Freelancer profile translated to English.

Description

Financial Directorate & Transaction Services – CFO Transition | FP&A | M&A | Audit

Former CFO and Transaction Services Manager, I work with financial directorates (SMEs to large caps) and investment funds.

Immediately deployable expertise:

● CFO Transition: full management of finance functions (consolidation, reporting, budgets, reforecasts), structuring of processes and data, relations with statutory auditors and supervisory bodies, cost optimization.

● FP&A / Management Control: construction of robust financial models, business plans, normalized performance analysis, operational KPIs, net debt and normalized working capital.

● M&A & Due Diligence: +20 buy-side/sell-side assignments for PE and corporates (€5M to €1Bn). In-depth financial analysis, pro forma accounts, critical review of business plans, Q&A facilitation.

● Internal Audit: review of internal control systems, audit procedures, calculation of regulatory ratios (CET1, DSCR, LLCR), complex provisioning.

Sectors of intervention: asset management, fintechs, SaaS, Education / online training.

Background: 2 years as Operational CFO (€20M turnover, 100+ FTEs), 2 years in Transaction Services (Eight Advisory, Deloitte), 4 years in Big4 financial audit (PwC). CFA charterholder.

Good level in Excel/PowerQuery/BI.

Capable of quickly producing actionable deliverables for the Board, shareholders, or external financiers.

Available for assignments from 1 day to several months, remotely or on-site (Paris).

Industry field of expertise

Languages

French
Native or bilingual
English
Fluent

Workplace preferences

Can work on-site

Paris (up to 50km)

CONFIDENTIEL (NDA)
CFO, BOARD MEMBER
SOFTWARE PUBLISHING
January 2024 - Today (2 years and 5 months)
Paris, France
● Responsible for all finance functions of a company with an annual turnover of approximately €20 million and over 100 FTEs.

● Development of annual budgets and reforecasts in coordination with department heads.

● Redesign and production of monthly management accounts and financial reporting for shareholders and the Board.

● Support for the organization in the development and scaling of two new business units.

● Implementation of processes to structure data and improve its quality; key role in rationalizing non-financial data to support decision-making.

● Selection and management of ERP modules and payment tools (access management, plan negotiation, usage optimization).

● Development of new processes, tools, and KPIs for accounts receivable management, in coordination with legal and IT teams, leading to an improvement in the default rate.

● Improvement of invoicing tools and workflows to accelerate invoicing processes for the group's new business units, maintaining a healthy DSO despite degradation during the scaling phase.

● Relations with statutory auditors and supervisory bodies.

● Monitoring of costs related to tools, licenses, subscriptions, and freelance services, resulting in significant savings.

● Preparation of key provision calculations (deferred taxes, capitalized production, provisions for risks).
Business Plan Process Optimization Reporting Accounting Closing Cost Reduction
EIGHT ADVISORY
MANAGER, TRANSACTION SERVICES
CONSULTING AND AUDITS
March 2022 - December 2023 (1 year and 9 months)
Paris, France
● Conducted over 15 financial due diligence assignments for private equity funds and financial departments in the context of divestment, acquisition, or refinancing operations.

● Target companies analyzed: asset management companies, wealth management advisors, fintechs, service distribution platforms, structured product brokers, insurance brokers. Turnover between €5 million and €1 billion.

● Analysis of financial and operational data to identify key performance drivers.

● Analysis of historical performance, current trading, budget, and business plan.

● Determination of normalized performance (adjusted EBITDA).

● Analysis of balance sheet structure, net debt, and normalized working capital.

● Notable work:
⮚ Production of consolidated accounts on a pro forma basis (balance sheet, income statement, cash flow statement).
⮚ In-depth analyses using Business Intelligence tools on the client portfolio churn of an asset manager.
⮚ Technical analysis of the structured product portfolio of a distribution platform.
⮚ Review of business plans, including the relevance of KPIs used and the technical soundness of model construction.
⮚ Participation in and facilitation of Q&A sessions with investment banks, target companies, and external financiers.
⮚ Delivery of internal training sessions on PowerQuery.
Corporate Finance Due Diligence Microsoft Excel Mergers and Acquisitions Microsoft Power BI
DELOITTE
SENIOR, TRANSACTION SERVICES
CONSULTING AND AUDITS
October 2021 - February 2022 (4 months)
Puteaux, France
● Participation in five due diligence assignments primarily for corporate clients.

● Contribution to the development of commercial proposals and pitch materials.

● Performance of ad hoc regulatory analyses within the framework of buy-side due diligence for a corporate client.
Due Diligence Mergers and Acquisitions Corporate Finance Business Plan Development Microsoft Powerpoint