Research Officer
Zürcher Kantonalbank
Schlagwörter
Skills
SQL scripts, requirement analysis, NAG, PeopleSoft, SAP, IRB, databases, Microsoft Office, Excel (key data analysis tool), PowerPoint, Word, Access, SharePoint, SAP Business Information Warehouse (FI/CO), JIRA, SPIRA, SQL queries, AXIOM SL, Orizzonte, TAS
Projekthistorie
07/2001
-
02/2020
Zürcher Kantonalbank, Zurich
Review, check-up and aggregation of known and potential brown field
areas in the internal and public register databases
Review, check-up and aggregation of known and potential brown field
areas in the internal and public register databases
05/2019
-
11/2019
Senior Business Analyst Regulatory Change (contracting)
Credit Suisse Group AG
? Analysis and gathering of requirements from a reporting and
sourcing perspective
? Liaise with the upstream data provider to ensure additional
requirements are reflected accordingly
? Creating business test cases (including automated SQL scripts)
against requirements
? Performing end to end business-level testing of the solution
? Working jointly with IT and business organizations to implement
effective business solutions
? Creating quality requirements, test cases, and performing testing
against a fixed Go Live deadline, while aligning with Finance
business, Risk change, and IT teams
? Analyse and evaluate impacts of regulatory compliance
requirements on products, processes, and IT
? Design solution proposals for addressing the impacts
? Communicate with stakeholders on various levels up to senior
management
sourcing perspective
? Liaise with the upstream data provider to ensure additional
requirements are reflected accordingly
? Creating business test cases (including automated SQL scripts)
against requirements
? Performing end to end business-level testing of the solution
? Working jointly with IT and business organizations to implement
effective business solutions
? Creating quality requirements, test cases, and performing testing
against a fixed Go Live deadline, while aligning with Finance
business, Risk change, and IT teams
? Analyse and evaluate impacts of regulatory compliance
requirements on products, processes, and IT
? Design solution proposals for addressing the impacts
? Communicate with stakeholders on various levels up to senior
management
03/2018
-
04/2019
Business Analyst Regulatory Reporting (contracting)
Bank Julius Bär & Co. AG
Bank Julius Bär & Co. AG, Zurich
MiFID II Business Analyst RTS22 / RTS 28 / FinfraG Reporting
? business and legal requirement analysis tasks based on the given
milestones plan for MiFID II Transaction Reporting (RTS22), TOP-5
(RTS28) and upcoming FinfraG Transaction Reporting under the
Swiss law and the given FINMA rules
? successful go-live with MiFID II RTS22 by 03.01.2018
? collaboration with other financial institutions in a national working
group (NAG), business representatives and legal specialists
? valuation of business requests and provide requirement
specifications for the external software provider company
(stakeholder management)
? business process optimizations and procedure documentation
review tasks
? actively test the reporting solution during the testing phases
? member of the project core team
MiFID II Business Analyst RTS22 / RTS 28 / FinfraG Reporting
? business and legal requirement analysis tasks based on the given
milestones plan for MiFID II Transaction Reporting (RTS22), TOP-5
(RTS28) and upcoming FinfraG Transaction Reporting under the
Swiss law and the given FINMA rules
? successful go-live with MiFID II RTS22 by 03.01.2018
? collaboration with other financial institutions in a national working
group (NAG), business representatives and legal specialists
? valuation of business requests and provide requirement
specifications for the external software provider company
(stakeholder management)
? business process optimizations and procedure documentation
review tasks
? actively test the reporting solution during the testing phases
? member of the project core team
01/2015
-
07/2017
Business Analyst Regulatory Reporting (contracting)
Bank Julius Bär & Co. AG
Bank Julius Bär & Co. AG, Zurich
Stream head SNB Statutory Reporting / project core team member
? overall project target: Implementation of new AxiomSL platform tool
for regulatory reporting purpose with focus on the following
reporting's: Swiss National Bank Reporting (new BAG), Basel III,
Liquidity Reporting (LCR/NSFR/ALMM) and internal Reporting
? stream head function for SNB Statutory reporting / Project
Management duties (project stream fully go-live 31.12.2016 / go-
PROD 31.07.2016)
? top-down view, attention to detail using a pragmatic and costconscious
approach for the final implementation
? proactively collaboration with SME within the project, business
representatives, Policy and other stakeholders
? definition of detailed requirements out of the given business
requests and predefined milestones, resolution planning duties
? planning and tracking the timely implementation of workflows
? actively support the test team during the testing phases
? member of the project core team
Stream head SNB Statutory Reporting / project core team member
? overall project target: Implementation of new AxiomSL platform tool
for regulatory reporting purpose with focus on the following
reporting's: Swiss National Bank Reporting (new BAG), Basel III,
Liquidity Reporting (LCR/NSFR/ALMM) and internal Reporting
