Account Manager | Capital Banking Solutions


Andrea Douroux-Duvivier

Account Manager | Capital Banking Solutions

Monaco, Monaco

Andrea

Résumé

Actuellement Account Manager, chez Capital Banking Solutions. J’accompagne les sociétés de gestion à Monaco, Paris et Genève, dans la mise en place et l’optimisation de nos solutions de Wealth Management. Capital Banking Solutions est un éditeur de logiciels bancaires qui propose une plateforme complète dédiée au Wealth Management, intégrant CRM, PMS (Portfolio Management System) et module Compliance.

Expériences professionnelles

  • Account Manager - Business Analyst chez Capital Banking Solutions (10/1/2025 - )
    On-site
    - Pilotage de la relation client (sociétés de gestion et family offices) : coordination des projets, des comités de pilotage, formations et accompagnement post-livraison.
    - Analyse et cadrage des besoins métier : ateliers, rédaction de spécifications fonctionnelles, conception de maquettes et gap analysis.
    - Contribution à la standardisation du produit CBS et à la mise en conformité réglementaire (Monaco, France et Suisse)
    - Suivi opérationnel complet : chiffrage des demandes d’évolution, gestion de la facturation, supervision des phases de recette interne et client.
    - Gestion du cycle de vie des anomalies, évolutions et correctifs via Jira.
    - Production de livrables fonctionnels : guides utilisateurs, documentation produit, schémas explicatifs et règles de gestion.
  • Business Analyst chez Capital Banking Solutions (9/1/2024 - 10/1/2025)
    On-site
  • Business Analyst chez Capital Banking Solutions (2/1/2024 - 9/1/2024)
    On-site
  • Clinical Sales Coordinator chez Quantificare (12/1/2023 - 9/1/2024)
    Biot, Provence-Alpes-Côte d’Azur, France · On-site
  • Clinical Sales Coordinator chez Quantificare (7/1/2023 - 12/1/2023)
    Biot, Provence-Alpes-Côte d’Azur, France · On-site
    - Prospecting innovative projects in the pharmaceutical, biotech, and CRO industry
    - Designing RFP and reviewing the quote template in Excel - Use of VBA Macros
    - Developing the CRM (updating & and monitoring relationships with current customers and searching for new optimization solutions)
    - CRM Project Lead: Improve CRM and make it compatible with our sales activities
    - Developing personalized sales approach - Use of Salesflow
  • Financial Controller chez Vilebrequin (1/1/2023 - 6/1/2023)
    Genève, Suisse · On-site
    - Elaborating monthly reports (P&L by Area, E-Com, IT...)
    - Opex and Capex analysis/review
    - Elaboration of monthly financial reports for GIII Group - BS and P&L analysis, Cashflows, Group Capex variations
    - Use of CPM / Talentia Finance / Oracle / Excel
    - Process writing
  • Financial Controller chez Quantificare (1/1/2022 - 7/1/2022)
    Biot, Provence-Alpes-Côte d’Azur, France
    - Preparation and update of current activity report: Commercial Dashboard, clinical department reporting
    - Preparation and update of quarterly bonuses calculation
    - Active participation in the budget monitoring of Group entities, and analysis of discrepancies, with the implementation of a monitoring dashboard
    - Preparation of reports for service managers
    - Implementation of recurring QuantifiCare ERP/External Accounting reconciliation checks
    - Cost optimization and monitoring
    - Training on PowerBI to set up dynamic dashboards
    - Profitability analysis of the different business units and implementation of optimization processes
    - Automation of the majority of recurring processes
  • Industrial Management Controller chez SAVIMEX (5/1/2021 - 7/1/2021)
    Grasse, Provence-Alpes-Côte d’Azur, France · On-site
    - Implementation of production costs on a product category (CSO and VTH)
    - Construction of cost calculation sheets (estimate of production times, hourly rates, efficiency)
    - Update the ERP, the nomenclatures, and operating times under Sage
    - Establishment of a database allowing visualization of the actual production costs and the costs of goods associated with different product references
    - Cost optimization on the top 10 best-selling references
    - Quantitative analysis of efficiency and comparison with real data