Mit 20 Jahren Erfahrung in Unternehmensaufbau, Finanzdienstleistungen und IT sowie in Finanzen, Recht, Risiko und C-Level-Interimspositionen.
Aktualisiert am 07.08.2024
Profil
Freiberufler / Selbstständiger
Remote-Arbeit
Verfügbar ab: 07.08.2024
Verfügbar zu: 50%
davon vor Ort: 50%
Projektierung
Finanzierung
Wachstum
InterimCFO
InterimCEO
Interim Manager
Fundraising
Expansion
Sanierung
German
Native
English
Full professional proficiency
French
Elementary proficiency

Einsatzorte

Einsatzorte

Schweiz
möglich

Projekte

Projekte

Investing in Women Led Tech companies in DACH region

Role: Managing Partner
Customer: on Request
2021 - today: Co-founding, investing & advising healthtech company

Tasks:
  • Build company from scratch
  • Lead sales
  • Lead investor relations/CFO
  • Interim CTO
2021 - today: Consulting fashiontech start-up

Tasks:
  • Interim CTO
  • Chief HR
  • Project Management
  • Investment Advisor
2020 - 2021: Advise the Management Board on growth and funding topics

Role: Business Partner & Advisor
Customer: regtech company

Tasks:
  • Design Business Development plan 2020/2021
2019 - 2021: Market Research on social media

Role: Business Partner & Co-Owner
Customer: Boomerang Ideas GmbH

Tasks:
  • CFO & Lead Business Development
  • Responsible for sales and marketing & new market entries
  • Legal (pre-)seed round responsibility
2020 - 2020: Management Consulting of Financial Planning Platform

Customer: Fintech

Tasks:
  • Business case analysis & calculation for a pre-seed round
  • Valuation of impact by FINMA and regulations
  • Creation of overall +2 years investment plan & reporting
2018 - 2019: The lead of composition of nearshoring IT development team

Role: CFO, COO & CTO Deputy
Customer: Technology Start-up

Tasks:
  • The lead of composition of nearshoring IT development team
  • Accompany seed and series A funding rounds as CFO, lead and successfully pass due diligences
  • Winning several renowned business awards
  • Tripling revenue in two years to about double-digit million-dollar revenue p.a.
2016 ? 2018: Integration Leading of MiFID II & PRIIPs at ?UBS Asset Management?

Role: Integration Lead of MiFID II & PRIIPs at ?UBS Asset Management?
Customer: Finalix AG

Tasks:
  • Business analysis and stream lead ?Product Governance? and deputy for ?Cost and Charges? & ?Products?
  • Product scoping ? Fund analysis based on regulation
  • Legal requirements analysis and interpretation
  • IT business consulting for solution
  • 3rd Party vendor evaluation
  • Collaboration with groupwide FIDLEG / FINIG project teams
2016 - 2016: Consulting and Implementation of Discretionary Mandates Pricing at ?Julius Baer?

Customer: Finalix AG

Tasks:
  • Consulting several business streams
  • Alignment of several requirements from multiple streams
  • Creation of +10 business applications specification
  • Analysis and implementation of regulatory requirements
  • Close collaboration with MiFID II and FIDLEG project team
2011 ? 2013. various Projects

Role: Team Lead Enterprise Management
Customer: Swisscom AG (former Comit AG)

Tasks:
Implementation of Finnova for ?Zuger Kantonalbank?
  • Project team leader ?Enterprise Management? - move core system from third-party platform to Finnova
  • Lead Accounting and Regulatory Reporting Implementation
  • Owned modules: Accounting, own securities, legal reporting, booking system, cost controlling, DWH, peripheral systems
  • Member of the ?Go-Live? committee

Merge of three major banks in collaboration with Entris Banking AG
  • Responsible for accounting, own securities, legal reporting, booking system, cost controlling
  • Member of the ?Go-Live? committee

Finnova Implementation with 43 Swiss banks
  • Project team leader ?Enterprise Management?
  • Lead Accounting and Regulatory Reporting Implementation
  • Owned modules: Accounting, own securities, legal reporting, booking system, cost controlling, DWH, CRM, peripheral systems
  • Responsible for the peripheral system ABACUS and cost control
  • Member of the ?Go-Live? committee
2005 ? 2010: Implementation of ABACUS ERP Solutions ? multiple clients

