CEO – FOUNDER: Financial Services Advisory Risk assessment associated with the US tax program in the medium-sized Swiss private banking environment: providing support to project management through the design and evaluation of key performance indicators, data analysis and reporting, as well as design and implementation of IT solutions (SQL, VBA, Access, and Excel). Achievements: Delivering business solutions for the Financial Services industry in Geneva and worldwide. I support Private Banks and other financial institutions by providing tailor-made solutions in a wide range of areas such as operational excellence, regulatory transformation, finance, risk and many more.
SENIOR CONSULTANT: Financial Services Advisory Basel III audit at small and medium-sized Swiss banks: regulatory audits on various topics including market risk, operational risks, capital requirement, liquidity risk, risk management framework, etc… PRA stress test support at a large international bank: preparation of analyses, day-to-day project support and projections of stressed balance sheet and RWAs Supported a large IT change management project at a global international private bank including: monitoring of the defect fix plan, design of a test execution plan challenging the showstopper categorization, assurance activities across EUC and reports in collaboration with EUC team and tracking of overall business sign-off for reports. Valuation of financial derivatives and review of related valuation processes and methodologies for various banks and other financial institutions. Achievements: Early-on anticipating of tasks and deliverables about to come, thereby strongly helping the project management to keeping up with the vast and various number of relevant tasks in the project.
INTERN: Global Nestlé Business Services Leading the “Media Social Listening” Project to develop and implement Metrics, and report to relevant KPIs for various departments (such as marketing, sales…). Achievements: Contributing to technical analysis through statistics, econometrics and forecasting.
INTERN: Mergers & Acquisition Department Valuation & Corporate Finance: o Executing valuation mandates across industries such as banking, pharmaceutical, etc… o Advisory for M&A transactions (buy sides & sell sides). Transaction Services: o Working across the areas of buy-side due diligence, sell-side assistance and vendor due diligence. o Helping clients with dedicated support for a specific transaction or potential transactions in a wide variety of industries and circumstances (M&A, investments in listed or unlisted companies, disposals). Achievements: Contributing to technical valuation (such as DCF, comparables) of many companies for M&A transactions.
INTERN: Finance Department Creating and implementing a travel voucher tool improving the follow up of employees’ travels and the right cost allocation to different clients’ projects. Achievements: Implementing financial tools to facilitate accounting processes and internal controls.