Independent consultant based in Paris. 25 years in insurance and asset management. Actuarial training, an accounting qualification, project expertise and ESCP. A profile covering the full range of financial disciplines within an insurance company and the management of complex programmes.
My clients
My background combines financial audit, team management, accounting operations, financial and regulatory reporting, and the implementation of accounting and regulatory changes. My knowledge of industry platforms and my project management experience, on both the client and software vendor side, complement this business expertise.
My background in detailFrench GAAP and IFRS accounting schemes, reserving, consolidation and financial disclosures, regulatory reporting.
SimCorp Dimension, Clearwater Analytics, Bloomberg, SAP S/4HANA, Power BI. AI-assisted automation of data processing.
Business analysis: Requirements, solution selection, functional specifications, acceptance testing, migrations and change management.
PMO: Planning, work packages, RACI, progress tracking, sponsor and CxO relations.
Investment Back and Middle Office, expert command of IFRS 9 (classification, SPPI testing, ECL), accounting for hedging transactions, repos and structured products.
Skills connected to assignments and specific deliverables.
Accounting schemes, period-end investment controls (amortisation, accrued interest, prices), French GAAP provisions (PRE, PDD, capitalisation reserve) and IFRS 9 expected credit losses (ECL), securities classification, and checks on realised and unrealised gains and losses.
Skills and experiencePeriod-end entries under French GAAP (PSAP, PNA, PREC, IBNR, PM, PGG, equalisation provision…) and IFRS 17. Definition of operational and accounting processes for new products. Monitoring of accounts payable and receivable (AP/AR).
Skills and experienceManaging and improving the reliability of financial closes, shortening close timelines, intercompany reconciliations, consolidation adjustments, deferred tax, statements of changes in equity and cash flows, preparation of financial statements and notes, balance sheet and income statement analysis, and oversight of QRT production.
Skills and experienceRequirements definition, RFI/RFP drafting, selection process, budgeting, work packages, scheduling, deliverable definition, UAT, migration, change management, and facilitation of and reporting to project governance bodies.
Skills and experienceStepping in at short notice for a Finance executive (accounting, management control, transformation). Securing deliverable quality and deadlines. Team management and process documentation and improvement.
Skills and experienceMonitoring accounting and regulatory developments, impact assessment, gap analysis, proposed implementation schedules, change management and team training.
Skills and experienceDesign controlled AI use cases for Finance teams and consulting work.
Skills and experienceReplacement of a French reinsurer’s legacy investment solution, covering accounting, order management and closed-end funds. An €11bn portfolio.
An approximately €3bn portfolio, around 20 international entities and a production chain coordinated with the Asset Servicer.
Investment management software provider · Investment close
Credit insurer · Investment accounting
Reconciliations, exception analysis, documentation and automation. I combine financial production experience with AI agents used in my consulting and publishing activities.
Original examples and templates, using fictional data or structures you can adapt.
Explore deliverablesA control checklist to adapt to your organisation and deadlines.
Get the templateA template connecting instruments, events, accounting frameworks and controls.
Get the templateRisks, dependencies, decisions and owners in a structured template.
Get the templateQuestions on data, human review, controls and operation.
Get the template
I created a professional publishing house (Éditions Actuarius / Actuarius Press) to extend my consulting work through analysis, worked cases and control tools.
Organismes d’assurance : Vos chantiers de 2027-2028 is available in French. The publishing sites provide extracts, available books and forthcoming titles.
Would you like to write a book about your area of expertise in insurance or finance? Get in touch. I would be delighted to help you develop and publish it.
A programme to scope, a close to improve, a system to implement or a Finance function to lead. Let’s discuss your requirements and the assignment.