Role: Project Leader
Customer: Delta Office AG

Tasks:

  • Move client data from third-party platform to ABACUS
  • Implementation of extensive reporting solution (GUI and output-based)
  • Design and implementation of intercompany clearing
  • Responsible for digital ERP / web connection integration
  • Responsible for Citrix / Client / Server integration
  • Elaboration for the several printing concepts
  • Module: Sales order management, accounting, accounts receivables/payables, payroll, project accounting, reporting
08/2001 ? 04/2004: Militia service

Role: Instructor
Customer: Swiss Army

Tasks:
  • Armee 21 - Platoon Leader for "Core Training" in the rank of a first lieutenant
  • Militia service from recruit to first lieutenant in replenishment and logistics

Aus- und Weiterbildung

Aus- und Weiterbildung

  • Bond University, Australia, Master in Financial Management, Accounting & Finance
  • FH HWZ, Zurich, Bachelor of Science ZFH in Business Information Technology
  • Electrical Engineering Studies

Position

Position

  • Investor and Business Partner to several start-ups
  • As owner and consultant building companies from scratch in fintech, health, research and logistics
  • Accompanied seed and series A funding rounds
  • Management consultant with a strong focus on bank accounting, controlling and regulatory

Kompetenzen

Kompetenzen

Top-Skills

Projektierung Finanzierung Wachstum InterimCFO InterimCEO Interim Manager Fundraising Expansion Sanierung

Produkte / Standards / Erfahrungen / Methoden

Profile

Start-up Investor with a focus on women-led companies seeking new investment opportunities. Experienced entrepreneur with +20 years of experience in Financial Services, Regulatory, and IT sectors. Skilled in Finance, Accounting, Legal, Risk, and Compliance, with a proven track record of successfully analysing, managing, and integrating these areas for the benefit of company growth


Superpowers

As an entrepreneur, my strength is to quickly adapt to new environments and translate business needs into tangible goals and projects. Empowering people and bringing the right ones together are my keys to success.


Relevant Experience

  • Managing partner & owner of investment and consulting firm Alvicus AG (Alvicus.Invest Fund)
  • Co-owner with active roles in several start-ups in finance, regulatory, market research and health tech
  • CFO of award-winning technology start-up
  • Management consulting for MiFID II & PRIIPs, FIDLEG, FINIG, etc. focus Asset- and Wealth Management
  • Project leader for core banking integration project with 44 Swiss banks
  • Advisor and mentor for social enterprise Nai Nami Ltd (Kenya)

Einsatzorte

Einsatzorte

Schweiz
möglich

Projekte

Projekte

Investing in Women Led Tech companies in DACH region

Role: Managing Partner
Customer: on Request
2021 - today: Co-founding, investing & advising healthtech company

Tasks:
  • Build company from scratch
  • Lead sales
  • Lead investor relations/CFO
  • Interim CTO
2021 - today: Consulting fashiontech start-up

Tasks:
  • Interim CTO
  • Chief HR
  • Project Management
  • Investment Advisor
2020 - 2021: Advise the Management Board on growth and funding topics

Role: Business Partner & Advisor
Customer: regtech company

Tasks:
  • Design Business Development plan 2020/2021
2019 - 2021: Market Research on social media

Role: Business Partner & Co-Owner
Customer: Boomerang Ideas GmbH

Tasks:
  • CFO & Lead Business Development
  • Responsible for sales and marketing & new market entries
  • Legal (pre-)seed round responsibility
2020 - 2020: Management Consulting of Financial Planning Platform

Customer: Fintech

Tasks:
  • Business case analysis & calculation for a pre-seed round
  • Valuation of impact by FINMA and regulations
  • Creation of overall +2 years investment plan & reporting
2018 - 2019: The lead of composition of nearshoring IT development team

Role: CFO, COO & CTO Deputy
Customer: Technology Start-up

Tasks:
  • The lead of composition of nearshoring IT development team
  • Accompany seed and series A funding rounds as CFO, lead and successfully pass due diligences
  • Winning several renowned business awards
  • Tripling revenue in two years to about double-digit million-dollar revenue p.a.
2016 ? 2018: Integration Leading of MiFID II & PRIIPs at ?UBS Asset Management?

