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Jeremy M.JM

Jeremy M.

Corporate Finance | Transaction (TS) - FP&A - D&A

€1,150/day
Paris, FR
8-15 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Jeremy

After starting my career in Large Accounts Audit at KPMG, I joined the Deal Advisory practice in 2016, where I held the position of Senior Manager for 7 years. During this experience, I had the pleasure of supporting investment fund and Corporate clients (50/50) in financial due diligence assignments (buy-side and sell-side) and had the opportunity to work on about forty transactions, primarily in the MidCap segment and in various sectors.

In 2020, I joined the Deal Analytics team (still within the Deal Advisory practice), whose roadmap is to intervene mainly in financial due diligence with a strong Data component, bringing Data Analytics (D&A) expertise. This experience has therefore led me to integrate a Data approach into my working methodology (design of relational data models, use of data processing and Business Intelligence tools), combining it with my financial expertise.

I finally left my position at the end of 2023 to offer my expertise as a freelancer

I would be happy to assist you with the following types of assignments:
(i) Sell-side / buy-side due diligence,
(ii) Support for financial departments in the context of divestment projects (preparation of financial information, liaison with advisors responsible for producing the vendor due diligence report or advisors to the buyers),
(iii) FP&A & reporting,
(iv) Modeling & business plan (SaaS in particular)
(v) Ad hoc assignments to support financial departments / finance projects

Sector experience:
- Recurring revenue business: SaaS sector in particular
- Healthcare: EHPAD, MCO clinics, medical analysis laboratories
- Long-term contracts: Public Works & Infrastructure, Real Estate Development
- Retail: Point of Sale x Price / Volumes business
  • French

    Native or bilingual

Can work on-site
Paris (up to 50km)

Experience

  • Indépendant (Société NATEA)
    Freelance Financial Consulting
    CONSULTING AND AUDITS
    June 2024 - Today (2 years)
    Paris, France
    Interim Management FP&A | 2025 (9 months):
    - Interim replacement for the Head of FP&A at the headquarters of a European leader in automotive spare parts/consumables
    - Coordination and consolidation of 5 business units
    - Monthly reforecasts & analysis of Actual vs. Forecast deviations
    - Monitoring of cost-saving initiatives
    - Preparation of the 3-year plan
    - Preparation of monthly Executive Committee meetings

    Information Memorandum | 2024/25 (2 months):
    - Context: fundraising for a real estate and hotel developer as part of a strategic business reorientation | Small, unstructued company
    - Preparation of P&L accounts and KPIs over 3 years from scratch
    - Preparation of an Info Memo: presentation of the group, strategy, business model / target operating model, market & regulatory context, historical performance over 3 years

    Business Partnering - Company in Difficulty | 2024 (2 months):
    - Support for a small company facing cash flow difficulties
    - Interviews with key functions: Finance, Sales, Product, CEO
    - Comprehensive financial diagnosis including understanding of margins by product & service lines, Pricing (full cost & cost+), Sales incentive policy, Cash cycle analysis...
    - Recommendations for levers to improve profitability and cash flow in the short and medium term

    Product Finance Consulting | 2024 (3 months) and 2026 (1 month):
    - Contribution to the structuring of Corporate Finance SaaS solutions
    - Design of functional product mockups (financial data processing workflow, output structuring, KPI definition and calculation logic)
    - Product Owner role: interface between finance teams and developers, feature prioritization, deliverable validation
    Financial Planning & Analysis (FP&A) Information Memorandum Business Partnering Interim Management Product Owner
  • TAHIM
    Entrepreneurial Sabbatical
    RESTAURANTS AND FOOD SERVICE
    December 2025 - March 2026 (3 months)
    Paris, France
    Dec 25 - Mar 26: 3-month sabbatical for entrepreneurial project
    - Support for my brother in opening his restaurant in Paris 11, in which I am a partner (non-operational)
    - Lead on certain key launch stages: business transfer agreement, Business Plan & Financing Search, budget monitoring & expense commitments, administrative procedures & formalities, employment contracts
    - Fractional CFO (2 days/month since Mar 26): (i) liaison with banking partners, suppliers & accounting firm, (ii) implementation of monthly activity monitoring (KPIs, profitability, cash flow, margin analysis per dish)
    Fractional CFO Profitability Management for VSEs / SMEs Business Plan Financing Hotel, Restaurant, Catering
  • KPMG (SA)
    Senior Manager Deal Analytics
    CONSULTING AND AUDITS
    January 2021 - October 2023 (2 years and 9 months)
    Paris, France
    Assignment Types:
    - Performing "Data Analytics" (D&A) analyses within the framework of TS assignments (using data processing and visualization tools)
    - Example: (i) Production of in-depth Topline analyses (Revenue & Margin) within the framework of assignments with a strong Data component (e.g., large volume of data), (ii) Production of KPIs for companies without existing systems, (iii) Customer portfolio development analyses: churn, retention, cohort analyses...

    D&A Assignment Methodology: Production of in-depth analyses from transactional databases (finest level of detail)
    - Identification & collection of relevant databases
    - Data quality assessment & Reconciliation with accounting data
    - Design of a reliable data model: Compilation, Harmonization & Transformation of databases (data processing with Power Query or Alteryx)
    - Design of a BI tool: creation of dynamic business analyses using BI tools (Excel Power Pivot or Power BI)
    - Production of a static report summarizing key findings

    Manager and Senior Manager Role: Responsible for the complete management of assignments, including:
    - Definition of scope of work and budget
    - Technical and executive management of the assignment: production of analyses and due diligence report
    - Supervision of teams of 3-4 consultants on average, composed of Data Analysts, Data Scientists
    - Projects typically lasting 4 to 8 weeks
    - Pivotal role in liaising with various stakeholders: target's finance department, target's shareholders, investment bank, other advisors, buyers
    Client Types:
    - Corporate and Private Equity clients (50/50)
    - Primarily MidCap segment (€30m to €500m in revenue)

    Key Sectors:
    - Recurring revenue business: SaaS sector in particular, insurance
    - Retail
    Software as a Service (SaaS) Data Visualization Transaction Services Data Analytics Automation

Recommendations

Matthias BertettoMB
Romain MainiRM
Matthias Bertetto and 1 other person have recommended Jeremy

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Education

  • Diplôme d'Expert Comptable (DEC)
    Diplôme d'état
    En cours Sujet de mémoire : "VDD d'une société d'édition de logiciel en SaaS"
  • Master in Management CCA (Accounting, Control, Audit)
    Université Paris 1 Panthéon Sorbonne
    2012

Certifications

  • Web Application Designer & Developer (400h bootcamp)
    Le Wagon
    2023
    HTML/CSS/JS Stimulus Ruby on Rails Bootstrap

Skill set

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