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Jonatan CilteaJC
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Jonatan Ciltea

@jonatanciltea

Data Analyst at Morningstar Sustainalytics who helped replace a third-party data provider, generating approx. €2M in annual savings.

Romania
Message

At Morningstar Sustainalytics, I support internal stakeholders and client relations teams with research enablement, entity mapping, and ESG data responses. I extract and report ESG data using SQL, Power BI, Excel, and ETL tools.

I collaborated with an internal Morningstar team to replace an ongoing third-party data provider, contributing data mapping, validation, and quality control that generated approx. €2M in annual cost savings.

Previously, at NN, I processed Pillar II pension fund membership forms, maintained participant records, and prepared operational reports. At Allianz Trade, I supported risk operations, managed credit limit requests, and completed training in financial analysis and company grading.

Earlier roles at BRD - Groupe Societe Generale included leasing administration, retail banking, and branch operations. My background also includes sales and store management at Orange, and I hold a Google Data Analytics Professional Certificate.

Experience

Work history, roles, and key accomplishments

Morningstar Sustainalytics logoMS
Current

Data Analyst

Jul 2023 - Present (3 years 3 months)

• Supported internal stakeholders and client relations teams by delivering research enablement,
entity mapping and eligibility and also ESG data-driven responses to customer inquiries
• Managed and maintained business-critical entity data, ensuring accuracy, consistency, and
relevance across internal systems
• Extracted, analyzed, and reported ESG data using SQL, Power BI, Excel, and ETL tools to

NN logoNN

Pension & Sales Administration Officer

May 2022 - Jul 2023 (1 year 2 months)

•Processed Pillar II pension fund membership forms and managed participant transfers in
accordance with statutory requirements
• Updated and maintained participant records based on customer requests and internal
procedures
• Handled pension contributions and confirmed transfer amounts across fund accounts (IN/OUT
transfers, collections)
• Prepared, verified, and delivered operational reports for i

Allianz Trade logoAT

Back Office Risk Officer

May 2019 - May 2022 (3 years)

• Supported risk management operations by handling administrative processes and ensuring compliance
with internal requirements
• Managed credit limit requests and prospectuses, coordinating allocation to underwriting/subscriber teams
• Liaised with clients and local/international business units to resolve request-related inquiries via group
ticketing systems
• Maintained risk-related records and w

BRD - Groupe Societe Generale logoBG

Contracts, Clients, and Leasing Products Administrator

Jan 2018 - May 2019 (1 year 4 months)

• Supported commercial coordinators in post-offer leasing processes by managing contract documentation
and administration
• Ensured accurate contract and customer data entry while coordinating approvals and exceptions across
departments
• Prepared and verified transaction files in compliance with internal regulatory and risk frameworks
• Liaised with clients and suppliers to ensure smooth executio

BRD - Groupe Societe Generale logoBG

Mass Market Customer Manager

Feb 2017 - Dec 2017 (10 months)

• Managed a portfolio of retail banking clients, providing advisory support and promoting tailored financial
products
• Drove account turnover, customer loyalty, and new client acquisition in line with commercial targets and
bank strategy
• Prepared and analyzed credit files, approved loans, and monitored loan portfolio quality and key client
transactions
• Resolved client inquiries and complaints

BRD - Groupe Societe Generale logoBG

Current Operations Advisor

May 2015 - Feb 2017 (1 year 9 months)

• Promoted banking and lending products while supporting clients and directing them to advisors when
needed
• Delivered day-to-day branch operations, including payments, collections, currency exchange, Western
Union, POS, and cash transactions
• Verified documentation and processed domestic and foreign currency operations in compliance with
internal procedures
• Managed customer inquiries related

Orange logoOR

Sales representative and Store Manager

Feb 2014 - May 2015 (1 year 3 months)

• Promoted telecom products and services via phone and digital channels, supporting
customer acquisition and retention
• Managed client relationships through personalized subscription offers, loyalty programs,
and proactive upselling/cross-selling
• Provided customer support and technical troubleshooting, assisting with billing, recharges,
and account management
• Oversaw store merchandising, dail

Bristot Coffee Romania/B&B SRL logoBS

Sales Agent

Jun 2013 - Oct 2013 (4 months)

• Developed business partnerships across the hospitality sector, coordinated dailyoorder delivery, payment collection, and coffee equipment maintenance and instalation.

Education

Degrees, certifications, and relevant coursework

SA

SAP

Requirements Gathering and Documentation

Feb 2026

MI

Microsoft

Data Analysis and Visualization with Power BI

Feb 2026

MI

Microsoft

Harnessing the Power of Data with Power BI

Jan 2026

GO

Google

Google Data Analytics Professional Certificate

Mar 2026

MI

Microsoft

Preparing Data for Analysis with Microsoft Excel

Jan 2026

MI

Microsoft

Data Modeling in Power BI

Feb 2026

MI

Microsoft

Deploy and Maintain Power BI Assets and Capstone project

Feb 2026

MI

Microsoft

Microsoft Power BI Data Analyst Professional Certificate

Feb 2026

MI

Microsoft

Extract, Transform and Load Data in Power BI

Jan 2026

SA

SAP

Foundations of Business Analysis

Jan 2026

UB

Universitatea Româno-Americană din București

Master's degree, Finante , banci si asigurari

2012 - 2014

UB

Universitatea Româno-Americană din București

Bachelor's degree, Finante, Banci

2009 - 2012

LB

Liceul Teoretic Lucian Blaga

Diploma de Bacalaureat, Matematică și informatică

2005 - 2009

Tech stack

Software and tools used professionally

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