Expertise Clients Profile Approach Contact
Expert Zone Advisory

Senior Advisory at the Intersection of Insurance, Finance & Investment

A structurally rare profile combining actuarial expertise, accounting qualification, and 25 years of insurance-specific experience — delivering from regulatory accounting to investment reporting to programme governance.

Get in Touch View Expertise →
25+

Years Insurance Expertise

3×

ESCP · Actuarial · Accounting

FR/EN

Bilingual — International

€1k

Daily Rate — Available Now

Xavier Robitaille — Expert Zone Advisory
Xavier Robitaille Founder & Senior Advisor
Available Jun 2026
Areas of Practice

Deep Expertise Across
the Full Finance Stack

From regulatory transformation to systems implementation — covering both the financial reporting side and the investment and asset management side.

01

IFRS 17, IFRS 9 & Solvency II

Full-cycle regulatory transformation — gap analysis, technical implementation, and reporting production for insurance and AM firms.

IFRS 17IFRS 9Solvency II
02

Investment Reporting

Institutional investment reporting for insurers and asset managers — from portfolio data flows to regulatory and management output.

InvestmentAsset ManagementReporting
03

Interim Management

Hands-on leadership of finance and accounting functions during transformation periods, regulatory deadlines, or organisational transition.

FinanceAccountingTransition
04

PMO & Programme Delivery

Senior governance for complex multi-workstream transformations — steering committees, milestone tracking, risk management and reporting.

PMOGovernanceDelivery
05

SimCorp Dimension & ClearWater Analytics

Implementation support and business analysis for investment management platforms — bridging the business and technical divide on complex deployments.

SimCorp DimensionClearWater AnalyticsImplementation
06

Finance Transformation

End-to-end finance function redesign — target operating model, process optimisation, and change management for insurers and AM firms.

FinanceOperationsChange
Who I Work With

Three Complementary
Client Relationships

Vendors, institutions, and consulting firms — each brings a different angle. Together, they form a self-reinforcing network where expertise flows in every direction.

They’ve trusted me
01 — Vendor Side

Software & Consulting Vendors

Brought in to support client satisfaction, implementation quality, or technical escalations where deep domain expertise is needed on the ground.

  • Implementation Directors
  • Customer Satisfaction Leads
  • Pre-sales & Technical Teams
02 — End-Client Side

Insurers & Asset Managers

Embedded within the organisation — working alongside leadership to run finance transformation, regulatory change, or critical reporting programmes.

  • CFO & Chief Accounting Officer
  • Chief Investment Officer
  • Finance Transformation Manager
  • Programme Manager
03 — Consulting Firms

Strategy & Consulting Firms

Engaged as specialist subcontractor — providing the deep insurance and finance knowledge that generalist teams need to deliver credibly in this sector.

  • Practice Partners
  • Project & Workstream Leads
  • Specialist Subcontract
The Profile

A Structural Differentiator,
Not a Marginal One

25 years in insurance from day one of career. Not a generalist who moved into insurance — a specialist who has never left it. That depth means pattern recognition, immediate credibility with technical counterparts, and the ability to move fast without hand-holding.

The combination of ESCP, actuarial training, and accounting qualification is genuinely rare in the market. It translates into full coverage of both the financial reporting side and the investment and asset management side — without needing a second person in the room.

ESCP Business SchoolTop 2 French Grande École · European Tier 1
Actuarial StudiesInsurance-specific technical depth
Accounting QualificationIFRS · Regulatory Accounting · Reporting
Bilingual FR & ENOpen to French & international mandates
Xavier Robitaille — Expert Zone Advisory
25Years Insurance Experience
3Top-Tier Qualifications
2Languages — FR & EN
Full Coverage
Insurance Accounting & Reporting Side

IFRS 17/9 · Solvency II · Statutory reporting (Insurance French GAAP) · Finance transformation · Interim management

Investment & Asset Management Side

Investment reporting · SimCorp · ClearWater Analytics · Portfolio operations · ALM · Front-to-back processes · AI-driven investment reporting

How I Work

Embedded, Accountable,
and Fully Remote-Capable

“

The value of a specialist is only realised when they’re genuinely inside the problem — not advising from a distance. Long-term engagements are where the real outcomes are built.

01

Long-Term Engagements

Typical assignments run 12 to 24+ months. Enough time to earn trust, understand the organisation deeply, and deliver outcomes — not just recommendations.

02

Fully Remote Capable

Structured for remote-first delivery. Open to simultaneous multi-client mandates, with the discipline to manage them without loss of quality or accountability.

03

Solo & Accountable

No team, no junior relay. You work directly with the specialist. That keeps coordination costs low and accountability high.

04

Hands-On or Strategic

Equally effective as the person doing the work or governing it. PMO leadership and interim management are not separate skill sets here.

Get in Touch

Available for
New Mandates

Available from June 2026

Whether you’re a CFO preparing for a regulatory deadline, a consulting firm needing a specialist to embed in a client engagement, or a vendor requiring domain expertise on-site — the conversation is always worth having.

Full remote, hybrid, or on-site across France and internationally. Transitioning from an active 18-month engagement.

Available from June 2026

Open to long-term engagements in insurance, asset management, and finance transformation. Full remote capability. French and English.

Book a Call — Calendly
xro@xavier-robitaille.com
LinkedIn — Xavier Robitaille
Book a Call →