Grégoire Serre
Senior FP&A Analyst
Salary / Daily rate
Toulouse, France
Freelance
Can come onsite
Languages
About me
Intro
Senior FP&A Analyst with 5+ years of expertise in financial planning, budgeting, and strategic analysis across fintech and audit sectors. Ex-EY professional with proven track record in developing financial models, managing budgeting processes, and providing strategic insights to C-level executives. Specialized in SaaS financial planning and performance optimization for high-growth companies.
Work experience
Controller
Creator
Mar 2025 - Jun 2025
4 months
Vancouver, BC, Canada
Set up end-to-end accounting processes (AR, AP, banking, closings). ● Built a 5-year financial model for a successful Series A. ● Centralized key KPIs to improve performance visibility. ● Advised CEO and CSO in strategic executive meetings.
Mooncard
Sep 2021 - Dec 2024
3 years 4 months
Paris, France
Senior FP&A Analyst
Jan 2024 - Dec 2024
1 year
Paris, France
FP&A Analyst
Sep 2022 - Jan 2024
1 year 5 months
Paris, France
French Fintech SaaS company - Develop and implement financial planning processes, budgeting, forecasting and analysis for the organization; - Manage monthly closing and cash flow statement; - Analyze and interpret financial data and provide insights to the CEO/CFO to support strategic decision-making; - Assist in the preparation of financial reports, presentations and other materials for board members and internal stakeholders; - Develop and maintain financial models and dashboards to monitor key performance indicators (KPIs) and drive financial performance; - Manage the annual budgeting process and provide ongoing support to ensure budget compliance
Senior Customer Sucess Manager
Sep 2021 - Oct 2022
1 year 2 months
Paris, France
- Lead the onboarding process for new clients, ensuring a smooth and efficient transition; - Provide comprehensive product training and guidance on Mooncard solution; - Develop and execute strategic account plans aligned with customer objectives; - Advocate for customer needs within the organization, working closely with product teams; - Implement retention strategies to ensure long-term customer satisfaction; - Identify opportunities for upselling additional products or features; - Collaborate with cross-functional teams, including sales, marketing, and product development; - Lead SalesForce project to implement dashboard with KPIs for all CSM members
Audit
EY
Sep 2019 - Oct 2021
2 years 2 months
Région de Paris, France
TO : 36,4 Billion € Participation in legal control of multiples companies in Health, Tech and industry sectors. Participation in internal control missions. Certification of publicly traded company's turnover. Participation in consolidation missions (French Gaap & IFRS)
Trainee P&CI (Process & Control Improvement) - Risk Management
The HEINEKEN Company
Jan 2019 - Aug 2019
8 months
Région de Amsterdam, Pays-Bas
TO : 22,4 Billion € Collect process and analyse global functions and OpCo risk data. Support to Operating companies (70+ Countries) for the risk management process. Identification of improvement opportunities in the risk management activities or ways of working and implementation using the Learn Six program (Yellow belt certification). Operational and administrative support in different activities to prepare meetings with the different stakeholders concerning the Risk Management process all around the world.
Trainee Management Control
Axxis Intérim et Recrutement
Jul 2017 - Jan 2018
7 months
Région de Marseille, France
TO : 130 Million € Involvement in the operational piloting through monthly reportings, KPI analysis (TO, margin, benefits...) and elaboration of weekly & monthly dashboards. Direct contact with activity directors in order to elaborate business previsions concerning theirs activities. Participation in the development of the Business Plan of the compay on 5 years.
Trainee Audit Assistant
Origa Group
Jan 2017 - Jul 2017
7 months
Région de Marseille, France
TO : 2.3 million € Participation in legal control of 25 companies Involvement in different audit cycles such as Suppliers, Treasury, capital property, loans etc... Participation in a consolidation operation of a group with a turnover of more than 300m$ Participation in internal control of 2 companies
Trainee Marketing Communication
Autogrill
Apr 2015 - Jul 2015
4 months
Région de Marseille, France
TO : 4.5 Billion € Elaboration of the summer media plan 2015 General & Financial Analysis of the Summer Media Plan Business model implementation Management of the creation of the ToolKit 2015 ( launch tool of the commercial plan )
Trainee Marketing Communication
Autogrill
Jun 2014 - Jul 2014
2 months
Région de Marseille, France
TO : 4.5 Billion € Various missions in marketing Elaboration of the Summer Media Plan 2014 Mostly observations of the marketing & communication departments
Education
Aix-Marseille Graduate School of Management - IAE
2016 - 2019
4 years
University of the West of Scotland
Bachelor of Business Administration (B.B.A.)
2015 - 2016
2 years
IUT d'Aix Marseille
DUT GEA ( Gestion des entreprises et administrations )
2013 - 2015
3 years
IUT d'Aix Marseille
DUT MP
2012 - 2013
2 years