Philippe Cohen Email & Phone Number

Kefar Sava, Central, Israel

Ramat Gan, Tel Aviv, Israel

On behalf of Tech Mahindra companyBusiness analyst at Mizrahi-Tefahot Bank in T24 Wealth Transformation Program

Israel

On behalf of Tech Mahindra companyBusiness analyst at Isracard (major credit card company) in Temenos T24 implementation projectParticipation in the analysis phase on AA modules of Temenos T24

Israel

Tax Compliance Programme: strategic build designed to combat offshore tax evasion and recoup federal tax revenues• In house developed Tax Withholding & Reporting System to ensure firm's compliance with NRA, Backup and FATCA withholding & reporting for all asset classes & income types• Real-time IRS withholding determinations under IRS code chapters 3/4/61 (NRA, FATCA and Backup) and 871(m) for Equities Derivatives (including QDD regime)• Translate 871(m) business requirements… Show more Tax Compliance Programme: strategic build designed to combat offshore tax evasion and recoup federal tax revenues• In house developed Tax Withholding & Reporting System to ensure firm's compliance with NRA, Backup and FATCA withholding & reporting for all asset classes & income types• Real-time IRS withholding determinations under IRS code chapters 3/4/61 (NRA, FATCA and Backup) and 871(m) for Equities Derivatives (including QDD regime)• Translate 871(m) business requirements into functional design specification for both internal implementation and external vendor solution• Enhancement of withholding calculator for intermediaries compliant with chapters 3 & 4• Working: - With business teams from New-York and London - In Agile project mode on 2 boards: regulatory board and Service Sustaining boardEnvironment: Windows, MS Word, MS Excel, MS PowerPoint, MS Visio, SQL Developer, Soap UI, Altova XMLSpy, JIRA by Atlassian, AGILE, SQL Show less

Israël

CrediFi Israel Ltd (a subsidiary of CrediFi Corp) located at Modiin.A SaaS start-up providing Big Data platform for the US Commercial Real Estate Finance industry• Dealing with data on loans, properties, tenants, owners, lenders, CMBS, risk and volatility scoring, market level analyses, data cross-referencing• Manage a full product life-cycle through strategy, development and product launch (concept, scope, planning, specifications, prioritization, design, implementation, bugs… Show more CrediFi Israel Ltd (a subsidiary of CrediFi Corp) located at Modiin.A SaaS start-up providing Big Data platform for the US Commercial Real Estate Finance industry• Dealing with data on loans, properties, tenants, owners, lenders, CMBS, risk and volatility scoring, market level analyses, data cross-referencing• Manage a full product life-cycle through strategy, development and product launch (concept, scope, planning, specifications, prioritization, design, implementation, bugs management, launch and iteration)• Understanding and analysing business requirements• Drive and liaise with multiple teams (R&D and QA, Design, Content, Marketing and Sales) on detailed product plans (features, schedule, workload, acceptance criteria and release) to deliver features on schedule• Product iteration in Agile mode (average of 1 per 3 weeks), 15 features per release on average• Responsible for product design (managing internal resources and external contractors)• Mobile App – Building specifications (scoping study, design and business scope)• On the market facing side: - Permanent contact with the sales team from New York - Brainstorming, documentation and training of the releases - Identification, acquisition and development of new business accounts - Relationships with specific customersEnvironment: Windows, MS Word, MS Excel, PowerPoint, MS Visio, Microsoft Visual Studio Team Foundation Server (TFS), AGILE, SQL Show less

Paris

 Following the BNP Paribas-Fortis merger, Front-to-Back process remodelling of the structuring activity (target products: forex and equity issued by Luxembourg) Structured investments: study of the implementation of new management tool of the activity (structuring and brokerage) Asset & Liabilities Management (3 projects)• Upload of current account positions in new folders within Kondor+• Enhancements of accounting system “AGAPES” for all entities (Geneva, Monaco… Show more  Following the BNP Paribas-Fortis merger, Front-to-Back process remodelling of the structuring activity (target products: forex and equity issued by Luxembourg) Structured investments: study of the implementation of new management tool of the activity (structuring and brokerage) Asset & Liabilities Management (3 projects)• Upload of current account positions in new folders within Kondor+• Enhancements of accounting system “AGAPES” for all entities (Geneva, Monaco, Singapore, Hong Kong, London and Jersey)• Adding of 2 margins on deals within Kondor+ (liquidity compensation and minimum commercial margin) Active Advisory Desk (2 projects)• Preliminary studies of industrialization project regarding daily activities• Migration of trading platform from “TradeSmart” (TradingScreen) to “Eikon” (Reuters)- Coordination between business & technical teams and the software publisher- Technical and functional integration of “Eikon”Environment: Windows, Word, Excel, Access, PowerPoint, MS Visio, Power AMC, Kondor+, eVA Private banking from HEGOA Solutions, Eikon from Thomsons Reuters, Clarity Show less

Paris Area, France

 EAGLE Project: implementation of a workflow tool allowing mass creation of funds within the third-party repository “KIWIS”• Participation in preliminary studies• Functional impact analysis linked to automation of funds integration• Delivery (minutes, general and detailed functional specifications, test plans & user manual)• Coordination between the technical and business teamsEnvironment: Windows, Word, Excel, PowerPoint, MS Visio , MS Project

