Amine D.

Private Wealth Management Consultant

Salaire / Taux journalier

Paris, France

Freelance

Peut venir sur site

Expertises

FinanceComptabilitéAnalyse financièreFiscalitéConseil en managementCMS e-commerceCMSAutomatisations No-codeSites internet e-commerceSites internetApplications No-codeBudgétisationPrévisionsConseil ITContrôle de gestionSAP ERPTrésorerieGouvernance d'entrepriseGestion des risquesERPPlanification financièreAnalyse concurrentielleAuditAudit interneKnowledge ManagementMicrosoft Dynamics 365Stratégie & ConsultingTransformationSage IntacctConformitéGestion de projet - PMO

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.

Liens

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 : –

Certifié par Lycée Le Rebours

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