PATRICE PASSECOUTRIN

Funds Portfolio application implementation (Equalizer)

Funds asset allocation service transfer further to a post merger : As-is analysis of the operating model, the process and the functional/application architecture (Triple’A + in house application), evolution scenarios assessment, implementation plan and estimates definition


Data centers rationalization

CORE BANKING MIGRATION:OLYMPIC TO AVALOQ
Designed the new process workflows and drafted the functional and technical requirements for the credit products (Lombard loan, Mortgage, Bank guarantees, overdraft facility, Trade finance products) and the credit risk. The task includes a gap analysis with AVALOQ, the identification of the interface in/out and the reports.


MIFID Project control officer and business consultant
-Supported 8 European BUs in establishing and updating the program management metrics (planning,risks, issue, resources, budget).
-Ensured adherence to program standards of Prince 2 methodology. Facilitated knowledge exchange via a SharePoint web portal.
-Analyzed the functional impacts of MiFID on the portfolio management system (Triple’A), the CRM, the contract data systems.
-Identified the investment and sales processes impacted by MiFID. Defined the modifications. Monitored the procedures review
-Developed communication and training supports for sales people. Supervised the creation of an intranet site, an E learning tool.
-Test coordinator for 4 countries


Business continuity consultant
Coordinated the Design of business continuity plans for some business lines

Business consultant for a Private Bank:
-Analysis of the current situation (Business, Organization, Operations, IS):
Evaluating the products profitability and defining their costs and incomes structure, , analyzing of accounting and reporting processes , analyzing of the IT department, synthesis functional business requirements for core banking
- feasibility study of the scenarios:Helping to evaluate the cost optimization and the revenues growth related to the IT transformation and the organization review

-Coordinated projects: Systems migration to ensure the compliance with the new IAS accounting schemes, Reengineering of the analytical deals to improve the P&L reconciliation between the accounting and Front Office systems
-Implemented an E-Banking solution of International Cash Management, set up the related operational process
-Reports automation project: Defined an actions plan, took over the project leadership, reduced development costs by 20 % and cut delivery time by half, automation induced 1FTE of time savings
-Reengineering of the Trade Finance department, saved more than 180KE, reduced overtime by improving the productivity by 30%
-Created balanced Scorecard to manage the operational performance, tools to control client’s credit lines and overdue payments
-Assisted the Front office to automate the calculation and the controls of market risks
-Set up the operational risks reporting process and the complaints management process
-Responsible for administrating the creation and the update of the procedures and attributing the powers delegations
-Reviewed et updated the operational process and the internal controls for the financing and capital markets back and middle office
-Controlled the logical security and the jurisdictions management process, reviewed the IT operational procedures

·Elaborated a business continuity plan. Responsibilities includes evaluating risks and impacts on the business process, diagnosing needs, defining a safety strategy and developing recovery procedures
·Helped for merging and transferring entities by collecting data and positioning the works stations

·Initiated, designed and supervised the integration of six Access applications for boosting productivity (20-50%) and increasing quality efficiency. Trained staff and insured support service

.Participated to the choice of a road haulage contractor and office automation equipment

Planned an European commercial setting up for an Israeli Company. Performed and analysed markets surveys.Identified partnerships