Striving for excellence, with an optimistic attitude and a pragmatic approach
I am Oana. With over a decade of experience, I bring a comprehensive set of skills and tools to guide banks through their Finance Transformation journeys.
My career began as a Financial Analyst at BNY Mellon, where I gained first-hand insight into the common challenges faced by Finance departments. This experience sparked my passion for improving and optimizing the daily operations of Finance professionals.
I then transitioned to Wolters Kluwer, joining their Financial Services practice. Here, I refined my expertise in implementing software solutions for finance, risk, and regulatory reporting, with a strong focus on the banking sector.
To expand my perspective, I joined KPMG, where I combined my technology knowledge with essential elements like people and process management, gaining a well-rounded understanding of the Finance function in banks.
These experiences have given me a holistic view of banking Finance, including content, technology, and processes. This enables me to effectively lead diverse transformation initiatives with a deep understanding of all the key components.
Finance
In 2012, I began my role as a Financial Analyst at BNY Mellon, specializing in legal entity control and consolidation.
Finance Technology
During my time at Wolters Kluwer, I assisted numerous banks in implementing technological solutions to address their Finance, Risk, and Regulatory Reporting requirements.
Finance OpEX
At KPMG, I have concentrated on developing a comprehensive, 360-degree perspective while deepening my expertise in process and people optimization.
Independent Consulting
After building a solid foundation encompassing all key aspects of the Finance function—content, technology, processes, and people—I embarked on my independent consulting journey in 2024.
