PATRICE PASSECOUTRIN
MANAGER CIO ADVISORY, KURT SALMON
Several experiences mostly with financial organizations in organizational consulting, IT integration, risk management & quality assessment
Specialties:
•Business: strategy, process improvement, operational risks, general understanding/overview of banking products & processes
•Information Systems: strategic issues, information systems analysis, design & integration, project management , IT architecture
•French native speaker, fluent in English and basic notions in Spanish
T24 implementation
Messaging and collaborative services reorganization
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
2005 - 2009Post merger IT integration
Core banking migration to MIDAS + and LOAN IQ
AVALOQ CORE BANKING MIGRATION
MIFID European Implementation
BCP (Business continuity plan) implementation
IT/Business Transformation program 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
2004 - 2005Trade Finance department Business Process Reengineering
-Analyzed as-is situation (IT, financials, process and organization), elaborated IT/Business diagnosis and defined improvement solutions.
-Took over the solutions implementation project, saved 150KE, reduced overtime by increasing productivity by 30%
Business process review and management
-Created and the updated procedures and attributed the powers delegations
-Reviewed the operational process and the internal controls for the financing and capital markets back and middle office
-Set up the operational risks reporting process and the complaints management process
-Controlled the logical security and the jurisdictions management process, reviewed the IT operational procedures
Reporting generation automation
-Audited the BO/MO operation reports (impacted transactions: Forex, Swap, FRA, Derivatives, Loans, deposits) automation project based on the CMMI standards: Defined an actions plan, took over the project leadership, monitored reports development (reports inventory and classification, priorities setting, requirements review, coordinate with concomitant projects, implementation follow up, maintenance assurance) reduced development costs by 20 % and cut delivery time by half, automation induced 1FTE of time savings
-Created for the COO 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 reports
-Created tools to control counterparties’ credit lines and overdue payments, to generate exposure reports
IAS migration
-Coordinated systems migration and functional enhancement of Front office and accounting systems to comply with the new IAS accounting schemes (impacted products: Cash, Bonds, Interest Rates Derivatives and Forex, Fixed Income and Equity Derivatives, Loans, deposits),
-Reengineering of the analytical deals to improve the P&L reconciliation between the accounting and Front Office systems
Cash management systems implementation (Connexis)
-Implemented an E-Banking solution of International Cash Management: Coordinated UAT and set up operational process
2003 - 2003BCP (Business continuity plan) implementation
-Designed a business continuity plan by evaluating risks and impact on the business process, needs, defining a safety strategy
Organization transformation
-Helped merge and transfer entities by collecting data for the feasibility
study and positioning workstations
Operational (credit, account management) application implementation
-Designed and supervised the integration of operational management tools, event and alarm management system and fast inquiry modules to improve productivity.
-Trained staff and provided support service. reduced by 25% the files processing cycle time
-Created reports to monitor incidents, litigations and anomalies in the credit transactions
2003 - 2003-Advised one of the world leaders in the irrigation technologies industry, Performed competitive analysis
-Identified the potential partners to define its business development strategy in Europe.
