Yoan BOTBOL

Performance Management Controlling Specialist Project Management Business Analysis IT Financial Management Technology Business Management Activity Based Costing ABC - TBM

Framing the project and leading workshops to gather requirements for the new service catalog repository - Allocation rules model improvement Excel tool for allocating IT costs to the three levels of analysis axes using the TBM taxonomy Update, demonstration of the IT cost allocator for main Countries (France, Germany, UK, US…) Design of the analytical model architecture and drafting of the associated documentation

Acceptance and updating of reporting indicators (P&L / FTE / KPI) expected target Anaplan entity administrator: data dictionary maintenance Specifications for the automation of CSV import files from the internal finance reporting tool New payments holding company: Project Manager / P&L impacts / Accounting tool implementation

Department: Finance / Performance Management - Supervised Teams : 5 FTEs Budget review phase: planning and coordination of business analysts using Hyperion Implementation of savings plan (10% of fixed costs) / Review of business forecasts (weekly) Summary of year-end forecasts submitted to the Audit Committee and the Board: consolidated P&L and updated performance reviews: Gross Margin, EBITDA, IS, CAPEX, Cash Flow, Net Profit after Tax

Defining the target and analyzing existing sources of information Creation of a profitability analysis database in Excel by product type (Fixed Income, Bound…) Cross-referencing source data by identifying common keys Reporting of net commissions: acquisition, arbitrage, management & performance fees Detailed user procedures for each type of commission

Overhaul of the model for disbursing fiduciary costs by distribution channel Benchmarking costs between regional mutuals with similar profiles Recipe for the savings simulator by type of savings for each lever Project documentation (data dictionary, user manual, etc.) Development of a new simplified cost-accounting model

The assignment had a twofold objective: to provide operational assistance during the closing of the accounts (completion, budget forecast) and to carry out a study of the IT purchasing process and tool managed by management control (e-procurement). Closing work in SAP FI and ESS Base / Centralization of IT forecast and budget Study of the purchasing management tool: scoping and definition of scope Drafting of a standard questionnaire, interviews with 40 key contacts, analysis of responses Analysis of purchasing volumes by threshold, size criterion / processing time Mapping of players by department and existing IT purchasing processes for each business line Drafting of a summary of the study, recommendations / possible scenarios

Workshop facilitation and reporting Establishment of the "SISE" project management data dictionary Analysis and mapping of target reporting processes for each business line Drafting of the new standardized reporting procedure Change management: identifying business needs in coordination with the BI department Instruction notes (user manual) for business departments Implementation of reporting adapted to the needs (i.e. by business line) of investment funds in new equity investments

Business Analyst role in the Finance function Accounting / Controlling / Middle Office and Treasury Organization of workshops to gather business needs Audit of functionalities not covered by the application portfolio: interview and identification of end-user applications (unsecured Excel / Access apps) by interviews Drafting business requirement on regulatory reporting Weekly monitoring of Finance IT projects and ongoing developments Summary of business needs expressed: roadmap with short- and medium-term recommendations Design of the target functional architecture for Accounting / Controlling / Middle Office / Treasury Master Plan for the Finance information system: description of the existing Finance system (existing End-User Apps Catalog), findings, long-term orientations for the Finance team target

As part of the insurance operations accounting team dedicated to the project, reporting directly to Finance Department, the assignment involved supporting the team during the migration of the accounting tool to SAP Fi-Co. Sponsor: Axa Global Solution / Accounting Department - Teams deployed: 120 FTEs Development of cross-functional office automation tools not included in the target IS functionalities Impact study of flows from divergent sources: target accounting entries diagram Study and action plan for the takeover of open positions by type of business introducer Review of the compliance of project-side authorization receipts for the business line by user profile Migration: recipe for data recovery with large volumes of data Development of the Excel / Access office application for producing AXA agents' accounting transaction slips and drafting of the associated user manual. Drafting of Business Requirement for the new working capital need per agent Implementation of the action plan for the recovery of open positions by category of contributor