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Thomas S
@thomas_servaes
Financial Controller Wealth Management Advisor
Frankreich
Französisch, Englisch
Über mich
I am a Grande École student at EMLV specializing in Finance & Management Control. I combine operational skills in financial performance steering with experience in wealth management and tax engineering for private clients. I am rigorous, data-oriented, and proficient in financial modeling, budgetary analysis, and reporting automation.
Kompetenzen
Thomas S
offline •
Durchschnittliche Antwortzeit: 1 Stunde
Meine Dienstleistungen
Makros & Formeln
I will build professional excel, financial models and dashboards
Arbeitserfahrung
Wealth Management Advisor
Consulting
Jun 2026 - Present • 2 mos
Private Wealth Management Consultant conducting comprehensive financial, tax, and patrimonial audits for individual clients. Designed dynamic Excel simulators and financial projection models to optimize asset allocation, investment strategies, and portfolio performance tracking.
Financial Controller
EDF Energy
Aug 2025 - Present • 1 yr
Financial Controller supporting budget monitoring, financial forecasting, and monthly closings. Designed and automated operational KPIs and interactive reporting dashboards using advanced Excel and Power BI, significantly streamlining data processing workflows and financial reporting.
