Zurich, Zurich, Switzerland
-Produce and continuously enhance financial performance reports for the Executive Board and Board of Directors, delivering clear insights on P&L, AuM, and balance sheet movements. -Develop P&L forecasts and budgets across multiple reporting entities, supporting strategic and operational decision-making. -Prepare regulatory submissions for the SNB and FINMA, ensuring compliance with Swiss banking requirements. -Automate recurring reports using PowerBI, SQL, and Python, significantly improving reporting efficiency and accuracy. -Serve as a voting member of the Pricing Committee, reviewing and validating security pricing decisions.
-Consolidated group management reporting across international business units. -Prepared strategic analyses to support M&A initiatives, including market and financial evaluations.
-Conducted financial due diligence (FDD) on P&L, balance sheet, net debt, and working capital, based on detailed review of data room documents and management interviews. -Built and reviewed financial models for valuation projects and supported audit teams with targeted procedures. -Coached junior colleagues on financial analysis techniques, document review, and concise reporting practices.
Swiss Small & Mid Caps