Stephan Bachmann

Director at Julius Bär

Zurich, Switzerland

About

With over 17 years of experience in the banking industry, I am a seasoned senior controller and strategic finance projects / product owner MIS at Julius Baer, a leading Swiss private bank. I have a Master in Business Administration (MBA), a FinTech certification, and a SAFe 5 Agilist certification, demonstrating my passion for continuous learning and innovation in the financial sector. Additionally, I work as a Product Owner leading a team responsible for automating and digitizing processes. My core competencies include controlling, management accounting, monthly closings, MIS, business process analysis, process automation and business intelligence (BI). I have a strong technical understanding of data warehouse technology, SAP BW4, ETL processes, and data visualization. I also have knowledge in PaPM modeling, PaPM projects, SAP HANA technology, and Tableau. I leverage these skills to drive process excellence and transformation in finance, enabling better decision making and performance management. I have successfully operated, maintained, and developed the SAP BW based financial data warehouse, and contributed to multiple strategic finance projects involving SAP S/4HANA and BI solutions. My mission is to deliver high-quality and reliable financial information and insights to support the bank's strategic goals and objectives.

Experience

  • Julius Baer (18 yrs 6 mos)
    • Strategic Finance Projects / Product Owner MIS Process Excellence
      Apr 2022 - Present · 4 yrs 4 mos

    • Senior Controller Finance (Management Accounting)
      May 2015 - Mar 2022 · 6 yrs 11 mos

      Senior Controller Finance (Management Accounting)

    • MIS Business Process Analyst
      Feb 2008 - Apr 2015 · 7 yrs 3 mos

      Operate, maintain and develop the SAP BW based Financial datawarehouse

  • Business Analyst Investment Management at Swiss Life
    Oct 2006 - Jan 2008 · 1 yr 4 mos

  • Financial Analyst at Coninco Wealth Management SA
    Jul 2005 - Jul 2006 · 1 yr 1 mo

  • IT Helpdesk Agent at Orange
    Jul 2004 - Jun 2005 · 1 yr