Vaclav Urban

Managing holding finance activities through the strategy aims. Corporate and structure financial planning and controlling. Setting strategy reporting results and KPIs. Taking care of strategic projects. Measuring performance equity participation in the segment of operation of the company. Cooperation across holding structure.

Analyzing investment plans of funds (analyzes of economic profitability) for investment cases / investment plans of managed funds incl. identification of the main risks and management of these risks. Continuous monitoring, evaluation and ensuring compliance of the allocation of assets of managed funds according to the statute, internal guidelines and other standards defining the limits of funds and the allocation of such assets. Close cooperation with asset managers on the impact of potential risks. In accordance with the internal methodology, it ensures and determines and evaluates the creditworthiness and rating of the fund's counterparties.

Management of the company's activities in defined departments (risk management department, accounting department and information systems department). Evaluation of economic efficiency of potential investments (Economic profitability analysis). Direct responsibility for the settlement of investments and transfers of financial instruments in the appropriate terms and scope. Imposition of internal controls in the company. Responsibility for financial statements and closing incl. audit of managed and administered funds and investment companies. Accounting team management. Active solution of the company's personnel issues. Managing internal directions and implement the processes.

Managing finance of all group including operating cash flow and investment cash flow planning. Preparation for transformation projects to fund structure (FKI) and projects exit to strategy partners.

Implementation of shareholders strategy - growing NAV, profit, yield and efficient funding. Managing finance of all group including operating cash flow and investment cash flow planning. Negotiation with senior bank. Reporting group results. Preparation for transformation projects to fund structure (FKI) and projects exit to strategy partners.

Started as a internal economist in smaller development firm. Basic responsibility for firm finance, cash flow and final accounts. Opponency of strategic investments intentions, valuation of investments, planning cash flow including senior bank loans, calculating return of investments, analyzing tax impact, preparing key contracts. Developing several retail and non-retail projects (healt care, parking house etc.) including external project financing, land development and exit strategy. Responsible for compliance with shareholders strategy and reporting directly to shareholders.

Individual mortgage banker operating in assigned part of the Prague segment. Client acquisition, cross-selling, cooperation with SME department. Supporting branch Retail staff, management of assigned external sales team (training).

After finishing university working as a independent financial advisor in small family firm. Selling Retail and SME bank products. Active acquisition of new business, negotiation, Team training. Got very useful skills in Real estate residence segment. Clients guide through all process - choose real estate, decision of the type of financing, negotiation with bank, contract sign.

Moving to Customer Service, smaller team processing customers inquiries. Direct from clients and handed over from Citiphone. Maintaining accounts, credit cards, payment confirmation, complaints, insurance issues and providing feedback to Product managers and phone bankers.

Sales position in RETAIL segment as a Citi started business in Czech. Part of the team of phone bankers - Citiblue. Responsibility for selling credit cards and personal loans to selected target according to strategy. Scoring clients and setting the product to fit.