? stream head function for SNB Statutory reporting / Project
Management duties (project stream fully go-live 31.12.2016 / go-
PROD 31.07.2016)
? top-down view, attention to detail using a pragmatic and costconscious
approach for the final implementation
? proactively collaboration with SME within the project, business
representatives, Policy and other stakeholders
? definition of detailed requirements out of the given business
requests and predefined milestones, resolution planning duties
? planning and tracking the timely implementation of workflows
? actively support the test team during the testing phases
? member of the project core team
03/2014
-
09/2014
Financial Reporting Analyst
BIS - Bank for International Settlements
BIS - Bank for International Settlements, Basel
? production of key financial reports and accounting processes
? operate the daily, weekly, monthly and annual reporting for the
Bank, the BIS Pension Fund and the BIS Investment Pools
? financial data reconciliation and other control procedures
? development of management reports, disclosures and processes
? operate a PeopleSoft general ledger and a Findur banking tool
? maintain accounting and controls manuals
? system report update and procedure documentation review
? analysis of trends and developments
? production of key financial reports and accounting processes
? operate the daily, weekly, monthly and annual reporting for the
Bank, the BIS Pension Fund and the BIS Investment Pools
? financial data reconciliation and other control procedures
? development of management reports, disclosures and processes
? operate a PeopleSoft general ledger and a Findur banking tool
? maintain accounting and controls manuals
? system report update and procedure documentation review
? analysis of trends and developments
04/2006
-
04/2013
Financial Reporting & Analysis Specialist
UBS Corporate Center
UBS Corporate Center, Zurich
? regulatory capital reporting function within UBS Group consolidation
and reporting area in collaboration with the treasury department
? monitoring and analysis of monthly reporting data in terms of
consistency, completeness and variances
? calculation and delivery of financial data on UBS Group and Parent
Bank level to the regulators FINMA/SNB
? accounting, consolidation, controlling tasks
? specification and maintenance responsibility for various SAP/GCRS
reports related to Basel II/III (Pillar 1, Pillar 3, analysis reports)
? regulatory capital reporting function within UBS Group consolidation
and reporting area in collaboration with the treasury department
? monitoring and analysis of monthly reporting data in terms of
consistency, completeness and variances
? calculation and delivery of financial data on UBS Group and Parent
Bank level to the regulators FINMA/SNB
? accounting, consolidation, controlling tasks
? specification and maintenance responsibility for various SAP/GCRS
reports related to Basel II/III (Pillar 1, Pillar 3, analysis reports)
03/2004
-
06/2005
Finance Expert
Halter Unternehmungen AG
Halter Unternehmungen AG, Zurich
? accounting/consolidation tasks
? financial and liquidity planning
? loan and credit application preparation work
? member of the IT committee within the holding
? accounting/consolidation tasks
? financial and liquidity planning
? loan and credit application preparation work
? member of the IT committee within the holding
07/2002
-
10/2002
Credit Risk Officer
IRB Interregio Bank
IRB Interregio Bank, Menzingen
? preparation of credit risk request decisions
? analysis of current credit risks, acceptability of client risks, clients
financial situation, risk documentation
? preparation of credit risk request decisions
? analysis of current credit risks, acceptability of client risks, clients
financial situation, risk documentation
07/2001
-
10/2001
Retirement Advisor
IRB Interregio Bank
IRB Interregio Bank, Menzingen
Provide advice and added value for private and commercial clients with
regards to retirement plans and rules
Provide advice and added value for private and commercial clients with
regards to retirement plans and rules
07/2000
-
09/2000
Investment Advisor Private Banking
Bank Julius Bär & Co. AG
Bank Julius Bär & Co. AG, Zurich
? provide advice focussing on asset investments and value growth
? build and maintain long term client relationships and reliance
? provide advice focussing on asset investments and value growth
? build and maintain long term client relationships and reliance
08/1996
-
04/2000
Client relationship manager
Zürcher Kantonalbank
Zürcher Kantonalbank, Zurich
? provide advice and added value for private and commercial clients
(responsible relationship manager with own client book)
? provide advice focussing on demanding client financing needs for
asset, investment and lending solutions
? cultivate and maintain strong relationships with existing clients as
well as seeking new opportunities, acquisition and sales
? building up and maintaining long-term client relationships
? provide advice and added value for private and commercial clients
(responsible relationship manager with own client book)
? provide advice focussing on demanding client financing needs for
asset, investment and lending solutions
? cultivate and maintain strong relationships with existing clients as
well as seeking new opportunities, acquisition and sales
? building up and maintaining long-term client relationships
Reisebereitschaft
Verfügbar in den Ländern
Schweiz
