Business Strategist, Projektmanager
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- 8810 Horgen
- Weltweit
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- 05.01.2021
Kurzvorstellung
15 years lead of change projects including client, business and product reasearch, IT application implementation, development and rollout of new business processes
Qualifikationen
Projekt‐ & Berufserfahrung
7/2019 – 12/2019
TätigkeitsbeschreibungProject 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 QualifikationenProjektleitung / Teamleitung (IT), Projektmanagement (IT), Projektleitung / Teamleitung
2/2013 – 6/2019
Tätigkeitsbeschreibung
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
Finanzanalyse, Finanzplanung, Projektleitung / Teamleitung
8/2009 – 2/2013
Tätigkeitsbeschreibung
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
Finanzanalyse, Finanzplanung
3/2008 – 7/2009
Tätigkeitsbeschreibung
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
Marktforschung / -analyse
1/2005 – 2/2008
Tätigkeitsbeschreibung
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
Marktforschung / -analyse
Zertifikate
Ausbildung
Freiburg i.Br., Deutschland
Über mich
Persönliche Daten
- Deutsch (Muttersprache)
- Englisch (Fließend)
- Französisch (Muttersprache)
- Italienisch (Grundkenntnisse)
- Europäische Union
- Schweiz
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