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Exponens
Transformation consulting

Transformation consulting: adapting to a rapidly changing world

Finding the path to sustainable growth to maximise value creation decisively.

For companies, change has become perpetual. Each day, they must evolve in search of new markets, tools, customers and operating methods. Exponens supports banks and insurance companies in the operational implementation phases of these projects.

Our teams quickly integrate the processes in place in order to transpose them to the target environments and tools. They will support your teams on a day-to-day basis before the change: design, measurement of gaps and adaptation. Then post-change, we will ensure the operational security of the new processes.

The Group's teams, led by a Partner - your privileged contact throughout the assignment - can take charge of your projects in several ways: interim management, a dedicated project team or operational reinforcements.

We have experience of many major transformation projects. Our customers see our services as a source of operational efficiency and accelerated change. You need to demonstrate agility and innovation to be resolutely forward-looking. Here's how we can help you succeed.

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Optimization &

process re-engineering

Having successfully expanded rapidly into new markets or new activities, you want to secure your business by bringing cross-functionality to your teams, and reduce operational risk.

We offer you :

  • Take charge of all or part of operational accounting activities during peak periods.
  • Give meaning back to your employees’ day-to-day operational work by identifying possible optimizations or automations, while guaranteeing best practices.
  • Produce or update documentation on procedures and operating methods in line with Group standards.

In the event of external growth :

Now that your external growth project has reached the implementation stage, you need to integrate your teams and tools.

To ensure that your company’s strategy is perfectly aligned with its operations, you need to make sure that your processes are properly aligned.
We can help you identify the real levers of the expected transformation by diagnosing and documenting the different practices, and thus define a target organization or IS.

Integration into existing uses

As the conductor of the orchestra linking the various stakeholders, we decipher the new obligations linked to your sector or organization so that these new rules can be applied throughout all levels of your company:

Processes: successfully managing change

We lead the change management process, involving all the key players and setting up mixed teams.
Working alongside you, we implement new, realistic and pragmatic solutions to help you master and meet the challenges of tomorrow.

In the tools: from requirements definition to testing, we provide comprehensive support

For prime contractors and contracting authorities, we draw up specifications and requirements expressions to define the work to be carried out.
We can also take charge of or manage the tests to be carried out with dedicated teams, and interface with all the players involved.

Up to reporting: upgrade your existing reporting with our customized tools

As a result of what has been developed in the tools, you will be able to manage and assess these new obligations.
We can create intelligent, tailor-made tools that can serve as living specifications for your IT department, enabling existing reporting systems to evolve.

Reliability

financial information

Accounting departments are faced with constant change, and need to ensure consistency between regulatory requirements and the accounting treatment of business operations.
We work alongside CFOs and their teams to accelerate and secure change.

Ensure the consistency of your management and accounting data

Reconcile management positions with their accounting reflections.
On a monthly basis and at the contract or other management attribute level.
Secure regulatory declarations and respond to periodic controls.

Prevent the risk of unauthorized movements with a customized lettering plan

Based on accounting diagrams and business operations: Define a customized lettering plan.
Identify the lettering strategy, criteria and settings for each account.
Detect and manage all types of anomalies at an early stage, to prevent the risks associated with unauthorized movements.

Develop advanced office tools to automate tasks and improve efficiency

Based on identified needs and rules, specify, develop and make available advanced RPA-type office automation tools.
Ensure a perfect match between user needs and available functionalities.

Bringing a multidisciplinary vision

Complexity and constant change require a 360° vision of the issues to be addressed.
However, team specialization is sometimes an obstacle to this.

The Group’s teams operate in the banking, insurance, industry and real estate sectors, and have a wide range of skills including accounting, management control, auditing and IT.

Because the end of an assignment is just as important as the beginning, we make it a point of honor to ensure that the impact of our work is passed on to your teams.
Documentation is updated, explained and shared with your teams.
We organize training sessions to ensure continuity of working methods after consultants have left.

Comtpables IS migration

Working alongside Finance and Accounting Departments in their ERP changeover project, we can intervene at 3 key points in your project:

Before migration

We offer :

  • Familiarization phase / technical and functional scoping of existing situation)
  • Justification of accounts and any suspensions or proceedings
  • Documentation of existing chart of accounts, identification of target chart of accounts and mapping table
  • Participation in the development of the migration strategy (creation of transit accounts, migration, etc.)
  • Creating test sets and running tests
  • Documentation of anomalies and follow-up on their correction
  • Participation in blank weighing operations
  • Coordination of the work progress of the various project participants
  • Any other tasks identified during the project scoping phase

During migration

Ensure the quality of your data by validating and controlling data transfer:

  • Validation of data to be integrated
  • Data recovery control

After migration

Support for accounting migration

  • Checks that expected flows are correctly disbursed (migration account balances)
  • Assistance with updating internal procedures
  • Training, handover
  • Possible adaptation of accounting controls.

Our expertises

You need to be agile and innovative to be resolutely forward-looking.
Here’s our expertise to help you succeed.

Accounting migration

Support for Finance and Accounting Departments in their ERP accounting changeover project.

Quality of financial information

  • Setting up or optimizing the accounts justification process
  • Setting up or optimizing management control
  • Securing financial information production processes

Process optimization/redesign

  • Implementation of new regulations/obligations
  • Accompanying change

Contact our associate experts

All our expert partners
Partner, Risk, Controls, Compliance
Graduate of Paris-Sorbonne University, post-graduate degree (DEA) in industrial strategy
+33 (0)1 41 31 77 03
sophie.calvez@exponens.com

During her initial professional experience with a consulting firm, Sophie Calvez developed expertise in project owner assistance, providing support for finance departments during migration of their information systems, and coordinating change management assignments.

She then provided assistance to permanent control managers in optimising their control processes and in implementing and monitoring regulatory projects. She also headed remediation missions.

She most frequently provides services to systemic French banks, but also to the industrial, real estate and healthcare sectors, as well as to smaller entities.

Sophie Calvez


See CV

Partner, Senior Business Advisor
Graduate of ISEG Paris
benoit.garnier@exponens.com

After having managed the accounting and finance departments of subsidiaries of CAC 40-listed companies (industry, services and distribution) for nearly 15 years, he became the accounting director of a regional bank in 2007. In this position, he coordinated the migration of the accounting information system, implemented the regional consolidation of accounts (French standards and IFRS) and comprehensively reorganised the first- and second-level accounting control system.

He joined the Exponens Group in 2021 after having headed consulting and transition management assignments for ADS Consultants for 10 years.

His experience, combining operational management and consulting assignments, has made him a recognised partner of the accounting and finance departments of banks and insurance companies.

Benoît Garnier
See CV

Sophie Breton

Partner, Chartered Accountant
Graduate of SKEMA Business School Nice

+33 (0)1 49 29 55 38

Paris Gare de Lyon

langues

Sophie Breton joined Exponens in 1994 after two years with KPMG. After taking charge of chartered accountancy assignments in a variety of fields, she set up the real estate department in 2005, providing accounting and tax assistance (bookkeeping, auditing, reporting, tax compliance, due diligence, etc.) for French and foreign real estate companies and investment funds.

In 2008, she initiated the development within the Exponens group of specific expertise in OPCI accounting, which today enables her to offer a range of services specifically dedicated to this type of real estate vehicle. Sophie Breton regularly runs professional training courses on this subject, and participates in the work of the accounting committee of the Association Française des Sociétés de Placement Immobilier (ASPIM).

Within Exponens, Sophie is a member of the Quality & Ethics Committee.

Here is the high-end advice.

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Our experts will be happy to answer you.

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