Cecile Caer Email & Phone Number

Greater New York City Area

I'm constantly in search of a win-win experience, whether I am representing buyers or sellers. I am thinking about what makes home, what brings sales together and what is changing in our marketplace. My clients don't work with me on a transaction, we create a long lasting trusting relationship.I will provide them with thoughtfulness, experience, care.

Vancouver

Special projects for different credit unions in British Columbia, including branch mergers, credit union acquisition and new lines of business opportunity analysis.

Vancouver, Canada Area

• Enhanced the annual budget process for the Vancity Group of Companies to integrate a 24 months forecast.
• Support the development of the 5-Year Plan (in 2000, 2003 and 2006), development of specific discussion paper and opportunity assessments (e.g.: Member growth opportunities and definition of growth objectives (2000).

• Operational Excellence Project (2002). This project encompassed several components, including opportunity reviews and tactical project deployments (benchmarking of some key areas: marketing, insurance, HR; process.
• Member Experience support (2002-2003). Supported the Member Experience Strategy Working Team for the development and the tactical implementation of their 2003 plan, including service errors, PET project, a review of.
• Development of the Vancity Insurance growth strategy (Fall 2004). This work included the review of the subsidiary performance for penetrating Vancity’s membership, current gaps and fallbacks, and potential.
• Development of an assessment framework to evaluate the issues regarding the upgrade of Vancity’s current MRM platform (Fall 2004).
• Review of the key risks and organization of the due diligence supporting the merger with Village Credit Union (Spring 2005). Development of transition plan and transition costs.
• Review of the key risks and organization of the due diligence supporting the partnership with Squamish Credit Union. Development of a strawmodel for the partnership (Summer 2005).

Paris & Vancouver

• Canadian experience has been focused on financial business plan and profitability analysis. Previous French assignments were focused on the banking market consolidation through merger and acquisition. Participation to.
• For a large credit union, evaluation of the short-term opportunities to reduce cost and increase revenue. This project had five components: call centre, branch operation, purchasing, sales and marketing. Responsible of.
• Business plan and financial case for the formation of a national Canadian credit union organization (including business strategy, operational and technology assessment, transition plan, financial case and capital.
• For a major French bank, analysis of the French Markets processes. Management risk review, diagnosis and recommendation on back-office procedures (e.g. booking and checking transactions, better use of existing system)..
• Within the context of the Credit Lyonnais privatization, pricing of contractual clause in relation with a profit sharing program put in place by the French Government as part of its rescue plan. In charge of developing.
• Study of the set-up of a high-performance credit department for Businesses (risk management mapping, internal control implementation, analytical accounting and management reporting definition). The client was a major.

Luxembourg & Cape Town (South Africa)

Consulting specialized in Private Banking and Depositary Bank activities, including the development of a Funds management pool common to the three biggest Luxembourg banks (design of the organization and internal controls), and a four months assignment in Cape Town (South Africa) for the development and implementation of a multi-currency system for the top.

Certified Negotiation Expert (Cne) Designation

Real Estate

Finance Audit