Beatrice Olaru

As a Project manager and Business and Process Analyst, I manage a hybrid role that includes both regional and group project coordination functions, as well as developing and implementing relevant processes to optimize the organization's internal operations.

I work in a cross-border department that provides comprehensive support and addresses the needs of countries across Central and Eastern Europe.

Mission:

• Build-up and manage transformation programs, according to the company's strategy - Build strong relationships, achieve buy-in of key stakeholders and influence others
• Ensure all deliverables are delivered and projects are finished on time and on budget
• Conduct a thorough data analysis and process mapping to identify obstacles, inefficiencies and opportunities for improvement
• Create process documentation and guidelines, including standard operating procedures and workflow diagrams.
• Provide training and support to team members on new processes and best practices

Main Tasks:

• Analyze existing business processes, workflows, and procedures to identify areas for enhancement.
• Monitor and assess the effectiveness of implemented process changes by measuring key performance indicators and making necessary adjustments for continuous improvement.
• Support the execution of group and regional projects as a local project coordinator.
• Prepare presentations for the approval committee to facilitate the implementation of new processes and systems.

I had a hybrid position with responsibilities as a:

• TCI Coordinator in the Commercial Back-office and Reporting department– leading a team of five Reporting analysts and Trade Credit Insurance specialists.
• Business Analyst & Local Key User – helping with the implementation of Legacy software solutions in Coface Romania (Core applications – Contract management tool, Contract Invoicing, Electronical Archive, Accounting)

My mission:

• Business consultancy, manage existing client relationships
• User training and support for existing customer portfolio
• Develop and maintain healthy relationships with brokers and internal stakeholders in order to achieve smooth execution
• Controlling and reporting to the group
• Customer relationship and contract administration
• Respond and to ensure team to respond timely and appropriately to questions and concerns from clients and their intermediaries.
• Knowledgeable regarding credit insurance, general credit practices, adequate understanding of relevant legal topics ,and general business documentation requirements
• In depth familiarity and knowledge of various contract structures in order to know how best to adapt the group/regional/local systems and core applications to the customer needs

• Contacting current and potential customers to sell products and services
• Contacting clients included in retention, loyalty and sales programs
• Training internal employees to use the Core Banking platform
• Reviewing loan requests
• Assessing clients’ financial status
• Evaluating creditworthiness and risks
• Contact clients to gather financial data and documentation and set up payment plans
• Explain to customers the different types of loans and credit options that are available, as well as the terms of those services
• Submit applications to credit analysts for verification and recommendation.

Main responsibilities:

• Prepared asset, liability, and capital account entries by compiling and analyzing account information
• Documented financial transactions by entering account information.
• Summarize current financial status by collecting information; preparingbalance sheet, profit and loss statement and other reports
• Reconcile financial discrepancies by collecting and analyzing account information
• Prepare financial statements and produce budget according to schedule
• Support month-end and year-end close process