CV/Mission d'Expert SAGE 500 freelance

Exemple de missions de Jean Paul,
Expert SAGE 500 habitant la Meurthe-et-Moselle (54)

• T24 Senior Project Manager

  Private and retail Banks in Luxembourg (East-West United Bank and Advanzia Bank)
  2014 - 2020

  In charge of new T24 projects for the bank : phasing , delivery definition , planning and teams management.
  Projects : payments systems specification , gap analysis and solutions , setup and implementation of an internet bank within T24 , interfaces specifications between securitie system and core banking (cash management and accounting) , DPM (discretionary portfolio management , performances and fess , financial providers specifications)
  In addition of the existing systems : T24 with Customer, account and securities , architecture , internet banking systems , interfaces : definition and setup an full internet bank (front & back officies) with all current products (all modules for T24 ).
  Scope: Business reviews, specifications and delivery for payment systems
  European payments: Sepa sdd (direct debit) and sct (credit transfer), r-transactions, pacs and pain messages, mandates management , standing order and bulk payments
  International payments: swift, target , collection , AA , MM , cards , cheques , swift
  Responsible for specifications and gap analysis for Cards (workshops with visa, gemalto, monext) , Cheques
  project management (team , budget , phasing , delivery).Reporting to the head committee.
  Accounting schemes for operations
  T24 evolutions , Interfaces definition and adaptation / workflows definitions
  
  Management of business specifications and solutions for the bank and for new activities/products
  Workshops management with key-users. In charge of project delivery , straight through processing implementation within securities transactions, specially with swift management.
  Settlement and payment processes definition for funds transfers (internal, sepa , swift 1xx , 2xx) , operations (securities) and accounting

• T24 Senior Project Manager

  Private and retail Banks in Luxembourg (East-West United Bank and Advanzia Bank)
  2014 - 2020

  In charge of new T24 projects for the bank : phasing , delivery definition , planning and teams management.
  Projects : payments systems specification , gap analysis and solutions , setup and implementation of an internet bank within T24 , interfaces specifications between securitie system and core banking (cash management and accounting) , DPM (discretionary portfolio management , performances and fess , financial providers specifications)
  In addition of the existing systems : T24 with Customer, account and securities , architecture , internet banking systems , interfaces : definition and setup an full internet bank (front & back officies) with all current products (all modules for T24 ).
  Scope: Business reviews, specifications and delivery for payment systems
  European payments: Sepa sdd (direct debit) and sct (credit transfer), r-transactions, pacs and pain messages, mandates management , standing order and bulk payments
  International payments: swift, target , collection , AA , MM , cards , cheques , swift
  Responsible for specifications and gap analysis for Cards (workshops with visa, gemalto, monext) , Cheques
  project management (team , budget , phasing , delivery).Reporting to the head committee.
  Accounting schemes for operations
  T24 evolutions , Interfaces definition and adaptation / workflows definitions
  
  Management of business specifications and solutions for the bank and for new activities/products
  Workshops management with key-users. In charge of project delivery , straight through processing implementation within securities transactions, specially with swift management.
  Settlement and payment processes definition for funds transfers (internal, sepa , swift 1xx , 2xx) , operations (securities) and accounting

