Yoan Guerard
Bordeaux
Summary
Results-oriented Chief Financial Officer bringing 5 years of experience in Asset Management and Investment Banking. Strong history of achieving both financial and non-financial business goals with effective controls and planning.
Knowledgeable about financial leadership and operational needs and skilled in identifying opportunities and implementing practical business strategies. Commited to staying informed about latest trends, technologies and best practices.
Overview
5
5
years of professional experience
Work History
Chief Financial Officer
Shift Board
09.2024 - Current
- Developed strategic financial plans to support company growth and achieve long-term objectives.
- Collaborated with executive leadership to establish budgetary guidelines and allocate resources efficiently across the organization.
- Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
- Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
Vice President
JP Morgan
01.2021 - 09.2024
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Identified new business opportunities by networking with industry peers at conferences and events.
- Provided leadership during deal negotiations, resulting in favorable outcomes for all parties involved.
Associate
BlackRock
08.2019 - 01.2021
- Enhanced portfolio performance by implementing effective investment strategies and risk management techniques.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Negotiated favorable terms with external service providers to reduce costs while maintaining high-quality services for clients.
- Collaborated with analysts to identify promising investment opportunities, maximizing portfolio growth.
Education
Master of Science - Banking And Finance
London School of Economics
London07-2019
Skills
- Valuation techniques
- Corporate finance
- Industry analysis
- Capital raising
- Teamwork and collaboration
- Multitasking
- Decision-making
- Sales skills
Timeline
Chief Financial Officer
Shift Board
09.2024 - Current
Vice President
JP Morgan
01.2021 - 09.2024
Associate
BlackRock
08.2019 - 01.2021
Master of Science - Banking And Finance
London School of Economics
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