Freelancer profile translated to English.
Back to original languageAbout Ugo
8 years of international experience in Finance and Management Control in the financial services sector. I will help you audit, optimize, and automate your internal processes related to financial and management data, as well as visualize the performance of your company or units.
- Data flow optimization
- Optimization / creation of working files
- Process automation
- Creation of dashboards / reporting
English
Native or bilingual
French
Native or bilingual
Can work on-site
Genève (up to 50km)
Experience
- EFG InternationalDirector, Planning & ControllingDecember 2022 - Today (3 years and 6 months)Geneva, Switzerland
- Developing data model for strategic analysis: profitability at multiple product level and dimension (region, business unit etc.)
- During monthly closing, working closely with the Datawarehouse Team to ensure the completeness and accuracy of financial data for reporting
- Building Power BI Dashboard for different unit within the bank for tracking cost, budget and forecast figures
- Permanent control of data quality and consistency between financial systems of the bank
- Improving the management of high data volume (millions of lines) with multiple tools (VBA, Python, PowerQuery, SQL)
- Automation of recurrent process / efficiency improvement
- Running one-off analysis for top management and comities
- Natixis Investment ManagersBusiness ControllerFebruary 2020 - December 2022 (2 years and 10 months)London, England, United Kingdom
- Calculation of trailer fees on a quarterly basis and invoicing
- In charge of financial accruals related to trailer fees and service fees
- Monitoring management fees paid and received by a myriad of funds
- Creating, improving, writing processes
- Did improve team efficiency by improving working files and processes
- Did improve accuracy and efficiency of calculation provided to clients
- Created internal processes for audit purpose
- Anaplan “master” user : contact person for question on the application
- FINOPSYSConsultantJuly 2018 - January 2020 (1 year and 6 months)Aix-en-Provence, France
- Client business needs analysis for Finance team and drafted specifications
- Implementation of accounting tool and application for client’s Finance Team
- Technical settings and customization of accounting application based on specifications previously drafted and approved
- Project management : planning, project costing, client relationship, B2B relationship
- Created an analysis methodology for the definition of client specification. The methodology was included as a step to protect the company
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Education
- Model Builder Level 2Anaplan Academy2022Model Builder Level 2
- Financial Modelling and Valuation, FinanceEY Virtual Academy2022Financial Modelling and Valuation, Finance