Patrick Orlea Email & Phone Number

Zurich, Zurich, Ch

Zurich, Zurich, Ch

As IFRS 17 Project Director for Central Finance Systems within the global IFRS 17/9 program:• Accountability for the operational readiness of Zurich Group’s common SAP general ledger, consolidation engine, corresponding business intelligence platform as well as in the interface middleware, to meet the regulatory requirements of IFRS17 and 9, as well as to manage the completion of other GAAPs dry runs• Leading centrally a team of internal and external resources (20+ FTEs at peak) to deliver all project phases to meet the regulatory requirements of IFRS17/9 on time and budget• Reporting into the Global IFRS17/9 Program Director as well the Head of Finance Solutions Management• Coordinating the global change management with the Zurich business units for central finance systems

Zurich, Zurich, Ch

Financial Management practice, Head of Finance Transformation servicesMember of the Global KPMG EPM leads networkAdvised a number of Swiss/European insurance and corporate finance leaders on their Finance Transformation journey, and led significant change engagements with a focus on ERP and Performance Management enablers, Finance TOM, Finance Shared services, Lean processes, cost excellence and restructuring.

Munich, De

As Engagement Manager for Finance, I managed a number of high-profile projects, leading functionally large multidisciplinary project teams, reporting to senior executive level; while growing and developing a team of 10 finance consultants :• Turnaround program of a major Operating Entity for Allianz (5.000 FTEs), leading finance workstreams - reporting to the Country CEO• Program Manager for Restructuring/Zero-based budgeting of a major French BU (1.700 FTEs)• Program Manager for Legal/Finance setup of a new Group within Allianz merging three existing business lines - reporting to Group CFO• Finance Operating Model for new Group merging three existing finance organizationsMain achievements: Successful Management of high-profile Projects key for Allianz Group strategy, and setup of in-house Finance consulting practice.

London, Gb

As Project Lead during 1 ½ years for the roll-out in France of a Group SAP core model solution within one of the major European insurers, I was mainly responsible for :• Designing the Business case of the project for all the involved parties (Business & IT), leading to the go by both managements at Group and local level, to align all Accounting, Controlling and Procurement financial systems & processes.• Structuring and driving the general and detailed design of the project for the Accounting workstream, including notably the SAP Data model, the Chart of Accounts (multi GAAP Accounting - French GAAP / IFRS), SAP Financial accounting functionalities, as well as the implementation of related Business Intelligence & Reporting tools. Management of a team of 20+ functional consultants and internal resources.

Paris, Ile-De-France, Fr

Vienna, Financial Management of a subsidiaryParis, Finance Project Management – Group level (2010)• Driving the profitable growth and liquidity of the company, supporting its business development in all aspects, financial, strategic, commercial, operational. • Structuring of operational controlling using advanced Data Warehouse technology (Microsoft BI Suite).• Project Owner in the roll-out of SAP (ECC6) including customizing of the accounting core model for the company.• Management of the financial team to create a homogeneous entity.• Delivery of a tax optimisation (VAT Group) to reinforce the partnership with large customer accounts.* Main achievements: Doubling of top-line and bottom-line growth year-over-year and 1M€ of VAT savings p.a. for the Generali Group in Austria; increased efficiency of financial processes through increased automation.

Paris, Ile-De-France, Fr

Central controlling / In charge of extended CEE Area & USReporting to the Group CFO• Coordination of all reportings, budgets and forecasts of the Europ Assistance Group during 3 years.• Central controlling for the Holding Company of the extended CEE Area Subsidiaries (Germany, Austria, CEE, Russia) and of the US Subsidiary.• Delivery of a true business performance management solution (Outlooksoft CPM) covering all controlling processes of the EA Group (Reporting, Forecast, Budget, Strategic planning), within 5 months.* Main achievement: improved reporting times, 25% savings on the information production costs (~100k€ annual savings) ; improvement of data quality, and effectively ‘fast closing’ tool.

San Jose, Ca, Us

Finance Graduate Programme EMEA Financial Planning & Analysis / IT FinanceAs part of an international scheme, various controlling assignments for the Systems and Processes team and the EMEA Financial Planning & Analysis team, including preparation and presentation of weekly results for the EMEA Executive Management.* Main achievements: development of value-added analyses, leveraging available reporting & planning tools.

Paris - Grande Ecole / Master In Management

Paris - Ba, German Language And Literature

Paris - Preparatory School For The Admission Exam To French Grandes Ecoles (Hypokhâgne, Khâgne), Humanities

Versailles - High School (Baccalauréat Général), Mathematics - Humanities (Série A1)