Aurélie Otto Email & Phone Number

Canada

Montréal, Québec, Canada

As a Fractional COO, I help SME leaders and solopreneurs structure their business, optimize their operations, and steer their strategy for sustainable growth.🤝 My Method: Free, Structure, Propel1️⃣ Audit and AnalysisI conduct a comprehensive analysis of your organization, identifying strengths, areas for improvement, and opportunities. This step results in a tailored 12-month action plan aligned with your strategic objectives.2️⃣ Implementation of the RoadmapI implement the processes, tools, and systems needed to improve operational efficiency and save you time. This includes:- Automating time-consuming tasks.- Creating dashboards for real-time monitoring (KPIs).- Organizing workflows for better team coordination.3️⃣ Strategic Strengthening and Continuous ImprovementOnce solid foundations are established, I assist you in developing your long-term strategy, adjusting actions based on results. This includes:- Structuring and empowering your team.- Optimizing resources for measurable and sustainable results.✅ What you gain from this support:- A clear vision and simplified processes.+30% efficiency through better organization.- Empowered teams aligned with your goals.- Up to +30 hours saved per month to focus on growth.✨ Why choose this support?- Tailored approach: A strategy designed specifically for your needs.- Dual expertise in strategy and operations: Comprehensive support to turn your challenges into opportunities.- Focus on tangible results: A proven methodology to ensure sustainable growth.📞 Ready to transform your business? Schedule your free discovery call: https://calendly.com/aurelieotto/meeeting-virtuel

Montréal, Québec, Canada

Montréal, Québec, Canada

-Develop and supervise execution of leadership engagement and user readiness-Plan and supervise communication and training activities related to changes-Measure change impacts and reinforce adoption-Elaborate change management strategies for major IT (O365, CRM, ERP, etc.), project management (JIRA, Confluence, O365), and transformation (process optimization, capacity management, reorg, etc.) projects

Région De Montréal, Canada

− Led multiple banking and credit process improvement initiatives in Quebec, Ontario, Alberta and Vancouver branches, including cultural transformation strategies and stakeholders’ active collaboration (front-middle-back office)− Designed and animated Private Banking 1859 team leadership and alignment workshops to clarify and harmonize roles and responsibilities among all branches and support change management efforts− Defined and implemented the COVID crisis plan for the salesforce (250 employees) working directly with branches’ vice presidents virtually− Implemented agile work methodologies (Lean Six Sigma, Scrum, Kanban) and deployed JIRA, a management tool to better coordinate team’s focus and enhance collaboration− Created Power BI dashboards for top Executives (President, VP, AVP) for monitoring Private Banking 1859 KPIs (First-Time-Right, control quality, compliance KRI…)− Led cultural transformation trainings (internal competition between employees to promote empowerment, animation of cultural shift training for NBC Wealth Management lines of business - +2000 employees)− Obtained an accredited trainer title for agile methodologies and agile mindset workshops

Paris Area, France

- Operational management of the company - Financial management of the company- HR management- Implementation of the company's administrative structure between 2024-2017- Development and implementation of process improvement solutions - Assistance with legal and commercial aspects of operations

Paris Area, France

- Responsible for financial and operational reporting on the entire Otium portfolio (monthly monitoring of investments, strategic presentations, performance summaries, reporting to the Board of Directors, portfolio evaluation, definition of shareholder positions, etc.).- Operational monitoring and support of the CEOs of the portfolio companies on strategic and operational issues (fundraising, international development, technological developments, product and marketing strategies, operational issues, HR management).- Identification and analysis of potential M&A transactions and new investment opportunities- Legal follow-up (shareholders' agreements, company profit-sharing, etc.).- Otium Capital's market watch (monitoring of portfolio investment industries, monthly newsletter on new companies, fundraising, stock market information...).

Manhattan, New York

- Performance of risk analyses on Hedge Fund portfolios (haircut calculations)- Obtention of internal approvals for transactions by interacting daily with the sales force and traders.- Ensured proper execution of transactions and post-trade systems.- Monitoring of financial markets and fund of hedge funds activity- Use of financial software (MERLIN, ELIOT...)

New York, Ny

- Assistance in the closing and month-end reporting of subsidiaries by providing timely explanations of variances in actual results.- Completion of financial reports to the financial headquarters (Hyperion Essbase)- Participation in the preparation of the budget and forecast reports.- Assistance of the financial team in their daily activities.- Monitoring and updating financial models and industry databases

Paris Area, France

- Creation of a database of all analysed historical transactions- Analysis of the reports of acquired companies and development of strategies to solve companies' problems.- Contributing to internal meetings with all team members and sharing strategies assigned to each potential investment in future companies.

Executive Master, Finance D'Entreprise & Pilotage De La Performance

Master, Economics, 3.71

Thesis: “The Causes, Impacts, and Lessons of the 2008 Global Financial Crisis” awarded by NSSR economic department

French Law Licence, Law

Deug of French Law degree (2-years law degree, offsite)

Bachelor Of Sciences, Business Administration (Bba); International Business, 3.51

Certificate, English

National Baccalaureate, Economics And Sociology