Financial reporting and analysis, business process optimization and utilization from finance perspective.
Aktualisiert am 04.03.2024
Profil
Freiberufler / Selbstständiger
Remote-Arbeit
Verfügbar ab: 04.03.2024
Verfügbar zu: 100%
davon vor Ort: 100%
Good Financial Practice
Enterprise-Resource-Planning
EPM
A-z process optimization
Project Controlling
agiles Projektmanagement
Kollaboratives Projektmanagement
Finanz Informatik
US-GAAP
GAAP
risk reporting
Reporting
regulatory reporting
Oracle
Iscala
Banking
Core Banking
Swedish
Muttersprache
English
Muttersprache
German
A2 (verbal training IP)
French
B2

Einsatzorte

Einsatzorte

Zürich (+50km)
Schweiz, Österreich
möglich

Projekte

Projekte

10 months
2022-11 - 2023-08

Managing portfolio of projects and services

SERVICE DELIVERY MANAGER
SERVICE DELIVERY MANAGER
  • Managing portfolio of projects and services, developing service delivery frameworks
  • Managing project and resource planning, identified and implemented best practices
  • Coaching and developing project team
  • built strategic partnerships with stakeholders to provide impactful Business Intelligence solutions
  • Own complete business processes in the service delivery framework

Sereviso AG (CH)
2 years
2019-07 - 2021-06

Manage sales and account relationships with senior stakeholders

CLOUD APP SOLUTIONS CONSULTANT
CLOUD APP SOLUTIONS CONSULTANT
  • Drive PRESALE CLOUD ERP/EPM Solutions for large-scale DACH transformations, ensuring impactful digital enterprise strategies
  • Manage sales and account relationships with senior stakeholders, Sales & Account Executives, C-Suite, and Partners
  • Actively engage in Oracle's initiatives and Industry 4.0 tech conventions, collaborating with technical specialists to design holistic Cloud ERP/EPM solutions and analyze unique business requirements for Customer's Digital Transformation, incorporating best practices

Oracle AG (CH)
1 year 2 months
2018-05 - 2019-06

Play a pivotal role in implementing UBS's MRMC Framework

DIRECTOR MODEL RISK GOVERNANCE & OVERSIGHT (MRMC)
DIRECTOR MODEL RISK GOVERNANCE & OVERSIGHT (MRMC)
  • Play a pivotal role in implementing UBS's MRMC Framework, ensuring strict compliance with FINMA and Federal Reserve Bank's SR 11-7 requirements.
  • Providing strategic training initiatives and foster partnerships with key stakeholders for the global MRMC framework, driving impactful governance practices
  • Overseeing the entire lifecycle of model submissions, validation, approval, and remediation, ensuring seamless progress tracking
  • Fulfilling the vital role of Committee Secretary for UBS Europe, Accounting Model Governance Committees, and Deputy Secretary to MG committees at both entity and group levels, managing high-level committee meetings

UBS AG (CH)
7 months
2017-10 - 2018-04

Risk Data Quality Reporting (M/Q/A) and Business Data Analysis

CREDIT RISK CONTROL ANALYST
CREDIT RISK CONTROL ANALYST
  • Risk Data Quality Reporting (M/Q/A) and Business Data Analysis
  • IFRS 9 SME for Credit Risk Model Data Controls & Data Quality Reporting
  • Lead the collaborative identification, analysis, and specification of business requirements, emphasizing business processes. Develop and evaluate conceptual solution variants, ensuring alignment with business process efficiency based on regulatory requirements
  • Ad hoc projects, reports and controls for Group Risk Control
  • Planning and controlling Credit Risk Reporting Data

UBS AG
2 years 9 months
2015-01 - 2017-09

Prepare multi-GAAP Group Financial Statements

FINANCE & BUSINESS CONSULTANT
FINANCE & BUSINESS CONSULTANT
  • Prepare multi-GAAP Group Financial Statements (IFRS, LUX GAAP, Swiss GAAP, German GAAP) and lead ESG Sustainability Reporting for financial services audits, both internal and external
  • Identify, analyze, specify, design, and develop business requirements, focusing on IFRS 9 SME Program and Data Quality Reporting
  • Strategize IFRS 15 analysis and implementation planning, optimizing financial and business processes
  • Plan, implement, and control Internal Controls Framework, conducting internal audits for Finance and IT
  • Ensure strict compliance with Organizational Regulations, Corporate Governance Principles, and regulatory requirements (AML, KYC, FEC), assisting the Compliance Officer in day-to- day operations and compliance projects

4 months
2014-02 - 2014-05

Developed standard forms for FATCA reporting

FATCA Implementation Business Analyst
FATCA Implementation Business Analyst
  • Developed standard forms for FATCA reporting, trained Relationship Managers on FATCA requirements, and supported the project manager in successful project implementation for CS front office
Experis/Trestle Group/Credit Suisse | CH

