Tiberiu Stefan Email & Phone Number

London, England, Gb

Cincinnati, Ohio, Us

• Responsible for the process of controlling and management of the budgets for over a third of the Romanian customers (hypermarkets and supermarkets) and the entire activity in the Republic of Moldova, totaling to over EUR 100 mil. • Build customer business plans focusing on market dynamics and customer trends while compensating for price-ups and seasonal discounts. Hold meetings with internal customer teams in order to communicate changes and help revise their strategies.• Interacted with the majority of departments assuring good collaboration and work-flow between all teams (logistics, ordering, sales and marketing, legal and payment processing). Participated in meetings liaising with all internal key stakeholders. • Quarterly updated performance reports, revised customer rates and credit limits according to contractual terms. Build several internal tools in order to track our customers’ margins and synchronize internal data bases to a single report builder.

Worldwide, Oo

• Engaged in a multitude of projects involving sell and buy side mandates as well as debt advisory projects for companies active in: Healthcare, Pharma, Financial Services, TMT, Manufacturing, and Retail. Successful mandates value reaching over EUR 400 mil. • Tasked with market research, computation of economic indicators, company analysis and financial highlights, business model preparation and selection of relevant transactions within the same sector. • Qualified potential investors by assessing their investment criteria and targeted sectors. Conducted introductory meetings and presented available mandates while analyzing their feedback and potential synergies.• Prepared marketing materials such as teasers, information memorandums and management presentations. Built and managed several Virtual Data Rooms and coordinated Q&A sessions. Assisted in due diligence process and negotiation stages.• Developed proposals for potential clients describing our services as the lead M&A advisory team for mergers, assets or company divestitures as well as debt advisory and related corporate finance services.

Edmonton , Alberta, Ca

• Conducted extensive market research analysing economic indicators and news articles in order to compare and predict market trends and currency volatility. Organised the data and presented the findings to key stakeholders of the company.• Assigned to prepare proposals and pitch materials for corporate clients base on their specific profile and currency needs. Put together new customised hedging strategies that minimised their risk exposure to the market fluctuation after the Brexit vote.• Attended customers meetings in which I presented the full range of our services explaining in details how our strategy can help the client achieve more competitive prices and cut down on unnecessary transaction fees.

London, England, Gb

• Expanded the list of services offered to our clients which lead to a significant growth of 55% in new business as well as a 33% increase in projects delivered, overall increasing WBC’s revenues for the year by more than 41 percentage points.• Implemented new techniques used to approach prospects and organised training sessions focusing on the quality of the work delivered, successfully reducing the lost opportunities ratio from 48% to 26% in comparison to previous years.• In one particular project my team and I have established targets for saving capital to invest and expand the client’s business while studied operational expenses and put together new logistics solutions that minimised the commercial costs by 12%.

London, England, Gb

• Evaluated strengths and weaknesses of the customer’s business by analysing competitors, developed marketing strategies and implemented changes that improved the client’s product.• Analysed the customers’ supply chain, furthermore studied operational expenses and developed new financial solutions that minimised the costs for clients.• Collected necessary financial information and established budgets depending on customer’s preferences. Developed flexible budgets that allowed the client’s resources to be used in the most efficient way possible.

Bucuresti, Ro

• Evaluated international hospital chains from CEE by assessing a set of financial highlights such as Revenue, EBITDA, Net Profit Margin and Return on Equity. Prepared a presentation with the best 10 possible targets for an international takeover. • Assembled a report about the ownership structure, financial highlights, and facility services of the biggest hospitals in Romania. Compared them with past figures and potential growth expectations and highlighted the top 5 players.• Researched Romania’s major prospects in the hydroelectric energy industry and put together a report on performance statistics and equity structure, pointing out the best candidates for one of the Buy-Side international clients.

Bucharest, Romania, Ro

• Conducted market research and provided useful information for the SME Customers Strategy Development and Implementation department, which helped target new customers and improve marketing strategies.• Worked closely with the SME Sales department personnel, assisted clients with their requests, processed payments and offered further help improving the bank’s relationship with customers.• Evaluated credit applications and reported any suspicious background, successfully conducted tasks improving the SME Credit Risk department’s efficiency.

Financial Markets: Optimal Investment Strategies, Investments And Securities

Ba (Hons) Business Management, Finance And Financial Services