Bertrand Aubry

Finance × Data Consultant for scale-ups and growing SMEs.

I structure the finance function of growing scale-ups. Operational FP&A, building the data stack, autonomous finance team upon arrival.

🎯 Who I work with

🔹 Scale-ups Series A/B/C, 20 to 150 people, who are professionalizing their finance function

🔹 CFOs, Heads of Finance, Controlling Managers needing operational support

🔹 Founders and COOs of SMEs moving from gut feeling to data-driven decision-making

💼 What I do

📊 Operational FP&A: budget, forecast, P&L modeling, business plans, cash flow

📈 Reporting and BI: Power BI dashboards, Looker Studio, automation of closings

🔧 Finance Data Stack: BigQuery, dbt, SQL, Fivetran, connected to ERPs (Pennylane, Qonto, Sage, HubSpot, Stripe)

🧭 Scoping and Transformation: audit, KPIs, change management

✅ Some cases

🔸 Multi-site SME — AI-augmented audit (Claude Code) of a monthly closing with 200,000+ formulas. Redone in a few documented SQL views. 5x reduction in scoping time, autonomous finance team.

🔸 Envergure (Actual group) — Part-time CFO, 15 months

Redone monthly closing and reporting, BI stack (BigQuery + Looker), data repository validation. Reporting accuracy increased from 60% to 95%.

🔸 Haxoneo (B2B Scale-up) — Finance data stack overhaul

Documented BigQuery warehouse and dbt ETL. Looker dashboards. Full autonomy for the finance team.

🛠️ Stack

Finance: Advanced Excel, Google Sheets, Pennylane, Qonto, Sage, FP&A, financial modeling, IFRS

Data: SQL, BigQuery, dbt, Fivetran, Airflow, Python

BI: Power BI (DAX, Power Query), Looker, Looker Studio, Metabase

AI: Claude Code and Cowork daily for scoping and analysis

👤 Background

3 years in IFRS financial audit at KPMG, 3 years in Group FP&A at Worldline, freelance since late 2022.

I speak finance with CFOs and data with IT teams, without intermediaries.

📍 Based in Angers, remote and occasional travel to Paris.