Yannis Kaklis Email & Phone Number

Athens, Gr

Athens, Attiki, Greece

Hybrid role consisting of projects involving business analysis and workflow design, Data Engineering, Data Analytics and Reporting. Main tools used are IBM cloud PAK for Data, Power Query, Power Bi ,advanced excel, Ms Visio and Power Automate.

Athens, Attiki, Greece

Main Duties:Team member of the Asset Management department with a mandate to draft and execute strategies on REO portfolios. My main duties consist of: Portfolio Analysis and Historical/Statistical Insights. Analyze the assigned portfolio and its evolutionDemand & Market Analysis and insights. Analyze current demand utilizing feedback received from the sales department and valuations department as well as market intelligence providing insight and feedback to the asset management teamAnnual/Quarterly Business Plan. Prepare the annual and quarterly reports on executed actions and results in cooperation with business planning and strategyAnnual/Quarterly Reporting. Prepare the annual and quarterly reports on executed actions and results in cooperation with business planning and strategyOnboarding monitoring and analysis. Monitor assets being onboarded and provide feedback to the team.Regular Reporting. Contracts, Sales, Actual Vs Target, Maturity Evolution, Portfolio Evolution, Trends, Time Plan evolution ReportsKPIs. Monitor and report both internal and owners KPIs (annual, quarterly) and provide evolution insightsAdditional Projects:Business analysis / requirement analysis for workflow automationProcess and procedure design athoring and implementation Workflow design and automation.

Athens, Attiki, Greece

Team member of Asset Development Division with a mandate of: Sales & Management of the Bank’s Group Real Estate Owned Assets (REO) and the overall improvement and rationalization of the Bank’s (REO) portfolio. Main Distribution channels include P4S an on-line auctioning platform, Distributed Brokerage Network, Direct Sales ,Tenders and Large Portfolio Transactions . My main responsibilities /projects consist of:• Requirements management for the on-line auctioning platform.• Single point of contact for the platform's functions and performance requirements, coordinating the work between external contractors and Bank’s IT Department.• Report design and creation using Power BI for all Sales & Operational aspects of the business function, integrating data from various sources (SQL Server, Excel Tables, Access, Local CRM). • KPIs Reporting, • MIS. Weekly, Monthly, QTR & Yearly Reports and Queries to Banks Top Management the Divisions Head and Operations Managers. (Using Power BI, Excel, PowerPoint)• Sales revenue pricing • Workflow coordinator for Asset improvement Tasks (Valuations, Technical & Legal Audits) • Division’s CRM Project Manager, Business Analyst Implementation and support manager • Business analyst on all major projects of the division(Needs Assessment,Planning,Analysis,Traceability and Monitoring)

Athens Greece

2012 - 2018 Bank branch for HNWI clientile- Sales of Banking and Bankassurance products and services - Customer Service - Clientele development

Larissa, Greece

Development Department Responsibilities- Initial Loan Applications- Application processing- Evaluation- Recommendation and Approvalsfor Mortgage and Consumer Loans.

(General Management - Client Relations Office 10/2002 – 02/2009) Responsibilities:Business Process designBusiness Plan Business Analysis for the division's operational system ( Customer Complaint Management) andProject Management for the roll out of the system throughout the bank. (Branches Customer Service Units, Phone Banking, E-banking).Training of more than 4000 Bank staff in Complaints Management through the system. Monthly and on-demand statistical reporting to the EXCO and the Audit Committee.Mandates, Procedures, KPIs set up for Customer Services in respect to Complaint Managment. Data Mining, Customer Segmentation and attrition analysis and Complaint Management profitability modelsVBM ReportingMember of the EFQM project team Significant involvement in the ISO Certification for the Division(Private Banking 10/2001 – 10/2002) Marketing Analyst & MISMarket segmentationMIS Department reporting and process restructuring. Reformed format of reports than cover sales/balance volumes, financial data, headcount & performance against budget. Developed automated Weekly Drivers reporting for the Division’s 14 units. Participated in the CRM project representing the users for the Marketing Department Participated in the construction of the annual Marketing Plan.(Direct Banking 10/1999 – 10/2001) Senior MIS AdministratorReporting to the Director of the BU (Business unit) and the Board of Directors of EFG Eurobank. The unit included (Phone Banking, ATMs, Field Sales, Telemarketing and Branch outlets Open 24). Duties included reporting requirements identification for Top Management, reporting of financial performance and operational statistics on a monthly basis, composition of Business Plans, budget and forecasts for sub-units.

London Uk

Responsible for monthly reporting and budgeting, production of management accounts to trial balance, reconciliation of Sale/Purchase Ledgers, bank accounts and daily cash position, invoicing, weekly/monthly payroll for 120 employees and credit control.

Athens Greece

Accountant in charge of monthly production and reconciliation of Sale/Purchase Ledgers and payments.

Athens, Greece

Employed as an Accountant with auditing duties, responsible for financial control including completion of daily settlement of the company position with the ASE Clearing House and customer accounts. My exposure to the Greek Capital Market provided me with an insight on internal mechanisms and contemporary trends.

Athens, Greece

Participated in the restructuring and re-organization of accounting departments, performed cost-evaluation of Business Proposals before submission for funding by EU funding packages.

Thessalonica, Greece

Completed an 18-month rotation program from warehouse to costing and accounting departments. This rotation culminated into a fourteen-month assignment with the accounting department. Prepared monthly accounting reports, performed a range of analysis on financial and accounting issues, and assisted in the preparation of financial statements.

Athens, Greece

Administrative work for an importing agency

Msc Computing - Data Mining Applications, Computer Science

Masters degree concentrating in software engineering and design. UML,ERD,C++,Oracle Designer and Builder, Process Design, Object.

Master Of Business Administration - Mba

Ba In Business Administration