Freelancer profile translated to English.
Back to original languageAbout Lambert
🚀 Outsourced CFO and Audit
✅ 13 years of experience in Banking - Financial Analysis Background
Business Client Manager:
- Support for companies, institutions, and associations; from creation to transfer, fundraising, LBO, assistance in obtaining financing, file preparation, presentation pitches...
- International Certificate in Corporate Finance ICCF @ HEC Paris, 2024
🔹Recognized expertise in financial analysis, valuation, audit, cash flow statement preparation, and profitability optimization.
📊 My past experiences as a consultant for SMEs and mid-cap companies position me perfectly to assist you in all your optimization and management tasks regarding taxation, financial analysis, social aspects (employee savings plans, group health insurance...), and presentation files for investment financing, production cycle financing, needs assessment...
Experienced in risk analysis, I will advise you on any financing scheme and support your company in obtaining the necessary credit facilities for its growth 🚀
Proactive, enthusiastic, and relevant, I am constantly seeking new challenges, whether from a commercial or technical perspective.
✔️ I work alongside you on technical aspects:
- Audit and process optimization
- Risk analysis
- Financial and accounting analysis
- Financing file preparation
- Public grant file preparation
- Solvency / profitability study
- Business plans
- Outsourced CFO, occasional support
AMF certified and specialized in sales / financial analysis & financial risk management - debt management -
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Degrees
- International Certificate in Corporate Finance ICCF, HEC Paris 2024
- Financial Markets Authority Certification
- Ecole Sup Banque: Bachelor's Degree in Banking, Finance, Economics
- Ecole Sup Banque: Bachelor's Degree in Professional Market Banking - Financial Analysis
French
Native or bilingual
English
Fluent
Can work on-site
Paris (up to 20km)
Experience
- Crédit CoopératifBusiness Client ManagerBANKING AND INSURANCEJuly 2023 - Today (2 years and 11 months)Paris, FranceExpertise in business financing, commercial development of a portfolio of companies and institutions with annual revenues from €5 to €150 million -Portfolio of approximately 125 relationshipsAnnual Net Banking Income (NBI) of the portfolio €1,250k- Inflows: €200,000k- Outflows: €161,283kFinancing and syndications, structured products, social benefits.Financing in energy transition (EnR) pools, SPVs
- FirmFunding
On Malt
Commercial Development Assistance - Senior Debt FinancingJanuary 2023 - February 2023 (2 months)Platform connecting senior debt advisors & institutional investors to enable SMEs to finance their growth -Mission: Contacting senior debt advisors and presenting the platform's services, registering candidate companies, facilitating connections. - Invest'aideWealth Management / Tax DevelopmentBANKING AND INSURANCEJune 2022 - Today (4 years)Business developer for a wealth management consulting firm -The missions include (but are not limited to):- Responding to client investment requests, presenting tax solutions (Girardin / Fip / Historic Monuments...)- Presenting investment solutions- Contacting inbound leads / follow-ups- Following up on financial contracts and assisting clients with their investment decisions- Preparing reports
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Education
- Banking Technical Institute DiplomaL'École supérieure de la banque2022Diplôme de l'Institut technique de banque
- Bachelor's Degree, Professional Client ManagerCFPB - L'Ecole supérieure de la banque2018Licence, chargé de clientèle de Professionnels