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Bertrand De Saint-VianceBD

Bertrand De Saint-Viance

Expert financial strategy, fundraising

€900/day
Bordeaux, FR
8-15 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Bertrand

With nearly 20 years of experience in banking and finance, formerly in capital markets (operations side), I am an expert in the finance function. For several years, I have been working with entrepreneurs and SMEs to help them with their financial challenges. I help leaders define the company's main financial objectives (cash flow improvement, short-term financing, long-term financing, fundraising, grant applications, etc.) in the short, medium, and long term, while preserving the leader's interests and ensuring the company's sustainability.

I particularly help facilitate negotiations on:

*) bank loans (especially on guarantees),

*) grant applications,

*) LBO structures in case of buyouts/transfers, for example,

*) balance sheet operations (fundraising, capital increases). I specialize in seed to Series A financing.


I can also help you with writing the financial business plan and the overall company strategy. I have a dual IT background (Oracle administrator, SQL/PHP expert), which allows me to support certain companies with their financial software implementation issues (SAP and others).

Finally, I have managed several large data-related projects, particularly in banks (GDPR implementation, data governance, operational excellence around market data, projects over €5M), and can assist in project management (AMOA) for any type of project.
  • French

    Native or bilingual

  • English

    Native or bilingual

Can work on-site
Bordeaux (up to 50km), Paris (up to 50km), Lyon (up to 50km)

Experience

  • Various
    Part-time CFO
    CONSULTING AND AUDITS
    January 2016 - Today (10 years and 5 months)
    Implementation of financial monitoring indicators, budget preparation (forecast and closing management)
    Definition of a 3/5 year financial business plan
    Financial strategy support in line with the leader's goals (expansion, transfer, resale, etc.)
    Negotiation of loans and guarantees with credit institutions (>€1M negotiated annually for 3 years)
    Business transfer/acquisition (3 transactions totaling €3.5M) within a family context (Dutreil pact)
    Preparation of grant applications (Ademe, BPI, Future Investments dossiers). €500K to €1.5M per dossier
    Implementation of PGE (state-guaranteed loans) (€2M negotiated)
    Balance sheet operations (fundraising, convertibles)

    Finance Financing Budget Business Plan Loans Bank Debt Borrowings Excel Balance Sheet Operations Support Capital Optimization
  • Banque supranationale (Afrique)
    Program Director
    BANKING AND INSURANCE
    January 2018 - Today (8 years and 5 months)
    Project Director, African Development Bank, (Part time, Abidjan/Bordeaux):
    Complete review of the bank's data structure and management, particularly market data usage: global strategy (in line with BCBS principles), data governance design, governance implementation, vendor selection, contract negotiations, effective implementation, and operational processes. Project over $10 million, plus validation of the Summit v6.0 upgrade project.
    Summit Data Project Management Capital Markets

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Education

  • DESS Applied Mathematics
    Université paris 6
    1996
    Finances et mécaniques des fluides Mention AB

Certifications

  • Database Administrator
    Oracle
    2001

Skill set

Categories