Stéphane Le Roy

– J'accompagne les entreprises dans leur transformation digitale en exploitant la puissance d'Odoo. Mon rôle est de transformer vos défis organisationnels en flux de travail automatisés et performants. – Audit & Analyse : Identification des leviers de croissance et réduction des frictions opérationnelles. – Gestion de Projet : Implémentation de solutions sur-mesure (Ventes, Stocks, Finance, RH). – Résultats: Gain de productivité mesurable et visibilité accrue sur vos indicateurs clés (KPIs). – Expertise centrée sur l'écosystème Odoo, la solution ERP la plus dynamique du marché.

– Oversaw areas including fund administration, distributors, portfolio management, custodian banking, company finance, and IT. – Liaised and collaborated with all delegated functions. – Collaborated with other COs to implement the 18/698 circular. – Performed insourcing for a Middle Office department. – Streamlined the IT system transfer and the lockdown.

– Provided leadership to 4 employees within the asset administration department. – Improved the reconciliation process with liabilities. – Coordinated order automation and custodian bank consolidation. – Guided the implementation of asset management software. – Conducted risk assessment. – Executed audits to ensure regulatory compliance. – Led the transfer of assets from Aspecta to AFI-ESCA.

– Provided leadership to 4 employees within the asset administration department. – Improved the reconciliation process with liabilities. – Coordinated order automation and custodian bank consolidation. – Guided the implementation of asset management software. – Conducted risk assessment. – Executed audits to ensure regulatory compliance.

– Supervised and directed the team in charge of the Bank's biggest fund (5 senior accountants). – Bridged communications with the Cork teams in charge of operations.

– Performed NAV validation (5.00 PM pricing point), including fair valuation and swing pricing. – Completed check automation and daily dividend automation. – Saved 2 hours per day in deadlines; reduced error rates to 0. – Bridged communications with the UK teams in charge of operations. – Liaised and collaborate with Board of Directors, Auditors and Regulators – Performed NAV validation (4.00 PM pricing point), including fair valuation and swing pricing. – Spent 1 year working abroad in the United Kingdom.