Ioana Dana Panaiteanu
OneStream Manager
Bucharest
Summary
Goal-driven financial professional skilled in monitoring and reviewing data for financial analysis and recommendation of business strategy. Adept of process automation in regards to various arrays of corporate and financial information. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
8
8
years of professional experience
9
9
years of post-secondary education
2
2
Certifications
Work History
OneStream Manager
Archetype Consulting
, Romania
05.2024 - Current
- Client Engagements & Project Delivery: Own and lead critical project components, driving the design, development, and deployment of solutions like OS MarketPlace Solutions, Custom Allocations and Eliminations, as well as end-to-end Consolidation and Planning implementations. Actively participate in client meetings, requirements gathering, and solution discussions, ensuring alignment with business needs.
- Knowledge Sharing & Training: Conduct training and knowledge transfer sessions for clients, ensuring they understand the implemented solutions. Also present any development work internally with the team, to contribute to the practice success.
- Managed Services & Technical Research: Work on multiple support tickets, providing technical support and research in areas like consolidation, planning, security, data sources, and business rules for clients.
- Innovation & Personal Initiatives: Working on a functionality accelerator for the Accounts Reconciliation solution migration between applications and environments.
- Collaboration & Team Support: While not in a formal management role, I have provided technical guidance and peer support whenever needed, often collaborating with colleagues.
- Accomplished multiple tasks within established timeframes.
- Developed and maintained relationships with customers for future opportunities.
Financial Systems Consultant (OneStream)
GSD Solutions SSC
03.2022 - Current
- A proven professional in defining systems strategy, developing systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions under multiple deadlines.
- Collaboration with internal and client-side resources for identifying the best approach for each project.
- Working in a fast paced, dynamic environment and deal with ambiguity.
- Extensive experience in complex, global organizations.
- Handled delivery of OneStream solution to a 90+ locations USA-based HR business by designing the dimensions architecture, creating metadata files based on the design document, carrying out data validation processes and covering dimensions, transformation rules and consolidation checks.
- Lead consultant who implemented the People Planning OneStream Solution for a 60+ locations USA-based material handling business by creating workflow profiles, writing business rules and calculations for People Register ouput data, executed plans according to the design document. Ultimately, migrated data into the cube.
- Designed a new architecture and functionalities for an oilfield services company; identified main points of issue in the current application regarding consolidation and reporting processes and restructured data sources, workflow profiles and dimensions hierarchies, including intercompany matching system.
- Write business rules and calculations to match the client's processes and meet functional requirements, including complex expressions, and parser, finance and XFBR rules. Familiar with data unit calculation sequence and consolidation process.
- Develop complex and customized reports using parameters and combining more than one cube's data in one analysis. Create dashboards for end-users to retrieve and review financial data.
- Train end-users to navigate and exploit the application and offer support after go-live.
Financial Controller
E-Distributie Muntenia SA
01.2022 - 03.2022
- Collaborated with the executive team in preparation of monthly and annual reports for The National Authority for Energy Regulations, analysis of the performance and investigation of unusual trends for all three Energy companies within Enel Romania.
- Enhanced knowledge and use of SAP FI/CO module for the purpose of extracting financial and operational data.
- Contributed ideas and suggestions in team meetings and delivered updates on deadlines, designs and enhancements for the automation of the NAER reports.
Financial Analyst
Dante International SA
03.2021 - 01.2022
- Co-building and implementation of OneStream financial software for reporting, forecasting and budgeting at internal and group level: data import and validation for more than 10 companies within eMAG Group, built transformation rules, metadata files, developed complex cube views for analysis and forms iput.
- Month-end analysis performed for managerial reporting related to sales by macro categories and company's working capital.
- Collection of data and developing detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts. Redesigned payroll budgeting models for the purpose of quality improvement and time reduction of recurring activities including more than 1,000 resources.
- Continuous improvement by engaging in problem-solving activities to support teamwork.
- Performing complex financial and budget analysis to determine budget requirements and improve internal controls.