Aus- und Weiterbildung

Aus- und Weiterbildung

1 month
2022-11 - 2022-11

SCRUM PSPO I

Certified,
Certified


1 month
2021-11 - 2021-11

SCRUM PSM I

Certified,
Certified


Kompetenzen

Kompetenzen

Top-Skills

Good Financial Practice Enterprise-Resource-Planning EPM A-z process optimization Project Controlling agiles Projektmanagement Kollaboratives Projektmanagement Finanz Informatik US-GAAP GAAP risk reporting Reporting regulatory reporting Oracle Iscala Banking Core Banking

Produkte / Standards / Erfahrungen / Methoden

Financial Management
Project Planning
Governance and Compliance
ESG Reporting
Accounting Expertise
Team Leadership
ERP Implementation
Strategic Partnerships
Scrum and Agile Methodologies
Service Delivery Management
IFRS
FINMA
USGAAP
FED SR 11-7
SOX
FATCA

Profile:

  • Passionate about navigating the corporate landscape, I specialize in making operations not just efficient, but genuinely better
  • From steering transformative initiatives like ERP & EPM platform implementations to managing the intricacies of cash flow, risk, and regulatory governance, I'm not just about refining business models and strategic budgets
  • Open to opportunities for project work, leadership roles, and partnerships in large-scale digital transformation finance projects
  • "Here to do things better, connect and do better things"


Areas of expertise:

  • Financial Expertise: Budgeting, Forecasting, Cash Management, Financial Accounting, Regulatory Reporting
  • Stakeholder Engagement: Training and Relationship Building
  • Risk Management: Mitigation, Crisis Management, and Model Risk Reporting
  • Strategic Leadership: Business Analysis, BPM, Project Team Building, Strategic Planning, and Execution


Archievements:

  • Led a $35 million construction project in the USA, managing cash flow, analysis, and construction planning
  • Streamlined accounting processes for high-profile Clients across Europe, providing end-to-end financial reporting and project management services
  • Spearheaded successful ERP Finance transformation from Oracle to iScala to SAP for Merck's North EMEA offices
  • Optimized financial closing at Zurich Insurance UK, implementing Blackline solution, reducing closing period from 14 to 4 days


Technology:

  • ORACLE CLOUD ERP/EP 
  • SAP FI/CO 
  • BLACKLINE
  • ISCALA 
  • NETSUITE 
  • QUICKBOOKS
  • SAGE
  • MS OFFICE & Power Suite 
  • MS POWER BI 
  • PRIMAVERA PRO 
  • SQL
  • R SCRIPT
  • HTML


Other skills:

Sales & Consulting

  • Selling through Storytelling
  • Structured BPM Design & Development
  • DevOps Delivery
  • AI LLM & Prompting
  • UI/UX Design & Web Design


Soft Skills

  • High Emotional Intelligence
  • Analytical & Creative
  • Coach & Mentor
  • Aura Reader

Einsatzorte

Einsatzorte

Zürich (+50km)
Schweiz, Österreich
möglich

Projekte

Projekte

10 months
2022-11 - 2023-08

Managing portfolio of projects and services

SERVICE DELIVERY MANAGER
SERVICE DELIVERY MANAGER
  • Managing portfolio of projects and services, developing service delivery frameworks
  • Managing project and resource planning, identified and implemented best practices
  • Coaching and developing project team
  • built strategic partnerships with stakeholders to provide impactful Business Intelligence solutions
  • Own complete business processes in the service delivery framework

Sereviso AG (CH)
2 years
2019-07 - 2021-06

Manage sales and account relationships with senior stakeholders

CLOUD APP SOLUTIONS CONSULTANT
CLOUD APP SOLUTIONS CONSULTANT
  • Drive PRESALE CLOUD ERP/EPM Solutions for large-scale DACH transformations, ensuring impactful digital enterprise strategies
  • Manage sales and account relationships with senior stakeholders, Sales & Account Executives, C-Suite, and Partners
  • Actively engage in Oracle's initiatives and Industry 4.0 tech conventions, collaborating with technical specialists to design holistic Cloud ERP/EPM solutions and analyze unique business requirements for Customer's Digital Transformation, incorporating best practices

Oracle AG (CH)
1 year 2 months
2018-05 - 2019-06

Play a pivotal role in implementing UBS's MRMC Framework

DIRECTOR MODEL RISK GOVERNANCE & OVERSIGHT (MRMC)
DIRECTOR MODEL RISK GOVERNANCE & OVERSIGHT (MRMC)
  • Play a pivotal role in implementing UBS's MRMC Framework, ensuring strict compliance with FINMA and Federal Reserve Bank's SR 11-7 requirements.
  • Providing strategic training initiatives and foster partnerships with key stakeholders for the global MRMC framework, driving impactful governance practices
  • Overseeing the entire lifecycle of model submissions, validation, approval, and remediation, ensuring seamless progress tracking
  • Fulfilling the vital role of Committee Secretary for UBS Europe, Accounting Model Governance Committees, and Deputy Secretary to MG committees at both entity and group levels, managing high-level committee meetings

