Mihaela Luţia, CFA, AFM

Director Head of Business Valuation at Darian DRS S.A.
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Contact Information
us****@****om
(386) 825-5501
Location
Cluj-Napoca, Cluj, Romania, RO
Languages
  • English Professional working proficiency
  • Spanish Limited working proficiency

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Credentials

  • Advanced Financial Modeler (AFM)
    Financial Modeling Institute (FMI)
    Dec, 2021
    - Oct, 2024
  • CFA charter
    CFA Institute
    Oct, 2018
    - Oct, 2024
  • Business Valuator
    ANEVAR
    Jan, 2014
    - Oct, 2024

Experience

    • Business Consulting and Services
    • 1 - 100 Employee
    • Director Head of Business Valuation
      • Jul 2022 - Present

    • Manager
      • Jan 2017 - Jul 2022

      ▪ Manage a skilled and enthusiastic team.▪ Review and supervise valuation reports for corporate clients.▪ Prepare complex valuation reports for corporate clients.▪ Interconnect with all advisory departments in Darian DRS Group: Tax, Legal, Audit.

    • Business Valuator
      • Mar 2013 - Dec 2016

      Conducting business valuation of local companies;Conducting real estate valuation for properties in BucharestCarrying out valuation reports for banks in Bucharest office;Carrying out reports (as a member of the valuation team) for business and financial reporting valuations for regional/national clients;

    • Mexico
    • IT Services and IT Consulting
    • 100 - 200 Employee
    • GSG Relationship Support
      • Jun 2010 - Feb 2013

      - Provide sales administration support to Senior Relationship Managers (SRMs) and Relationship Managers (RMs), delivering the highest quality of service in relation to all client banking needs. - Ensure timely completion of account opening for prospects including checking of content, validity of documentation and processing through to Operations. - Assist SRMs and RMs for their timely completion of account openings for prospects and dictate any deficiencies to RMs / SRMs before account opening documents to send to Operations. - Assist SRMs / RMs in the provision and maintenance of excellent Know Your Client (KYC) records, help and coordinate with SRMs / RMs disposing of exceptions as they arise, ensuring that accurate and up to date client information is held in the Bank's systems. - When required (in certain circumstances) handle non-target market client base, as directed by GSG Head, with objective of either upgrading or exiting the relationship in line with corporate vision. Show less

Education

  • CFA Institute
    Passed Level III of the CFA Program - June 2018
    2017 - 2018
  • ANEVAR
    Evaluator Proprietati Imobiliare
    2014 - 2015
  • ANEVAR
    Evaluator Intreprinderi
    2013 - 2013
  • Academia de Studii Economice din București
    Master of Science (MS), DAFI - Master in Management Financiar si Bursier
    2010 - 2012
  • Academia de Studii Economice din București
    Bachelor of Science (BS), FABBV
    2007 - 2010

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