-Currently sourcing Italian Greenfield solar PV projects for investors with business plans, market
analysis and financing options.
-Assisting a UK Search Fund in the identification and acquisition of established European mid size
-Assisting preparation of roundtables on urban solutions with UNECE and the London Business School
-Developing expertise in defining and quantifying risk metrics for sustainability and ESG risk.
-Facilitated co-marketing between Paris and London clean-tech networking events.
Gedeon Group(October 2009 – September 2010) Lyon
Energy Engineering company
ØDeveloped business plan, market analysis and financing options for entry into the French
Mondial Assistance Group; subsidiary of Allianz Group (7 years)Paris, Zurich
An Insurance and Services company with over 80 international subsidiaries created in 2000 as the result of a merger.Processes, controls and applications were needed for the newly formed headquarters finance department. Piloted several initiatives.
ØAssisted CFO in delivering internal change processes and identifying resource and training requirements for the new group during the first year including reporting, budgeting, forecasting, strategic plan, investment management, cash flow, KPI’s, infrastructure requirements, and organisational structure/culture.
ØDesigned and built an investment portfolio model/application in Excel and VBA for entity reporting and subsequent consolidation.
ØParticipated in the business plan of rationalising legal entities and acquisition of new entities.
ØPiloted the initiative to replace existing reporting software: analyzed business opportunities, developed commercial solution with an RFP, vendor evaluation and negotiation, budget definition and negotiated board approval.Reduced monthly closing by 6 days.
ØManaged the resulting multi-million € project team (Magnitude), delivered on-time within budget.
ØRe-designed and built a new chart of accounts for the group to better reflect all stakeholders’ requirements (management, divisions, board, parent company, external regulators) including KPI, commercial activity reporting, and operational indicators and investments.
ØParticipated in the regular closing and analysis of the consolidated accounts and reporting.
ØFollowing MSc studies, parachuted back into Mondial by the CFO following high employee turnover that created a large knowledge gap. Rebuilt expertise; proactive culture; organisation design. Assisted roadmap to SAP adoption; acted as Interim Chief Risk and Investments Officer and assured transition to a new CFO.
Ø Began preliminary plan for adoption of Solvency II.Participated in QIS (Quantitative Impact Studies); Analysed beta versions of Allianz and Moody’s Ratings Solvency Capital Requirements models; collaborated with actuary in defining VaR (Value at Risk) for the group.
EFG Private Bank(3 years)Geneva
Newly formed private bank with 10 subsidiaries and no developed financial reporting processes.
ØManaged project team to design, develop and implement the Banks financial reporting processes.Assisted the new department in adopting best practice, developing performance metrics, reporting rigor and flexibility for change.
Danzas Group(14 months)Basel
Logistics company purchased by Deutsche Post and now part of DHL.
ØDelivered a complex Excel KPI modelling application for the CFO requiring significant research and modelling requirements on large volumes of data quickly assimilating the business drivers for this board driven change initiative.
Complex manufacturing group with 3000+ operating entities that had outgrown current processes and systems.
ØWorked with the CFO to rationalise and automate the reporting process and reduce time lags initiating and implementing change using technology change as a lever.
ØAssisted the smooth reporting transfer of 3000+ entities following acquisition by Alcan in Montreal.
Massive restructuring of the group from Swissair to SAirGroup required an overhaul of corporate finance processes and systems to reflect the new organisation.
ØWorked with and managed several teams composed of internal and external resources to define and implement a new consolidation and reporting application (FDC from Comshare) and investment tracking tool.Developed internal reporting processes including KPI’s and commercial reporting.Managed stakeholder requirements, training and organisational adaptation to change.
ØExpanded responsibilities adding value through various roles in affiliates Gate Gourmet, Swissôtel, SAirlines, SAirTechnics capitalising on the corporate application with customisation projects to adapt performance and investment measurement indicators to divisional drivers and reporting needs.
ØManaged the transition in corporate finance applications for the passage to the year 2000.
Elma Chips(18 months)Sao Paulo
FMCG company in post hyper-inflation Brazil with no developed budget culture.
ØThrough implementation of a budget application, introduced, collaboratively, a budget culture and assisted in budgeting knowledge transfer to the local Arthur Andersen team.
Other various short term clients:
AIG, Manulife Toronto, Ryder System; Union Carbide; Placer Dome; Feldschlossen; Mobil Canada; Firminich…