secure renovation approvals.
• Liaised with Owner/Development regarding construction schedules and managed the initial start-up of new projects, including specifications breakout, file creation, and schedule distribution.
• Drafted Company to Subcontractor change orders based on approved proposals and managed the execution process.
• Generated Company to Owner Change Orders, and handled Quarterly and Job Completion Reporting.

• Delivered personalized client attention with a commitment to tenacious follow-up, ensuring an optimal service experience.
• Designed and updated marketing materials to enhance the property's market presence.
• Conducted comprehensive competitive product evaluations to inform strategic sales approaches.
• Generated new leads through the targeted distribution of thousands of direct mail advertisements in local neighborhoods.
• Marketed listings and orchestrated open houses, contributing to the aggressive growth of area sales.
• Prepared a variety of documents, including representation contracts, purchase agreements, closing statements, leases, and deeds.
• Accompanied buyers during property visits and inspections, providing expert advice based on current market conditions.
• Advised sellers on strategies to enhance the appeal of their homes, leading to increased average selling prices.
• Evaluated mortgage options to assist clients in obtaining financing at the most favorable rates and terms.
• Managed interactions with lenders, home inspectors, pest control operators, escrow companies, and other stakeholders to ensure compliance with purchase agreement terms before closing.
• Conducted thorough comparative analyses of recent property sales to determine competitive market prices.
• Generated customized property lists aligned with buyer preferences and needs.
• Facilitated negotiations of terms surrounding property purchases.
• Coordinated property closings, overseeing all related procedures and arranging title searches.
• Leveraged various promotional methods, including advertisements, open houses, multiple listing services, and online advertising platforms, to drive property sales.
• Conducted client interviews to ascertain property requirements and generated tailored property lists based on those needs.

Provided comprehensive financial support to Retail Banking, Consumer Finance, and Insurance products, encompassing Budgeting, Performance Reporting & Analysis, Market Sizing, Capital Allocation, and Financial Planning.

• Managed financial metrics for the business, overseeing Revenue of $9 billion, Pre-Tax Income of $2 billion, Deposits totaling $100 billion, and Assets valued at $35 billion.
• Successfully revamped the competitive benchmarking process, introducing substantial enhancements and financial adjustments for improved comparability within the peer group.
• Presented competitive benchmarking results to the CFO of the Global Consumer Group on a quarterly basis, earning praise for the new formats, which were subsequently adopted.
• Coordinated and managed the annual Market Sizing exercise, focusing on market growth trends (5-year actual – 5-year forecast) for Deposits, Personal & Real Estate loans, and Insurance products.
• Contributed to Citigroup's overall market sizing analysis and supported the formulation of corporate-wide business plans.
• Coordinated financial performance reporting for retail branch expansion efforts, overseeing the successful establishment of 200 branches in 2006/07.
• Collaborated with product managers and business development executives to produce ad-hoc business plans for new business and product development initiatives.
• Conducted analyses leading to go/no-go decisions for new ideas.
• Key member of the FP&A team for Citi Holdings’ Broker Asset Management, Local Consumer Lending, and Special Asset Pool, performing complex analyses for Citi Holdings stakeholders.
• Worked directly with business CFOs to execute Citi Holdings strategy, focusing on reducing assets through portfolio sales, wind-down, or managing business through the current cycle in preparation for future sale.
• Managed all aspects of the Morgan Stanley Smith Barney JV relationship on Citi’s behalf, including financial and matrix reporting, as well as implementation and execution of transitional service agreements and clearing agreements.
• Assisted in the financial consolidation of alternative investments in Citigroup Private Equity (CPE) funds and Citigroup Property Investors (CPI) funds, with a focus on managing and maximizing the value of remaining assets on behalf of stakeholders.
• Designed financial models to provide analytics on the performance of the Bank chain.
• Contributed to CCAR reporting on base and stress scenarios, annual budget, quarterly forecasts & outlooks.
• Produced CEO & CFO reporting packages utilized at Citi Board of Directors meetings.
• Analyzed variances and key drivers to communicate trends to senior management.
• Conducted real-time monitoring of expected results to influence business decisions, particularly in areas such as expense management.
• Forecasted funding requirements based on asset reduction forecasts and business-as-usual results.
• Prepared quarterly external disclosures, including Holdings financial metrics, 10K, and 10Q.
• Supported other groups within Citigroup (e.g., Strategy, Treasury, and Risk) with respect to Citi Holdings.

• Assist the Deputy Chief of Party (DCOP) in all programmatic matters, addressing administrative issues as needed.
• Oversee logistics support for program activities, encompassing ad-hoc translation, venue coordination, accommodation arrangements, in-country and international travel logistics, meals, translations, and space booking, among other responsibilities.
• Manage logistics for local and international consultants and experts.
• Author the Country Plan, ensuring accuracy and alignment with program objectives.
• Conduct field visits to Border Crossing and Border Posts between Romania and Moldova and Moldova and Ukraine and distribution of equipment
• Lead groups of 18-20 Moldovan high executive officials on training trips to the USA, focusing on topics such as Weapons of Mass Destruction, Drugs, and Smuggling at the Mexican/US Border.
• Perform high-level translations for key stakeholders, including the American Ambassador and Moldovan high-level officials such as the Prime Minister, Parliament Members, and Cabinet Executives.
• Coordinate multilingual translations (Romanian, English, Russian) at conferences.
• Maintain effective communication with local partners, program beneficiaries, and cooperating organizations.
• Attend, document, and maintain records of proposed and confirmed program meetings.
• Prepare correspondence on behalf of program management and ensure timely follow-up when required.
• Prepare and maintain records and documentation for program consultants (local and/or international) in accordance with donors’ rules and regulations.
• Manage various aspects, including contracts, Statements of Work (SOW), Terms of Reference (TORs), Personal Services Contracts (PSC), time and attendance.
• Compile content and distribute it on the Internews in Moldova website and across social media platforms.
• Participate in the organization and preparation of public events and senior staff/program meetings.
• Work closely with the country office to ensure compliance with Internews, USAID, and other donors’ rules and regulations.