Helios Advisory supports banks and financial institutions in strengthening their processes and steering their transformation projects, from framing through go-live.
Who we are
Our founder
An expert in banking and financial transformation
A graduate of IFID (Institut de financement du développement), I have more than 30 years of experience in banking, market finance and capital markets. Over that time I have led transformation programmes on an international scale, coordinating multidisciplinary and multicultural teams.
I founded Helios Advisory to put this experience to work for banks and financial institutions. I help their leaders deliver their transformation projects: choosing the approach (traditional, agile or hybrid), optimising processes, integrating technological innovation and putting in place governance models aligned with their strategic objectives. My work covers advisory, strategy, coaching and training, for executives and operational departments alike.
A member of the Project Management Institute and PMI France, and PMP and PRINCE2 certified, I also work with internationally recognised training organisations to prepare managers and project teams for the project management certifications awarded by PMI and PeopleCert.
Degrees and certifications
- Graduate of IFID (Institut de financement du développement)
- Business project management degree – Cnam Paris
- PMP – Project Management Professional (PMI)
- PRINCE2 Foundation and Practitioner
- Lean Six Sigma – Black Belt
Key expertise
- Project assessment, feasibility studies and delivery
- Corporate and investment banking, capital markets
- Asset-liability management, liquidity, credit and counterparty risk
- Regulation and supervision (Basel), compliance and data governance
Reference projects
- Collateral management platform (EMEA, Americas, APAC) for listed and OTC derivatives
- Regulatory reporting portal (COREP, FINREP, SURFI, RUBA) for submissions to the ACPR
- Level 1 and 2 controls and consolidated regulatory reporting (Basel III)
- Functional specifications and change management for Delta-Bank (Amplitude)
Mission
Helping clients strengthen their processes and steer transformation projects, from framing through go-live. We work at the heart of the banking information system, on prudential compliance and operational excellence — with the listening capacity that builds lasting partnerships.
- Understanding what clients actually require
- Changing for the better: Lean, Six Sigma, agile ways of working
- Fitting solutions to the need, not the reverse
- Growing talent and turning knowledge into an asset
Approach
Diagnose before proposing. We analyse existing processes, design a deployment strategy that stays true to your expectations, then measure performance at every phase. Your teams are involved from the first workshop through to change management.
- Diagnose and analyse the processes in place
- Set the scope and build a deployment strategy without drift
- Measure performance and progress at every phase
- Train the teams so practices outlast the assignment
Values
Excellence, innovation, transparency, accountability. Open communication on real project progress, solutions that build lasting skills within your teams, and decisions whose impact on your results we stand behind.
- Excellence — high-quality work, exceptional results
- Innovation — creative solutions that raise know-how
- Transparency — open, honest communication that builds trust
- Accountability — decisions we stand behind