Patricia - Chef de projet REPORTING SERVICES
Ref : 190929C001-
75016 PARIS
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Chef de projet, Business Analyst (45 ans)
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Totalement mobile
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Bientôt freelance
Professional Experience
Conning Insurance Asset Manager Oct-21 – May-22
Finance Senior VP
o Review of all IFRS and local Gaap accounting scheme for derivatives
o Implementation of Simcorp Dimension (SCD) for the Finance
department
o Management of Cash Flow Hedge into SimCorp
o Setting of the hedging/hedged relationship
o Creation of the VBA for managing the efficiency
o Procedure guide and methodology guide for the CF into SimCorp
o Defect management and test plan into Azure
o Reconciliation process before and after migration
Finalyse Aug 20 – Sept 21
BCBS 239 Project Manager
European Investment Funds
o EIF SteerCo, RACI, Minutes, information gathering, etc…
o Project Management of all EIF directorates
o Implementation of dictionary data into IGC (IBM)
o Roll-out EIF Data Governance
o BRD and DG Templates for Data Governance, Risk, OPS et Finance
o BCBS239 Principles data processes (sourcing, storage, modification,
and reporting)
o Set-up Critical reports and EUCs
o Data lineage documentation
o EIF processes review and Group processes review with EIB on Visio
and Word
BPI France Feb-17 – Jun 20
Product Owner Private Equity Worldwide
Education
• Master Finance – La Sorbonne
• MBA concentration in Finance
– La Sorbonne
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
Languages
• English – Fluent
• French – Fluent
Patricia ********
Herresthal 31B
54294 Trier
RP, Germany
Tel.: +49 15 16 13 11 501
********
ihttps://********
nstanthk/
Project Director for Private Equity
o Migration of Private Equity data to Amazon AWS
o Perform to create all reporting including SCR, Solvency 2, Performance
reports for asset managers and clients
o Manage the implementation of Private Equity funds Efront FIA (TA,
MO and accounting)
o MO Process for Financing
o Establish processes and create an infrastructure for reporting from TA
to Reporting through MO Advanced
o Client request for migration with Legal and Compliance
o Work closely with the Group CEO & key stakeholders to establish the
new Business Process Management
o Data migration for regulatory reporting and calculation of Solvency 2
into Amazon AWS
o Project Management including risk matrix, RACI, planning, budget
(3M€), committee and workshops
Programme Manager / Acting Chief Data Officer 2020-06– 2021-09
European Investment Fund
Manage BCSB239 project in 3 waves for EIF with approval of EIB
BRD and DG Template documentations for the Data Governance Software (IGC,
SaS, eFront, Cluster 7, Tableau, etc…)
Deliverables (SteerCo, CRs, RACI, planning, budget and risk matrix)
Review, creation and implementation of the audit recommendation regarding
data requirements for the Group
Data glossary migration (analysis, modification, Group harmonization, Data
Lineage, data mapping) for the Mandate Management, Private Equity, Financing,
HR, Risk and Finance teams
Record Management of the data: procedure (in word) and process (in visio) which
include: Archive of the Metadata, Access right, Modification and Monitoring into
cluster 7 and M-files
Project Director
Zodiak Conseil
From 2017 - 02
SGSS - Private Equity Real Estate Project Director (Worldwide)
Stream Leader for the PERE Fund Administration project
Manage the implementation of GP3 PERE (NeoXam)
Establish processes and create an infrastructure for reporting from TA to
Reporting through MO
Work closely with the Group CEO & key stakeholders to establish the new
Business Process Management
Galian - Project Director:
Real estate insurance
Management & Project management related to the restructuration of the Finance
Department
Solvency 2 Reporting and regulatory reporting Department
Accounting Department
Financial statement review
Cost Management Department
Actuary & Pricing Department
Process Improvement
Debt and Income restructuring
Resources Allocation
CFO (Part time)
Baby2Body - Health Startup
2017-09 - 2019-03
Baby2Body - Health Startup
Managed the finance function (accounting, controlling, M&A, tax & treasury) and
working closely with theCEO
Implemented KPI steering across the functions
Budget planning and forecasting
Prepared monthly, quarterly and annual financial statements
Financial reporting for the management board, advisory board & investors
Drove the M&A analysis for the sale to Procter & Gamble
Cash and liquidity management
Result: Start-up was sale for 8.5 m£ in equity
Director of Risk, Finance & ALM
Capteo (London and Paris)
2015-08 - 2017-0
Recruited by a former Moodys' Partner to develop Capteo (Strategy & Management
boutique), 11,5 m£ revenue generated:
