Freelancer profile translated to English.
Back to original languageAbout Yann
Outsourced CFO | Accounting | Financial Steering | Business Plan | Process Optimization
SME owner, startup founder, or freelancer: I support you in structuring your finance function, ensuring the reliability of your accounting, and steering your profitability with tools tailored to your growth.
My approach combines accounting expertise, financial organization, and strategic vision to transform your management into a true decision-making tool.
My main missions:
Accounting & Steering
General accounting and data reliability
Monthly statements
Dashboards and performance indicators
Cash flow monitoring and forecasting
Product/activity profitability analysis
Organization & Optimization
Structuring of administrative and financial processes
Implementation of control procedures
Reporting improvement
Optimization of internal workflows
Strategy & Development
Business plan development
Action plan creation
Financial decision-making support
Management support
Tools & Transformation
Assistance in choosing and deploying accounting software
Structuring the finance organization
Automation of administrative tasks
My added value
Advanced education in accounting and finance, complemented by a background in business strategy and financial markets. Experience in audit, taxation, budgeting, financial control, and process organization.
I work with an operational, structured, and results-oriented approach to secure your management and support your growth.
Available for one-off assignments or regular outsourced CFO support.
English
Fluent
French
Native or bilingual
Can work on-site
La Roche-sur-Yon (up to 50km)
Experience
- CWF aux HerbiersInterim ManagerFASHION AND COSMETICSJuly 2025 - November 2025 (4 months)Les Herbiers, France
- Reinforcement and security of the finance function during managerial transitions, ensuring continuity of closings and reliability of processes before a new financial manager takes office.
- Supervision of general and management accounting.
- Direct management of an accounting team of 3 employees.
- Steering and reliability of monthly closings: review of cut-offs, provisions, intercompany transactions, and consolidation.
- Analysis, optimization, and security of existing accounting processes.
- Direct interface with management, statutory auditors, and external partners.
- Y Patrimoine conseilFinancial Investment AdvisorCONSULTING AND AUDITSJanuary 2021 - Today (5 years and 5 months)La Roche-sur-Yon, FranceWealth and financial advisory for French and international clients:
- Performing wealth audits, tax optimization for real estate and financial investments,
- Implementing wealth management tools,
- Supporting VSEs/SMEs in financial restructuring, cash flow security, profitability improvement, and deployment of performance dashboards.
- Also acting as a trainer in taxation and investment (financial assets, real estate wealth, digital assets, life annuity, forestry taxation).
- Viager Consulting GroupInvestment ConsultantREAL ESTATEJanuary 2018 - January 2021 (3 years)Nantes, France
- Advisory and wealth management support: occupied life annuity, deferred sale, bare ownership transactions
- Financial and wealth analysis of transactions to secure decisions
- Complete administrative coordination until the signing of authentic deeds
- Client and partner interface: maintaining relationships with notaries and other stakeholders
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Education
- DESCF (Master's in Accounting)ICEE2005Compta Audit Finance Strategie Ressources humaines Organisation
- Master's in Expert in Wealth EngineeringESA2021Fiscalité, droit,
Certifications
- AMFAMF2021
- DESCFICEE Nantes2000