Freelancer profile translated to English.

Description

I strongly believe that the human dimension within a project is the key factor to its success.

I have therefore focused on developing my interpersonal skills over the last three years through training centered on active listening and non-violent communication.

Understanding my client's needs and providing solutions that enable the company to create value through its information system are the main sources of my motivation.

Industry field of expertise

Languages

French
Native or bilingual
English
Conversational

Workplace preferences

Can work on-site

Paris (up to 10km)

AREAS Assurance
Project Manager AMOA Life Insurance Regulatory
BANKING AND INSURANCE
February 2020 - April 2025 (5 years and 1 month)
Paris, France
Project 1: Anti-Money Laundering - Terrorism Financing (AML-FT)
Objective: Implementation of an AML control process for life insurance contracts for this population.

Project 2: FICOVIE
Objective: Integration of the PERIN product into the FICOVIE system.

Project 3: FATCA / CRSDAC2
Objective: Automation of the generation and transmission of AEOI CRS DAC 2 and FATCA declaration files to the DGFIP.

Project 4: PASRAU
Objective: Declaration of social levies on annuity payments through the exchange with the tax module.

Project 5: ASSET LIABILITY CONGRUENCE
Objective: Automation of daily quotation integration into the Vie application + automation of buy/sell order calculation by unit of account and fund for weekly order submission to BP2S.

Project 6: RETIREMENT SAVINGS INFORMATION
Objective: Declaration of retirement contracts to the Retirement Union.

Program: DEATH CLAIM MANAGEMENT + ECKERT LAW
Objective: Handling all issues related to death claims management: CDC Transfer, AGIRA 2, Multi-beneficiary management for RCR/RCA contracts, Post-mortem revaluation, late penalties, beneficiary clauses.

CROSS-PROJECT COMPETENCIES (applied to all projects)
• Project scoping and definition
• Analysis of publisher and regulatory specifications
• Gathering and formalizing business needs (compliance, accounting, actuarial, etc.)
• Writing functional specifications
• Steering and monitoring development
• Organization and execution of functional testing
• Anomaly and bug tracking
• Facilitating project committees and schedule monitoring
• Monitoring of production releases + writing release notes per application version
• User training
Technical Environment: Appli Vie, Triskell, MS SQL server, AZURE devops
SQL Job Training Functional Specifications autonomous teamwork
AEP CARDIF PATRIMOINE
PROJECT MANAGER STUDIES
BANKING AND INSURANCE
August 2016 - August 2019 (3 years)
Paris, France
Project 1: Eckert Law - Escheatment Transfer
Objective: Automation of the transfer of escheated contracts to the CDC.

Project 2: Accounting Reliability
Objective: Ensuring the reliability of accounting and financial data (IT/PB, PSAP, capitalization rates).

Project 3: AEOI/CRS
Objective: Automation of the generation and transfer of tax reporting to the DGFIP for individuals with tax ties to one or more signatory countries.

Project 4: FLAT TAX
Objective: Integration of tax changes into the contract management application (Flat Tax, IFU, IFI).

CROSS-PROJECT COMPETENCIES (applied to all projects):
• Gathering and formalizing business needs
• Writing module requirements for Flat tax for the KELIA management tool
• Requesting enhancements for KELIA core modules
• Validation of publisher SFD (Software Functional Design)
• Writing functional specifications (excluding KELIA PMS)
• Facilitating meetings between Cardif (client) and AEP / between business units and publisher
• Designing SQL queries for data control and transmission
• Steering testing and training of the production team
• Responsible for transmitting regulatory files (DGFIP, CDC)
• User training
Technical Environment: KELIA contract management software, K4U, ACESS, JIRA
kélia Functional Specifications teamwork Dynamic autonomy