Summary
Overview
Work History
Education
Skills
Certification
Timeline
Pastexperience
Otheremployment
Other
Past experience
Other employment
Other
Generic

Ioan Tuglea

Technology Business Analyst
Bucharest

Summary

A dedicated professional with 20 years' banking experience. During the last years I was involved in designing Power BI analytical reports, create technical business requirements for the project I am involved in and design various KPI's in Grafana platform. I'm loved with Power Query and lately with Power BI, DAX, SQL, Grafana. Specialist Internet banking applications and product management including ERP integration for Accounts Payable (AP) and Accounts Receivable (AR). Excellent at interfacing with senior management to ensure organizational goals are obtained. Good interpersonal, analytical, and organizational skills. Able to work independently, but within a team environment with a confident, competitive and tenacious attitude. Excellent MS Excel, Access, Visio, Camunda BPMN, Power Query, Power BI skills. Also, other reporting tools can be easily accommodated. Previous activities were based on army technical systems during about 8 years working with Ministry of Defense (high school included). Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

32
32
years of professional experience
8
8
years of post-secondary education
16
16
Certificates

Work History

Business Analyst API Development

Banca Transilvania SA
6 2023 - Current
  • Supported software development project by defining clear requirements and effectively communicating them to technical team
  • API integration with about 10 systems to reduce manual work and reduce errors
  • Conducted interviews with key business users to collect information on business processes and user requirements
  • Improved business processes by analyzing current practices and recommending optimization strategies
  • Developed documentation to support training efforts, helping employees fully understand new system
  • Updated and developed scripts and queries to extract and analyze data while developed complex dashboards and reporting tools to track business performance metrics
  • Generated ad-hoc reports to evaluate specific business requirements
  • Provided technical support for troubleshooting analytics and reporting issues

Head of Bucharest Office, Transaction Banking Sales

Banca Transilvania SA
11.2019 - 05.2023
  • Preparing proposals, bids and contract negotiations which increased customer base with almost 12% in this period.
  • Create 10 powerful interactive dashboards with Power BI for most time-consuming product which help team to make informed decisions quickly.
  • Passionate about learning and committed to continual improvement
  • Assisted with day-to-day operations, working efficiently and productively with all team members
  • Worked well in a team setting, providing support and guidance
  • Learned and adapted quickly to new technology and software applications
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively

Senior Relationship Manager, Transaction Banking Sales

Banca Transilvania SA
01.2016 - 10.2019
  • Sales to private, public and multinational companies including project management, customer relationship and cash management sales
  • Often involve travel to prospects and existing customers across the country
  • Sales targets set-up, follow-up and permanent review to achieve 10 increase in revenues
  • Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times
  • Established and checked coding procedures, monitored reports and updated internal files
  • Created financial dashboards through Power query to provide insights into key performance indicators
  • Participated in regular training sessions to continually improve skills related to client service, product offerings, sales techniques, and industry knowledge

Senior Product Manager, Legal Entities Product Development

Volksbank Romania SA
08.2014 - 12.2015
  • Use Ms. Excel and VBA to create internal tool to help keep track of projects evolution and revenue generation
  • Developed communications plans for new products, increasing sales 15%
  • Managed product roadmaps, aligning with company goals and ensuring timely delivery of key features
  • Led cross-functional teams for successful product launches, resulting in increased market share
  • Increased new client acquisition through targeted initiatives
  • Collaborated with sales teams on generating targeted marketing materials that effectively communicated unique selling points of each product offering
  • Analyzed and reported on KPIs to validate and demonstrate success of marketing campaigns

Transaction Services Origination (TSO)

The Royal Bank of Scotland plc, Edinburg - Romania branch, Bucharest
03.2011 - 07.2014
  • Manage budget targets on both cash and trade business lines as well as reporting responsibilities
  • Achieve quarterly sales quotas and generate and qualify all leads and sales opportunities across bank offerings
  • Make outbound calls to targeted customers and respond to inbound inquiries
  • Weekly customer meetings, presentations and discussions on business models and strategies done.
  • Serve as primary customer contact during bid submissions, pilot test, and documentation review
  • Supply Chain Finance solutions, especially electronic channels including ERP integration with SCF application
  • Prepare consistent financial reports to monitor monthly revenue budgets across TSO business unit
  • Lead technical meetings / projects for ERP integrations (SAP, SUN, Navision) for AP&AR.

