Janos Csak, CFA, FRM

Co-Founder and CFO at PénTech
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Contact Information
us****@****om
(386) 825-5501
Location
Budapest, Budapest, Hungary, HU
Languages
  • English Full professional proficiency
  • Hungarian Native or bilingual proficiency
  • German Limited working proficiency

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Credentials

  • Financial Risk Manager (FRM®)
    GARP FRM Program
    Feb, 2019
    - Nov, 2024
  • Python for Data Science || IBM
    Coursera
    Feb, 2019
    - Nov, 2024
  • Data Science Methodology || IBM
    Coursera
    Jan, 2019
    - Nov, 2024
  • Open Source tools for Data Science || IBM
    Coursera
    Jan, 2019
    - Nov, 2024
  • What is Data Science? || IBM
    Coursera
    Jan, 2019
    - Nov, 2024
  • Chartered Financial Analyst (CFA) Charterholder.
    CFA Institute
    Nov, 2018
    - Nov, 2024
  • Certificate of accomplishment
    Speak Academy
    Oct, 2016
    - Nov, 2024
  • Private Equity and Venture Capital || Università Bocconi
    Coursera
    Feb, 2016
    - Nov, 2024
  • Model Thinking || University of Michigan
    Coursera
    Dec, 2014
    - Nov, 2024

Experience

    • Hungary
    • Financial Services
    • 1 - 100 Employee
    • Co-Founder and CFO
      • Apr 2019 - Present

      • Formulated the startup’s strategic and business plans with the founders' team. Responsible for financial planning and budgeting. Devised the firm’s controlling and (investor) reporting framework.• Negotiated with business partners, and venture capital and angel investors. Secured two pre-seed rounds and a seed round.• Created the pricing model for Pentech’s short-term invoice financing product. Conceptualised a business partner assessment tool translating financial and non-financial data into insights for SMEs.• Designed the company’s risk framework and semi-automated credit risk screening & scoring model. Supervised the development work. Managed the company’s credit risk assessment process.• Provided strategic oversight to content marketing. Published several articles and research pieces, and held webinars and lectures on financial analysis, financing products and strategic & business management. • Conceived and managed the company’s employee performance evaluation and feedback process.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate Product Strategist
      • Aug 2017 - Apr 2019

      • Led a project team to streamline reporting and other processes with Excel / VBA tools, which resulted in significant reductions in production times, and decreased the risk of manual errors. • Analysed the performance of active equity funds and produced macroeconomic and performance related commentaries. Prepared investor presentations and fact sheets for clients.• Held and organised internal training sessions on investment products and on various software.• Spearheaded the organisation of the firm-wide internal Hackathon in the BlackRock Budapest office, which had the highest participation rate in the EMEA region.• Member of the BlackRock Budapest Innovation Sub-Committee.

    • Malta
    • Technology, Information and Media
    • 1 - 100 Employee
    • Senior Analyst
      • May 2017 - Aug 2017

      • Designed the performance evaluation reports and supported the CEO in the strategic planning process. Scouted high-profile advisors and applied to accelerator programs.

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Strategy & Planning Analyst || Group Risk
      • Sep 2014 - Mar 2017

      • Produced sections of the Group Business Plan, the Board Strategy Away Day and other risk documents. Organised the production process and liaised with contributors and key stakeholders.• Managed the Group Risk Appetite stress testing aggregation process for selected earnings and capital metrics. Calculated, interpreted and reported the results to senior management.• Received the Prudential Star Award in 2016 for re-designing the emerging risk process and reporting, and for recruiting interns and organising the Group Risk Internship Programme.

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Summer intern
      • Jun 2013 - Jul 2013

Education

  • CFA Institute
    Chartered Financial Analyst (CFA) Program
    2015 - 2017
  • Global Association of Risk Professionals (GARP)
    Financial Risk Manager — Certified by the Global Association of Risk Professionals
    2018 - 2018
  • Cass Business School
    Bachelor of Science (BSc), Management
    2011 - 2014
  • Veres Peter Gimnazium Budapest
    High School, Hungarian Baccalaureate (Erettsegi) with distinction
    2003 - 2011

Community

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