Freelancer profile translated to English.

Description

If you are looking for an experienced IT Finance Business Owner Project Manager to lead strategic projects in insurance or finance, with expertise in digital transformation, change management, and process modeling and improvement, I would be delighted to discuss your needs.

Expert in project management with solid experience in insurance (P&C, Life Insurance, Group Pension Savings) and financial services (Middle Office, Back Office).

Passionate about innovation and digital transformation, I lead complex projects by aligning business objectives with technical solutions, while ensuring quality and stakeholder satisfaction.

*Business Skills*

Areas of Expertise:

- Insurance (P&C, Life Insurance, Group Pension Savings).

- Middle and Back Office (cash/securities reconciliation, accounting).

- Financial Products (Equity and Interest Rate Derivatives, Mutual Funds).

Project Management:

- Leadership of strategic and operational projects.

- Continuous improvement and process optimization.

- Change management and coordination of multi-service stakeholders (IT, business, clients).

*Methodological Skills (Agile and V-Cycle)*

- Certified SAFe® 6 Agilist (2024).

- Experience in Scrum, Kanban, and Lean Management.

Modeling and Analysis:

- Process modeling (BPMN, UML).

- Requirements gathering and proposal of adapted solutions.

- Writing functional and technical specifications.

- Design of test strategies and writing of test cases.

*Added Value*

- Innovation: Leading innovative projects to improve customer experience and optimize business processes.

- Risk Management: Expertise in identifying and mitigating operational and regulatory risks.

- Collaboration: Strong ability to work cross-functionally with business teams, technical teams, and stakeholders.

Industry field of expertise

Languages

French
Native or bilingual
English
Fluent
Chinese
Native or bilingual

Workplace preferences

Can work on-site

Versailles (up to 30km), Paris (up to 30km)

Le petit lotus
Coordinator / Workshop Facilitator
EDUCATION AND E-LEARNING
September 2025 - Today (9 months)
Versailles, France
Complete coordination and logistical management of workshops: from design to execution, including planning, room booking, and registration management.

Facilitation and animation of language and art workshops (calligraphy, visual arts) for groups of 5 to 10 participants, adapting content to different levels.

Design of tailor-made educational and creative materials to ensure optimal engagement and a quality learning experience.

Promotion of events (via social media, posters) which contributed to a 50% increase in participation.
Communication Strategy workshops-facilitation project-planning-and-scheduling Pedagogy Customer Relations
Xiaoxiang commerce
Development Project Manager
E-COMMERCE
April 2025 - August 2025 (5 months)
Paris, France
Contribution to the analysis of consumption data and identification of French jewelry brands with high potential in the evolving Chinese market.

Collaboration on the strategy for adapting the offering to new customer expectations (value for money).

Participation in negotiations with suppliers and in connecting with brand houses.
change-and-transformation-management Communication Strategy Branding Web Marketing Strategy Data Analysis
Amundi
Project Manager / Business Owner
BANKING AND INSURANCE
March 2024 - August 2024 (6 months)
Valence, France
Business Owner Project Manager | Assignment at AMUNDI ESR | Valence & Paris | 6 months | 2024

Functional Apps: ALTO / DB Visualizer (SQL) / Mobile First / Kofax / GED / Power BI Project Apps: UML / Jira / Confluence

Assignment: Coordination of cross-functional projects for the Employee Savings & Retirement Business Support unit as part of an organizational transformation. Central interface between business departments, IT, and clients.

Client Onboarding Project (Alto ESR Solution)

- Process Modeling: Modeling of all business processes (customer journey, deposits, transfers, arbitration, redemptions...) using Visio, covering the end-to-end processing chain. This mapping accelerated the onboarding of new employees and served as a decision-making support tool.

- Design of client materials: Creation of standardized client presentations with business teams, enabling the success of 2 onboardings while significantly reducing scoping times.

Accounting Year-End Project:

- Transition to Agile/JIRA: Initiation of the transition to an Agile methodology with JIRA by structuring the project into Epics and User Stories, while implementing Kanban boards by domain. More responsive management of complex tasks and better anticipation of blockages.
- 10% reduction in processing times, 15% improved transparency on progress.
Process Modeling SQL Savings Project Management Visio

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Financial Risk Management
Marseille Aix university
2015
Des cours fondamentaux: - La finance de marché : analyse quantitative, modélisation des marchés financiers, gestion d’actifs, gestion de portefeuille - La finance d’entreprise : gestion des risques financiers de l’entreprise, audit financier, ingénierie financière - Perception et gestion des risques financiers : méthodes d’évaluation et de gestion des risques financiers (risque de marché, de crédit, bancaires et de l’assurance),Portfolio management, International economics, Budget management,Statistics,Financial markets, Financial accounting, Risk analysis, Econométrie, Maths Mémoire de fin d'étude : les fonds souverains chinois et leurs stratégies

Fanyu Z.

Project Manager / Business Owner

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