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Bertrand LevyBL

Bertrand Levy

Transformation/Operational Excellence/BlackBelt

€1,100/day
Paris, FR
15+ years

Average response time: 1 hour

Freelancer profile translated to English.
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About Bertrand

For over 20 years, I have been supporting large groups and ETIs in their operational and digital transformations. Lean Six Sigma Black Belt, I design and deploy operational excellence programs, intelligent automation, and AI integration into business processes.
My interventions cover Asset Management, financial institutions, and luxury – with clients such as AXA, BNP Paribas Asset Management, Carmignac, Lazard Frères, Hermès, and Pro BTP.
I create measurable value: productivity gains, reduction of operational costs, acceleration of processing cycles, and skill enhancement for teams.
  • French

    Native or bilingual

  • English

    Fluent

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

Experience

  • Tiepolo
    Project Manager Organization
    BANKING AND INSURANCE
    February 2026 - June 2026 (4 months)
    Paris, France
    Diagnostic of the organization and processes of the Management Assistants' back office
    Identification of problems and root causes
    Proposal of recommendations
    Implementation of improvement actions and quick win automation (Power Automate, Power Apps)
    Process Optimization Power Automate Power Apps Back Office Management Family Office
  • BNP Paribas Asset Management
    Project Manager PMI – Project Globe (AXA IM acquisition)
    BANKING AND INSURANCE
    June 2025 - February 2026 (8 months)
    Nanterre, France
    Project Globe (AXA IM acquisition)
    Coordination of merger operations in 7 European countries (BE, NL, LU, DE, CH, IT, ES)
    Legal structuring schemes · Filings with local regulators
    Financial and tax analyses · HR support, client/supplier contracts, organizational TOM
    Post Merger Integration (PMI) Asset Management Post-Merger Integration
  • iQera
    Project Manager Operational Excellence
    BANKING AND INSURANCE
    December 2024 - June 2025 (6 months)
    Paris, France
    Implementation of a repository of 50 processes for the IT department
    Improvement of 5 key processes (Security, Incident Management, Budget Management, Change Management, Workflow Management)
    Formalization and improvement of Servicing processes (recovery): settings, collection, and disbursement
    Process Optimization Lean Six Sigma Black Belt Debt Collection IT Processes

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Education

  • Master Management
    Institut Supérieur de Gestion
    2006
    Management, Finance, Business, Conseil, Stratégie, Gestion
  • Bachelor's Degree in Mathematics and Computer Science
    Sorbonne Université UPMC
    2004
    Maths, informatique

Certifications

  • Black Belt Lean Six Sigma
    Julhiet Sterwen
    2019

Skill set

Categories