Caroline Tran Email & Phone Number

Coppet

- Automation of accounting: French and Swiss VAT declarations through SAGE-driven reports, transmission of payments in pain.001 (ISO 20022 standard) XML format, automatic reconciliation of accounting entries, bank entries using CAMT.053 banking files, automated follow-up on unpaid invoices- Implementation of a Business Intelligence tool - Tableau software for sales data analysis linked with MySQL database, monthly dashboard creation, and sales activity tracking.- Facilitation and optimization of supply chain processes by enhancing our customized ERP system (Filemaker) : automation of sending orders to our logistic partners, improved just-in-time inventory management- Project management for the implementation of several Electronic Data Interchange (EDI) systems for the transmission of our product information sheets, data exchange with our logistics partner and distributor billing- Management of IT infrastructure - Training of new employees and sales representatives, procedures documentation- Controlling: budget management, cost control, sales and production forecasting, profitability analysis, cashflow monitoring, sales reporting, annual audit

Shanghai

SWISSFI is an international corporate finance boutique providing a dedicated platform of investment advisory services to medium size companies with focus on cross border merger and acquisition deals between Europe and China.- Conduct deals: origination, analysis and development of financial deals - Technical expertise: evaluation of market potential, company valuation, business plan, information memorandum, due diligence- Secretary of a company’s Board of directors- Manage offshore accounts- Assist in closing a round of fundraising, intermediary between all stakeholders (lawyers, auditors, investors, directors)Deals range size: USD 10 - few hundred millionTransaction types: fundraising, M&A (buy and sell), debt financing Industries: F&B, hospitality, real estate/construction, digital media, e-healthcare, jewelryNetwork: private equity funds, conglomerates, investment banks, family offices, SMEs, startups mainly in Switzerland, China and France

Geneva

- Production, design and update of documentation related to investments funds invested in different asset classes (FoHF, equities, fixed income, mixed) - Design and production of client and investment reports for institutional clients (monthly and quarterly reports) – cleaning of databases - Documents redesign to enhance visual aspects through concise text and improved graphics - Development of information sheets for hedge funds launched through a platform - Client support: handle queries with direct collaboration with Portfolio Managers Thesis: Innovation and systematization in the production of marketing material for the international distribution of OYSTER funds

Région De Genève, Suisse

Qualitative market study: in-depth interviews, on the field studies Business model analysis: players mapping, identification of key success factor, business model comparison

Région De Lausanne, Suisse

- Statistics analysis to evaluate customer behaviour- Yearly marketing budget forecast- Launch and promotion of services in car parks: dry cleaning, electric charging- Design and administration of the company’s websites, facilitate subscription via online forms- Management of sponsoring budget and partnership with local businesses and the city of Lausanne

Région De Paris, France

Development of a decision support tool for supplier sourcingCost structure analysis

Geneva

- Gestion de base de données et du réseaux des alumni- Gestion d'événements- Recrutement et coaching de candidats pour partir en stage à l'étranger

Master

Bachelor

Baccalauréat S