Freelancer profile translated to English.

Description

Independent consultant with a positive, pragmatic, and collaborative mindset, committed to bringing clarity and structure to finance and investment teams.

I have a proven track record, having worked with 5 satisfied companies, as well as measurable impacts, positive client feedback, and references available upon request.

My expertise covers investment performance analysis, including variances, correlations, and analytical KPIs, as well as management and decision support, data control and quality, and AI-driven automation.

Clients: BNP, Reputable asset management companies, BPCE Vie, Abeille Assurance...

Industry field of expertise

Languages

French
Native or bilingual
English
Fluent
Spanish
Fluent

Workplace preferences

Can work on-site

Paris (up to 50km)

BPCE VIE
Project Manager BPCE Vie – Investment Department
BANKING AND INSURANCE
April 2026 - Today (4 months)
Paris, France
• Consolidated and controlled analytical reporting on the private debt portfolio using Excel and PowerQuery.
• Used Claude Code, Python, and Bash to transpose consolidation to Python and improve analysis efficiency and data consolidation.
• Calculated NAV, monitored fund operations, and ensured regular correspondence with management companies.
Microsoft Excel Python Finance Generative AI Financial Analysis
Acteur majeur de l'Asset Management
Mapping of Front-to-Back Flows
PRIVATE EQUITY
January 2026 - March 2026 (2 months)
Paris, France
• Analyzed the central database reconciling market and custodian data flows to reconstruct a complete lineage.
• Identified "golden source" data requiring the implementation of new controls.
• Mapped information flows and identified associated business uses.
• Conducted active monitoring of suitable Asset Servicing solutions in the market to establish a dynamic data dictionary and lineage.
SQL Python Microsoft Excel Project Management Data Governance
BNP-Paribas
BNP IT - Transformation of the Cross-Functional Management Control Department
BANKING AND INSURANCE
January 2025 - December 2025 (11 months)
Montreuil, France
Studied the existing system, streamlined, standardized, and automated the provisioning process:
• Reduced provisioning calculation time from one week to full automation on Power BI, equivalent to one hour calculation time.
• Created on-demand automated reports and improved data analysis standardization.
• Drove change to improve IT integration of financial data and data quality.
• Diagnosed the organization and assessed areas for improvement.
• Trained teams to enhance their skills in Excel and Power Query, and organized internal handover.
Microsoft Excel Organization Consulting Data Analysis PowerQuery