David D.

Experience

• 

  Fortuneo

  Jul 2011 - Aug 2011

  Compliance and Procedures Assistant

  - Assisted in updating the documentary database

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  Cng Associates

  Nov 2012 - Feb 2013

  Accountant Assistant

  - Carried out book keeping operations and accounts preparation- Prepared VAT returns and year-end accounts

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  Societe Generale

  Mar 2013 - Aug 2013

  Controller

  - Analysed the income statement of one of the bank's segments to manage its profitability

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  Crédit Agricole CIB

  Jun 2014 - Sept 2014

  ALM Analyst

  - Determined risk-weighted assets to assess the minimum amount of capital a bank must hold in relation to the risk profile of its lending activities and other assets

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  Deloitte

  Sept 2015 - Feb 2016

  Financial Auditor

  For SMEs and ETIs operating in diverse industries (petrochemical, health, consulting, textile)- Investigated the balance sheet and income statement sections (account receivables, account payables, tangibles, intangibles) - 4 firms-Facilitated meetings (+4) to expand the analyses- Synthesised key information as part of the preparation the deliverables process (+4)

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  Aurignac Finance

  Mar 2016 - Aug 2016

  Mergers-Acquisitions Analyst

  For SMEs and ETIs (enterprise value between 5 and 150 million €) operating in diverse industries (aeronautics, agro-business, tourism)- Analysed the business models and competitive environments of target companies (+10)

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  Accenture

  May 2017 - Nov 2017

  Management Consultant

  Implementation of the treasury management system Kyriba for a multinational (sales +4 billion €) operating in the energy sector- Listened, analysed and synthesised comments made during workshops (+6) to define the treasury department’s functional needs- Drew up meeting minutes (+20)- Modelled the projet's planning and scheduling (reportings/dashboards production)- Prioritised and monitored the project's progress through project meetings (+20)- Communicated to executives the project's progress (6 steering committees) Show less

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  ATOZ Services

  Mar 2018 - Nov 2019

  Corporate Finance Associate

  For the asset management industry [in collaboration with ATOZ's corporate finance practice's partner and director]- Launched a new commercial offer (KID) for individual investors (mainly executives invested in private equity funds) - Sales 3%- Created a valuation model (performance monitoring of 10 private equity funds) for an institutional client - Sales 5%- Prepared valuation reports (SMEs, ETIs) - Sales 10%- Analysed credit risk (transfer price reports preparation - Black-Scholesoption pricing model among other tools used) for private equity and real estate investment funds (asset under management +10 billion €) - min. Sales 50%- Designed, prepared, updated and presented internal training sessions (2)- Passed the 2 exams to become a chartered alternative investment analyst Show less

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  Sources of Income Diversification, Retirement Preparation & House Management

  Dec 2019 - Sept 2022

  Personal Goals Pursuit: Sources of Income Diversification, Retirement Preparation & House Management

  | Sources of Income Diversification and Retirement Preparation [Retirement Schemes Diversification] |Time outside the system to study how to diversify the sources of income, prepare the retirement phase and decorrelate myself from only one source [employment]** Assets Portfolio Construction **- Traveled to Namibia [to stay grounded, though, shortened the travel experiences because of Covid-19]- Researched the financial system, investment risks, portfolio management strategies and tax & financial products (equity, PEA, PEA-PME, PER, life insurance,...) - +70 books/memos/reports [authors: Howard Marks, Joseph Stiglitz, Ray Dalio, Warren Buffett...], +50 webinars/videos- Constructed a stock portfolio: ETFs [to decrease human-sourced investing errors] diversified in terms of geographies [covering 3 blocs], industries [manufacturing, health, tech, luxury,...], currencies [EUR, USD, GBP, CHF,...] - annual performance (2020-2023) 16% [net of fees] vs 10% benchmark; 37% CAGR (June 2022-August 2024) for a selected investment based on ROITC [quality of a business' operations] and earning yield [the return - and implied price - to invest in the business as a whole today] in an ETI operating in the semiconductor industry- Real estate portfolio construction: studied the real estate sector and related investment strategies - +30 webinars,1 club meeting - and looked for a business partner to invest in and manage rental properties- Studied the world of entrepreneurship [first approach]: CV writing and counselling side project; discussions with former romantic partner, being an entrepreneur; and knowledge derived from sister and brother and his wife's entrepreneurial endeavors[references to be provided upon request]| House Management |** For the Ageing Parents **- Supported them to upskill on new technologies and carry out administrative tasks- Coordinated schedules** Come Back to the Job Market **- Searched for opportunities and went through recruitment processes Show less

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  Ricoh France

  Oct 2022 - Apr 2023

  Controller

  For the Division (+80 clients, sales ~800k€/month) delivering BtoB document management services (France scope): P&L management (sales, direct costs)- Gathered, analysed and synthesised forecast-related data from operational supervisors (+15) to define the monthly objectives to be achieved- Carried out the accounting month-end closing process (6) to reflect the business transactions- Analysed performances through variance analysis comparing the budget/forecast to the actual results (+6)- Conceived/Updated dashboards/reportings to report on performance (+20)- Defined new direct costs allocation keys- Communicated analyses to executives(+6)[Mutual agreement to end the permanent contract's trial period, after I raised the concern that I felt my interest was not accounted for] Show less

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  Career Change

  Apr 2023 - now

  Career Change

  Assembled a team [family and relevant professionals]Focused on key projects [passed and new ones] to make of the Career Change phase a success

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  EDHEC Alumni

  Feb 2024 - now

  Entrepreneurship Club Ambassador

  For the Entrepreneurship Club- Built a portfolio of key note speakers (47 "cold calls", conversion rate 19%). Target: get 4 key note speakers for an event arranged on June 6th 2024 evening- Arranged an event with the public affairs department.