Freelancer profile translated to English.
Back to original languageAbout Lucie
With cross-functional expertise in Finance, Banking, Insurance, and Real Estate, I support business leaders in their professional financing projects.
EXPERTISE:
→ Professional financing (acquisition, development, restructuring)
→ Structuring and optimizing financing applications
→ Financial analysis and corporate risk management
→ Financial and insurance due diligence
→ Banking relationship support
EXPERIENCE:
- Third Bridge Expert Consultant (B2B sector insights)
- P&C insurance and corporate risk coverage expertise
- In-depth knowledge of professional finance/banking/real estate
TYPICAL INTERVENTIONS:
✓ Structuring financing plans for acquisition/development
✓ Presenting applications to partner banks
✓ Structuring banking applications
✓ Optimizing corporate insurance programs
✓ Pre-investment risk audits
Responsiveness, field expertise, personalized support.
French
Native or bilingual
English
Conversational
Remote only
Primarily works remotely
Experience
- Allegoria Post-Production
On Malt
Financial CoachingFILM AND AVSeptember 2025 - September 2025My role was to provide a clear financial structure: analysis of expenses, construction of a business plan, and creation of a wealth summary. This work allowed my client to better anticipate, secure their choices, and lay solid foundations for the development of their business. - Stratéa Conseils &CourtagePresidentBANKING AND INSURANCEMarch 2025 - Today (1 year and 5 months)Finance, Management, and Financing ConsultantAfter 15 years in banking and further studies in financial analysis, I created my own credit and insurance brokerage firm. Today, I assist individuals, VSEs, and SMEs with their management and financing needs, combining field expertise with pedagogical skills.🎯 My core expertise:Financing: Development of tailor-made strategies, Business plans, structuring bankable applications.Credit Brokerage: Negotiation with banks, obtaining the best terms, debt restructuring, banking relationship support.Management & Consulting: Performance monitoring, budget optimization, daily strategic support.Training & Consulting: Speaker at business schools and accounting degree programs, I teach finance in a clear and accessible way.💡 My approachEvery project is unique. I bring a pragmatic vision, personalized solutions, and trustworthy support, from creation to sustainable growth.
- Eutopia GestionChief of StaffPRIVATE EQUITYSeptember 2024 - February 2025 (6 months)Paris, France**Strategic Support**: Assist the CFO in developing and implementing the company's financial strategy.**Financial Management**: Participate in the management of budgets, financial forecasts, and financial reports.**Analysis and Reporting**: Analyze financial performance and prepare reports for management.**Compliance and Regulation**: Ensure the company complies with all financial and tax regulations.
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Education
- Global Executive MBA FinanceIFG Executive Education IHFI2024Spécialisation "Analyse financière"
- MASTER II Law/Economics/Management "Financial Management"Paris Panthéon Sorbonne2024