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Bernard PÉFOURQUE

PARIS

En résumé

Business Monitoring and Reporting
- Specialized in building controlling activities from ground up, drove the selection process and the implementation of BI tools for data management and data monitoring.

Financial Planning and Analysis
- Driving budgeting and forecasting processes in liaison with stakeholders, tracking variances with budget.
- Coordinating Headcount, cost and production inputs and delivering 5 years plans for long term projections.

Business Partnering
- Partnering the board of Directors, providing performance metrics on costs and margins, per client, product and channel, tracking business effectiveness and supporting financial governance.

Mes compétences :
Data & Workflow Control
Relationship Building
cost accounting
VBA Programming
Financial Products and Services
RDBMS Administration
Business Planning
Staff Development
Project management

Entreprises

  • SwissLife Private Bank - Head of Financial Control

    2010 - maintenant

  • Groupama Asset Management - Group Financial Reporting

    Paris 2006 - 2010 - Developing specific financial reporting for the monitoring of credit crisis, covering bond, money and derivatives markets.
    - Analysing return on Repo activity during credit crunch.
    - Liaison for Group Finance head department providing asset consolidation, exposure studies and asset processes for ALM and IFRS concerns.
    - Implementing BI tool for data mining, system administration and data quality management.
    Automating a pool of about a hundred indicators and indices under VBA for instant access.

  • Groupama Asset Management - Financial Controller

    Paris 2000 - 2006 - Set-up of analytical accounting (Sage Saari - line 100), devising tables and indicators, processing and archiving data into a relational database (Access).
    - Consolidation of assets under management. Income processing and calculation of retrocessions to business contributors. Monitoring charges and drawing up margins for each Customer type (ABC method).
    - Producing internal and group reports, preparing quarterly committee meetings and external communication on sector studies (McKinsey, Boston Consulting Group, Fitch AMR).

  • Cisco Systems - EMEA Financial Analyst

    Issy les Moulineaux 1999 - 2000 - Analyst on shared EMEA services. Monitoring headcount and charges indicators for Finance, HR, IS and Facilities department. Controlling budget and investigating variances with local accounting teams.
    - Reporting to US managers and EMEA VP in a matrix environment.
    - Processing quarterly forecast.

  • Etrali - Business Analyst

    1998 - 1999 - Financial monitoring of four entities (Switzerland, Italy, USA, Japan) in liaison with local managers.
    - Analysing variances with the budget. Providing monthly reporting.

  • Direction des Chantiers Navals - Naval Officer

    1996 - 1997 - English teacher appointed to the "Société Navale de Formation et de Conseil" (NAVFCO).

Formations

  • European Business School

    Paris 1992 - 1996 Finance

  • Gilbert High School (Gilbert, Az)

    Gilbert, Az 1989 - 1990 Senior year

    Arizona, USA

Réseau

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