freiberufler Controller und Financial Modeller auf freelance.de

Controller und Financial Modeller

offline
  • auf Anfrage
  • 8808 Zürich
  • Weltweit
  • de  |  sq  |  en
  • 26.08.2024

Kurzvorstellung

Experienced controlling and financial modeling expert specializing in analytics. Skilled in data-driven solutions, budgeting, forecasting, and BI tools like Tableau and JEDOX. Offering tailored financial analyses to optimize business performance.

Qualifikationen

  • Budgetierung
  • Controlling6 J.
  • Corporate Finance2 J.
  • Finanzmathematik
  • Finanzmodellierung
  • Forecasting
  • Projektmanagement1 J.
  • Reporting6 J.
  • Risikomanagement (Finan.)
  • Versicherungsmathematik2 J.

Projekt‐ & Berufserfahrung

Head of Business Intelligence (Festanstellung)
Kundenname anonymisiert, Zürich
12/2022 – 2/2024 (1 Jahr, 3 Monate)
Gesundheitswesen
Tätigkeitszeitraum

12/2022 – 2/2024

Tätigkeitsbeschreibung

> Managing the BI Department:
Building and implementing the Business Intelligence department and strategy.

> Developing BI Solutions:
Creating reports, concepts, and working documents.

> Budgeting and Forecasting:
Automating monthly forecasts and developing budgeting templates.

> Project Management:
Leading projects and team management.

> Financial Planning:
Optimizing financial planning (budget, forecast) and introducing the JEDOX BI tool.

Eingesetzte Qualifikationen

Business Intelligence (BI), Controlling, Data Science, Projektleitung / Teamleitung, Reporting

Group Controller (Festanstellung)
Kundenname anonymisiert, Zürich
6/2022 – 12/2024 (2 Jahre, 7 Monate)
Gesundheitswesen
Tätigkeitszeitraum

6/2022 – 12/2024

Tätigkeitsbeschreibung

> Financial Planning:
Creation and development of financial plans and budgets.

> Monthly Analysis:
Conducting analyses and reporting to management.

> Budget Process Optimization:
Improving the budgeting process.

> Excel Optimization:
Enhancing existing Excel files.

> Introduction of JEDOX:
Implementing the JEDOX BI tool.

Eingesetzte Qualifikationen

Corporate Finance, Data Science, Finanzielle Planung, Prozessoptimierung, Reporting

Controller and Data Scientist (Festanstellung)
Kundenname anonymisiert, Zürich
10/2021 – 5/2022 (8 Monate)
Versicherungen
Tätigkeitszeitraum

10/2021 – 5/2022

Tätigkeitsbeschreibung

> Development of Controlling Tools:
Building and enhancing tools in Tableau for financial management.

> Risk Assessments and ICS:
Conducting risk assessments and implementing the internal control system.

> Management Cockpit:
Implementing and maintaining the management dashboard.

> Optimization Potential:
Identifying and realizing efficiency and profitability improvements.

> Monthly Closings and Forecasting:
Supporting monthly closings and planning processes.

Eingesetzte Qualifikationen

Controlling, Data Science, Kommunikation (allg.), Risikomanagement, Tableau, Versicherungsmathematik

Advanced Strategic Risk Manager (Festanstellung)
Kundenname anonymisiert, Zürich
2/2017 – 9/2021 (4 Jahre, 8 Monate)
Banken
Tätigkeitszeitraum

2/2017 – 9/2021

Tätigkeitsbeschreibung

> Optimization of Credit Risk Strategies

> Budgeting and Forecasting of Credit and Fraud Losses

> Periodic Reporting to Senior Management and the Board of Directors

> Cross-Departmental Collaboration with Operations and Financial Controlling

> Ad-hoc Data Analysis

> Onboarding and Mentoring New Team Members

> Leading and Managing Regular Meetings

Eingesetzte Qualifikationen

Controlling, Kreditmanagement, Power Bi, Microsoft Excel, Reporting, Risikomanagement, SQL

Pension Fund Consultant (Festanstellung)
Kundenname anonymisiert, Zürich
8/2015 – 1/2017 (1 Jahr, 6 Monate)
Versicherungen
Tätigkeitszeitraum

8/2015 – 1/2017

Tätigkeitsbeschreibung

> Evaluation of Pension Schemes

> Calculation and Implementation of Pension Obligations and Expenses

> Creation of Actuarial Reports

> Support of Mandate Leaders in Expert Activities

> Client Acquisition and Management

> Execution of Ad-hoc Client Requests

Eingesetzte Qualifikationen

Akquise / Kontakt, Data Science, Java (allg.), Projektmanagement, SQL, Versicherungsmathematik

Zertifikate

CAS Corporate Finance and Mergins & Acquisions
Zurich University of Applied Sciences (ZHAW)
2023
CAS Business Analysis and Methods
Zurich University of Applied Sciences (ZHAW)
2023
Lean Six Sigma - Yellow Belt
SAQ Swiss Association for Quality
2022
CAS Accounting & Controlling
Zurich University of Applied Sciences (ZHAW)
2022
Getting Started with Power BI Desktop
coursera project network
2021
Fundamentals of Visualization with Tableau
UC DAVIS
2021
Standard SQL-3
Digicomp Academy AG
2017

Ausbildung

Master of Advanced Studies in Corporate Finance
MAS Corporate Finance
Zurich University of Applied Sciences
2024
Zürich
Master of Science in Mathematics ETH Zürich
MSc Mathematics
ETH Zürich
2015
Zürich
Bachelor of Science in Mathematics University of Zurich
BSc Mathematics
University of Zurich
2011
Zürich

Über mich

I am an experienced controlling and analytics expert, specializing in financial modeling and strategic risk management. With a strong background in mathematics and corporate finance, I assist companies in data-driven decision-making, budgeting, forecasting, and implementing BI tools. As a freelancer, I offer tailored financial analyses and solutions to optimize your company's performance. Benefit from my expertise for precise and strategic financial decisions. Let's tackle your financial challenges together and achieve sustainable success.

Weitere Kenntnisse

> Controlling
Comprehensive experience in financial controlling and performance monitoring.

> Financial Planning
Development and optimization of financial plans and budgets.

> Risk Management
Optimization of credit risk strategies and forecasting models.

> Data Analysis
Extensive experience with tools such as Power BI, Tableau, and SQL.

> Project Management
Leading projects for the implementation of BI solutions.

> Team Leadership
Experience in leading and developing teams.

Persönliche Daten

Sprache
  • Deutsch (Muttersprache)
  • Albanisch (Muttersprache)
  • Englisch (Fließend)
  • Französisch (Grundkenntnisse)
Reisebereitschaft
Weltweit
Arbeitserlaubnis
  • Schweiz
Profilaufrufe
136
Alter
39
Berufserfahrung
16 Jahre und 6 Monate (seit 06/2008)
Projektleitung
3 Jahre

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