Profil de A AJ
A AJ
800.00€ /j
Senior Consultant
Consultant de l’ESN FreelanceDay
Disponible le :
01/07/2021
Localisation : Luxembourg
Mobilité : Mobilité internationale
Localisation : Luxembourg
Mobilité : Mobilité internationale
26 années d'expérience
0 missions réalisées
JiraSAP
finance
0 missions réalisées
A AJ en quelques mots
Profile: Financial professional with commercial acumen and business management experience. Extensive experience in the financial industry (banking, insurance and investment funds). Strong background in accounting, finance and risk management. Successful at managing multiple assignments, projects, setting up companies and departments, business development, transformations and maximizing customer satisfaction.
Skills: As an economist and a chartered accountant and through my professional experience, I have a strong experience in business management, people management, engagement management, finance, accounting and reporting under multiple GAAPs, consolidation, tax, M&A, audit, corporate finance, valuation financial instruments, risk management, compliance, financial planning, forecasting and budgeting, investment modelling, fund raising, governance, regulatory requirements and reporting, project management, finance transformation, setting up departments and companies.
Experience
09/2013 to date
Senior Consultant , AJ Advisory SARL, Paris and Luxembourg
Fiduciary- administration, business advisory (CFO/CRO Advisory, regulatory advisory) and family office
Main clients: Luxembourg entities of Financial Services industry multinational groups (banks, insurance, and investment funds) medium size to ranked in the top 50 worldwide.
Corporate and fund administration, accounting, consolidation, reporting and tax, directorship, company and fund set up, corporate secretary …
Interim CFO roles and financial advisory and project management roles. Form design to delivery roles.
Complex accounting and reporting matters: multiple GAAP (IFRS, Lux GAAP, UK GAAP, German GAAP, US GAAP), consolidation, financial instruments valuation, impairment, hedging, financial statements compilation…
Complex transaction accounting, business combination, corporate finance, M&A and IPO support, due diligence, financial modelling, business cases, fund raising…
Regulatory reporting (FINREP, COREP, Solvency II, ORSA,…), capital management, industry specific regulation: Basel III, AIFMD, EMIR, PRIIPS, Solvency II, MIFID, AML, Luxembourg fund types,…
Stress testing, risk policies, credit risk analysis, valuations, compliance…
Treasury management, budgets and forecasts, MIS, controlling, KPIs and performance measurement.
Company and department set up, regulatory authorization filing, processes, procedures, fast close, finance transformation, outsourcing, software implementation, business requirements, Brexit related projects, performance optimization, internal audit.
Tax structuring, transfer pricing, APA, substance requirements assessments, CBCR, DAC 6, …
Relation with regulators, lawyers, auditors and service providers. Support to boards, executive management, committees, compliance and internal audit.
Total outsourced solutions to managing financial and investment side to UHNWI. Wealth overview and reporting, investment opportunities assessments, relations with banks, lawyers, insurers and other advisors, succession planning and inheritance, life insurance, PE and RE investments, support with family business management and transfer…
05/2011 to 08/2013
Non-Equity Partner Financial Advisory, EY (formerly Ernst and Young) Luxembourg, GD Luxembourg
Country leader financial accounting advisory and reporting services for Financial Services industry (banks, insurance, and investment funds).
Main clients: Luxembourg entities of Financial Services industry multinational groups (banks, insurance, and investment funds) mostly ranked in the top 50 worldwide.
Business and solution development, go-to -market, proposals, pricing, new sub-service line set up and P&L monitoring, engagement delivery, team and project management, coordination with other EMEIA sub-service line leaders…
Financial advisory, audit, IFRS implementation, Lux GAAP reporting, Finrep, Corep, Basel III, AIFMD, EMIR, Solvency II and other industry specific regulations, tax, complex transaction accounting, consolidation, financial and regulatory reporting, finance transformation….
Part of Ernst & Youngs’ EMEIA IFRS competence center: technical support to audit teams, IFRS independent audit reviews. EY interpretations of accounting standards, IFRS updates to audit teams, 2nd signing partner for all banking IFRS financial statements.
Part of Ernst & Youngs’ EMEIA working groups on financial instruments and consolidation.
05/2006 to 04/2011
Global Head of Group financial reporting (Director), deputy CFO, Royal Bank of Canada (formerly RBC DEXIA IS Bank), GD Luxembourg
In charge of a multiple scope and multiple GAAP group and parental consolidated financial and regulatory reporting of 33 subsidiaries in Europe, Asia, Canada and Australia.
