Freelancer profile translated to English.

Description

Outsourced CFO providing part-time support. I assist growing or structuring SMEs with their financial management, cash flow, and organizational needs.

I help leaders gain visibility, ensure reliable indicators, secure decisions, and structure finance, administration, and HR processes.

My services include reporting, cash flow management, liaison with accountants, budget preparation, profitability improvement, and internal organization.

Entry Offer — 360° Finance & Organization Diagnosis

I support SME leaders in financial management and organizational structuring with a pragmatic, operational, and decision-oriented approach.

Before any engagement, I offer an initial scoping phase in the form of a comprehensive diagnosis of the financial and organizational situation.

This short mission is conducted in 3 steps:

- Scoping meeting: Understanding the company's context, the leader's challenges, and priority areas.

- Analysis of the existing situation: Review of available information to identify points of concern, areas for improvement, and priorities.

- Synthetic restitution: Presentation of findings, potential risks, and short-term actions.

The objective is to provide the leader with a clear vision of their situation, to secure decisions, and to establish a structured basis for work before, if necessary, a more in-depth engagement.

I then intervene on an ad hoc or part-time basis for cash flow management, performance monitoring, structuring of administrative and financial processes, accounting supervision, internal organization, and leader support.

Industry field of expertise

Languages

French
Native or bilingual
English
Conversational

Workplace preferences

Can work on-site

Paris (up to 50km)

EI Julie THOMAS
Outsourced CFO – Strategic & Operational Support
BANKING AND INSURANCE
October 2025 - Today (8 months)
Courbevoie, France
After 7 years in General and Financial Management (Master's degree in Finance), I now support the leaders of VSEs/SMEs and future entrepreneurs in securing and optimizing their structures. My role is to be the financial right-hand person who transforms administrative complexity into a decision-making lever.

1. Support for Creation & Transition (Family Office / Holding)
I secure the transition from employment to entrepreneurship:

France Travail Strategy: Exit engineering, optimization of ARE/ARCE (unemployment benefits) and full file preparation to ensure rights are maintained.

Family Office Structuring: Financial business plan setup and back-office organization.

Coordination of Advisors: I manage interactions with lawyers (statutes, governance) and accountants (taxation, chart of accounts) to ensure total consistency of the legal and financial structure.

2. Flux Audit & "Revenue Assurance" (Specific to Brokerage)
I help professionals in brokerage and insurance to secure their revenue:

Commission Control: Audit of commission statements versus bank flows (reconciliation of contributions received by insurers).

Identification of Discrepancies: Recovery of several thousand euros in missing commissions through rigorous flow tracking.

3. Outsourced Financial Management (VSEs/SMEs)
I provide the structure of a human-sized group:

Cash Flow Management: Implementation of forecast budgets and monthly reporting.

Decision Support: Profitability analysis, KPI monitoring, and cost optimization.

Third-Party Interface: Management of banking relationships, financing applications, and legal partners.

My goal: To give you visibility on your numbers and time for your development, while protecting your personal and professional interests.
Business plan development Audit Financial management My accounting CFO
Cost Immobilier
General Manager and Administrative and Financial Director
REAL ESTATE
October 2018 - October 2025 (7 years)
Bois-Colombes, France
- Implementation of monthly monitoring of turnover, payroll, and cash flow.
- Structuring of administrative and HR processes.
- Support for the leader on financing and growth decisions.
- Coordination of accounting, tax, legal, and social aspects.
Result: better financial visibility, faster decisions, more robust organization
Financial management General management Project management Decision making CFO
Corum Asset Management
Contrôleur Financier
REAL ESTATE
December 2016 - October 2018 (1 year and 10 months)
Paris, France
Comptabilité et gestion de la trésorerie des fonds (SCPI Corum Origin, SCPI Corum XL, OPCI Médicis, SCPI CPR1).
Fiscalité française : Déclaration de TVA, de CVAE, et de la 2072.
Fiscalité étrangère : Déclaration de TVA et d'IS dans 11 pays d'Europe.
Contrôle du Forecast de chaque fonds.
Gestion des clôtures mensuelles, trimestrielles et annuelles des 4 fonds.
Echanges mensuels avec les Commissaires aux comptes pour la validation des comptes.
Analyse des résultats des fonds et préparation des reportings.
Calcul de la rémunération de la Société de Gestion.
Participation au développement du nouveau logiciel comptable et à l'automatisation des paiements et de la comptabilité.
Déclarations fiscales Liasses fiscales Suivi de trésorerie Analyse financière Comptabilité