Daina Viksna
Summary
Senior risk and portfolio analyst with 25+ years of experience in banking, credit risk monitoring, investment portfolio analysis, risk reporting and financial data management. Experienced in preparing regular country credit risk reports to support investment decisions, monitoring credit rating changes for countries, financial institutions and investments, and ensuring compliance with credit risk limits.
Contributed to the development and review of investment guidelines covering credit risk requirements, investment eligibility criteria and exposure limits. Strong background in risk data validation, portfolio monitoring, exception analysis, management reporting, stress-testing support, process documentation and stakeholder coordination. Advanced Microsoft Excel skills, with indirect exposure to Power BI and training-level knowledge of SQL, Tableau and R. Strong ability to learn and apply new analytical tools.
Overview
5
5
Languages
1
1
Certification
31
31
years of professional experience
Work History
Deputy Director General
RBJC "Altona"
Riga, Latvia
09.2025 - Current
- Oversee budgeting, expenditure monitoring, procurement controls, project planning and governance processes.
- Analyse budget-to-actual variances, investigate exceptions and coordinate corrective actions.
- Manage approval workflows in accordance with internal limits, policies and governance requirements.
- Prepare financial information and management updates to support operational decision-making.
- Maintain accurate documentation for payments, procurement activities and internal controls.
- Coordinate a team of 34 employees, ensuring accountability, timely follow-up and delivery against agreed objectives.
- Coordinate stakeholders and communicate priorities, risks and corrective actions clearly.
Financial controller
RBJC Altona
Riga, Latvia
05.2025 - 08.2025
- Performed budget monitoring, expenditure analysis and financial control activities.
- Reviewed supporting documentation and payment requests for accuracy and compliance.
- Prepared financial reports and analysed budget-to-actual variances.
- Supported procurement documentation, approval workflows and corrective-action follow-up.
- Reconciled financial information and maintained accurate records for management reporting.
Project and Finance Manager
R1 Motoadventures
01.2015 - Current
- Managed cash flow, budgets, and capital allocation decisions to support strategic financial planning and business sustainability.
- Maintained productive client and partner relationships.
Financial Risk Manager
Latvijas Banka
Riga, Latvia
01.2011 - 04.2024
- Prepared regular country credit risk reports identifying countries eligible for investment and supporting portfolio investment decisions.
- Monitored credit rating changes and rating outlooks for countries, financial institutions and individual investments.
- Monitored credit risk limits, investment exposures and compliance with approved investment restrictions.
- Analysed the impact of credit rating changes on investment eligibility, portfolio risk and risk-limit utilisation.
- Contributed to the development and periodic review of investment guidelines, including country, institution and investment-level credit risk requirements.
- Prepared portfolio risk and management reports covering credit risk exposures, limit utilisation, breaches and exceptions.
- Analysed risk trends, exceptions and changes in portfolio exposures and escalated material issues to relevant stakeholders.
- Supported stress-testing activities through portfolio analysis, scenario review and reporting of results to management.
- Performed data validation and reconciliation to ensure the accuracy, completeness and timeliness of risk reports.
- Documented reporting processes, source-to-report dependencies, control procedures and user instructions.
- Coordinated with internal stakeholders, external investment managers and risk-system service providers on portfolio data, credit-risk information and reporting matters.
- Conducted risk assessments of new financial products before their implementation in internal systems.
- Monitored executed trades against approved guidelines and assessed their impact on portfolio risk and performance.
- Prepared ad hoc analyses to support investment, risk-management and management decisions.
- Communicated analytical findings and recommendations to management, auditors and other stakeholders.
Senior Risk Manager
Latvijas Banka
08.2003 - 12.2010
- Monitored financial-market, portfolio and investment risks, including compliance with approved investment guidelines and risk limits.
- Analysed portfolio performance, market developments and risk indicators and prepared periodic management reports.
- Investigated exceptions and breach incidents, assessed root causes and followed up on corrective actions.
- Coordinated data collection, validation and reporting with internal departments and external service providers.
