Description

Experienced management consultant with 12 years of experience, specialized in process optimization & data governance.

I lead teams to deliver scalable, business-enabler, and compliant solutions, leaning processes & maximizing the value of your data.

Passionate about Finance & investments, in all asset classes (Equity, Bonds, Private Equity, Cryptos, etc.)

Certified: AMF (Regulator), Scrum (Agile).

Languages

French
Native or bilingual
English
Native or bilingual
Spanish
Native or bilingual
Italian
Conversational

Workplace preferences

Can work on-site

Paris (up to 50km)

Career Break
Travel
January 2025 - Today (1 year and 5 months)
- World tour in Asia / Oceania
- Training & Investment: Data, AI, UI/UX design, Crypto, VC & PE, Investments
KYC Consulting @BNP Paribas
Manager consultant
BANKING AND INSURANCE
September 2022 - December 2024 (2 years and 3 months)
Genève, Switzerland
-Project manager: process review & data governance implementation of the clients' securities accounts at a custodian (offshoring process from Italy to Portugal)
---Scoped, planned, set up: governance roles, milestones, criteria of success
---Mapped the accounts opening TOM: Led iterative workshops with Ops / Product:
---->To spot the pain-points in the "As-Is" process of accounts opening in Italy
---->To design the "To-Be" process in Portugal, with tax & compliance constraints
---Coordinated 3 Product Owners (Client Form, Account Setup Interface, Accounts Repository) to redact the respective specifications with the new features
---Led a data cleansing of the accounts repository (optimal business-value based)
---Documented & Trained users: SOPs & policies, data catalog, new market runbooks
Optimisation des processus Agile Project Management clearing Custody Client Onboarding
KYC Consulting @BNP Paribas
Senior consultant
BANKING AND INSURANCE
August 2019 - August 2022 (3 years)
Hong Kong
-Implemented a contracts management process & storage solution (AI powered): cutting manual process by 90%, enabling easy data structure & clauses retrieval
-Stream leader & deputy of a custodian's merger program across 18 locations
---Orchestrated with Legal & the RMs the 100+ clients' merger communication (with Asset Managers, ETF issuers, Hedge Funds, etc.)
---Acted as the General Manager deputy to coordinate the 10 streams
Capital Markets intelligence artificielle Optimisation des processus Coordination transverse Contrats