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About Charlotte

Most online course creators generate revenue. Very few know what theyreallyearn.

I help online businesses (coaches, trainers, course creators) transform their activity into a profitable and managed machine.

🎯My role:Give you a clear, reliable, and actionable view of your financial performance to make the right decisions.

💡Specifically, I help you steer:
Your real acquisition cost
The profitability of your funnels and offers
Your net margin (after ads, tools, service providers…)
Your break-even point
Your cash flow and your LTV

I combine a dual expertise:
Finance (management control / CFO)
Online business (acquisition, funnels, info-products)

👉 I don't just produce numbers
👉 I help you understand what to scale, optimize, or stop

⚙️Methodology
Implementation of a tailor-made financial cockpit
Complete analysis of your business model
Monthly follow-up with strategic recommendations

🎯For whom?
Course creators with existing revenue
Significant advertising spend
Desire to steer and scale intelligently

🧠Results
More clarity.
More control.
More profitability.
  • French

    Native or bilingual

  • English

    Fluent

Remote only
Primarily works remotely

Experience

  • EPSA Tax & Innovation
    Experienced Tax Consultant
    CONSULTING AND AUDITS
    November 2022 - January 2025 (2 years and 2 months)
    Lyon, France
    I 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.
    Cost Optimization & Business Performance Management Control & Financial Steering
  • Groupe Crédit du Nord
    Private Client Relationship Advisor
    January 2021 - October 2022 (1 year and 9 months)
    Lyon, France
    Involvement in all areas of banking (Savings, Loans, Insurance, Provident schemes).
  • Crédit Agricole Alpes Provence
    Commercial Advisor Business Center & Companies
    BANKING AND INSURANCE
    October 2018 - January 2020 (1 year and 3 months)
    Avignon, France
    I 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.

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Education

  • TOSA - Level 3 AMF Certification
    TOSA - Niveau 3 Certification AMF
  • MSc2 Corporate Finance and Financial Engineering, Finance and Financial Management Services
    INSEEC U.
    2019
    MSc2 Finance d'Entreprise et Ingénierie Financière, Finance et services de gestion financière

Skill set

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