• T24 Senior PM

  Compagnie Financière Edmond de Rothschild – Paris
  Jan 2011 - Jan 2014

  In charge of new Pantheon Project for the bank: Set up and full IT implementation (all modules) covering all the bank activities (front & back office). Data migration , big bang change from LB400 system to T24. Delivery definition , target definitions in term of functionalities / solutions and it architecture
  Payment systems Expert (SEPA, CORE/SIT, SWIFT,LOT, CARDS , CHEQUE).Tests management , project management (team , budget , phasing , delivery).Reporting to the head committee.
  Responsible for delivery : Business reviews and specifications , testing management (unit integration test and uat ) In charge of CU / AC , payment systems : SIT/CORE , SEPA , loans & deposits ( AA ) , limits (LI) , collaterals (Collateral , collateral right and guarantees (MD) , MM , tarifs , commission & charges (FTTC) , securities and collateral (cash & securities) , settlement and portfolios management
  Relationship and workshops with the local temenos teams , in term of parametrization , and specifications translations (in term of versions , enquiries , routines , local ref).
  Interfaces specifications between the securities system (Bloomberg) and the core banking (cash management, customers, accounting): cash balances controls and check, settlement and accounting
  In charge of the tests management, reporting to the head comittees and to the bank management. Responsible of the stakeholders relationship , homologation for payment systems within the head quarters of Lcf for all the operations and flows ( FT , SIT , FUP ,SEPA , SFUP , CARDS , CHEQUES , SWIFT).Responsible of the change management . Report to the head committee (budget, planning and deadlines, charge and risk management)

  Debugging (tool Mantis / viveo) Unix , T24 - R10 (modules : AC , AA , CU , FT , MM , CO , LI , MD , DE , SEPA , SIT , SWIFT , LOT , PW , Securities , STO

• T24 Senior PM

  CREDIT AGRICOLE SECURITIES – Geneva
  2009 - 2011

  Responsible of project “BforBank “ (setup new internet bank for Credit Agricole)
  In charge of project plan definition : phasing , delivery definition , data migration , interfaces , T24 implementation for securities , customer , accounting
  Business analysis management with the heads of departments (securities markets and operations , settlement instructions definition , custody activity implementation (securities operations , ost , accounting , portofolio management , securities order management , sec.open , sec.trade , sec.exe , ssi definition , settlement and delivery , swift and stp processing) , life insurance, saving accounts and products ) , project scope definition and requests definitions. Balance controls fo cash/securities settleent.
  Project management and relation with vendors and Credit Agricole head quarters
  Project scope for the CRM module (ARC) within T24.
  Workflows securities definition and design for centralized (on T24) cash accounts management. T24 implementation within the current securities transactions (front office ) and currents it systems (order buy/sales , srd , pea , settlement and accounting , assets management , performance & evaluation) , and differents securities transactions and process , cut off management
  T24 versions (Fund.transfer) definition, account balances enquiries (working & online balances), local.ref definition and implementation
  xml flows definitions (ofsml and Tcserver) , tests in line with the global project scope (securities management , saving accounts and products, life insurance).
  Operational workflows qualification from front to back-office (settlement, portfolio impact, evaluation, tariffs, corporate actions)
  Worshops with Temenos, it and integration teams (credit agricole securities), back office (Esp) and key-users

  skills & environment Functional and technical knowledges of T24 Project based on securities and collateral, funds.transfer (ft), customer (cu), account (ac) , user rights sms Enquiries and screens designers modules,

• T24 and Thaler Program Manager

  POSTAL BANK & POST , RECORD BANK - Bruxelles
  2007 - 2008

  Projects and it teams management (20 people Callatäy & wouters and subcontrators). Relationship management with customers and vendors (CW, logica , bpo , post)
  Phasing and definition of the new projects:Sepa Credit Transfer , generic transfer (Isabel flows) , Sepa Direct Debit , new infrastructures , new current account , statement printer , fissa (migration effort to T24 target it system for the Post)
  Responsible for the change requests and fault report management within services contract
  In charge of the invoices, budget, recruitment processes, and responsible for the relationship with customers, sla contract management
  Planning, risk, issues qualification & management - change request reviews, new workflows definition, gaps (program customization for nthaler), delivery definition and project plan, projects estimation and run.
  Management of the back-log (fault report) and patches on the running sites for postal bank & Post , releases & case management (issues qualification , issues class and delay definition , emergency definition , solving , , etc.. ) , hotline process
  Projects budgets estimation. Thaler Modules customization (accounting op, delivery & accounts statements ms, tariff, payments , cards , depot certificates , signaletics cdb .. ) definition, tests and installation.
  Definition, installation of specific interfaces between the central IT systems and the external systems involved in the daily bank production (trncom , internet banking: bpo-banking , ******** , xml interfaces with Cec and Eba (eai steform) , banksys , cash management …).

