
Amine D.
Private Wealth Management Consultant
Salaire / Taux journalier
Paris, France
Freelance
Peut venir sur site
Expertises
À propos
Introduction
Private wealth management consultant at KPMG with 5+ years of experience in financial reporting, tax compliance, and portfolio management. Expertise in managing HNW client portfolios, IFI/IRPP declarations, and implementing Power BI solutions for enhanced financial oversight. Specialized in wealth structuring, process optimization, and delivering strategic financial insights that drive compliance and growth.
Expérience de travail
Consultant gestion privé
KPMG
mars 2023 - Présent
3 ans 8 mois
Paris, France
- Portfolio Management : Independent management of a portfolio of clients focused on wealth management, notably holding companies, investment companies, SCIs, and operating companies. - Private Management: Preparation and filing of IFI and IRPP declarations to ensure clients’ tax compliance. - Reporting : Preparation of detailed financial and tax reports, weekly and monthly, for clients and management. - Process Improvement : Active participation in improving internal processes and implementing new tools for private management.
Analyste financier junior
Louis Vuitton
déc. 2020 - juil. 2022
1 an 8 mois
Paris, France
- Financial Reporting : Created monthly and weekly management reports for financial teams, ensuring accuracy and real-time decision support. - Power BI Implementation: Designed and deployed a data analysis tool with Power BI, enhancing financial oversight and risk assessment. - Project Management: Led the integration of an AI-powered accounting tool, optimizing data processing within the finance department. - Internal Audit & Compliance: Assisted in structuring audit trails for auxiliary accounting, improving financial traceability. - Accounting & Tax Operations: Supported the finance department in supplier reconciliations, tax declarations, and general ledger maintenance to ensure compliance with company policies.
Comptable junior
Ad Conseil et Audit
sept. 2019 - déc. 2020
1 an 4 mois
Paris, France
- Financial Accounting: Managed full client portfolios, prepared financial statements, and filed tax returns. - Payroll & Tax Compliance: Processed payroll calculations, tax declarations, and corporate legal documentation. - Budget Control & Variance Analysis: Monitored financial activities, conducted gap analysis, and provided strategic financial recommendations.
Formation
Lycée Le Rebours
DSCG , Accounting and Finance
2019 - 2021
2 ans 1 mois
Higher Diploma in Accounting and Management
Lycée Le Rebours
Diplôme de comptabilité et de gestion, Accounting and Finance
2016 - 2019
3 ans 1 mois
Accounting and Management Diploma
Lycée Marcel Pagnol
Baccalauréat, Scientifique
2016 - 2016
1 mois
Baccalauréat Scientifique, spécialité physique chimie
Lycée Le Rebours
Certification CCE
Certification of understanding of the European Economic Mechanism
Licences et certifications
Certification CCE
Délivré le : –