Role: Integration Lead of MiFID II & PRIIPs at ?UBS Asset Management?
Customer: Finalix AG

Tasks:
  • Business analysis and stream lead ?Product Governance? and deputy for ?Cost and Charges? & ?Products?
  • Product scoping ? Fund analysis based on regulation
  • Legal requirements analysis and interpretation
  • IT business consulting for solution
  • 3rd Party vendor evaluation
  • Collaboration with groupwide FIDLEG / FINIG project teams
2016 - 2016: Consulting and Implementation of Discretionary Mandates Pricing at ?Julius Baer?

Customer: Finalix AG

Tasks:
  • Consulting several business streams
  • Alignment of several requirements from multiple streams
  • Creation of +10 business applications specification
  • Analysis and implementation of regulatory requirements
  • Close collaboration with MiFID II and FIDLEG project team
2011 ? 2013. various Projects

Role: Team Lead Enterprise Management
Customer: Swisscom AG (former Comit AG)

Tasks:
Implementation of Finnova for ?Zuger Kantonalbank?
  • Project team leader ?Enterprise Management? - move core system from third-party platform to Finnova
  • Lead Accounting and Regulatory Reporting Implementation
  • Owned modules: Accounting, own securities, legal reporting, booking system, cost controlling, DWH, peripheral systems
  • Member of the ?Go-Live? committee

Merge of three major banks in collaboration with Entris Banking AG
  • Responsible for accounting, own securities, legal reporting, booking system, cost controlling
  • Member of the ?Go-Live? committee

Finnova Implementation with 43 Swiss banks
  • Project team leader ?Enterprise Management?
  • Lead Accounting and Regulatory Reporting Implementation
  • Owned modules: Accounting, own securities, legal reporting, booking system, cost controlling, DWH, CRM, peripheral systems
  • Responsible for the peripheral system ABACUS and cost control
  • Member of the ?Go-Live? committee
2005 ? 2010: Implementation of ABACUS ERP Solutions ? multiple clients

Role: Project Leader
Customer: Delta Office AG

Tasks:

  • Move client data from third-party platform to ABACUS
  • Implementation of extensive reporting solution (GUI and output-based)
  • Design and implementation of intercompany clearing
  • Responsible for digital ERP / web connection integration
  • Responsible for Citrix / Client / Server integration
  • Elaboration for the several printing concepts
  • Module: Sales order management, accounting, accounts receivables/payables, payroll, project accounting, reporting
08/2001 ? 04/2004: Militia service

Role: Instructor
Customer: Swiss Army

Tasks:
  • Armee 21 - Platoon Leader for "Core Training" in the rank of a first lieutenant
  • Militia service from recruit to first lieutenant in replenishment and logistics

Aus- und Weiterbildung

Aus- und Weiterbildung

  • Bond University, Australia, Master in Financial Management, Accounting & Finance
  • FH HWZ, Zurich, Bachelor of Science ZFH in Business Information Technology
  • Electrical Engineering Studies

Position

Position

  • Investor and Business Partner to several start-ups
  • As owner and consultant building companies from scratch in fintech, health, research and logistics
  • Accompanied seed and series A funding rounds
  • Management consultant with a strong focus on bank accounting, controlling and regulatory

Kompetenzen

Kompetenzen

Top-Skills

Projektierung Finanzierung Wachstum InterimCFO InterimCEO Interim Manager Fundraising Expansion Sanierung

Produkte / Standards / Erfahrungen / Methoden

Profile

Start-up Investor with a focus on women-led companies seeking new investment opportunities. Experienced entrepreneur with +20 years of experience in Financial Services, Regulatory, and IT sectors. Skilled in Finance, Accounting, Legal, Risk, and Compliance, with a proven track record of successfully analysing, managing, and integrating these areas for the benefit of company growth


Superpowers

As an entrepreneur, my strength is to quickly adapt to new environments and translate business needs into tangible goals and projects. Empowering people and bringing the right ones together are my keys to success.


Relevant Experience

  • Managing partner & owner of investment and consulting firm Alvicus AG (Alvicus.Invest Fund)
  • Co-owner with active roles in several start-ups in finance, regulatory, market research and health tech
  • CFO of award-winning technology start-up
  • Management consulting for MiFID II & PRIIPs, FIDLEG, FINIG, etc. focus Asset- and Wealth Management
  • Project leader for core banking integration project with 44 Swiss banks
  • Advisor and mentor for social enterprise Nai Nami Ltd (Kenya)

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