CV du
consultant

BDD

Azure Data DWH mapping ORACLE

Connaissances fonctionnelles

SimCorp Analyse COMPLIANCE Coordination Financial Risk transformation Word alm audit Budget Build Business Cash Change Clearing communication dashboard Delivery eFront Finance ICAAP international Investment Leadership Performance Production REPORTING RETAIL Securities SOFTWARE sourcing Strategies Transition Visio

Langages

Confluence JIRA VBA

Méthodes

AGILE Coach integration Management MIGRATION outsourcing Planning WATERFALL

Outils

Teams

Réseaux et Middleware

AWS FTP switch

Systèmes

IBM INFRASTRUCTURE

Summary I bring over 15 years of international experience in establishing optimisation across diverse business functions. I develop strategic roadmaps and lead funding transactions across several asset types with a broad range of crossfunctional expertise. I bring deep analysis and innovative solutions and leverage decisiveness to implement
solutions while minimizing risk and maximizing performance.

My main expertise lies within creating strategic plans across business. I’m skilled in the delivery of high standards and ethics while managing/acting as Business Analyst on complex multi-million pounds projects.

During my past projects, I demonstrated a strategic view mindset, creative problem solving, and ability to manage cross-functional teams.

I’m distinguished as motivator and coach combining business acumen with analytical depth to align operational efficiencies with corporate goals.

Recognized for talents in strategy and providing vision. Create strategic plans across business like setting-up a Treasury and Securitization desk, increase of revenue and Change Management due to new regulations.

Certifications • Oracle
• Lean Six Sigma
• LBO Modelling
• VBA
• Financial Modelling
Hard skills • Strategic planning
• Change Management
• Business Development and
• Sales Leadership
• Mergers and Acquisitions
Soft skills • Strategic view mindset
• Creative problem solving
Education • Master Finance – La Sorbonne
• MBA concentration in Finance – La Sorbonne
Languages • English – Fluent
• French – Fluent
• Chinese – Elementary





Professional Experience


Pictet Geneva
Oct-22 – Oct-23
Senior Project Leader
• Lead project on Private Equity & Real Estate
• Agile methodology (Monday, Confluence, Jira, HPQC)
• Focus on accounting, reporting (internal, ILPA, clients and regulatory)
• Calculation model of Performance (Waterfall, IRR…)
• IFRS accounting schema for PERE
• eFront data mapping
• DG Template for data into PowerBI and Tableau


Simcorp UK
Oct-21 – Oct-22
Project Manager
• Manage several Implementation of Simcorp Dimension (SCD)
• Implementation CECL (Credit Expected Credit Loss) into SCD
• Implementation of derivatives into SCD (FX, CDS…)
• Implementation of IFRS17
• IFRS17 and CECL calculation with Moody’s Analytics
• IFRS17 and CECL accounting schema set-up into SCD


Finalyse Aug 20 – Sept 21
BCBS 239 Project Manager
European Investment Funds
• EIF SteerCo, RACI, Minutes, information gathering, etc…
• Project Management of all EIF directorates o Implementation of dictionary data into IGC (IBM)
• Roll-out EIF Data Governance
• BRD and DG Templates for Data Governance, Risk, OPS et Finance
• BCBS239 Principles data processes (sourcing, storage, modification, and reporting)
• Set-up Critical reports and EUCs
• Data lineage documentation
• EIF processes review and Group processes review with EIB on Visio and Word


BPI France
Feb-17 – Jun 20
Product Owner Private Equity Worldwide
Project Director for Private Equity
• Migration of Private Equity data to Amazon AWS
• Perform to create all reporting including SCR, Solvency 2, Performance reports for asset managers and clients
• Manage the implementation of Private Equity funds Efront FIA (TA, MO and accounting)
• MO Process for Financing
• Establish processes and create an infrastructure for reporting from TA to Reporting through MO Advanced
• Client request for migration with Legal and Compliance
• Work closely with the Group CEO & key stakeholders to establish the new Business Process Management
• Data migration for regulatory reporting and calculation of Solvency 2 into Amazon AWS
• Project Management including risk matrix, RACI, planning, budget (3M€), committee and workshops


Capteo
Aug-15 –Feb-17
Director of Risk, Finance & ALM
SGSS - Private Equity Business PM (Paris, Luxembourg, Dublin and
Turin):
• Program Alaska includes migration of PE and RE funds to FIA e-Front for TA and MO
• Advanced and GP3 PERES for FA
• Definition of project including budget, risks and planning
• Definition of TOM
• Deliverable of BRD, specification, Strategy test and Migration including MO Advanced and Cash Collateral
• Definition of new accounting schema and chart of accounts with KPMG
• Deliverables produced for the SteerCo
• Migration of more than 500 funds, 3000 client transactions (TA and MO) globally

 

HSBC UK
Project Manager:
• Liquidity transfer of GM department from London to Paris due to the Brexit
• Set-up of new liquidity processes and controls (FTP, X-change risk).
• Outsourcing of processes to external hub
• New processes and controls made the transition efficient which allow my client to focus on the resources transfer


