F.initiatives

Financial Planning and Analysis

• Manage a portfolio of clients, supporting them in financing their R&D projects.
• Conduct technical audits to determine the R&D/innovative nature of their projects.
• Ensure delivery of assignments, adherence to deadlines, and compliance with the workload plan established with the team.
• Identify and advise clients on financing levers available to them (grants & subsidies, tax credits, and other instruments).
• Collect data related to their investments and estimate the amount of innovation support they may be eligible for.
• Draft audit reports and techno-economic reports to highlight the scientific aspects of the project.
• Advise and assist clients in identifying R&D activities and qualifying them with respect to financing schemes and organisational improvement opportunities.
• Maintain technical monitoring of R&D topics in the insurance sector, risk economics, and financial and environmental transition.

Innovation Financing Consultant – Banking/Finance/Insurance