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David LevyDL

David Levy

Project Manager - PMO - e-invoicing

€900/day
9 projects
Paris, FR
8-15 years

Average response time: 1 hour

Freelancer profile translated to English.
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About David

Organization Consultant - Project Manager - PMO

Are you looking for someone to structure, manage, or secure your IT and transformation projects? That's exactly what I do.
  • +10 years accompanying banks and insurers in their strategic projects
  • Project Manager / PMO accustomed to complex and regulated environments
  • PMP Certified: methods, rigor, management, and reporting mastered
  • Multi-site experience: France & international
  • Smooth communication with all stakeholders
Project Management / Digital Transformation
  • Structuring, scoping, and planning complex projects
  • Managing multidisciplinary teams (Business Analysts, Developers, IT, Business, Legal...)
  • Operational monitoring: progress, risks, decisions, resources, planning
  • Managing migration, solution integration, and IT system transformation projects
  • Facilitating business workshops, gathering requirements, writing deliverables
  • Coordinating partners, software vendors, service providers, and internal departments
  • Supporting deployment, change management, user training
  • Executive reporting to sponsors and management bodies
PMO Banking & Insurance
  • Implementing project governance (Steering Committees, Project Committees, Risk Committees)
  • Building and monitoring KPIs, dashboards, budgets, commitments, and ROI
  • Budget management: allocation, monitoring, optimization, forecasts, alerts
  • Standardizing project methods, tools, processes, and best practices
  • Strategic support for program directors and sponsors
  • Preparing, facilitating, and presenting committee meetings
  • Writing and updating operational documentation
  • Methodological support for project managers and internal teams
My Strengths
  • Ability to quickly structure what is not yet structured
  • Clear, operational, and results-oriented vision
  • Smooth communication between stakeholders
Need an expert to structure, secure, and accelerate your projects?
Let's talk.
  • French

    Native or bilingual

  • English

    Fluent

  • Spanish

    Basic

Remote only
Primarily works remotely

Experience

  • Manutan
    Project Manager – Electronic Invoicing Compliance
    E-COMMERCE
    March 2026 - Today (5 months)
    Paris, France
    👥 Client: Manutan
    🏢 Sector: B2B Distribution / E-commerce

    🔍 Context & Challenges
    As part of the electronic invoicing reform, Manutan is deploying a common Core Model for issuance and reception flows, intended for the 4 French entities and then for the relevant European subsidiaries (Belgium, Poland, Hungary, Slovakia, and Czech Republic).

    👉 I was tasked with managing the program, coordinating stakeholders, and securing the deployment of the target model across all entities.

    🧰 My Role in the Mission
    • Project management and coordination of Finance, IT, ERP, Middleware, and Certified Platforms teams
    • Development of the project plan and monitoring of actions for each entity
    • Definition and validation of mappings between the ERP, Middleware, and Certified Platforms
    • Management of testing and acceptance campaigns: e-invoicing, regulatory statuses, e-reporting, and flow controls
    • Implementation of a monitoring system to track transmitted invoices, detected anomalies, and their causes
    • Definition of processes for managing error invoices and processing workflows based on anomaly types
    • Coordination of e-commerce website evolutions to integrate mandatory data required by the reform (addressing details, regulatory information...)
    📈 Impact & Results Achieved
    • Program deployed according to schedule across all entities
    • Successful go-live in Belgium
    • Deployment completed in the subsidiaries of Poland, Hungary, Slovakia, and the Czech Republic
    • Testing phase underway in French entities in preparation for go-live
    Electronic Invoicing Project Management PMO Digital Transformation
  • DL Consulting
    PMO / Project Manager / Banking and Insurance
    BANKING AND INSURANCE
    May 2015 - Today (11 years and 3 months)
    Paris, France
    I support banks and insurance companies in their IT and digital transformation projects
    • +10 years of experience, including 5 years with Ailancy
    • +20 successful projects completed
    • +15 banks and insurance companies supported
    • €4,000,000 ROI on a digital transformation plan for CRC validated by management (BPCE Assurances)
    • €500,000 negotiated in the context of managing a tender for a CRM solution (Banque Delubac)
    • +5 end-to-end managed tenders, from business tools (CRM) to complete Core Banking Systems (African subsidiaries of BNP Paribas IRB)
    • +10 formalized business requirements documents
    • 3 years of project budgets modeled in a comprehensive business case validated by management (BNP Paribas IRB)
    • Up to 10 simultaneous workstreams coordinated as PMO in digital transformation projects (Banques Populaires, BPCE Assurances, Banque Palatine)
    PMO Digital Transformation Banking and Insurance Change Management Project Management
  • Confidentiel
    Organization Consultant - Digital Transformation
    BANKING AND INSURANCE
    August 2025 - October 2025 (2 months)
    Nouméa, New Caledonia

    Project Manager / PMO – Core Banking System Migration Study

    👥 **Client**: Retail Bank - Confidential
    🏦 **Sector**: Retail Banking & Corporate Financing
    📍 Mission carried out in an island environment (Pacific)

    🔍 Context & Challenges
    As part of a strategic program to modernize the banking information system, the bank wanted to:
    • Secure its current Core Banking system,
    • Study migration scenarios to a Group or third-party solution,
    • Structure a target roadmap adapted to its operational context.
    I was appointed to manage the study phase, coordinate business units, and prepare the roadmap.

    🛠️ Role & Achievements
    • Facilitating business workshops (network, risks, operations, compliance, credit, collections, etc.)
    • Formalizing functional requirements and specific regional use cases
    • Liaising with several CBS software vendors and Group IT teams (benchmark / feasibility)
    • Structuring the selection file and developing the target roadmap (planning & macro-budget)
    📦 Key Deliverables
    • Consolidated business requirements (all departments)
    • Updated application map & catalog
    • Market & Group CBS solutions benchmark
    • Final selection file presented to the Management Committee
    📈Impact
    • Target IT vision aligned with business units and management
    • Objective analysis of migration scenarios (costs, risks, dependencies)
    • Structured preparation for a potential future CBS tender
    Project Scoping Core Banking System IS Migration Banking and Insurance Digital Transformation

Recommendations

JM
François BehagueFB
HC
+1
Jean-Christophe Mougnaud and 3 other people have recommended David

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Education

  • Master in Banking, Finance, and Insurance (BFA) and Master's degree in Economics and Financial Engineering
    Université Paris Dauphine
    2013
    Finance de marché, finance d'entreprise, statistiques, analyse financière, informatique, économie
  • Chartered Financial Analyst (level 1)
    NA
    2014

Certifications

  • Project Manager Professional - PMP
    Project Management Institute - PMI
    2024
    Digital Transformation PMO Banking and Insurance Project Management Change Management

Skill set

Categories