Trusted Advisors helping you succeed!
Trusted Advisors working with Boards, CEO’s and CFO’s to unleash the value-creation potential and help clients drive through uncertainties, supported by deep finance, risk management and corporate governance. Our support is the result of the decades of executive experience and partnerships with trusted partners.
ABOUT US
We partner with your teams to shift ways of working and accomplish goals—whether simplifying processes, increasing agility, enabling business transformation, or preparing for the future of work. Starting with diagnostics phase that includes interviews and quantitative analyses and a change program, designed to challenge status quo thinking and enable optimal performance, we are closely working with Board of Directors and C-Level Executives.
Mission
We are dedicated professionals who team with our clients to find solutions and pursue opportunities to growth the business in a sustainable manner.
Vision
Trusted Advisors that enhance the value-creation potential and help the clients drive through uncertainties.
Core values
- Integrity – Serving clients and stakeholders ethically and with high standards
- Accountability – Accepting ownership and responsibility to complete tasks and overcome obstacles
- Dedication – Expressing enthusiasm and commitment to fulfil responsibilities to our clients
- Respect – Environment, Social and Governance (ESG) Pillars
Competitive advantages
- Proven executive & board practice competence
- Proven track-record within global and local corporations
- Proven functional & technical competence
- Top networking with financial institutions & business leaders
- Trustworthy & long-standing professionals
- Succesful and various advisory engagements
Member of the Board of Directors in Fondul Proprietatea, Electromontaj, Amcham, United Way, with past mandates for AIG, Metlife, Aviva, Tarom and other organisations. Former KPMG Senior Consultant and AIG / Metlife CFO & DCEO, involved in M&A, being responsible for corporate finance, investment and government relations.
Sectorial expertise includes financial institutions (insurance, private pension, close-end alternative investment funds, leasing, financing), infrastructure & construction, manufacturing, aviation, energy and agribusiness.
EDUCATION & CERTIFICATIONS
* PGCert, Certified Independent Director, Henley Business School, UK
* PGCert, Business Administration, The Open University Business School, UK
* MIoD, The Institute of Directors, UK
* FLMI Financial Services, Life Management Institute, US
* Certified Public Accountant, CECCAR
* Bachelors Finance, Banks and Accounting, ASE
EDUCATION & CERTIFICATIONS
* The Bucharest University of Economic Studies. Bachelor’s Degree 1997. Finance&Banks.
* Financial Services Education-Life Office Management Association, HR Modules 2009.
* GCDF Training Program, Career Counselor Certification. Global Career Development Facilitator 2013.
* Interpreting psychometric: SDS(Self-Directed Search), BFQ(Big Five Questionnaire), IST(Intelligenz Struktur Test 2000R) 2016.
* Mental Health Facilitator, National Board for Certified Counselors, 2020
Key Projects and Advisory Engagements
- Advisory Boards set-up, including the design and implementation of related terms of reference
- Corporate Governance framework review, followed by design and implementation of a new governance model, including for entrepreneurial and start-up companies
- Facilitate financing, leasing and insurance innovative solutions for companies acting in construction, logistics, manufacturing and agribusiness sectors
- Diagnostic reviews, quick-wins and action plan for financial optimization and simplification for companies with 50-100 million EUR annual turnover
- Sustainable and profitable growth and the implementation of corporate governance best practices as Member of the Board of Directors for listed and non-listed organisations
- Facilitate initiatives with significant impact for local business community as Member of the Board of Directors for Amcham and Chair of the Corporate Governance and Financial Services & Capital Markets Committees
- In charge with preparation of restructuring business plan and implementation of corporate governance best practices – audit committee, internal audit, internal control functions – as Member of the Board of Directors for a state-owned company
- Greenfield development for a +1 billion EUR AUM private pension fund administrator, being in charge with corporate governance, finance and investment set-up
- Leading implementation of new technology in Finance and Investment areas – ERP, global IT systems and solutions
- Branching to an EU Subsidiary of local insurance business unit – in charge with finance, investment and FSA communication
- Active participation in disposal or liquidation of non-core business units – voluntary private pension fund, service companies.
- Leading M&A Finance and Investment streams in a transaction involving acquisition, integration and merges of several entities – insurance companies and private pension funds
- Leading M&A Team in charge with data room preparation and involved in interviews with potential investors
- Implementation of a new operating model, integration and policies alignment with new shareholder
- Leading finance function of regulated financial institutions, including actuarial, accounting, financial planning and analysis and procurement
- Leading a financial services sales support function, covering +1000 intermediaries – agents, brokers and bancassurance partners
- Set-up and leading investment front-office and back-office functions for a top insurance company with diverse unit link and traditional portfolios
- Set-up and development of the compliance, risk management, internal audit and control functions for regulated companies acting in insurance and private pension sector
- Financial audits, due diligence and restructuring missions for clients from various industries
- Interim, Outsourced and Part-time CFO for the Big4 clients acting in technology, logistics and civil aviation sectors