Paris

 Portfolio project: as part of the new architecture SITI (“Système d’Information Titres”), funds integration in the third-party repository and setting parameters of their cash/security accounts• Participation in preliminary studies,• Analysis of functional impacts linked to funds integration (new structure: funds/sub-funds),• Business analyst leader: coordination between the technical team, ratification team, business team and business analysis teams of both source and target… Show more  Portfolio project: as part of the new architecture SITI (“Système d’Information Titres”), funds integration in the third-party repository and setting parameters of their cash/security accounts• Participation in preliminary studies,• Analysis of functional impacts linked to funds integration (new structure: funds/sub-funds),• Business analyst leader: coordination between the technical team, ratification team, business team and business analysis teams of both source and target systems)• Oversight of business team until the deployment• Piloting of the migration phase (single contact for IT team, business analysis teams of source system and business team)Environment: Windows, Word, Excel, PowerPoint, Power AMC, Mercury Center, MS Visio Show less

Paris Area, France

 Funds repository construction project 2 phases:• “Proof of concept” of the SmartCo software package - Integration feasibility study of business requirements in the tool- Highlighting of weaknesses and strengths of the tool- Technical and functional impact analysis linked to repository implementation- Regular meetings with the publisher- Collective reflection with CIO DSI in order to validate the SmartCo solution• Project mode- Conceptual integration of the… Show more  Funds repository construction project 2 phases:• “Proof of concept” of the SmartCo software package - Integration feasibility study of business requirements in the tool- Highlighting of weaknesses and strengths of the tool- Technical and functional impact analysis linked to repository implementation- Regular meetings with the publisher- Collective reflection with CIO DSI in order to validate the SmartCo solution• Project mode- Conceptual integration of the SGAM data model within Power AMC and SmartCo (data dictionary)- Creation of screens within the softwareEnvironment: Windows, Word, Excel, Power AMC, SmartCo Show less

Paris Area, France

 EDEN Project, migration of “Custodian/Transfer Agent/Fund Accounting” functions for the product range “AXA Rosenberg” (from PFPC to State Street Dublin)• Relative to the daily integration of AXA IM clients transactions and holdings investing in the AXA Rosenberg product range: analysis of technical and functional impacts linked to transfer agent replacement• Cut-over planning with downstream applications M.I.R. project (Management Information Resources)• Functional… Show more  EDEN Project, migration of “Custodian/Transfer Agent/Fund Accounting” functions for the product range “AXA Rosenberg” (from PFPC to State Street Dublin)• Relative to the daily integration of AXA IM clients transactions and holdings investing in the AXA Rosenberg product range: analysis of technical and functional impacts linked to transfer agent replacement• Cut-over planning with downstream applications M.I.R. project (Management Information Resources)• Functional support on Intranet applications centralizing data belonging to the repositories:- Portfolios/products & NAV- Client transactions and holdings• Daily checking of batch processing• Corrective and progressive maintenance of application, processings and data models• Coordination between data administration, technical and business teamsEnvironment: Windows, Access, SQL, Power AMC, Excel, MS Visio Show less

Los Angeles

 Banking marketing tool project• Commercial application implementation for the management of clients holding credit cards according to the frequency of their credit card use• Module programming in C++Environment: Windows, C++, Oracle, SQL, Unix

Paris Area, France

 UCBA Project (“Unités de Compte Banque et Assurances” i.e. Units of accounts bank and insurance): contracts migration following the merger with Norwich Union• Assistance in the formalization of Detailed Functional Specifications• Development, preparation of test sets, UAT, writing script executions• Team management of 3 people (coordination, monitoring progress, reporting)• Chairmanship of technical meetings and user briefing BSTO project (“Bascule des STOck” … Show more  UCBA Project (“Unités de Compte Banque et Assurances” i.e. Units of accounts bank and insurance): contracts migration following the merger with Norwich Union• Assistance in the formalization of Detailed Functional Specifications• Development, preparation of test sets, UAT, writing script executions• Team management of 3 people (coordination, monitoring progress, reporting)• Chairmanship of technical meetings and user briefing BSTO project (“Bascule des STOck”  contracts migration): migration of UFF clients (“Union Financière de France“) to Abeille Vie• Analysis and implementation:- Contracts migration managed on Bull systems to the GraphTalk NT platform- Migrated contracts integration into common business applications• Preparation of test plans, UAT• Change management with users• In direct contact with top management (technical, legal and fiscal)Environment: Windows, Oracle, Unix, Shell Show less

Paris Area, France

 Project YEAR 2000• Corrective and progressive maintenance of existing applications• Coordination with business analysis teamEnvironment: IBM 3090, MVS, COBOL

Master Of Business Administration - Mba, Financial Market

 Structured products (vanilla and exotics)  Financial analysis, financial mathematics applied to financial market (Cox Ross &.

Master Of Technology - Mtech, Management It System, Miage

4 year university degree in information system management (business computing and business data administration)