t
thomas_servaes

Thomas S

@thomas_servaes

Financial Controller Wealth Management Advisor

Francia
Francés, Inglés
Parte de la información aparece en idioma inglés.
Sobre mí
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.... Lee más

Habilidades

t
thomas_servaes
Thomas S
desconectado • 
Tiempo medio de respuesta: 1 hora

Revisa mis servicios

Fórmulas y macros
I will build professional excel, financial models and dashboards
DeUSD 15 / proyectoMás información

Experiencia laboral

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.

EDF_Energy

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.