Senior Financial Auditor
PriceWaterhouseCoopers SRL
01.2021 - 02.2021
- Managing tasks related to accounting aspects of organizations belonging to various industries and countries, including Oil and Gas, Cyber Security, Telecommunications and Retail.
- Tested compliance with financial and accounting requirements of companies according to IFRS and GAAP standards. Performed detailed assessment of revenue recognition using IFRS 15 and re-evaluation methods using IAS 16 for one leading Cyber Security Company.
- Independently handled main areas of audit engagements, including Planning, Executing and Completion phases of projects.
- Collaborated with managers/partners on engagements approaches and executed audit plans using risk-based strategies and misstatement analysis.
- Ensured efficiency of internal controls related to AP and AR processes, bank reconciliations and inventory observations.
- Worked closely with audit clients and assisted in maintaining and developing key client relationships.
- Allocated responsibilities to more than 10 junior auditors and coordinated activities undertaken.
Experienced Associate Auditor
PricewaterhouseCoopers SRL
10.2019 - 12.2020
- Conducted detailed technical and analytical review of clients recognition and measurement of liabilities, revenues and provisions.
- Complied with established internal procedures by examining reports, processes and documentation.
- Participated in interviews, performed observations and evaluated pertinent information to supplement audit findings.
- Led stock count for large Romania retailer selected more than 100 items for checking using list-to-floor and floor-to list approaches.
Junior Associate Auditor
PricewaterhouseCoopers SRL
Bucharest, Romania
09.2018 - 09.2019
- Performed analytical procedures and analyses to detect unusual financial relationships.
- Carried out reconciliations between Trial Balance and General Ledgers for multiple audit projects, managed delivery of AP and AR confirmation letters and ran inquiries for any financial findings.
- Created Alteryx flow for managing large databases with more than 100,000 rows.
- Identified and communicated accounting, finance, and auditing issues to seniors and finance managers.
Archive Assistant
Nestle Romania
09.2017 - 10.2017
- Involvement in collection, evaluation, archiving and management of documents from legal department.
- Evaluated multiple records for accuracy, value and status of preservation.
Education
Bachelor of Science - Finance, Accounting And Banking
Faculty of Finance And Banking
Bucharest 10.2015 -
GED -
"Spiru Haret" National College
Bucharest 09.2011 -
FCE And CAE Cambridge Certifications - English
Shakespeare School
Bucharest 08.2011 -
Skills
Financial and operational reporting
OneStream Finance Platform
Proficiency in English
Adaptability
Teamwork mindset
Process innovation
High attention to detail
Accounting knowledge
GAAP and statutory reporting
Impact assessment
Microsoft Office
People Planning OneStream Solution
OneStream Consolidation and Reporting
OneStream Financial planning
Customer support
Data Integration
VBNet
Additional Information
Own USA business visa
Certification
OneStream Certified Professional (OCP) - Lead Architect R1
Timeline
OneStream Certified Specialist (OCS) - Reports and Dashboards
01-2025
OneStream Manager
Archetype Consulting
05.2024 - Current
OneStream Certified Professional (OCP) - Lead Architect R1
12-2023
Financial Systems Consultant (OneStream)
GSD Solutions SSC
03.2022 - Current
Financial Controller
E-Distributie Muntenia SA
01.2022 - 03.2022
Financial Analyst
Dante International SA
03.2021 - 01.2022
Senior Financial Auditor
PriceWaterhouseCoopers SRL
01.2021 - 02.2021
Experienced Associate Auditor
PricewaterhouseCoopers SRL
10.2019 - 12.2020
Junior Associate Auditor
PricewaterhouseCoopers SRL
09.2018 - 09.2019
Archive Assistant
Nestle Romania
09.2017 - 10.2017
Bachelor of Science - Finance, Accounting And Banking
Faculty of Finance And Banking
10.2015 -
GED -
"Spiru Haret" National College
09.2011 -
FCE And CAE Cambridge Certifications - English
Shakespeare School
08.2011 -
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