Rafael MORALES

Senior Consultant | Project & RPA Management

Salaire / Taux journalier

Paris, France

Freelance, ouvert au CDI

Expertises

Power BIPythonGestion de projet - PMOScrum

Langues

AnglaisEspagnolFrançaisItalien

À propos

Introduction

Senior Digital Transformation Consultant with 8+ years in finance and technology. Led first-ever RPA and Low Code implementations at OMNES Education, delivering Power Apps solutions serving 200+ users within 3 months. Expert in project management, Agile methodologies, and business process optimization with proven ROI delivery.

Liens

Expérience de travail

Morales ConsultingFreelance

nov. 2023 - Présent

3 ans

Paris, France · Hybrid

Project Manager –– Campaign Feedback Initiative (Low Code / Power Apps)

déc. 2023 - Présent

2 ans 11 mois

Paris, France · Hybrid

Strategic project aimed at the continuous improvement of student acquisition campaigns, based on feedback from past campaigns. First-ever implementation of a Low Code solution at OMNES Education. Successfully delivered two critical Power Apps applications in record time (3 months) and on a constrained budget; the apps are now used daily by 200 business users. ► Full project ownership: scoping, budgeting, governance, and timeline management ► Technology choice (Power Platform) and validation of the technical stack by the Architecture Committee ► Built and led a cross-functional project team (internal staff and external vendors) ► Ran business workshops, gathered requirements, and authored detailed functional specifications ► Modeled business processes and data dictionaries; contributed to application development ► Led change management efforts: user onboarding, training, and documentation ► Accountable for continuous improvement and post-deployment support

RPA Project Manager

déc. 2023 - Présent

2 ans 11 mois

Paris, France · Hybrid

Led the first RPA initiative at OMNES Education, resulting in the automation of five finance-related processes. ► Ran an internal awareness campaign to promote RPA adoption: targeted communications, meetings with department heads, and ideation workshops ► Assessed the ROI of candidate use cases and presented analysis to the governance committee for GO/NO GO decisions ► Established the initial governance framework for RPA: selection criteria, prioritization, and project methodology Coordinated internal stakeholders (IT, business teams, finance) and external partners (vendor and integrator)

Freelance Consultant

nov. 2023 - Présent

3 ans

Paris, France · Hybrid

julhiet sterwen

nov. 2019 - oct. 2023

4 ans

Région de Paris, France

Senior Consultant

nov. 2019 - oct. 2023

4 ans

Région de Paris, France

Digital transformation consulting company. Key data: 450 employees in France, Switzerland, BeLux. 65m € turnover, +50% growth in 5 years. • Animation of the Agile workgroup • Commercial development

Product Owner - Data Power BI - Omnes Education

mars 2022 - oct. 2023

1 an 8 mois

Product Owner for the Data Power BI team ► Implementation of SCRUM Framework for the team since Sprint 1 ► Collection of user needs (Confluence) and User Story creation ► Backlog refinement (Jira) ► Roadmap definition ► Planning poker animation with a taylor-made template for Data Warehouse and Power-Bi US’s complexity valuation. ► Scrum Ceremonies animation ► User Acceptance Test planning ► Punctual help for Power B.I. creation

Project Manager - AEW

mai 2021 - mars 2022

11 mois

Paris, France

Project Manager for the implementation of a Master Data Manager for AEW real estate assets ► User needs collection through workshops with business representatives ► Specifications : Prototyping, Data Dictionary, Data Models, Interface definitions and Functional specifications. ► Implementation of a backlog, and backlog refinement and features prioritization. Planification and animation of UAT with business representatives ► Piloting of the implementation of an external software for German teams Expression of needs ► User need and development piloting for the external software editor (Soneka – J2AM) on behalf of AEW (outgoing and incoming interface, reportings, features)

Project Manager - Vauban IP

mars 2021 - mai 2021

3 mois

Paris, France

Automation of the reception, conversion, and import within eFront management software of bank statements ► Protocol and format definition for bank statement reception (CFONB120 through PESIT) ► Conversion from CFONB120 to eFront specific format process specification, development and implementation (Python, Git, Jenkins). ► Pilotage of the exchange protocol implementation between the statement editor and Natixis.

Process Review Owner - Corentin Program - Société Générale CIB

janv. 2020 - janv. 2021

1 an 1 mois

Paris, France

Process review in order to streamline and optimize credit approval process for Market transactions for Corporate and asset Manager customers for GLBA/CRE Team. ► Roadmap definition for process review prioritization on the market transaction scope. ► Workshop preparation and animation on a worldwide scope with business representatives in order to identify AS-IS process and highlight pain points. ► AS-IS process modelling and improvement axis identification ► Target process formalization, ► By profile business requirement identification ► Arbitration workshop planning and animation for the Target Process ► Piloting, Steering and business representatives dedicated committees animation

Consultant / Proxy Product Owner - Financial Market

JUMP

oct. 2017 - déc. 2019

2 ans 3 mois

Paris, France

Proxy Product Owner - Finance de Marché - Pôle Conseil - 1 an PPO : ► Encadrement d’une équipe de consultants technico fonctionnels ►Formalisation des US ►Animation des ateliers de Planning Poker, sprint refinement et sprint planning ► Pilotage de la recette (organisation, mise en place des cahiers de tests, définition des scénarios de tests automatiques) Finance: ► Retro-engineering et développement d’algorithme de validation de la Valeur Liquidative de fonds en gestion collective. ► Implémentation de contrôles réglementaires pré et post trade scriptés ► Interfaçage de module de passage d’ordre automatique (Protocole FIX) et support de niveau II sur les problématiques FIX. ► Formation et assistance des utilisateurs et collaborateurs Business Analyst au sein du pôle Expertise Finance et Qualité -1 an ► Rédaction des spécifications ► Rédactions des cahiers de tests ► Participations aux tests d’acceptation, de non-régressions ► Automatisation des tests de non-régression grâce au logiciel QFTest (Implémentation, Monitoring, Mise en place des reportings) ► Rédaction du manuel d’utilisation

Analyst Risk & Middle Office

Friedland Gestion

oct. 2016 - oct. 2017

1 an 1 mois

Paris, France

► Trade monitoring (execution, confirmation and reconciliation) ► Funds NAV Validation and Investment ratio control ► Investment ratio calculation automation using VBA and Bloomberg API ► Risk reporting production ► Developpement of an Extract Transfer and Load tool for automatizing the NAV calculation with VBA and Bloomberg API

Compliance Officer

Sycomore Asset Management

avr. 2016 - oct. 2016

7 mois

Paris, France

► Investment ratios monitoring ► Statutory and regulatory investment threshold monitoring and declaration ► Legal monitoring on the PRIIPs regulation

Back Officer

Natixis

mai 2014 - août 2014

4 mois

Securities Accounting - Natixis EuroTitres

► Position reconciliation for securities held in nominative ► Physical securities inventory ► Gap analysis with securities issuers.


Formation

IAE Caen

Master

2014 - 2016

2 ans 1 mois

Texas A&M University

Foreign Exchange Student

2014 - 2015

1 an 1 mois

IUP Banque Finance Assurance - IAE Caen

Licence

2013 - 2014

1 an 1 mois

Universite de Lorraine

DEUG

2011 - 2013

2 ans 1 mois

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