
Romain PUGNIET
Senior Consultant | Capital Markets
Salaire / Taux journalier
Paris, France
Freelance, ouvert au CDI
Expertises
Langues
À propos
Introduction
Senior Capital Markets Consultant with 5+ years transforming financial services through strategic consulting at Big 4 firms. Led €350M business cases for CIBs, designed digital platforms for insurers, and managed post-merger integrations. Expert in financial modeling, risk analysis, and digital transformation with proven track record in strategic decision-making for tier-1 institutions.
Expérience de travail
Senior Consultant
Accenture Strategy & Consulting
mars 2023 - Présent
3 ans 8 mois
Paris, France
For a Corporate & Investment Bank – Strategic Business Case for Structured Finance Transformation ▪ Designed a business case to evaluate investment in lending technology solutions, projecting €350M additional NBI by 2030 ▪ Modeled financial scenarios (PNB, costs, RUN, FTEs) and conducted stress tests to support strategic decision-making ▪ Conducted a value chain mapping of current financing tools to identify inefficiencies and rationalization opportunities For an Insurer – Market Intelligence for Investment Data Architecture Design ▪ Participated in an industry benchmark identifying industry trends & best practices related to the implementation of an Data Hub within the client's architecture For a Capital Markets SaaS Vendor – Strategic Offering Design ▪ Built a service catalog framework for a B2B SaaS offering, mapping ownership and responsibilities across the delivery lifecycle ▪ Benchmarked leading SaaS providers to extract market standards and fed insights from expert interviews into the target operating model ▪ Defined a target SaaS operating model, supporting the go-to-market positioning For a CIB – Group-Wide Digital Transformation Program ▪ Co-created project charters and strategic framing documents (ambition, roadmap, KPIs) for divisional digital initiatives ▪ Managed program roadmap tracking and governance, with quarterly board reporting using structured KPI dashboards For a Global CIB – Post-Acquisition Transformation & Operational Efficiency ▪ Participated in market data cost rationalization efforts, tracking progress and identifying savings opportunities ▪ Conducted LOD1 control framework mapping, supporting compliance audit readiness Internal projects: ▪ Co-developed a go-to-market strategic deck for an asset servicer to assess the business relevance of blockchain and tokenization initiatives ▪ Benchmarked emerging DLT business cases and proposed a structured prioritization framework
Senior Consultant, Business Consulting - Financial Services
EY
oct. 2020 - mars 2023
2 ans 6 mois
Paris, La Défense
For a French CIB – Credit risk analysis & data collection (Asset Finance) to update its IRB model ▪ Conducted credit risk analysis on asset-backed real estate portfolios, identifying cross-entity risk exposures ▪ Coordinated project delivery across international teams, managing key milestones and stakeholder alignment ▪ Oversaw risk reporting and delivery velocity For a Large Retail Bank (Private Equity Buyout) – Post-Merger Integration w/ EY-Parthenon ▪ Collaborated on a strategic synergy assessment roadmap following a large-scale acquisition ▪ Designed an integration roadmap across HR, IT, and operations, including risk analysis and process harmonization ▪ Automated dashboards to monitor integration KPIs, risks, and delivery progress For a French Insurer – Digital Platform Strategy ▪ Worked jointly with business and IT to define the functional scope and customer journeys of a new digital client platform ▪ Facilitated executive governance through structured SteerCo preparation and decision-making support
Product Marketing Manager Assistant
Natixis Investment Managers
sept. 2019 - oct. 2020
1 an 2 mois
Région de Paris, France
Asset Management Department • Sales team collaboration to implement marketing strategic actions • Promoting funds & investment strategies internationally • Digital project coordination: Paris, London, Boston teams • Fund overviews creation & Web content management • KPIs elaboration + analysis (emailings, website & LinkedIn)
Digital Strategic Freelancer
UpworkFreelance
sept. 2018 - août 2020
2 ans
• B2B Digital Strategy implementation • Meta tags Optimisation • E-commerce creation • Facebook Ads https://www.upwork.com/o/profiles/users/~018f103b280142fa12/
Digital Project Manager Assistant
HSBC Commercial Banking
janv. 2019 - juil. 2019
7 mois
Paris, France
Assist the Global Marketing team in the implementation of successful digital marketing projects, and support HSBC's overall digital transformation. Participation in the new HSBC website creation • SEO website audit & optimisation / Design brief elaboration • Web content management internationally Marketing Automation: Emailing campaigns management (Eloqua) • Strategic action plan propositions & implementation • Briefings & collaboration with the Sales team • KPIs analysis & Reporting
SEO & SEA Assistant
Codedesign.org
juin 2018 - août 2018
3 mois
Région de Lisbon, Portugal
Digital Agency in Lisbon, Portugal • Consulting: Support strategic marketing action plans creation • SEO Audits Ahrefs / SEMrush / ScreamingFrog / WordPress... • SEO Optimizations On-page SEO / Product Page Optimization / Checkout Process Optimization Keyword Researches / Content Planning / LinkBuilding Strategies • Implement SEA campaign for clients • Training Session creation & animation for potiential Clients: « SEO for your E-Business» Client Pitch + SEO Audit list for an Ecommerce business
Storekeeper & Order Picker
La Boutique Officielle . Com
juin 2017 - août 2017
3 mois
• Sales Order Preparation • Goods Receipting and Shelving
Business Development Internship
French-Property.com
janv. 2017 - mars 2017
3 mois
Southend-on-Sea, Royaume-Uni
English Website Selling / Renting French Properties to International Clients My main objective: Create new contracts with real estate agencies and private sellers in France • Contracts Negotiation with Real Estates Agencies & International Private Property Sellers • Statistic Analysis: Benchmarking / Competitive Analysis • Organization & Participation in Real Estate Show: « France-Show London 2017 » • Write / Translate Partners’ Adverts
Storekeeper, Order Picker and Customer-Services Consultant
La Boutique Officielle . Com
juin 2016 - août 2016
3 mois
Région de Lyon, France
• Sales Order Preparation • Customer Services and Customer Returns • Goods Receipting and Shelving
Sales intern
SWAROVSKI
déc. 2015 - mars 2016
4 mois
Région de Lyon, France
• Customer advice and Store organization • Cashing • Inventory & stock management The manager kindly offered me a Full-time Job at the shop following my internship.
Formation
SKEMA Business School
2nd year of Master
2019 - 2020
1 an 2 mois
OMNES Education
Bachelor's degree
2016 - 2019
4 ans
ISM University of Management and Economics
2017 - 2017
1 an