Assignments that connect the disciplines.
Each case study explains the context, my role, the work and the deliverables. Results relate to identified assignments.
Leading an investment operations transformation programme
Replacement of a French reinsurer’s legacy investment solution, covering accounting, order management and closed-end funds. An €11bn portfolio.
Automating investment accounting and reporting
An approximately €3bn portfolio, around 20 international entities and a production chain coordinated with the Asset Servicer.
Connecting IFRS 9, ECL modelling and accounting production
Finance workstreams covering expected credit losses, accounting rules, data, testing and coordination with the Asset Servicer.
Owning business delivery in an investment operations programme
Requirements, accounting rules, configuration, testing and migration in an environment with approximately €350bn in assets.
Deploying an investment management system internationally
Migration across Middle Office, Back Office and accounting, with a 12-person project team.
Preparing Finance processes for IFRS 9 and IFRS 17
Impact assessment, target organisation, dry run and coordination across Finance, Actuarial, Risk and IT for a P&C insurer.
Designing an investment data warehouse
From business requirements to data model and reporting: functional design applied to investment operations.
Supporting the launch of an insurance product
One assignment covering accounting principles, actuarial methods, calculation tools and reporting.
Leading technical accounting and reserving
Management of 16 staff, stochastic reserving and quarterly reporting in credit insurance.
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