Freelancer profile translated to English.

Description

- Operational and risk responsibilities for over 15 years, I have implemented numerous financial steering tools.

I notably structured and processed controls on the managed portfolios of Credit Suisse in France and obtained an improvement in the internal audit rating.

- Areas of expertise:

* from financial asset management (open-ended and dedicated funds, life insurance, financial instruments)

* to business unit management: budget preparation, variance analysis, steering of reallocations in management accounting.

- Expertise in financial steering of associations through missions in this sector.

=> Mastery of Excel and specialized IT finance tools

=> International experience. Fluent English

Languages

French
Native or bilingual
English
Fluent
Spanish
Conversational

Workplace preferences

Can work on-site

Paris (up to 20km), Courbevoie (up to 20km)

Credit Suisse
Financial Engineer
BANKING AND INSURANCE
July 2002 - December 2019 (17 years and 6 months)
Paris, France
Implementation and production of quarterly management reports
Production of monthly fund/UCITS management reports. Tools used: data collection (internal and external custodians / Bloomberg / Reuters), verification and specific calculations, delivery to marketing, sales, Risk & Controls departments
Production of the quantitative and risk part of tenders: performance, profitability, controls performed
Operational implementation of technical products: mixed rate+hedge funds, Target Volatility, collective internal fund, dedicated management
Responsible for performance attribution and contribution calculations
Study of performance calculation method change: Modified Dietz -> GIPS
Implementation of StatPro
Transfer of portfolios France -> Luxembourg
Project Management Organization Communication Negotiation Diplomacy English Excel
IDEAS
Advisor
CIVIC AND SOCIAL ORGANIZATIONS
December 2020 - Today (5 years and 6 months)
Paris, France
Support on governance, finance, and steering practices.
- Diagnostic on 90 points
- Advice on areas for improvement
- Labeling
Business Analysis Data Analysis Consulting Diagnostic
Credit Suisse
COO / Operational & Risks Manager
BANKING AND INSURANCE
January 2011 - December 2017 (7 years)
Paris, France
- Unite European teams on French projects:
* Portfolio migration (France -> Luxembourg)
* "Premium" and thematic products
- Locally manage European projects (Switzerland, Luxembourg, Italy)
* Implement new products: steering and control tools,
* Client reporting and documentation
* Regulation (MiFID, PRIIPs), governance, internal control
* Procedures and contracts, Legal and Compliance
* IT tools migration / evolution
- Preparation and monitoring of the business unit budget
- Responsible for procedures and activity and risk reporting
Project Management Business Analysis English Risk Analysis Management Accounting Management Control

Be the first to recommend Solange

Help this freelancer shine by sharing your experience working together.

Agatha Frydrych

Backend Java Software Engineer

4.7

(3)

Baptiste Duhen

Fullstack developer

4.6

(4)

Amed Hamou

Senior Lead Developer

(2)

Audrey Champion

Web developer

4.3

(3)

Signup to reveal

Business School
EDC Paris Business School
1988
Gestion financière, mathématiques financières, comptabilité.
CFAF
SFAF
1992
Analyse financière, marchés financiers.

AMF
Bärchen
2016

Operations Executive

Solange Becherini

COO / Risk Manager

About Solange

Experience

Recommendations

These freelancer profiles also match your criteria

Education

Certifications

Skill set

Categories