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Simon PozzoliSP

Simon Pozzoli

Part-time CFO | Financial Controller | Outsourced CFO

€750/day
Bordeaux, FR
8-15 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Simon

Freelance Consultant, I undertake various missions for several clients.

On behalf of a Family Office (Juranville Finance SA, a family-owned investment fund), I perform the duties of Administrative and Financial Director, which include:
  • Administrative, legal, and financial monitoring of the Fund's companies;
  • Cash management;
  • Analysis of portfolio holdings and investment projects;
  • Regular meetings with the directors of the companies in which the Fund is invested;
  • Preparation and facilitation of Board of Directors and General Assembly meetings.

On behalf of accounting and consulting firms, I act as a Consultant for:
  • Drafting economic, financial, and social diagnostics and analyses;
  • Assistance in reorganization projects (divestiture/acquisition of activities, PSE...)
  • French

    Native or bilingual

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

Experience

  • Juranville Finance SA
    Board Member
    CONSULTING AND AUDITS
    September 2014 - Today (11 years and 9 months)
    Paris, France
    Holding company / Investment fund.

    As a member of the Board of Directors since 2014, I participate in the monitoring and analysis of the investment portfolio's various asset classes (listed and unlisted companies [Private Equity], real estate, commodities).

    I am also involved in selecting and analyzing new investments and managing portfolio adjustments.

    Since September 2017, I have been serving as the Administrative and Financial Director of the fund.
    CFO Financial Controller Board of Directors Family Office Investment fund fundraising Business plan
  • Metis Expertise
    Consultant in Economic and Financial Diagnosis
    CONSULTING AND AUDITS
    March 2011 - September 2015 (4 years and 6 months)
    Orléans, France
    Main responsibilities:

    Drafting analysis reports:
    • on the economic, financial, and social situation of companies and associations from all sectors of activity;
    • in the context of specific operations (reorganization project, warning rights, job protection plan, divestiture/acquisition of activities, ...)

    Participation in working meetings with Management (CEO, CFO, HR Director)

    Development of presentation materials

    Facilitation and presentation of reports during meetings

    Related responsibilities:
    • Management and monitoring of mission planning
    • Facilitation of economic and financial training sessions
    • Participation in conferences
    Consulting Audit Financial analysis Market research strategic diagnosis

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Education

  • Master 2 Financial Analysis
    Institut d'Etudes Politiques de Lille
    2009

Skill set (18)

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