HSBC:
Liquidity transfer of GM department from London to Paris due to Brexit
Set-up new liquidity processes and controls (FTP, X-change risk)
Outsourced processes to external hub
Result: New processes and controls made the transition efficient which allow my
client to focus on the resources transfer
BNP Paribas:
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
Result: Leading the new Business Models and lobbying to the regulators regarding
some aspects of the new accounting norm
Qatar National Bank:
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 relations with central banks and regulators
Part of the Risk Committee
Result: The new framework was deploy in other locations and subsidiaries,
implement new scorecards; therefore QNB has the ability to assess any potential
investments
LCH (London Stock Exchange Group):
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
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 8
Part of the Group Audit Committee
Part of of the Group Finance Committee
Part of the Due Diligence Committee
Result: LCH regains in position as #1 of clearing activities of European bonds
Credit Foncier:
#1 worldwide provider of real estate securization and hedging
Lead all strategic projects requested by the Board of Directors and the European
regulator which include a preliminary study with:
A 5 years plan to hedge a yearly €m20 loss due to CDS settlement
Restructuring of the ALM department (models, system, processes and reporting)
while improving their processes
Restructuring of the Sales by a digitization marketing campaign for clients and
third parties
Set up a funding ABS and Refinancing securitization
Restructuring of their SPV (AAA rate), which is the main mechanic of the hedging
by CDS
Set-up of a program of securitization for the SPV which will allow the refinancing
of debts
Automation of liquidity ratios (LCR and NSFR) and Asset Encumbrance ratio for
the SPV
Manage a team of 20 including Senior Managers
Part of the Board Committee
Result: The plan was approved by the Board of Directors and implement. Credit
Foncier keeps his high rating through all rating companies
Bank of India:
Following a rejection from the French regulator, was requested by the Board of
Directors to challenge the decision and reapply properly in order to be granted
a license and some exemptions for their subsidiaries in France and UK. Result: BoI was successfully granted their license and has been able to operate fully
in France
Senior Manager - Strategy
Sia Partners - Hong Kong
2014-04 - 2015-07
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
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
Result: The project was successful and the client requested a deployment of the new
structure in US and Europe. The Structured Project Finance team is now the first interlocutor for financing of
government projects (aviation, real estate, shipment, etc...) in SE Asia
Manage a team of 12
Head of Strategy Risk (Munich, Luxembourg &
London)
2002-09 - 2014-03
avantage
Advisory company specialized in Risk, ALM, M&A and Structured Products . Started as
a Senior Consultant (2 years) until Head of Strategy Risk (5 years)
Creation of campaigns using CRM Salesforce
Revenue generation of £m3.0 by organizing a strategic alliance with Moody's
Analytics
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
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
Manage a team of 27
EDUCATION
2017 MBA Finance, IFG
Executive Education
• 2017 Master 2 Finance and
Asset Management University
FORMATIONS
Paris 1 Panthéon-Sorbonne.
Since 2015 - Present - Producer TYT Network Alternative information channel
Since 2015 - Present - Adjunct Professor - La Sorbonne - Lectures about changes and impacts of new financial regulatory environment
Since 2015 - Present - Business Angel Advisor JP92 Business model and advisory for women tech entrepreneurs in Europe and
Strategic and visionary leader bringing
15+ years of international experience
in establishing optimization across
diverse business functions. Key skills:
Develop strategic roadmaps and
lead funding transactions across
several asset types with a broad
range of cross-functional expertise
Offer deep analysis and innovative
solutions and leverage
decisiveness to implement
solutions while minimizing risk and
maximizing performance
Direct and deliver strategic plans in
tactical initiatives for long term
target
Mentor and coach with business
acumen and analytical depth to
align operational efficiencies with
corporate goals
Manage multi-million-pound
complex projects with high
standard and ethics
Team Management (10 to 50
people) including Senior Managers:
recruitment, retention schemes, appraisal, discretionary bonus and
promotions
LANGUAGES
• French mother tongue
• English professional and
technical
• Chinese (Mandarin) basics