  skills & environment Functional and technical knowledges of the banking IT platform Thaler Unix, cobol mf , informix

• T24 senior program manager

  KredietBank European Private Bankers – Luxembourg
  2001 - 2005

  Responsible for the full IT system change / implementation of T24 )in the different European subsidiaries (Paris, Lugano, London). Team management (10 people) , recruitment, project plan definition , budgets and delivery management , gap definitions and providing solutions . Relationship management between Temenos (it package provider) and the kbl bank subsidiaries. IT head committee member, reporting to KBL board
  
  Phasing and definition of the implementation projects. Management of the different workshops and trainings with the key-users. Planning, risk and issues management Definition of the operational bank chart-flows. IT systems audit , business reviews with the operational key-users and heads of operational departments , new securities workflows definition , gaps estimation and definition for the specific country needs (tax , legal reporting , tariff , financial products , …) , developing , data migration , tests , delivery definition , run. Management of the back-log and patches on the running sites , releases & updates management (issues qualification , issues class and delay definition , emergency definition , solving , , etc.. ).
  Projects budget estimation. . Modules customization, definition, tests and installation. Definition, installation of specific interfaces between the central IT system and the external systems involved in the daily bank production (markets, trading room, mail and swift system , internet , reconciliation …).
  
  Skills & environment
  Functional and technical knowledges of the private banking IT platform Globus/T24. ( specialized and peripheral modules : securities and portfolio management , performance and evaluation , fx , trading room , treasury , accounting , position and risk management , securities and collateral (lending) , repo, loan and deposit , limits , tariff , security management system , delivery , derivatives (irs ,crs , swap , futures and options ) , securities lending , collateral management , risks exposure , interfaces : telekurz , broker provider : gl trade and gl-net , Bloomberg , reconciliation smartstream corona-ares for cash & securities , swift & swift allianz , payments systems : Target , sit , ..) , end of day / month , enquiries and screens designer .Globus , unix , win nt , jbase , infobasic , ofs , ftp
  Host IBM, db2, cics , ms-project , mega process

• Business Unit Delivery Manager

  ACCENTURE – Paris & Emea
  1998 - 2001

  Management of the sla contract with the customer: in Hambach car factory location, at Biel: conception and design, at Renningen : administrative services .Teams management (40 people from different countries and nationaliies, within 3 dedicated teams: helpdesk team, host and servers development team, the workstations and software team / networks team. Main goals: ensure the full operability of all the it systems on the different customer locations, in line with the initial SLA contract definition and ensure the it systems changes / evolution (change requests management). Board of directors member.
  In charge of the business unit management (projects, investment, costs, margin, subcontractors,) projects and related delivery management , full IT systems availability 24h / 24h. Relationship with the customer and HP, management and supervising of the service level agreement , management of the helpdesk activities and reporting on a daily basis of the IT systems availability. Remote workstation control and maintenance, performances and quality measures Daily management of the invoicing process for customers and providers. Teams management. Change request prevision , providers and cross resources from others AC locations budget. Reporting to the AC partners, member of the central management committee.
  Responsible and involved in the followed projects : Y2K , group mail systems , interfaces conception with the ERP (SAP (production) , Baan (finances) , kerridge (sales) software , centralized backups , new architectures
  
  Skills & environment
  Ux HP servers – openview system (networks supervision), monitoring. Servers and workstations on nt, ms office, ms-mail,. Software packages erp: sap finance and accounting, kerridge : orders management from the smart centers , baan : production management.

