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Patrick K.PK

Patrick K.

TREASURY - MIDDLE OFFICE - BACK OFFICE

€630/day
Paris, FR
8-15 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Patrick

After fifteen years of experience in asset management through various roles such as Fund Accountant, Cash & Treasury Middle Officer, Auditor, Head of Middle Back Office;
I am today an expert Treasury Middle Back Office consultant.
  • French

    Native or bilingual

  • English

    Fluent

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

Experience

  • Société Générale
    PRIVATE EQUITY ACCOUNTING CONSULTANT
    BANKING AND INSURANCE
    August 2023 - December 2023 (5 months)
    Puteaux, France
    • Offshoring of PERE accounting to India
    • Parallel Run Management
    • Remote Training
    • Consulting
    • In-person Training
    • Daily management of operational treasury
    • Anomaly reporting
    • Process review
  • Crédit Agricole Assurances
    TREASURY-MIDDLE OFFICE CONSULTANT
    BANKING AND INSURANCE
    March 2022 - December 2022 (10 months)
    Paris, France
    • Assistance with FRPS project
    • Needs identification
    • Change management support (Action plan)
    • Procedure review
    • Daily management of operational treasury
    • Reporting anomalies to risk management
    • Process review
    • KYC implementation
    • Execution of commercial operations
  • SOGENIAL IMMOBILIER
    BACK OFFICE MANAGER (TRANSITION MANAGEMENT)
    REAL ESTATE
    July 2021 - November 2021 (5 months)
    Paris, France
    • Compliance check of subscription files
    • Suspense management
    • Partner commission processing
    • Bank reconciliation
    • Management of CGP invoices
    • Activity reporting update
    • Interaction with the CTO
    • Process review
    • KYC implementation
    • Execution of commercial operations
    • Participation in permanent controls

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Education

  • MSTCF. Master's in Accounting and Technical Sciences
    INTEC-CNAM
    2007

Skill set (14)

Categories

  • Other