Contributor on major M&A transaction, new product launch, business strategies and client onboarding.
Member of the IAS/IFRS working group at the Luxembourg Stock Exchange.
Director for the group’s pension fund. Group’s external audit coordination.
Advisor to bank management and Board of Directors on finance matters.
Audit coordination. Attending risk, ALM and credit committees.
10/2000 to 05/2006
Finance / CFO / IFRS Project Manager (SVP), Kredietbank Luxembourg (KBL) European Private Bankers Luxembourg, GD Luxembourg
In charge of a multiple scope and multiple GAAP consolidated financial and regulatory reporting for the Group. Full conversion to IFRS of the Bank and its subsidiaries.
Coordination with Front Office, Risk and M&A department on major Group transactions.
Advisor to bank management and Board of Directors on business acquisitions, combinations, structured investments.
Discussions and consultations with the banking regulators CSSF on IAS/IFRS and Finrep reporting matters.
Member of the bankers’ association ABBL working group on IAS/IFRS.
06/1999 to 09/2000
CFO, HCL Budget – Luxembourg, GD Luxembourg
Finance team management, group reporting, statutory reporting, tax compliance, management reporting, budget process, deputy to CEO.
09/1998 to 06/1999
CFO, Daewoo Electronics S.A.- Paris, France
Finance team management, group central treasury management, tax compliance, statutory reporting, negotiation of group financing, financial reporting and budgeting, central treasury management for the international Group…
09/1996 to 08/1998 Controller/ Project Manager, Schindler Elevators and Escalators – Prague, Czech Republic
Group financial reporting, management reporting, CFO deputy, SAP implementation, finance transformation.
08/1995 to 08/1996 Audit experienced assistant, Arthur Andersen & Co.- Luxembourg, GD Luxembourg
Audit engagements for UCIT funds, private banks and a large telecommunication group.
EDUCation Charted Accountant in Luxembourg, member of the OEC. Implies, Compulsory Continues Professional Development.
June 1995 Maîtrise Sciences Economiques: Economie et Gestion de l’Entreprise ~ Master in Economics with a major in Business Management – Université Louis Pasteur, Strasbourg – France
June 1994: Exchange Scheme Diploma European Business Management – European Business Management School, Swansea – UK
September 1995: Arthur Andersen training center, St Charles – Chicago.
September 1989- July 1991 Faculty of Medecine – Université Louis Pasteur, Strasbourg – France
Language: French, Czech: mother tongue
English: fluent as mother tongue
German, Luxembourgish: basic
Other French citizen, living in Paris. Travel and re-location possible.
Industries Banking: Private banking, investment banking, retail banking, investor services
Investment funds: Real estate, private equity, UCITS
Audit and Advisory: Big 4, boutique advisory
Fiduciary, corporate administration, fund administration, trust, Group Holdings
Insurance: general insurance, life insurance
Technical competences: Accounting and consolidation: IFRS, Lux GAAP, US GAAP, UK GAAP
Financial reporting and management reporting
Corporate finance: due diligence, M&A, IPO, valuations …
Risk management: Credit risk, market risk, stress testing, impairment
Treasury: ALM, cash flow, hedging
Regulations: all financial industry regulations: CSSF circulars, Basel III- CRDIV/CRR, Solvency II, EMIR, KYC, ALM, MIFID, EMIR, DAC 6, ATAD ….
Regulatory reporting: Finrep, Corep, Solvency II, AIFMD, fund reporting, BCL, CSSF, CAA….
External audit and internal audit
Tax, transfer pricing, CBCR
Budgeting and forecasting
Organizational and other skills:
Project management, change management
Process optimization and documentation
Policy set up and documentation
IT implementations
Finance transformation, operational efficiency
Organization and Resource Management
Interact with senior management, regulators and auditors
Manage overall relationships for multiple clients
Business and commercial acumen. Building network
Leadership, building and retaining talent
Analytical skills, strategic thinking, commitment and sense of responsibility, judgment, communication, service quality and customer focus, leadership, vision and sense of ethics.
IT Skills: Advanced computer skills: Computer proficiency, Microsoft proficiency and knowledge of a large number of industry software (accounting, consolidation, back office, project management and financial software : Sage, Bob 50, Peoplesoft, Magnitude, Sigma conso, Evolan, Yardi, e Front, Density, Opics, Mysis, SAP, ERI bancaire, Temenos T24,BPM, JIRA, BO …).
