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Description

Over 20 years of experience in the financial sector:

6 years in Paris in the field of corporate acquisition financing (LBO bank financing then equity investment)
15 years of experience in financial management of SMEs, handling all accounting, financial, IT, tax, social, and legal matters

My qualities:

Pragmatic ("hands on")
Versatile (corporate finance, management control, accounting, software IT, hardware IT)
Rigorous
Demanding

Here is a list of missions I can undertake (non-exhaustive list):

Recurring financial missions:

Part-time accounting team management
Preparation of periodic reporting

One-time financial missions:

Transition management of accounting, financial, and management control functions in cases of manager absence, workload overload, or reorganization
Budget preparation
Balance sheet preparation
Implementation of cost accounting
Advice on financial team structuring
Creation of automated reporting via SQL or POWER QUERY, for both the Steering Committee and department managers (indicators / KPIs)
Assistance in choosing and migrating ERP systems (Gestcom and Compta)
Financial, legal, and organizational support in the context of mergers, divestitures, or business reorganizations (partial asset contributions, mergers, dissolutions, spin-offs, build-ups, etc.)
Business plan creation with financing arrangements, procedure formalization...
For LBO companies, assistance in setting up financial monitoring, focusing on working capital requirements, net debt, covenants...

One-time IT missions:

Assistance in choosing IT hardware and software: internet links, security, VPN, file server, active directory, VOIP telephony 3cx or other...
Assistance in implementing these IT choices

Industry field of expertise

Languages

French
Native or bilingual
English
Fluent
Spanish
Fluent

Workplace preferences

Can work on-site

Angers (up to 50km), Saumur (up to 50km), Nantes (up to 50km), Le Mans (up to 50km), Rennes (up to 50km)

DIOT PGM
Chief Financial Officer (CFO)
RETAIL (SMALL BUSINESS)
December 2022 - Today (3 years and 8 months)
Angers, France
Context:
Distributor of paints, wall coverings, and exterior insulation solutions
75 employees / €20M turnover / 11 branches (upon my arrival)
Context of financial difficulties linked to a sharp drop in turnover

Content:
Management of accounting and IT teams
Data reliability and implementation of numerous processes (results output, automatic cut-off, opening of customer accounts with limits and automatic blocking, supplier invoice validation, customer reminders)
Means rationalization
Management of a partial asset contribution for the merger of 2 entities (accounting, legal, and ERP aspects)
Team Management Corporate Finance Performance Management Management Control ERP
CLENET MANUTENTION
Chief Financial Officer (CFO)
RETAIL (SMALL BUSINESS)
November 2010 - February 2022 (11 years and 3 months)
Angers, France
Context:
Family business, dealership for forklifts (Manitou, Toyota) and mini-excavators (Kubota). Sales, repair, and short and long-term rental activities.
100 employees / €40M turnover

Content:
Progressive oversight of Accounting, Finance, IT, Tax, and HR functions (5-6 people)
Creation of financial reporting tools and operational dashboards (SQL querying, Excel, BI)
Production of financial statements, budget, analysis of margins and variances, monitoring of management indicators
Management of key IT projects: Irium ERP evolutions, supplier invoice dematerialization with Elo, manufacturer interfaces, EBICS, server renewal, VOIP
Formalization of procedures and control
Management of relationships with banks, accountants, statutory auditors, and legal service providers
Implementation of complex legal operations: spin-off-dissolution, external growth

Results:
Management of the financial aspect of growth: turnover x 4; staff x 4; from 2 to 6 branches
Structuring of the group with 1 holding company + 3 subsidiaries + SCI
SQL ERP Financial Steering Team Management
NI PARTNERS (NATIXIS)
Investment Capital Business Manager
PRIVATE EQUITY
May 2007 - November 2010 (3 years and 6 months)
Île-de-France, France
Context:
Equity Investment Division of NATIXIS
Provision of equity funds (€5M to €20M) as a minority stake in development capital, OBO, or co-investment operations

Content:
Analysis of investment files from an "opportunity" rather than "risk" perspective
Drafting of summary notes and presentation in investment committee
Monthly monitoring of investments and assistance on specific projects (recruitment, acquisitions...)

Results:
2 operations completed (road transport or clinic sectors) out of approx. 30 studied
Corporate Finance Financial Modeling