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Business Strategist, Projektmanager

  • auf Anfrage
  • 8810 Horgen
  • Weltweit
  • de  |  en  |  fr
  • 05.01.2021


10 years in group wide strategic financial planning, financial performance management,
15 years lead of change projects including client, business and product reasearch, IT application implementation, development and rollout of new business processes

Ich biete

  • Finanzanalyse
  • Finanzplanung
  • Marktforschung / -analyse
  • Projektleitung / Teamleitung
  • Projektleitung / Teamleitung (IT)
  • Projektmanagement
  • Strategische Unternehmensplanung

Projekt‐ & Berufserfahrung

Project Lead Planning Tool Implementation Project
UBS AG, Zürich
7/2019 – 12/2019 (6 Monate)

7/2019 – 12/2019


Project lead for the adoption of the firm wide planning application in the 3 year strategic planning process across Group, Business Divisions and Legal Entities

Eingesetzte Qualifikationen

Projektleitung / Teamleitung (IT), Projektmanagement (IT), Projektleitung / Teamleitung

Head of Financial Planning & Analysis (Festanstellung)
UBS AG, Zürich
2/2013 – 6/2019 (6 Jahre, 5 Monate)

2/2013 – 6/2019


o Competence center lead financial planning and head of Financial Planning & Analysis, 3 FTE
o Lead of the development of the annual Group planning process of the 1 Year Operating (1YOP) and 3 Year Strategic Plan (3YSP) including setup of instructions, alignment of Divisional, Legal Entity and Regional planning process, scenario modelling, target definition and presentation design; development of plan update process and instructions
o Lead of the overall plan data management
o Business partner for Business Divisions Global Wealth Management, Personal and Corporate businesses, Corporate Center Services, Compensation, Group Tax including assessment of business plans, submission review, cost and income analysis
o Contribution to Group Executive Board/ Board of Directors (GEB/BoD) submissions of 3 year strategic plan and related presentations, contribution to presentation and participation in Group CFO reviews
o Business representative in internal and external audit reviews and regulators
o Lead of Group wide planning tool (IBM Cognos TM1 application) implementation project - including resources and stakeholder management, steering committee updates, lead of development process and specifications

Eingesetzte Qualifikationen

Finanzanalyse, Finanzplanung, Projektleitung / Teamleitung

Business Strategist (Festanstellung)
UBS AG, Zürich
8/2009 – 2/2013 (3 Jahre, 7 Monate)

8/2009 – 2/2013


o Deputy head GPA; competence center lead financial planning
o Business Partner for Business Divisions Global Wealth Management and Business Banking and Corporate Center
o Contribution to the development and implementation of the annual 5 year strategic planning process across Business Divisions and Group functions
o Lead of the overall strategic plan data management at Group level and lead of the design and business implementation of Group planning tool (IBM Cognos TM1 application)
o Contribution to special projects including organizational restructuring for centralization and creation of Non-Core and Legacy business units. In 2012, business design and implementation lead of IBM Cognos TM1 planning application in GPA

Eingesetzte Qualifikationen

Finanzanalyse, Finanzplanung

Head of Business & Product Research (Festanstellung)
UBS AG, Zürich
3/2008 – 7/2009 (1 Jahr, 5 Monate)

3/2008 – 7/2009


o Foundation of Business & Product Research as new team. Assumed responsibility of global market research projects for Global Wealth Management, Retail and Business Banking and Products and Services
o Training and coaching of local team and research support team in UBS India service center

Eingesetzte Qualifikationen

Marktforschung / -analyse

Project manager market research (Festanstellung)
UBS AG, Zürich
1/2005 – 2/2008 (3 Jahre, 2 Monate)

1/2005 – 2/2008


o Project manager of qualitative and quantitative market research in USA, Europe (A, CH, D, F, I, PL, UK, Russia) and Asia (HK, Taiwan, Japan)
o Business partner for Business Strategy Consultancy and Products and Services
o Full project lifecycle management: acquisition, concept design, coordination and assignment of resources, risk and contract management, selection, coaching and supervision of external vendors, quality assurance during project lifecycle, result analysis and presentation
o Research project areas: Client insight analysis (needs and behavior analysis), segmentation, value proposition tests, product concept test, market potential analysis, price sensitivity analysis and pricing strategy, conjoint measurement, magazine, brochure and ad tests, branch design analysis, mystery shopping, client satisfaction surveys, service quality studies, employee surveys

Eingesetzte Qualifikationen

Marktforschung / -analyse


Project Management Professional (PMP)
November 2020
Professional Scrum Master I (PSM I)
September 2020


Soziologie, Wirtschaftspolitik, Informatik
(Master of Arts)
Jahr: 2003
Ort: Freiburg i.Br., Deutschland

Über mich

I am highly driven and self-motivated and thrive when it comes to find, develop and implement solutions for upcoming questions and problems. I have a very analytical mindset with a strong strategic focus. I am a strong stakeholder manager, team player and project leader in both agile and traditional setups.

Persönliche Daten

  • Deutsch (Muttersprache)
  • Englisch (Fließend)
  • Französisch (Muttersprache)
  • Italienisch (Grundkenntnisse)
  • Europäische Union
  • Schweiz
16 Jahre und 9 Monate (seit 01/2005)
15 Jahre


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