Cash management Sales - large corporate clients

Citibank Europe plc, Dublin - Romania branch., Bucharest
01.2006 - 02.2011
  • Sell to client's wide range of cash management products and services including business card, and associated overdraft
  • Monitor monthly reports and analysis for checking budget and create action plans
  • Cross sell initiatives with relationship managers, treasury and trade services
  • Collaborate with product managers, technology and operations team communicating client needs and product development requirements.+
  • Streamlined cash management processes by implementing efficient systems and tools, resulting in improved operational efficiency
  • Collaborated with cross-functional teams to develop integrated financial solutions that optimized working capital and reduced costs
  • First point of contact for customers for cash management product and services

Product Manager

Citibank Europe plc, Dublin - Romania branch., Bucharest
01.2004 - 01.2006
  • Reviewed sales, customer concerns, and new opportunities to drive business strategy at weekly planning sessions
  • Liaised with clients to better understand business needs and current market landscape
  • Enhanced user experience, resulting in increased customer satisfaction and retention rates

Electronic Banking Officer

Citibank Europe plc, Dublin - Romania branch., Bucharest
01.2001 - 01.2004
  • Customer support by phone and on-site training
  • Train Internet Banking Application users regarding payments and reporting activities
  • Product development for Internet Banking Application - create related products according to customers needs
  • Advice and participate in implementation of x-Border customers through other payments systems to further support financial growth
  • Participate in customer presentations to position cash management products as best products within banking system
  • High and medium level contact with customers.

Electronic banking Assistant (for CITIBANK ROMANIA S.A)

LUGERA & MAKLER, Bucharest
01.1999 - 01.2001
  • Directed daily operations for software migration from an old electronic banking platform to the new web based application
  • Counseled corporate clients with the electronic banking application.

Technical support for the customers using Adisam's Internet solutions

Adisam Telecommunications SRL, Bucharest
01.1998 - 01.1999
  • Provide technical details to prospect customers related to web access solutions
  • Deliver and install required software & hardware platforms
  • Presentations to prospect customers
  • Prepare and monitor monthly sales results and ongoing projects.

Technical employee working with electrical and radio military equipments

Defense Minister, Bucharest
01.1993 - 01.1998

Military professionals are known for their strong work ethic, commitment to excellence, attention to detail, and ability to succeed in a challenging environment. The lessons learned as military men are very transferable to the work we do on a daily basis. Leadership, discipline, organization, teamwork, and doing what it takes to get the job done are some of the areas in which military experience directly applies to our work.

Education

Bachelor of Science - Information Technology

Academy of Economic Studies, Cybernetics, Bucharest
Bucharest
09.1995 - 07.2000

High School Diploma -

Military Institute "General Bungescu", Brasov (now "Henri Coanda" Air Force Academy)
Brasov, BV
09.1990 - 07.1993

Skills

Stakeholder Communication

Certification

Relationship Selling Workshop

Timeline

Head of Bucharest Office, Transaction Banking Sales

Banca Transilvania SA
11.2019 - 05.2023

Senior Relationship Manager, Transaction Banking Sales

Banca Transilvania SA
01.2016 - 10.2019

Senior Product Manager, Legal Entities Product Development

Volksbank Romania SA
08.2014 - 12.2015

Transaction Services Origination (TSO)

The Royal Bank of Scotland plc, Edinburg - Romania branch, Bucharest
03.2011 - 07.2014

Cash management Sales - large corporate clients

Citibank Europe plc, Dublin - Romania branch., Bucharest
01.2006 - 02.2011

Product Manager

Citibank Europe plc, Dublin - Romania branch., Bucharest
01.2004 - 01.2006

Electronic Banking Officer

Citibank Europe plc, Dublin - Romania branch., Bucharest
01.2001 - 01.2004

Electronic banking Assistant (for CITIBANK ROMANIA S.A)

LUGERA & MAKLER, Bucharest
01.1999 - 01.2001

Technical support for the customers using Adisam's Internet solutions

Adisam Telecommunications SRL, Bucharest
01.1998 - 01.1999

Bachelor of Science - Information Technology

Academy of Economic Studies, Cybernetics, Bucharest
09.1995 - 07.2000

Technical employee working with electrical and radio military equipments

Defense Minister, Bucharest
01.1993 - 01.1998

High School Diploma -

Military Institute "General Bungescu", Brasov (now "Henri Coanda" Air Force Academy)
09.1990 - 07.1993

Business Analyst API Development

Banca Transilvania SA
6 2023 - Current
Relationship Selling Workshop
e-Business Cash Management for Project Development
GTS Profit from Product Management
Product Awareness - An Introduction to Structured Trade Finance
Product manager skills
People Management, Presentation Skills, Set-up and managing goals, TMI, July 2011
Business Writing Skills, RBS, Olguta Popescu, January 2012
Origination Development Programme (identify client opportunities and create certain proposals to clients and prospects according to their financial statements, in order to increase Working Capital Management), RBS Amsterdam, Margaret Smet Jimenez, Norbert Korn, March and July 2012
Security Awarness, Josefien Kruithof, February 2013
Competition Low, Victoria McMaw, May 2013
Incident Management Training, Oliver Frost, January 2014
Project Management (PMP/CAMP EXAM PREP), Trilex, Hilde Corbu, June 2014
Practical leadership, Oct 2020
Coaching, Nov 2020
Lean Six Sigma, Green Belt certification, Mar 2022
Data Analyst in Power BI, DataCamp, Dec 2022

