Samuel Correa Ortiz

• Managed data migration for portfolio acquisitions (e.g., Verdi), including data cleaning and system integration and documenting process.

• Ensure project follow-up, coordinate the various stakeholders, communicate regularly on the project's progress, and ensure that developments meet the identified needs.

• To assist the business in defining its needs, to define the business needs and formalize them in the defined standard documents.

• Collaborate effectively with diverse stakeholders (IT, Operations, Business, Distribution, and more) and foster trust with your internal clients and external suppliers.

• Set up dashboards and perform data-driven analysis to monitor portfolio development through key metrics.

• Participate in the monthly/quarterly financial closing.

• Redesigned management reporting templates post-IFRS 17 implementation, conducting workshops to train 10+ entities on system adoption.

• Responsible for preparing various internal financial reports for management; monthly/quarterly and forecasts.

• Supported, assessed, and prepared the multi-year budget at a consolidated level.

• Analysed the overall performance of the operating company beyond financial KPIs and discussed findings with management.

• Supported the group CFO, M&A office, regional CFOs, and Investor Relations.

• Managed different methodological choices concerning IFRS 17/9 for various operating companies.

• Developed position papers for the Group and convinced different group companies to follow the

Group's methodological decisions. (using regular sprints and incremental deliveries for project

evolution).

• Supported the formulation of Group accounting policies, providing detailed practical guidance on

policies.