Bernard Timmermans Email & Phone Number

Steinfort, Luxembourg District, Lu

Esch-Sur-Alzette

Private Equities - Real Estate.

Luxembourg

• Scope: DMS and Case Management. Technology: CP4BA (IBM). Toolkit: HERMES, AGILE, JIRA – JIRA XRAY (Tests), SHAREPOINT, VISIO, MSP, ARIS/PROMETA• Leading workshops focused on workflows, documents classification and access matrices.• Achievements: PM for 2 Administrations, Process design: Quality/ Performance Assurance Plan (scoping the full SDLC with KPI/KQI/KRI), new project assessment framework using scoring techniques. • IT Audit Coordinator and contributor. Scope: cybersecurity, pentests, IT assets inventory, vulnerability tracking, BCP/DRP… (SMSI/DORA requirements).

Luxembourg

Périmètre: nouveau compte rendu analytique CSSF - domaine MIFID; design des outils de pilotage du reporting réglementaire.

Luxembourg

• Strategic initiative. Contract. • Scope: S.I.G.A. Système Intégré de Gestion des Affaires (Adaptative Case Management System). 12 workstreams in several countries. • AGILE & Low-Code development (PEGA), API framework.

Luxembourg

Occasional activities: * Training ( seminars or crash-courses:) : Management, Costs Containment, Finance Global ... (see www,strategic-pilot.lu). Can be customised. * Short term consultancy missions.145/2,

Luxembourg

Scope: Client Onboarding. Insourcing, Migration out. All business domains: Fund Administration, Transfer Agent, Custody.

Luxembourg

Business domains: Private Banking, Private Equities. PM: Waterfall & Agile. FTC.IT platforms: OLYMPIC, SEEZAM, API framework (LUXHUB, LUXTRUST, PALMYRA, DMS). PSD2 – OPEN BANKING BE/LU. Vendors management (RFP, due diligence, SLA), transformation Operating Model, new IT Architecture (API, LUXHUB, LUXTRUST), CSSF, coordination with Paris.  SEEZAM: KYC/CRM digitalization for PE investors. DMS with military-grade encryption. GDPR: PM/BA, IT Project Plan, solution design, data protection and cleansing, design and implementation of several search engines (DMS - Canon, OLYMPIC, VARONIS).  FATCA . AML/KYC. Business Analysis (procedures).

Luxembourg

Group-wide initiative. Fund Administration. Transformation of the reconciliation processes (cash, TA, equities). Migration on new IT platform: programme management plan, migration framework, RFP, change management, pilot project on new PM methodology.

Luxembourg

Business domain: Private Banking. Free-lance. Implementation of Avaloq KYC/CRM. New operating model. Agile project.o Integration: DOCUMENTUM, AML risks scoring, reputational checks.o FATCA : enhancements of clients profile (status, US indicia…). o Mapping as-is / to-be of customer IS and KYC documents.  New accounting platform: tests plan (focus: Securities Lending), end-user training, BPM/BPR, migration. MIFID2 (MIFIR, RTS): full project plan. BPM. Process capacity map (operating risks & resilience assessment).

Luxembourg

Business domain: Transfer Agent * New operating model (‘follow-the-sun’) for a strategic client. * Transformations: dealing lifecycle, trailer fees, dividends, fx, legal framework (Asia, EU). * Gaps analysis, tests plan.

L, Irl, Fr, It...

Business domain: UCITS/REIF – FA/TA/CUSTODY/AM. IT platforms: CHORUS>MULTIFONDS, SARA, CEDACRI, Linedata Compliance. Founder and HRM of the PMO team. Training: Lean Six Sigma, PMI, ALM. Design PMO Toolbox: projects scoring, due diligence, IT roadmaps. Offshoring and insourcing of new clients (LU, FR, IRL, IT).Direct responsibilities and activities as Project Manager:  Integration of RBC Paris: migration on RBC IT platform (CHORUS > MULTIFONDS) and connection to RBC group services. Change management.  BPR with Lean Six Sigma: NAV Calculation Workflow; Billing processes.  Product owner: performance fees calculations in Italy (6 months expatriation).

Luxembourg

Business domains: Fund Administration, Transfer Agent, AM Compliance Operational management of the branch: HRM, budget, business objectives. Business development. - Acquisition and implementation of new clients. RFP/RFI, systems set-up, tests.- Marketing, client relationship management, seminars.  Design (product owner), sale and implementation of new IT solutions: - Investments constraints (compliance). Agile development. - Registrar and Transfer Agent. - Collection, control and distribution of financial data. - NAV calculation. Pooling techniques, reporting engine, NAV plausibility checks. - CHORUS: Fund Administration platform.

Luxembourg

Business domains: Private Banking, UCITS, Private Equities. IT platforms: OLYMPIC, TRAX, SMARTSTREAM, DMS. HRM, IT Master Plan, budget. New WEB platform for the Private Banking area (collateralization, cash management). UCITS: Intrapooling, NAV benchmarking , derivatives, portfolio compliance. Pilot client OLYMPIC for: Trading, UCITS compliance module, Registrar / TA. Asset Management: RFP / assessment of various solutions (eg: Triple A).  Implementations: reconciliation System, DMS, CRM (TRAX for Fund Administration).  Global Operating risks assessment with PWC.

Luxembourg

• IT – Project Manager. ‘Retail Banking’. Major achievements: new branch network/ATM, securities, corporate loans. • IT – Line Manager and solution designer “Corporate Banking / UCI”. Major accomplishments, success stories: o Global Custody Platform, STP-ied with core banking, SWIFT, Trading department, etc. o Corporate Actions tracking system. o Transfer Agent and Fund Administration: migration on new IT platforms.

Pm, Ba, Testing, Regulations, Technical Watch (Robotic Process Automation, Blockchain...)

Activities and Societies:  Master’s : IT , Management (Comptabilité, droit, économie...).  Accréditation comme formateur pour le secteur.

Master’S Degree, Comptabilité - Informatique

Activities and Societies: Ecoles Informatiques Siemens et IBM (Bruxelles) Comptabilité / gestionVarious programming techniques, Project.

Master’S Degree, Accounting And Finance, Legal.

Accounting, droit civil, droit commercial, Financial calculations...