Conning US (WFH - NY time)
• Set-up of SCD EDM for the custodian
• Creation of SCD dashboard for the Cash and Securities process
• Flow setup process between Reuters & SCD
• Transfer securities (MBS, bonds, IRS…) to another portfolio and set-up
• of data field for the new SCD projection (coupons, paydown, cash
• flow)
• Resolution of tickets Azure for the US operation
• Creation of procedure for recurrent issues


Liberty Mutual (WFH - NY time)
• Set-up of SCD for Finance department
• Set-up of CECL accounting standard (Current Expected Credit Loss)
• Set up accounting schema and loss expectation with Moody’s Analytics software
• Build test case into HPQC
• Development of the accounting event into SCD
• Creation of procedure
• Transfer portfolio from former accounting schema to new schema and calculation impact on P&L


BNP Paribas
Program Manager:
• Due to the new IFRS9 norm, definition of the strategy Business Models
• for the global ALM Treasury
• Definition of the global sensii
• Coordination of 10 regional Project Managers
• Leading the new Business Models and lobbying to the regulators
• regarding some aspects of the new accounting norm
 
Interim Management
CFO
Aviva, Bank of India, QNB, Credit Foncier and LCH
• Work closely with ExCO for funding exercises, risk processes, review of the ICAAP, Risk Appetite Framework, comment, review and validation of all QNB's risk assessments for the HQ and the regulators.
• Manage investment allocations
• Define level of risk based on time horizon, risk preferences, return expectations and market conditions for each structure
• VBA model for Risk Return (LIBOR), CAPM valuation, hedging and Cash Flow
• Work on various subjects regarding clearing house activities with several regulatory agencies including BDF, FCA, SEC, CFTC and FMI
• Work for the SEC approval of the US activities
• Regulatory Reporting set-up and production including LCR/NSFR
• Strategy review and implementation of a new framework by consolidating operations from diverse locations which increase the revenue by 15%
• Developing new products market for all Europe (CDS clearing) with a notional of 1,500 bn€
• Conducted due diligence, led negotiation with the buyer and the government and managed the technology transition
• Manage all the budget and forecast
• Calculate the dividend for the year and discuss it with the regulator to get it approve
• Management a team of resources
• Part of the Group Audit, Finance and Due Diligence Committee
• Lead all strategic projects requested by the Board of Directors and the European regulator which include a preliminary study with:
• Restructuring of the ALM department (models, system, processes and reporting) while improving their processes into SCD IFOR
• Set up a funding ABS and Refinancing securitization into SCD IFOR and DWH
• Restructuring of their SPV (AAA rate), which is the main mechanic of the hedging by CDS using SCD IFOR
• Set-up of a program of securitization for the SPV which will allow the refinancing of debts into SCD
• Automation of liquidity ratios (LCR and NSFR) and Asset Encumbrance ratio for the SPV using SCD DWH


Citigroup
Private Equity Analyst (Luxembourg):
• Analysis of PE (health start-up) for Citigroup in Europe
• Review and process potential new private equity investment opportunities
• Review of the financial statements of the company under consideration
• Develops and implements specific hedging strategies
• Conducts in-depth research, monitors portfolios, reports development and monitors business growth
 
Generali
Integration of PE funds with derivatives into Simcorp with IFRS17 and IFRS9 accounting schema for France, Italy and UK and setup of S2 reporting
• BRD for SCD IFOR and AFOR
• Set-up of SCD IFOR and AFOR
• BRD for SCD DWH
• Set-up Cash Flow and Hedging structure
• Set-up CAPM model for investments


SIA Partners
Apr-14 – Jul-15
Senior Manager – Strategy Consultant Trade Finance
Recruited directly by the client into this position (acting COO) to bring a 7% increase of the P&L by:
• Outsourcing of Middle and Back-office Operations for all Asia (including Japan) and Middle East
• Analyse and review of all Trade Finance contracts with Hogan Lovells
• Review of all Trade Finance and Loan (Direct or Syndicated) documentation
o Letter of credit, guarantee, insurance, default, LIBOR discontinuation and replacement (Single Name and Mezzanine), Financial ratios, default, Methods of transferring loans
• Implementation of new product strategy
• Design and implement a TOM
• Definition of processes (including control)
• Communication and Approval of regulatory bodies in Asia (HKMA,
• MAS, Japan FSA…)
• Restructuring of the team to build an efficient Structured Project
• Finance department


Avantage
Sep-02 – Mar-14
Head of Strategy Risk (Munich, Luxembourg & London)
Act as Partner for several strategy projects including Tier 1 Worldwide Financial Institution including:
• International expansion in Asia for a German institution
• Manage of a M&A from an Italian bank to a German institution including specific meetings, explanation to regulators (German, Italian and UK) to ensure the smooth merging and discuss all risk contingency
• Business model transformation for a UK institution (switch from IB to Retail)
• Manage suppliers (Bloomberg, S&P, BCG, Accenture, etc...) until the deployment of the new strategies
• Create a new framework of performance analysis (quantitative and qualitative) by business and functions
• Migration for CR, CCR and concentration risk into Risk Foundation, Authority, and Integrity