17.10.2026 aktualisiert

**** ******** ****
100 % verfügbar

Senior Business Analyst and Product Owner - process analysis, automation, optimization, prototyping

Eglisau, Schweiz
Eglisau +25 km
M.A. in Finance and Banking
Eglisau, Schweiz
Eglisau +25 km
M.A. in Finance and Banking

Profilanlagen

References.pdf
Certificates.pdf

Über mich

With almost 20 years of experience in big organizations, I led processes improvements and automation projects, delivering user friendly tools and big data platforms. Where I can help with is to analyze your current setup, prototype solution that addresses your main pain points and help building it.

Skills

AutomatisierungBusiness IntelligenceBusiness AnalysisAutomatisierung von GeschäftsprozessenProzessoptimierungBusiness-Workflow-AnalyseOnline Analytical ProcessingScrumPrototypingProzessautomatisierungScaled Agile FrameworkSQLStrukturierte AnalyseWorkflowsProzessanalyseAnalyse von GeschäftsprozessenAzure Automation
Skills:
  • Product roadmap definition, backlog prioritization and value assessment with Agile/Scrum framework
  • Data pipelines and analytics architecture design with extensive experience in scalable data solutions and cloud-enabled ecosystems
  • AI-assisted document intelligence: end-to-end workflows from document ingestion, data extraction and prcessing to analytics and reporting
  • User Acceptance Testing (UAT), tests definition
  • Metrics-driven validation processes for product development
  • Automated, scalable financial data-reconciliation framework development and implementation
  • Risk data frameworks development and performance measurement tools for financial institutions
  • AI-enhanced process automation
  • Project management
  • Requirements engineering
  • Excellent communication
  • Building long-term relationships
  • Stakeholder management
  • Strong analytical & strategic thinking
Tools:
  • MS Power Platform, RPA
  • Microsoft Azure, AI Foundry, MS Fabric
  • Jira, Confluence
  • Figma, Lucid Charts, Balsamiq
  • SQL, Python

Erfahrung

Berufserfahrungmehr als 10 Jahre
Freelancer seit2026

Sprachen

DeutschgutEnglischverhandlungssicherPolnischMuttersprache

Projekthistorie

Senior Business Analyst | Product Owner

Vidrio Financial LLC

Internet und Informationstechnologie

50-250 Mitarbeiter

  • Defined and owned the product vision, roadmap, and delivery strategy for AI-driven ingestion and structuring of data to enable an automated reconciliation workflow
  • Acted as the bridge between business and technical teams, translating business needs into clear product requirements, prioritizing features, and driving delivery of private market data analytics platform
  • Translating complex business needs into structured and clear requirements for engineering team for their technical design and implementation book of work
  • Defined success metrics and KPIs, tracking business impact; achieved 90% automation for a category of investment statements and transactions data processing
  • Collaborated with cross-functional teams (business, data engineering, data science, and IT) managed multiple stakeholders, ensured seamless delivery and alignment with organizational goals
  • Continuously improved products based on user feedback, data insights from AI actions, and evolving business needs; applied best practices in agile delivery and product management with close alignment of business and IT stakeholders

Product Owner | Business Analyst

UBS

Banken und Finanzdienstleistungen

>10.000 Mitarbeiter

  • Delivered digital transformation initiatives within Wealth Management analytics and reporting platforms for UHNW client mandates
  • Acted as the bridge between business and IT stakeholders, translating complex requirements into clear product/IT specifications and user stories
  • Analyzed existing business processes and identified automation opportunities, resulting in business-friendly solutions helping in day-to-day activities
  • Coordinated the migration of a legacy IBM Cognos Business Intelligence reporting solution to MicroStrategy
  • Led UAT coordination, regression testing, and go-live readiness; authored detailed business user manuals and documentation to support user adoption

Business Analyst | Performance Analyst

Credit Suisse

Banken und Finanzdienstleistungen

>10.000 Mitarbeiter

  • Led requirements engineering, business and process analysis for an institutional performance measurement, attribution, cash flow analytics platform across multi-asset methodologies
  • Collaborated with portfolio managers to capture, refine and validate business requirements for performance and attribution functionalities
  • Supported system enhancements by reviewing solutions, clarifying requirements, and contributing to impact analysis
  • Participated in testing activities, including test case review and defect resolution support, to ensure alignment with business and performance requirements
  • Assisted with production deployment by preparing documentation, coordinating with technical teams and supporting post-deployment validation

Performance and Risk Analyst

Franklin Templeton Investments

Banken und Finanzdienstleistungen

5000-10.000 Mitarbeiter

  • Documented business logic, data flows and functional requirements to align stakeholders and guide system and process changes
  • Produced monthly fund reviews and board reports, including performance measurement, attribution, and risk-adjusted returns analysis for key investment funds
  • Contributed to process improvement and automation initiatives to streamline performance, attribution, and risk reporting activities
  • Reduced monthly and quarterly reporting time by 40% through reporting automation and re-tooling of existing processes


Zertifikate

Prompt Engineering for ChatGPT

Coursera

2026

Practical LLM

DataWorkshop

2025

Python for Machine Learning

DataWorkshop

2019

Certificate in Investment Performance Measurement

CFA Institute

2013


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