Situation professionnelle
Souhait professionnel
- Ingénieur d'affaires
- Cadre comptable / administratif / financier
- Public / Parapublic
Résumé
Graduate of ICN Business School, where studies have encompassed a range of business related disciplines thanks to two fundamental dimensions: pluridisciplinarity and international experience.
Energetic self-starter, I decided to join in 2017 a growing team of consulting support professionals. Haver provides professional services to the community of economists, strategists and risk managers within the corporate marketplace and public sector. This was an exciting opportunity for anyone interested in learning the business of professional macro strategy and economic research.
My primary focus was to provide on-site training and support for our growing client base in UK and Europe. In addition this role required the ability to work with large excel files and an aptitude for statistical software. I took on a variety of projects on behalf of my clients and I was responsible to manage them to successful conclusion.
My next move to Deloitte in 2019 provided me an insight of the fund industry in terms of AIFMD and UCITS knowledge. Deloitte provides audit, tax consulting and financial advisory services to public and private clients. Operating across 150 countries with about 200,000 professionals, it brings global capabilities and local expertise to help clients suceed.
My primary focus is to write Financial Statements for Investment Funds and Asset Management Companies, control, review figures and information disclosed. Develop reporting skills in foreign GAAP, Interact with internal and external parties (auditors, clients, and directors in order to prepare, approve and issue reports) and finally, recognize opportunities to improve processes and making recommendations for changes accordingly.
Expériences professionnelles
Client reporting
Candriam , Paris - CDD
De Avril 2022 à Aujourd'hui
The Client Reporting Team provides different types of reports to end clients, detailed analyses and various performance measures to the Sales and Portfolio Management teams. The department activities cover all areas of portfolio analysis and performance.
Responsabilities
• Performing various financial and statistical analyses associated with the financial products offered to clients
• Collecting and validating data on the various investment funds and their benchmark indices
• Using our technical systems and processes during the report production stage
• Continuously conducting quality controls
• Helping to implement multiple projects aimed at developing new services or improving existing services offered to client
Financial analyst - pere (advisory and consulting group)
DELOITTE TOUCHE TOHMATSU , Luxembourg - CDI
De Avril 2019 à Décembre 2021
The Advisory & Consulting Group (ACG) aims to look at clients’ needs from every angle across a wide spectrum of industries. We are known for our straightforward approach to solving our clients' most complex business challenges. We work hand-in-hand with clients to improve business performance, drive shareholder value and create competitive advantage.
Fund Reporting is an advisory team, which is part of the Financial Industry Solutions department that serves both local and global clients, primarily Asset Managers and Servicers.
Job's role:
• Analyze financial information received from Asset Services and Asset Managers.
• Calculate and compile financial statements for funds.
• Control and review figures and information disclosed.
• Interact with internal and external parties (auditors, clients, and directors in order to prepare, approve and issue reports).
• Ensure that reports comply with legal requirements in terms of data content, layout and timing.
• Recognize opportunities to improve processes and making recommendations for changes accordingly.
• Act as CRM with our various clients.
• Develop reporting skills in foreign GAAP (US GAAP, IFRS, …).
Account representative
HAVER ANALYTICS , Londres - CDI
De Octobre 2017 à Février 2019
The Account Representative Position primary focus is to provide on-site training and support for Haver's growing client base in UK, Benelux and DACH regions.
In addition the position requires the ability to work with large excel files and an aptitude for statistical software.
Account Representative role is to provide training presentations as well as participation in sales related events.
Account Representative take on a variety of projects on behalf of their clients and is responsible to manage them to successful conclusion.
Financial institutions coverage (sales & relationship management)
Credit Suisse Luxembourg S.A. , Luxembourg - Césure
De Mars 2016 à Août 2016
C&IC Asset Manager:
* Financial Institutions / Asset Managers department
* In charge of sales support, market research/intelligence, sales pitches preparation
* Cooperation with other departments and stakeholders including client operations, management company, local Credit Suisse entities
* Support the analysis of target markets, selection of target prospect groups, profiling of prospect companies
* Support sales & relationship management team in preparing sales pitches
* Attend prospect/client meetings and ensure timely preparation of follow-up deliverables
* Support the preparation of the weekly pipeline dashboard
* Support other administrative tasks
* Gain understanding of the banking business, deal origination et client relationship methods for the asset managers segment
Tax reporting and accounts payable
Credit Suisse Luxembourg S.A. , Luxembourg - Césure
De Septembre 2015 à Février 2016
Tax reporting & Accounts Payable:
• In charge of junior accounting and reporting tasks including mainly accounts payable
• Cooperation with other departments and stakeholders including suppliers, cost center owners and the Group Financial Accounting team
• Liaising with foreign branches and other business units of the Group
• Support the preparation of cost center and VAT bookings
• Gain understanding of compliance with accounting, VAT and regulatory requirements
• Contribute to month end closing tasks of various business units
• Learn how to analyze certain profit and loss accounts
• Support the preparation of the daily reporting to the regulators
• Participate to the performance of controls, reconciliations and adequate documentation
• Gain understanding of business lines and models to capture financial and accounting implications
Formations complémentaires
Licence d'économie
Université de Lorraine (UL) - Expertise statistique
2011 à 2014
M1 ICN Business School
ICN Business School - Bonds, Finance and Market (BFM)
2014 à 2015
M2 ICN Business School
Sichuan University - Chinese Business Development
2016 à 2017
Associations
Parcours officiels
Langues
Allemand - Technique
Anglais - Courant
Russe - Notions
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