- Supported the development and improvement of risk-management procedures, controls and reporting processes.
- Performed cash-flow, liquidity and asset-liability analysis to support financial risk oversight.
- Participated in internal-system testing and validated the accuracy of implemented processes and reports.
Risk Control Manager
Latvijas Banka
11.1999 - 07.2003
- Performed control reviews of financial transactions, investment activities and reporting processes.
- Monitored compliance with approved procedures, limits and control requirements.
- Identified process weaknesses, documented findings and supported remediation activities.
- Prepared reconciliations, control reports and management information.
- Contributed to business-continuity updates, process documentation and internal-control improvements.
Fixed Income Investments Analyst
Latvijas Banka
07.1996 - 10.1999
- Analysed fixed-income markets, securities and investment opportunities.
- Supported portfolio monitoring, performance analysis and investment reporting.
- Performed cash-flow analysis and reconciliations related to investment portfolios.
- Monitored executed transactions and assessed compliance with approved investment parameters.
Trader assistant (trading floor)
Salomon Brothers Ltd
London, UK
12.1995 - 06.1996
- Supported trading floor operations with cash flow and accounts reconciliation, prepared legal documentation for trading with brokers in developing countries.
- Performed equity markets analysis.
Education
Production Accounting Diploma - Production Accounting
National Film and Television School
London, UK01-2022
Master - of Economics
The University of Latvia
01-1998
Skills
- Credit risk reporting and monitoring
- Country and counterparty credit risk analysis
- Credit rating and rating outlook monitoring
- Monitoring of credit risk limits and investment exposures
- Investment eligibility and portfolio risk analysis
- Risk data aggregation, validation and reconciliation
- Analysis of risk trends, exceptions and breaches
- Investment guidelines and risk control frameworks
- Management reporting and ad hoc analysis
- Reporting process and source-to-report documentation
- Data quality, completeness, accuracy and timeliness
- Cross-functional stakeholder coordination
Certification
- CFA /Chartered Financial Analyst/
- Google Data Analytics Professional certificate, 2024, https://www.coursera.org/account/accomplishments/professional-cert/VS1C440QXP3D
- Project Management certificate - Google, 2024, https://www.coursera.org/professional-certificates/google-project-management
- Digital Skills Training Programme for Lecturers and Mentors — 24 academic hours / RISEBA /2025/
- Quality Auditor Course Certificate, Zygon Baltic Consulting
- Certificate in communication and public speaking, Triviums
Technical Skills
Data and reporting
- Microsoft Excel — Advanced.
- Power BI — Working knowledge; currently developing practical skills in data transformation, modelling and dashboard reporting.
- SQL — Working knowledge.
- Tableau — academic/training exposure
- R — academic/training exposure
- Bloomberg.
- Wilshire.
- Aladdin.
- Globus.
- Strategy.
- Fitek.
- Eliss.
- Microsoft Office.
- Microsoft Teams.
- Google Microsoft Forms.
- JIRA.
Interests
- Sailing
- CrossFit
- Skiing
- Traveling
- Cinema
Languages
Latvian
Proficient
C2
Latgalian
Proficient
C2
English
Advanced
C1
Russian
Advanced
C1
Spanish
Beginner
A1
Linkedin Profile
https://www.linkedin.com/in/dainaviksna/
Timeline
Deputy Director General
RBJC "Altona"
09.2025 - Current
Financial controller
RBJC Altona
05.2025 - 08.2025
Project and Finance Manager
R1 Motoadventures
01.2015 - Current
Financial Risk Manager
Latvijas Banka
01.2011 - 04.2024
Senior Risk Manager
Latvijas Banka
08.2003 - 12.2010
Risk Control Manager
Latvijas Banka
11.1999 - 07.2003
Fixed Income Investments Analyst
Latvijas Banka
07.1996 - 10.1999
Trader assistant (trading floor)
Salomon Brothers Ltd
12.1995 - 06.1996
Production Accounting Diploma - Production Accounting
National Film and Television School
Master - of Economics
The University of Latvia