About Eléna
French
Native or bilingual
English
Fluent
Experience
- Cash Flow PositifInvestment AdvisorCONSULTING AND AUDITSSeptember 2023 - September 2024 (1 year)75007, Paris, FranceAs a real estate investment consultant at a Parisian firm, I assisted clients in structuring and optimizing their asset strategies, with a strong focus on profitability, cash flow, and decision-making.I conducted in-depth financial analyses to identify the most profitable opportunities (rental real estate, SCPIs, LMNP, co-living, tax exemption schemes), taking into account each investor's profile, objectives, and financing capacity.My role was to transform complex data (cash flow, taxation, financing) into clear and actionable scenarios, in order to secure each investment and maximize its profitability.Through several successful acquisitions, I developed solid expertise in profitability analysis, financial optimization, and management of a project's economic levers, with a concrete, results-oriented vision.
- Office Experts PatrimoineWealth Management AssistantCONSULTING AND AUDITSSeptember 2024 - Today (1 year and 9 months)Montpellier, FranceAs a wealth management advisor at Office Experts Patrimoine, I assisted my clients in structuring, optimizing, and valuing their financial assets, with a rigorous approach focused on performance and net profitability.My expertise covers the selection and construction of suitable investment solutions (life insurance, PEA, SCPI, private equity, structured products), based on risk profile, wealth objectives, and investment horizon.I conducted comprehensive financial analyses to define coherent asset allocation strategies, systematically integrating tax implications to optimize after-tax returns.My role also involved anticipating market changes, adjusting portfolios, and securing investment decisions in a logic of sustainable and controlled wealth growth.
- Montpellier Business SchoolMaster's in Corporate FinanceCONSULTING AND AUDITSSeptember 2021 - September 2025 (4 years)Montpellier, FranceGraduated with a Master's in Corporate Finance and with solid experience in financial analysis and consulting, I assist SME managers in implementing clear and operational management.My specialty: transforming accounting data into simple management control tools (Excel dashboards, cash flow monitoring, variance analysis) to improve profitability, secure decisions, and anticipate financial challenges.I bring a pragmatic, results-oriented approach, with tailor-made deliverables adapted to on-the-ground realities.
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Education
- Grande École Program, Investments and SecuritiesMontpellier Business SchoolProgramme grande école, Investissements et valeurs mobilières