Pastexperience

  • Banca Transilvania SA, Business Analyst API Development, 06/01/2023, Present
  • Banca Transilvania SA, Head of Bucharest Office, Transaction Banking Sales, 11/01/2019, 05/31/2023
  • Banca Transilvania SA, Senior Relationship Manager, Transaction Banking Sales, 01/01/2016, 10/31/2019
  • Volksbank Romania SA, Senior Product Manager, Legal Entities Product Development, 08/01/2014, 12/31/2015
  • The Royal Bank of Scotland plc, Edinburg - Romania branch, Bucharest, Transaction Services Origination (TSO), 03/01/2011, 07/31/2014
  • Citibank Europe plc, Dublin - Romania branch., Bucharest, Cash management Sales - large corporate clients, 01/01/2006, 02/28/2011
  • Citibank Europe plc, Dublin - Romania branch., Bucharest, Product Manager, 01/01/2004, 12/31/2006
  • Citibank Europe plc, Dublin - Romania branch., Bucharest, Electronic Banking Officer, 01/01/2001, 12/31/2004
  • LUGERA & MAKLER, Bucharest, Electronic banking Assistant (for CITIBANK ROMANIA S.A), 01/01/1999, 12/31/2001
  • Adisam Telecommunications SRL, Bucharest, Technical support for the customers using Adisam's Internet solutions, 01/01/1998, 12/31/1999
  • Defense Minister, Bucharest, Technical employee working with electrical and radio military equipments, 01/01/1993, 12/31/1998

Otheremployment

  • LUGERA & MAKLER, Bucharest, 01/01/1999, 12/31/2001, Electronic banking Assistant (for CITIBANK ROMANIA S.A)
  • Adisam Telecommunications SRL, Bucharest, 01/01/1998, 12/31/1999, Technical support for the customers using Adisam's Internet solutions
  • Defense Minister, Bucharest, 01/01/1993, 12/31/1998, Technical employee working with electrical and radio military equipments

Other

running (most recent: OMV Petrom Bucharest HALF MARATHON | Oct 13-14, 2021), cycling, martial arts, yearly participation to various volunteering actions (2019 - trees planted into a project based near Giurgiu)

Past experience

  • Banca Transilvania SA, Business Analyst API Development, 06/01/2023, Present
  • Banca Transilvania SA, Head of Bucharest Office, Transaction Banking Sales, 11/01/2019, 05/31/2023
  • Banca Transilvania SA, Senior Relationship Manager, Transaction Banking Sales, 01/01/2016, 10/31/2019
  • Volksbank Romania SA, Senior Product Manager, Legal Entities Product Development, 08/01/2014, 12/31/2015
  • The Royal Bank of Scotland plc, Edinburg - Romania branch, Bucharest, Transaction Services Origination (TSO), 03/01/2011, 07/31/2014
  • Citibank Europe plc, Dublin - Romania branch., Bucharest, Cash management Sales - large corporate clients, 01/01/2006, 02/28/2011
  • Citibank Europe plc, Dublin - Romania branch., Bucharest, Product Manager, 01/01/2004, 12/31/2006
  • Citibank Europe plc, Dublin - Romania branch., Bucharest, Electronic Banking Officer, 01/01/2001, 12/31/2004
  • LUGERA & MAKLER, Bucharest, Electronic banking Assistant (for CITIBANK ROMANIA S.A), 01/01/1999, 12/31/2001
  • Adisam Telecommunications SRL, Bucharest, Technical support for the customers using Adisam's Internet solutions, 01/01/1998, 12/31/1999
  • Defense Minister, Bucharest, Technical employee working with electrical and radio military equipments, 01/01/1993, 12/31/1998

Other employment

  • LUGERA & MAKLER, Bucharest, 01/01/1999, 12/31/2001, Electronic banking Assistant (for CITIBANK ROMANIA S.A)
  • Adisam Telecommunications SRL, Bucharest, 01/01/1998, 12/31/1999, Technical support for the customers using Adisam's Internet solutions
  • Defense Minister, Bucharest, 01/01/1993, 12/31/1998, Technical employee working with electrical and radio military equipments

Other

Running (most recent: OMV Petrom Bucharest HALF MARATHON | Oct 13-14, 2021), cycling, martial arts, yearly participation to various volunteering actions (2019 - trees planted into a project based near Giurgiu)

Ioan TugleaTechnology Business Analyst