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Peniel M.PM

Peniel M.

Business Analyst - Project Manager MOA

€650/day
Paris, FR
8-15 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Peniel

Integrated into the sales department to support the functional evolution of the internal CRM and the bank's asset allocation tool. Responsible for coordinating user needs, managing developments, monitoring incidents, and fostering the relationship between business units and IT.
Scoping business needs, writing general and detailed functional specifications
Backlog monitoring and priority management with IT teams and partner publishers
Participation in the testing strategy, execution of functional tests, validation of production releases
Facilitating project committees and coordinating internal stakeholders (sales, IT, compliance)
User training support, functional support, anomaly tracking
CRM process compliance in the context of MiFID II implementation
Functional environment: Banking CRM, sales compliance, MiFID II regulations
Technical environment: Microsoft Office, JIRA, Confluence, TestRails, HP Quality Center
  • English

    Native or bilingual

  • French

    Native or bilingual

Can work on-site
Paris (up to 10km)

Experience

  • BPCE
    Technical Functional
    BANKING AND INSURANCE
    September 2024 - Today (1 year and 9 months)
    Paris, France
    Reporting to the Tech & Data Office of BPCE PS, as part of the Business Enabler mission for the Payment business's cross-functional information systems. Acting as PMO to manage the automation rationalization project (AVA) in collaboration with business departments (Operations & LCLF, Marketing, Customer Experience, Risk, etc.), BPCE SA technical experts, and internal RPA teams.

    Main missions:

    Structuring and managing the AVA project: scoping, planning, defining functional and technical roadmaps
    Facilitating project and technical committees (RUN), coordinating IT/business stakeholders
    RUN & BUILD budget monitoring via Clarity tool (annual budget: €500k)
    Consolidating actions related to cost optimization programs (monitoring of average technical costs)
    Regular reporting to other streams, preparing steering committee and project committee materials
    Coordinating maintenance and incidents with cross-functional applications (via ServiceNow)
    Rationalizing the robot fleet (UiPath), prioritizing use cases
    Automating reports via Python/VBA for project indicator tracking
    Structuring anomalies/problems via JIRA/Confluence

    Technical environment: UiPath, Python, VBA, JIRA, Confluence, Clarity, ServiceNow
    Functional environment: Payments, process automation, IT governance, budget management, multi-stakeholder coordination
    Project Scoping AMOA RPA IT Governance Banking and Financial Services
  • Amundi
    Business Analyst / MOA Project Manager
    BANKING AND INSURANCE
    February 2023 - September 2024 (1 year and 7 months)
    Mission within the Client Implementation team at Amundi Technology, responsible for onboarding external clients (custodian banks) onto the ALTO Investment Compliance solution, as well as developing an internal regulatory watch platform for the custody control and Asset Management business units. International environment (FR/EN), cross-functional missions, product approach + AMOA.

    Project 1: ALTO Investment Compliance – Client Onboarding
    • Facilitating scoping workshops with clients (SGSS, CACEIS...): needs gathering, feedback, specifications
    • Coding regulatory/statutory constraints (~7k funds)
    • Writing fixes and documentation in Confluence
    • JIRA tracking: backlog, gaps, user stories
    • Python / SQL scripts for automated data integration (reference data, inventories)
    • Contribution to client documentation + internal support
    • Post go-live phase: intensive care, level 2 support
    • Developing an industrialization plan for the onboarding process

    Project 2: Cross-functional regulatory watch platform
    • Technical-functional project manager for the development of a web platform dedicated to monitoring regulatory changes (for AM & Custody teams)
    • Interface between end-users (risk, compliance, operations) and internal/external developers (PHP/Laravel, Keycloak)
    • Scoping, design, backlog, prioritization, functional testing
    • Product roadmap and deliverable management
    • Multi-stakeholder coordination across several group entities (Amundi, CA, SG)
    • Technical development monitoring, acceptance testing, anomaly management
    • Project reporting for stakeholders

    Environments:
    • Functional: UCITS, AIFM, AML, MIFID II, FLC, Investment Compliance, regulatory watch, Risk & Compliance
    • Technical: Python, SQL, Power BI, PHP (Laravel), Keycloak (SSO), JIRA, Confluence, Monday, ALTO, MIG21, Charles River
    AMOA Jira/Confluence Alto Security Services
  • La Banque Postale
    Business Analyst
    BANKING AND INSURANCE
    February 2022 - February 2023 (1 year)
    Paris, France
    Mission within the Risk and Recovery department, on several litigation file management projects (individuals and legal entities). Full involvement as IT AMOA: scoping, specifications, development team coordination, acceptance testing, and post-production monitoring.

    Main missions:
    • Facilitating needs definition workshops with the Risk and Recovery teams
    • Writing detailed functional specifications (user stories, use cases)
    • Conducting upstream studies to assess needs and IT impacts
    • Challenging solutions proposed by the development teams, participating in technical decisions
    • Preparing and executing testing campaigns (test plans, UAT, acceptance reports)
    • Monitoring tool production (mainframe + internal tools)
    • Managing anomalies and coordinating corrections with the development team
    • Writing project documentation, reporting, and action plan monitoring

    Environments:
    • Functional: Recovery, litigation management, operational risks, compliance
    • Technical: Sopra Banking – Collection, mainframe IT, SQL, JIRA, TestRails, Office 365
    Business Analysis MOA Project Management Development Team Functional Acceptance Testing

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Education

  • Ecole spéciale de Mécanique et d'Electricité
    Master of Engineering - MEng
    2017
  • Vidzemes Augstskola / Vidzeme University of Applied Sciences
    Exchange Semester
    2014

Certifications

  • Prince2 Practitioner
    PeopleCert
    2019

Skill set

Categories