Bernard Jestin - Transformation Project Portfolio Director
Experience
Transformation Project Portfolio Director
FinOrga Consulting
- Definition of commercial offers and responses to calls for tenders
- AI model exploration and integration (LLMs) for organizational optimization and regulatory compliance
Transformation Project Portfolio Director
International Financial Group
- Oversaw compliance with industry regulatory requirements for the entire project portfolio
- Drafted risk assessments, impact assessments and business continuity plans (DRPs, exit strategies)
- Defined offshoring strategies with complete documentation: RACI, business cases, target operating model, transfer maps
- Managed the drafting of contractual documents (service contracts, SLAs/KPIs/OKRs) between principals and operational sites
- Coached 5+ project managers on methodological, organizational and change management aspects
- Led the steering and arbitration committees with stakeholders (operational departments, quality, risks, legal)
Result: Successful closing of the entire portfolio (30 projects) on time, with guaranteed regulatory compliance and securing of offshoring operations. +€3M savings through process optimization & consolidation. 40% reduction in operational risk. 95% satisfaction of C-Level stakeholders.
CRM & Workflow Functional Program Director
Mutual Insurance Group
- Coached and methodologically advised the project manager on organization and planning
- Carried out the risk analysis (project, GDPR compliance, privacy impact assessment)
- Defined the RACI and project governance (comitology, document structure, SharePoint/Teams collaborative organization)
- Structured the scoping of needs, defined the product roadmap and designed user stories as a CRM product owner
- Audited and optimized front-to-back business processes with the creation of a business data dictionary
- Supervised the acceptance strategy and structured the test plans (Jira, Confluence, Xray)
- Developed and deployed communication and change management strategies
Result: Project successfully framed on time, product roadmap clarified. 60% improvement in processing time. 95% user adoption. Significant improvement of operational processes, preparing for optimized deployment.
Head of Change Management
International Financial Group
- Coordinated the definition and drafting of TOMs for the operational teams (Back-Office, Middle-Office, Treasury, ALM, flows) as product owner
- Participated in the management of operational risks and the remediation of compliance audits
- Drafted the overall change management strategy and updated all target processes and procedures
- Organized and coordinated local user trainings at multiple locations
- Ensured post-Go-Live follow-up to ensure operational continuity and compliance with service commitments
Result: Successful deployment of the platform with full end-user adoption. 2M€ annual savings. 35% efficiency gains. 99.9% SLA. Maintaining a high level of compliance and operating performance in line with objectives.
Global Electronic Signature Program Director
International Credit Insurance Group
- Conducted comprehensive assessments of contract management processes (from identity verification to ultimate beneficial owner)
- Drafted a specification for the main providers of electronic signature solutions
- Managed the analysis of the RFP (synthesis, weighting, SWOT restitution) and organized the POCs
- Calculated multi-year investment forecasts and ROI
- Defined the rollback plan and managed regulatory risks (legally binding archiving)
- Negotiated and contracted with the selected supplier (technical, commercial, pricing aspects)
- Ensured the training of the teams and the deployment of the solution in all the global subsidiaries
Result: Successful deployment of the electronic signature solution on a global scale. 1.5M€ savings (800K€ initial + 700K€ HR/Supplier extension). 65% reduction in processing time (45→15d). 99% legal compliance. 90% adoption 6 months. Extension of the solution to other perimeters (HR, suppliers).
Structuring and management of a digital project portfolio (10 projects):
- Structured and managed a portfolio of projects related to digitalization and operational performance improvement
- Acted as product owner for a workflow project for the management of derogation thresholds (Agile, Scrum, Jira, DevOps methodology)
- Participated in the framing of a strategic CRM project (budget 5M€)
Result: Effective portfolio management, alignment with strategic objectives and improvement of operational processes through digital solutions.
Program/Project Portfolio Director Transformation
OrgFi Consulting
Multi-sector interventions including mission governance
Head of Change Management & Contracts
Banking Group Operating Subsidiary
- Supported the receiving organization on the strong requirements in terms of quality of service (SLA/KPIs, penalties)
- Created, scoped, costed, and led the change management activity dedicated to the project
- Drafted scoping notes, launch notes, methodological guides and document templates (procedures, contracts, SLAs/KPIs, service agreements)
- Participated in risk analyses for outsourced essential service providers
- Defined and drafted 90 functional and organisational procedures covering all operational areas between the client and the service provider
- Defined, drafted and negotiated SLAs, KPIs, commitments and penalties
- Managed an annual budget of more than 4M€ (1,500 man-days)
- Coordinated more than 20 operational teams
Result: Successful transfer of activities with rigorous management of contractual commitments. €3M annual synergies. Full compliance with quality of service requirements. Zero disruption service (+2M carriers). 95% customer retention. Contract renewal +5 years (+€20M).
European Operational Head of SEPA Transformation
International Financial Group
- Analyzed, interpreted, and translated regulations into operational processes (BPM)
- Assimilated the functionalities and processes of the technical platform for integration into the procedures
- Drafted the target operating model (TOM) for the 12 countries, validated at the global level
- Organized workshops with the 12 entities to facilitate the adoption of global processes
- Trained the European trainer to provide training for end-users
- Coordinated and ensured the reporting of the deployment via weekly meetings with the 12 countries
Operational relocation program (12 countries to offshore shared center):
- Drafted the project’s terms of reference, validated at the global level
- Reviewed existing processes (As-Is) and built the target (To-Be) in compliance with the latest regulatory versions
- Drafted the target operating model (TOM) and the advisory note for the school committee
- Drafted the migration documents and technical specifications for the 12 countries
- Estimated costs, target headcount (FTE) and drafted volume growth plans
- Managed the deployment team in Poland and coordinated the business analysts in the UK, France and India
- Provided training of the European trainer
- Planned the project with portfolio management tool, supervising more than 50 people
Result: Successful relocation. 5M€ documented savings. Smooth coordination of international teams. Compliance with cost and deadline targets.
