About Charlotte
French
Native or bilingual
English
Fluent
Experience
- EPSA Tax & InnovationExperienced Tax ConsultantCONSULTING AND AUDITSNovember 2022 - January 2025 (2 years and 2 months)Lyon, FranceI assisted executives and financial departments in identifying and activating high-impact tax optimization levers.Specifically, I conducted in-depth analysis of accounting and financial flows to detect often invisible opportunities. My goal: to transform complex tax arrangements into concrete, secure, and quickly actionable gains.I managed the entire process: audit, quantified recommendations, prioritization of actions, and support for implementation. Each assignment was designed as a performance lever, with a strategic and highly operational approach.Accustomed to managing large volumes of data and several cases simultaneously, I developed a strong ability to work quickly, structure effectively, and deliver results in demanding environments.This experience allowed me to build solid expertise in financial analysis, optimization, and steering, with a constant objective: maximizing the value created for my clients.
- Groupe Crédit du NordPrivate Client Relationship AdvisorJanuary 2021 - October 2022 (1 year and 9 months)Lyon, FranceInvolvement in all areas of banking (Savings, Loans, Insurance, Provident schemes).
- Crédit Agricole Alpes ProvenceCommercial Advisor Business Center & CompaniesBANKING AND INSURANCEOctober 2018 - January 2020 (1 year and 3 months)Avignon, FranceI assisted companies with revenues of several million euros in managing and developing their activities.My role focused on two key challenges: securing financing and supporting growth. In particular, I handled strategic financing requests, conducting in-depth financial analyses to assess project solidity and associated risks.To do this, I relied on a fine reading of financial data, supplemented by market research, the construction of forecasts, and business valuation exercises. The objective: to provide a clear, structured, and reliable vision to inform decision-making.Beyond analysis, I supported executives in structuring their projects, offering them concrete recommendations tailored to their development goals.This experience allowed me to develop solid expertise in financial analysis, risk management, and a global understanding of business models, as well as a strong ability to manage complex cases in demanding environments.
Recommendations
Be the first to recommend Charlotte
Help this freelancer shine by sharing your experience working together.
These freelancer profiles also match your criteria
Agatha Frydrych
Backend Java Software Engineer
4.7
(3)
2
Baptiste Duhen
Fullstack developer
4.6
(4)
5
Amed Hamou
Senior Lead Developer
4
(2)
7
Audrey Champion
Web developer
4.3
(3)
4
Education
- TOSA - Level 3 AMF CertificationTOSA - Niveau 3 Certification AMF
- MSc2 Corporate Finance and Financial Engineering, Finance and Financial Management ServicesINSEEC U.2019MSc2 Finance d'Entreprise et Ingénierie Financière, Finance et services de gestion financière