Context and Objectives
Financial institution specializing in asset and wealth management, corporate and investment banking, insurance and payments
Context of the transfer of commodities financing and brokerage activities
Decision to build an ad hoc tool covering the entire Front/Middle/Back/Accounting chain
The program’s sponsors are looking for a Finance project manager responsible for federating expertise, communicating with the business and IT teams, and liaising between the Finance team and the Corporate Banking Organization team in charge of project management.
Our Mission
Coordination of all Finance teams (Accounting Standards, First-Level Market Operations Accounting, Tax, Finance IT Department, ….) involved in the project to roll out commodity finance and brokerage activities within the Group environment.
Project management representing the Finance professions
Participation in working groups and governance bodies on behalf of the Finance teams, ensuring the mobilization of experts
Identified solutions and drafted requirements for integrating this new activity into the Group’s accounting ecosystem (accounting tools and control systems).
Dialogue with business, risk and IT to ensure convergence of viewpoints
Monitor test schedules (UAT/SIT) and alert in case of difficulties
Results
Impact study in terms of organizational costs/benefits of transferring business from London to Paris
Study of the impact of the business transfer from a financial point of view (standards, accounting schemes, local GAAP and IFRS, IT)
Development of a target operating model Finance & Tax
Presentation to Finance sponsors (COMEX members)
Project management (PMO, specifications, UAT, etc.) within finance, while integrating the other stakeholders RISK, ORGA, etc…
