Schlagwörter
Skills
Since Sept 2018 Freelancer and Consulting working on different Business Projects
Jan 2018 – Sept 2018 Business Development with PerfectShape GmbH and Holmes Place Jelmoli, Zürich
Jan 2015 – Oct 2017 Regulatory & Business Risk Mgmt., Portfolio Project Management/ Project Controlling, Private Banking Credit Suisse AG, Zurich
Oct 2011 – Jan 2015 Finance & Strategy, Cost Controlling/Project Controlling, Private Banking Credit Suisse AG, Zurich
Jan 2009 – Oct 2011 Division Area Revenue Controller Corporates & Markets IB, DekaBank, Frankfurt/Main
- Evaluating potential investments in Real Estate, Controlling and managing existing investments
- Evaluating potential investments in Blockchain and precious metals
Jan 2018 – Sept 2018 Business Development with PerfectShape GmbH and Holmes Place Jelmoli, Zürich
- Preparation and implementing of a new Business Areas
- Preparation and executing of Marketing Concepts
Jan 2015 – Oct 2017 Regulatory & Business Risk Mgmt., Portfolio Project Management/ Project Controlling, Private Banking Credit Suisse AG, Zurich
- Key support to Head of Regulatory & Business Risk Management in governance, planning and milestones; Driving Budgeting process, monitoring, controlling and challenging all financials in the department of all regulatory programs (over CHF 50m)
- Information and reporting to the senior management board, executive body and internal audit; stakeholder management and preparation of STC meetings; Monthly forecasting and commenting of project expenses for senior management board
- Overview activities of all Program PMOs and substitute them in a temporary manner. Review of entities with local COOs to ensure compliance and adequate reporting
- Driving of Client Mailing (60K) in a Task Force for Automatic Exchange of Information (AEI)
- Preparation and leading discussing rounds for the senior board meetings
- Leading successfully a team in Wroclaw/Poland (1-2 ppl.) and implement a completely new reporting structure
Oct 2011 – Jan 2015 Finance & Strategy, Cost Controlling/Project Controlling, Private Banking Credit Suisse AG, Zurich
- Project lead of Brokerage expense optimisation; successful challenge of costs by CHF -15m on YoY basis
- Challenging successfully costs down by 30% of Market Data / Trading Platforms
- Driving monthly reporting and evaluation of commission expenses in coordination with stakeholders in Finance/Brokerage department
- Driving monthly forecasting and budget planning of commission expenses with a total amount of CHF 600m for total Private Banking
- Key Link for ad-hoc information for senior Management/CFO of Private Banking & all other internal stakeholder
Jan 2009 – Oct 2011 Division Area Revenue Controller Corporates & Markets IB, DekaBank, Frankfurt/Main
- Project lead in implementing of all relevant controlling and KPI tools to steer and evaluate the Investment Banking department
- Discussion the relevant comments of earnings after consultation with Trading Desk and Treasury
- Discussion during planning period the refinancing situation of the different areas of DekaBank
- Cost controlling and coordination of internal service charges
Projekthistorie
Experienced consultant with more than 11 years in financial services. He is an expert in Compliance and Finance/Controlling related topics and led multiple initiatives in global companies. He has already been working for Deutsche Bank, DWS/DEAM, DekaBank and CreditSuisse.
§High knowledge in managing teams remotely §Certified by BerkeleyX for Blockchain technology and Cryptocurrencies §Banking Regulatory (KYC/AML, Capital markets law, MiFID II, Securities law, Securities prospectus & KID, Basel III & CRD IV/CRR) §Tools include World-Check (KYC-PEP), Eikon, Oracle, SAP, Hyperion, Essbase, Bloomberg, DATA MART, SCD
§High knowledge in managing teams remotely §Certified by BerkeleyX for Blockchain technology and Cryptocurrencies §Banking Regulatory (KYC/AML, Capital markets law, MiFID II, Securities law, Securities prospectus & KID, Basel III & CRD IV/CRR) §Tools include World-Check (KYC-PEP), Eikon, Oracle, SAP, Hyperion, Essbase, Bloomberg, DATA MART, SCD
Reisebereitschaft
Verfügbar in den Ländern
Deutschland, Österreich und Schweiz
50-80%