• Bank Program Manager

  BANK CAISSE D’EPARGNE (CAP GEMINI France) - PARIS
  1994 - 1998

  Teams project management .Project methodology definition , phasing and delivery mamagement This project was a full and complete one-shot and IT system change, based on the erp retail banking system implementation for Caisse d’Epargne group: ARPEGE
  Relationship management between Giretice (editors) and the bank Caisse d’Epargne. Board member
  
  Direction, management of all the main project phases for this big IT systems change: specifications and business reviews, change management, data migration, tests and validation, solutions design and management , and finally run Phasing and project delivery. Resources and costs management, negotiation with the customers and the subcontractors. Specifications andgaps definition. Testing plans definition, management of all projects (data migration, tests, change management,) for the bank operations. Reporting to the bank direction, the president of Caisses D'Epargne , and to the finance unit director of Cap Gemini Europe. TOE responsible (toe: operational and efficient tests strategy)

  skills & environment Token ring topology, sna IBM architecture , agencies networks on os2 Host s390. Customization of the new IT bank platform Arpège , gestitres , credecureuil Pmp , ms-project

• Head of IT & Organization

  BANK CREDIT AGRICOLE – Lorraine
  1988 - 1994

  Responsible for the budgets, planning (cost /staff) and investments for the IT departments. Direction of the different projects for the strategic plan, focused on the bank new erp implementation: EXA. Business requirements specifications, Teams management (15 people) , delivery definition ,
  Reporting to bank management committee. Maintenance contracts negociation , recruitment. Responsible for the bank reorganization project, definition and implementation of the new IT systems (news functionalities based on the full customer overview concept, products, position, risk, . Member of the national commission for new information systems “IT banking convergence platforms”
  
  Definition and implementation of the bank IT strategic plan. Board member
  
  Implementation and rollover of a private network, distributing the 500 bank agencies, the automatic payment systems to the head quarters and host systems.
  Design and conception of the network architecture. Installation of the agencies lan and of the new cabling system. Architectures choices (local databases, alert system, , secured access interfaces ). Projects management: specifications, tests and installation. Networks specifications and installation .Responsible for the X400 system project for the international business bank service.

  skills & environment Host IBM , agencies networks , os2 , netware network system , private X25 network (provider OST) . Mail system MTA - retix mail from Thomson syseca. Host ibm s390, lu6-2 link with the unisys A17 host . Security management,Customization of the new IT bank platform EXA.

• T24 Program Manager

  COMPAGNIE MONEGASQUE DE BANQUE (private banking & wealth management) - Monaco
  aujourd'hui

  In cooperation with the bank management , heads of operational departments and key-users : operational workflows qualification from front to back-office , tests plans definition , unit and integration tests scenarios definition for each module and each bank relevant operations (securities workflow (trade , order , execution , settlement , commission and margin , securitie lending and collateral ) fund transfert-ft , money market-mm , foreign exchange-fx , portfolio management-pm , performances , evaluation , , securities and stp workflows , accounting-ac and reporting , derivatives , interfaces :telekurz ,Bloomberg , bluewave (asset management , reuters dealing & kondor+ , cards and cheques , delivery , payment systems SIT , ….) , corona ares , swift , sage , trilog , ..).
  Business reviews qualification, workflow controls, involved in the data migration process and validation, forecasting controls, to do list and execution controls
  Management of issues qualification, tests results, and solving processes between Téménos and the Bank, planning management
  Daily and weekly reporting to the bank IT director and the head committee
  Responsible (for the bank) of the tests strategy regarding the new IT system project implementation (T24 to replace Samic). T24 Project audit, reporting to the bank directors board
  
  skills& environment
  Functional and technical knowledges of the private banking IT platform T24, within specialized modules (money market mm , securities and portfolio management , performance and evaluation , foreign exchange , trading room , treasury , accounting ac , position and risk management pm , loan and deposit ld , limits , tariff , securities sam , soo , delivery de, derivatives dx (irs ,crs , swap , futures and options ) , security & user right sms , collateral and securities lending
  interfaces : telekurz , gl trade and gl-net , Bloomberg , reconciliation smartstream corona-ares , swift & swift allianz , payments systems , sms ..) , end of day, enquirie and screen designer, delivery and mapping
  Globus (T24), unix, win nt jbase , infobasic , ofs , ftp
  Samic, os400, ms project