UBS AG (CH)
7 months
2017-10 - 2018-04

Risk Data Quality Reporting (M/Q/A) and Business Data Analysis

CREDIT RISK CONTROL ANALYST
CREDIT RISK CONTROL ANALYST
  • Risk Data Quality Reporting (M/Q/A) and Business Data Analysis
  • IFRS 9 SME for Credit Risk Model Data Controls & Data Quality Reporting
  • Lead the collaborative identification, analysis, and specification of business requirements, emphasizing business processes. Develop and evaluate conceptual solution variants, ensuring alignment with business process efficiency based on regulatory requirements
  • Ad hoc projects, reports and controls for Group Risk Control
  • Planning and controlling Credit Risk Reporting Data

UBS AG
2 years 9 months
2015-01 - 2017-09

Prepare multi-GAAP Group Financial Statements

FINANCE & BUSINESS CONSULTANT
FINANCE & BUSINESS CONSULTANT
  • Prepare multi-GAAP Group Financial Statements (IFRS, LUX GAAP, Swiss GAAP, German GAAP) and lead ESG Sustainability Reporting for financial services audits, both internal and external
  • Identify, analyze, specify, design, and develop business requirements, focusing on IFRS 9 SME Program and Data Quality Reporting
  • Strategize IFRS 15 analysis and implementation planning, optimizing financial and business processes
  • Plan, implement, and control Internal Controls Framework, conducting internal audits for Finance and IT
  • Ensure strict compliance with Organizational Regulations, Corporate Governance Principles, and regulatory requirements (AML, KYC, FEC), assisting the Compliance Officer in day-to- day operations and compliance projects

4 months
2014-02 - 2014-05

Developed standard forms for FATCA reporting

FATCA Implementation Business Analyst
FATCA Implementation Business Analyst
  • Developed standard forms for FATCA reporting, trained Relationship Managers on FATCA requirements, and supported the project manager in successful project implementation for CS front office
Experis/Trestle Group/Credit Suisse | CH

Aus- und Weiterbildung

Aus- und Weiterbildung

1 month
2022-11 - 2022-11

SCRUM PSPO I

Certified,
Certified


1 month
2021-11 - 2021-11

SCRUM PSM I

Certified,
Certified


Kompetenzen

Kompetenzen

Top-Skills

Good Financial Practice Enterprise-Resource-Planning EPM A-z process optimization Project Controlling agiles Projektmanagement Kollaboratives Projektmanagement Finanz Informatik US-GAAP GAAP risk reporting Reporting regulatory reporting Oracle Iscala Banking Core Banking

Produkte / Standards / Erfahrungen / Methoden

Financial Management
Project Planning
Governance and Compliance
ESG Reporting
Accounting Expertise
Team Leadership
ERP Implementation
Strategic Partnerships
Scrum and Agile Methodologies
Service Delivery Management
IFRS
FINMA
USGAAP
FED SR 11-7
SOX
FATCA

Profile:

  • Passionate about navigating the corporate landscape, I specialize in making operations not just efficient, but genuinely better
  • From steering transformative initiatives like ERP & EPM platform implementations to managing the intricacies of cash flow, risk, and regulatory governance, I'm not just about refining business models and strategic budgets
  • Open to opportunities for project work, leadership roles, and partnerships in large-scale digital transformation finance projects
  • "Here to do things better, connect and do better things"


Areas of expertise:

  • Financial Expertise: Budgeting, Forecasting, Cash Management, Financial Accounting, Regulatory Reporting
  • Stakeholder Engagement: Training and Relationship Building
  • Risk Management: Mitigation, Crisis Management, and Model Risk Reporting
  • Strategic Leadership: Business Analysis, BPM, Project Team Building, Strategic Planning, and Execution


Archievements:

  • Led a $35 million construction project in the USA, managing cash flow, analysis, and construction planning
  • Streamlined accounting processes for high-profile Clients across Europe, providing end-to-end financial reporting and project management services
  • Spearheaded successful ERP Finance transformation from Oracle to iScala to SAP for Merck's North EMEA offices
  • Optimized financial closing at Zurich Insurance UK, implementing Blackline solution, reducing closing period from 14 to 4 days


Technology:

  • ORACLE CLOUD ERP/EP 
  • SAP FI/CO 
  • BLACKLINE
  • ISCALA 
  • NETSUITE 
  • QUICKBOOKS
  • SAGE
  • MS OFFICE & Power Suite 
  • MS POWER BI 
  • PRIMAVERA PRO 
  • SQL
  • R SCRIPT
  • HTML


Other skills:

Sales & Consulting

  • Selling through Storytelling
  • Structured BPM Design & Development
  • DevOps Delivery
  • AI LLM & Prompting
  • UI/UX Design & Web Design


Soft Skills

  • High Emotional Intelligence
  • Analytical & Creative
  • Coach & Mentor
  • Aura Reader

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