Industry Experience
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Experienced in Banking and Finance, Professional Services, and Insurance.
Business Area Experience
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Experienced in Project Management, Operations, Strategy, Business Intelligence, Sales, and Legal.
Summary
I help organizations transform their regulatory complexity into operational performance.
After + 15 years of managing complex transformations in highly regulated environments (finance, insurance, energy), I now support companies in their critical challenges of organizational transformation, normative compliance and change management.
My managerial signature: Structuring complexity to make it a performance lever, while embarking the teams in a pragmatic and human approach.
Optimization of Organizations & Processes I support companies in the evolution of their Organizational & Operational Model. I help to lead the Process Approaches (re-engineering, BPM, BPR, BPO, Procedures).
Convergence & Alignment - Core Model Approach I support the simplification, alignment and convergence of organizations around their major transformation programs.
Information Systems M&A (Carve-In, Carve-Out, JV) I support Carve-in/Carve-out, JV, Master Plan alignment, solution choice, RFP projects.
Program Management & Project Portfolio I ensure the governance of complex programs/project portfolios and their multi-domain management in multicultural environments.
Regulatory Compliance I assist in the implementation of regulatory recommendations.
"Bernard has been able to navigate an extremely complex multi-regulatory environment with exemplary rigour. His ability to structure information and bring together the international teams was decisive for the success of our project." — Program Director, HSBC
"Beyond technical expertise, Bernard brings real situational intelligence and an ability to make organizations evolve without interruption." — Programme Director, Coface
YOUR TRANSFORMATION PROJECT DESERVES A CONFIRMED EXPERT Let's discuss your challenges
Skills
Transformation & Organisation
- Functional And Application Diagnosis And Mapping
- Organizational Transformation Support (Carve-in, Carve-out, Joint-ventures, Offshore)
- Formalization Of Target Operating Model And Procedures
- Participation In The Development Of Permanent Control Plans
- Development Of Management Systems, Dashboards And Reports
- Change Management, Training In The Process
- Writing Communication Plans And User Manuals
- Drafting Of Service Agreements Including Service Level Agreements (Slas) And Key Performance Indicators (Kpis)
Operational Efficiency
- Facilitation Of Workshops And Working Groups
- Process Redesign And Optimization (Bpm/bpr/bpo)
- Process Approach And Modeling
Project Management
- Scoping (Raci, Business Case, Roadmap, Lots), Coordination Métier/moa/moe/offshore
- Support To The Departments And Coordination Of Multi-stakeholder Projects (Business, Project Management, Project Management, Offshore Teams)
- Governance And Comitology: Steering Committees, Monitoring, Arbitration
Methods
- Agile (Scrum), Waterfall, Lean Management, 6sigma, Design Thinking, Bpm/bpr/bpo, Frameworks Prosci, Adkar
Quality & Security Standards
- Iso 9001, Iso 27001, Cmmi, Itil, Cobit
Project/program Management
- Scoping, Planning, Budgeting, Steering, Reporting, Governance, Comitology
Transformation & Change
- Tom, Impact Analysis, Change Management, Training, Communication, Coaching
Audit & Compliance
- Organizational Audits, Regulatory Compliance, Risk Assessments, Bcp/drp, Control Matrix
Tools
- Ms Project, Clarity Ppm, Jira, Confluence, Trello, Sharepoint, Teams, Visio, Aris, Office 365
Ai Tools
- Copilot, Chatgtp, Claude Ai, Gemini, Perplexity Gamma, Gensparck, Noota
Soft Skills
- Leadership, Communication, Negotiation, Problem Solving, Adaptability, Resilience, Emotional Intelligence, Diplomacy, Team Spirit
Keywords
- Organizational Transformation, Change Management, Interim Manager, Program Director, Project Director, Target Operating Model (Tom), Bpm/bpr/bpo, Normative Compliance, Iso 9001, Cmmi, Itil, Lean Management, 6sigma, Agile, Scrum, Waterfall, Organizational Audit, Performance Improvement, Project Portfolio, Governance, Comitology, Kpi/okr, Sla, Pca/pra, Risk Assessment, Risk Mapping, Control Matrices, Organizational Procedures, Operational Procedures, Carve-in, Carve-out, Mergers & Acquisitions, Relocation, Outsourcing, Nearshore, Offshore, Multi-sites, International, Raci, Project Scoping, Planning, Budgeting, Team Coordination, Training, Coaching, Advisory, Product Owner, Business Case, Roadmap, Poc, Rfp, Specifications, Steering Committees, Arbitration Committees, Reporting, Documentation, Nuclear, Aeronautics, Industrial, Regulatory, Quality, Safety, Prosci, Adkar, Ia, Llm
Languages
Education
University of Orléans
Master's degree, MIAGE (Computer Methods Applied to Business Management) · MIAGE (Computer Methods Applied to Business Management) · Orléans, France
Certifications & licenses
Digital Transformation Certificate: Blockchain, Cloud Computing (AWS), Artificial Intelligence (AI), Internet Of Things (IoT) And Cybersecurity
MIT (Massachusetts Institute Of Technology) - Professional Education
Cybersecurity Certificate
ANSSI (National Agency For The Security OfInformation Systems)
GDPR / DPO certificate
CNIL (Commission Nationale Informatique & Libertés)
Statistics
Experience
Global Experience
Expertise
Qualifications
Profile
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