Associate Founder, CFO

• Sep 2019 - Present

Bid Manager

• Oct 2019 - Present

Pilotage des réponses aux consultations nationales ou internationales à fort enjeu, complexes et innovantes: Analyse des documents de consultation. Constitution et animation de l’équipe des contributeurs à la réalisation de l’offre (Key Account Managers, Directions Technique, Opérationnelle, Juridique, chefs de projets). Rédaction des propositions techniques et commerciales. Préparation et animation des soutenances des offres auprès des clients. Pilotage des réponses aux consultations nationales ou internationales à fort enjeu, complexes et innovantes: Analyse des documents de consultation. Constitution et animation de l’équipe des contributeurs à la réalisation de l’offre (Key Account Managers, Directions Technique, Opérationnelle, Juridique, chefs de projets). Rédaction des propositions techniques et commerciales. Préparation et animation des soutenances des offres auprès des clients.

Senior Request For Proposals Specialist

• Jan 2014 - Oct 2019

Key Responsibilities• Answered calls for tenders (25 to 30 per year) from French and international large companies and institutional investors (central banks, pension funds, investment funds) wishing to invest at least €500 million in financial products :o Led french and international workgroups (project management) including Heads of the main departments of Amundi AM, (Sales, Fund management, Legal, I.T, Middle Office, etc.) to elaborate the best answers to tenders (more specifically Public tenders)o Wrote final proposals ensuring respect of timeframes and consistency of information provided by Amundi AM.o Prepared bidding documents for oral presentationso Led presentation rehearsals with teams representing Amundi AM for oral presentations• Was lead person in Public Calls for Tenders team• Trained Request for Proposals junior writersKey accomplishments• Won 60% of tenders representing around € 4 billion / year to be managed by Amundi Asset Management• Trained and supervised 3 members of the team on Public Calls for Tenders to secure these strategic tenders Show less

Rédacteur Appels d'offres

• Jan 2011 - Dec 2013

Key Responsibilities• Answered calls for tenders and inquiries from French, international companies and institutional investors wishing to invest a maximum of €300 million in financial products:o Wrote the final proposals ensuring respect of timeframes and overall consistency of information provided by Amundi AMo Gathered, analysed and wrote specifications of inquiries• Relationships with consultants:o Transmitted latest developments on the evolution of AMUNDI (new areas of expertise, organization news, etc.) to the providers of investment advisory services.Key accomplishments• Won 40% of tenders we answered, representing about €2 billion / year to be managed by Amundi Asset Management• In charge of RFP tool implementation with Amundi IT team Show less

Head of Fixed income and Equities Reporting Team

• Jan 2010 - Jan 2011

Key Responsibilities• Managed two teams of 5 people in charge of producing reports presenting mutual funds, dedicated funds, and mandates financial performance• Carried out the following tasks during the Crédit Agricole AM (CAAM) - Société Générale AM (SGAM) merging (creation of Amundi AM):o Wrote the specifications of Amundi AM’S Reporting templateso Represented the Reporting department in the working group in charge of implementing SGAM’s reporting team data and templates in Amundi AM IT systems.o Organised onboarding activities and training of SGAM’s Reporting Team on Amundi AM’S tools.Key accomplishments• During the merger, produced 3500 monthly parallel reports for CAAM and 2000 for SGAM with less than 15% delay for clients (produced 85% of the reports within d+10).• After the merger of data in a unique reporting tool, produced 5500 monthly reports with no service interruption. Show less

Consultant

• Sep 2018 - Jan 2019

Audit stratégique d'une startup pour le compte de Fundie Ventures, cabinet de consulting spécialisé dans le "Social Impact Investing". Objectif: - analyser la capacité de la startup à être présentée à des investisseurs. Méthodologie: - Analyser la stratégie, le business model, la situation financière, et les processus opérationnels de la compagnie. - Evaluer les risques. - calculer la valorisation de la compagnie. Audit stratégique d'une startup pour le compte de Fundie Ventures, cabinet de consulting spécialisé dans le "Social Impact Investing". Objectif: - analyser la capacité de la startup à être présentée à des investisseurs. Méthodologie: - Analyser la stratégie, le business model, la situation financière, et les processus opérationnels de la compagnie. - Evaluer les risques. - calculer la valorisation de la compagnie.

Head of Fixed income Reporting Team

• Sep 2006 - Dec 2009

Key Responsibilities• Managed a five-people team in charge of producing reports presenting mutual funds, dedicated funds, and mandates financial performanceo Established dedicated reports and documents for institutional clients with specific needso Monitored compliance to standards, quality and production timelines of the Reporting teamo Represented Crédit Agricole AM Reporting department in the working groups established with external partnerso Created reporting templates in conjunction with portfolio management and Sales departmentso Developed reporting tools with the I.T team.o Participated in tenders as a representative of Crédit Agricole AM’s Reporting Department.Key accomplishments• Increased productivity by 75% in 3years• Decreased delay of reports (from 30% delay in 2006 to 10% in 2009)• Created a specific report answering to corporate treasurers’ needs with dedicated deadlines (D+6 instead of D+10 for regular reports) Show less

Reporting Officer

• Jan 2006 - Aug 2006

• produced reports presenting mutual funds financial performance.• Was promoted Head of the team after 9 months.