Steven Morvan

Senior Fund Officer at Saltgate Group
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Contact Information
us****@****om
(386) 825-5501
Location
Luxembourg, Luxembourg, Luxembourg, LU
Languages
  • Français -
  • Anglais -
Skills

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Credentials

  • Master Finance d'Entreprise et de Marché
    IAE DIJON
    Sep, 2018
    - Oct, 2024
  • Diplôme de Comptabilité et de Gestion
    Académie de Lyon
    Aug, 2015
    - Oct, 2024
  • DUT Gestion des Entreprises et des Administrations - Option Finance-Comptabilité
    Université de Bourgogne
    May, 2011
    - Oct, 2024
  • TOEIC
    ETS Global B.V.
    Aug, 2014
    - Oct, 2024

Experience

  • Saltgate Group
    • Jersey
    • Financial Services
    • 1 - 100 Employee
    • Senior Fund Officer
      • Jun 2021 - Present

  • Atdomco
    • Luxembourg
    • Financial Services
    • 1 - 100 Employee
    • Luxembourg Chartered Accountant
      • Jul 2020 - Jun 2021

    • Senior Account Manager
      • Jun 2017 - Jun 2021

      - Assist the client on its investment/disinvestment and financing operations (main asset classes concerned are Real Estate, Private Equity and unregulated AIFs) - Corporate management, accounting and tax treatment of the transactions performed by the clients’ corporations - Establishment of the clients' annual accounts, VAT and tax returns and proceed with the filing to the concerned administrtions - Assistance on VAT and tax control, also with foreign tax control (French tax administration) - Assist the client on any legal procedure and document (Articles of Association, General Meetings, Liquidation, etc...) - Follow up of KYC/AML and compliance process

    • Luxembourg Chartered Accountant (partially validated 4/5)
      • Nov 2017 - Jul 2020

  • Indépendant
    • External corporate accountant
      • Oct 2016 - Jun 2017

      External freelance accounts review for accounting firms and professionals and training External freelance accounts review for accounting firms and professionals and training

  • CABINET SONIA FRIOLL
    • France
    • Accounting
    • 1 - 100 Employee
    • Accountant
      • Aug 2014 - Aug 2016

      Management of the accounting firm clients portfolio and advice to start-up entrepreneurs :- Accounting- Supervision- Annual accounts and reports- Social and Tax returns- Valuation- Business plan- Paralegal secretariat- Tax control assistance Management of the accounting firm clients portfolio and advice to start-up entrepreneurs :- Accounting- Supervision- Annual accounts and reports- Social and Tax returns- Valuation- Business plan- Paralegal secretariat- Tax control assistance

  • SUPDEMOD - Fashion Design & Business School
    • France
    • Apparel & Fashion
    • 1 - 100 Employee
    • External lecturer
      • Sep 2015 - Jun 2016

      Management lecture and classes to 3rd year students in Bachelor Luxury and Fashion Marketing Management lecture and classes to 3rd year students in Bachelor Luxury and Fashion Marketing

  • IEFT - Tourism Management School
    • France
    • Higher Education
    • 1 - 100 Employee
    • External management lecturer
      • Nov 2014 - Jun 2016

      Lecture and classes to 1st, 2nd and 3rd year students in Bachelor and Technical Degree Lecture and classes to 1st, 2nd and 3rd year students in Bachelor and Technical Degree

  • IDRAC Business school
    • France
    • Higher Education
    • 200 - 300 Employee
    • Intervenant en gestion
      • Nov 2014 - Jun 2016

      Remplacements ponctuels à l'IDRAC Lyon en BTS Remplacements ponctuels à l'IDRAC Lyon en BTS

  • FIBA - Experts-comptables
    • France
    • Accounting
    • 1 - 100 Employee
    • Junior Accountant
      • Oct 2012 - Jul 2014

      Assisting the senior accountants in the day to day management (bookkeeping, supervision assistance, returns assistance, paralegal works, etc.) Assisting the senior accountants in the day to day management (bookkeeping, supervision assistance, returns assistance, paralegal works, etc.)

  • CAPEC - Cabinet d'expertise comptable et création d'entreprise
    • France
    • Accounting
    • 1 - 100 Employee
    • Junior Accountant
      • Sep 2010 - Nov 2011

Education

  • Université du Luxembourg
    Chartered Accountant course, Accounting and Finance
    2018 - 2020
  • University School of Business - Dijon
    Corporate and Market Finance Master's degree, Finance
    2017 - 2018
  • Campus Sciences-U Lyon
    National Management and Accounting degree, Accounting
    2014 - 2015
  • IFA Metz
    National Management and Accounting degree, Accounting
    2012 - 2014
  • IUT Dijon-Auxerre
    Technical Degree in Business Management, Accounting
    2009 - 2011

Community

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