Freelancer profile translated to English.
Back to original languageAbout Juliette
Outsourced administrative and financial management, I intervene to improve performance and cash management, to lead projects and train teams.
My strengths: sense of responsibility, analytical skills, and systemic vision.
My values: loyalty, sharing, and high standards
English
Fluent
French
Native or bilingual
Can work on-site
Mâcon (up to 50km), Paris (up to 10km), Lyon (up to 20km)
Experience
- FIP PATRIMOINEDirector of support functionsBANKING AND INSURANCEJune 2000 - November 2009 (9 years and 6 months)Lyon, FranceManagement and structuring of administrative, accounting, finance and legal services.Contact person for franchisees for tools related to their company.Relationship with insurance partners, banks and real estate agents
- UAF LIFE PatrimoineSecretary GeneralBANKING AND INSURANCEDecember 2009 - November 2018 (9 years)Lyon, FranceManagement of administrative, accounting, financial, legal and compliance services.Team management and management of IT projects for the structuring of services
- COEF 7, membre du réseau DIFINEOOutsourced CFO, consultant-trainerCONSULTING AND AUDITSJuly 2019 - Today (6 years and 11 months)Mâcon, FranceSupporting managers in the organization and structuring of their company on all support functions
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Education
- DESS Wealth ManagementIAE VALENCIENNES1999Gestion du patrimoine financier des particuliers et des entreprises, assurance.
- Master's degree in accounting and financial techniquesIAE VALENCIENNES1998Equivalent DESCF, comptabilité, droit, finances