? Project Manager with 5+ years in Strategy, Business Development, and Finance Transformation ? Certified in Traditional (CAPM) and Agile (PSM1) Proje
Aktualisiert am 23.09.2024
Profil
Freiberufler / Selbstständiger
Verfügbar ab: 23.09.2024
Verfügbar zu: 100%
davon vor Ort: 100%
Projektmanagement
Agile Transformation
Projektmanagementoffice
agiles Projektmanagement
Finanzwesen
Informatik
Changemanagement
Engagement Manager
German
native
Spanish
native
English
fluent
French
fluent
Portuguese
basic

Einsatzorte

Einsatzorte

Zürich (+20km)
Schweiz
nicht möglich

Projekte

Projekte

Q2/2024 - Q2/2024: Travel & Yoga Teacher Training


Tasks:

  • Travelled to Bali and Teneriffe for Yoga Teacher Training


2023 - 2024: CFO Program 2024


Role: Senior Project Manager

Customer: Wüest Partner AG


Tasks:

  • Developed and delivered presentations, including project updates and progress reports, to finance and partner meetings
  • Managed internal and external stakeholders to ensure smooth coordination and collaboration
  • Negotiated contracts with finance-related vendors and conducted market research to evaluate relevant tools
  • Ensured data accuracy and implemented data governance measures for project databases
  • Identified and implemented process improvements in finance and controlling, optimizing workflows and enhancing efficiency


2020 - 2023: Strategy / Business Development and Finance


Role: Project Manager / Business Controller

Customer: TX Group


Tasks:

  • Provided the Board of Directors with industry and market analyses for decision-making
  • Planned and coordinated the Goldbach Group?s strategic vision and goals with internal and external stakeholders
  • Prepared and presented accurate and timely financial reports
  • Managed or contributed to strategic, business development, and transformation projects, including a major M&A project
  • Coordinated the annual group-wide strategy process and monitored the advertising market with forecasts and benchmark analyses


2018 - 2020: Finance Transformation Project


Role: Project Management Officer

Customer: Swiss Re


Tasks:

  • Managed internal and external communications for the ATLAS program
  • Supported change management processes and organized large events
  • Managed SharePoint databases and organized management workshops
  • Coordinated travel and event management for the ATLAS program chairman
  • Supported financial planning and budgeting, tracked project performance
  • Aligned teams and reported on project outcomes through effective communication

2017 - 2018: Financial Services Sector


Role: Executive and Management Support

Customer: IBM


Tasks:

  • Managed IT project budgets, pricing, and financial controlling
  • Supported sales pitches, proposal creation, and offer tendering
  • Developed a chatbot for a mid-sized bank using IBM technology
  • Provided executive and management support, including change management
  • Contract management
  • Created presentation for management
  • General IT project support (Creation of chatbot for middle-sized Swiss bank)


2015 - 2016: Asset Management


Role: Team Assistant

Customer: Credit Suisse AG


Tasks:

  • Assisted Relationship Managers with daily business and operational tasks, including account openings, handling formalities, payments, and cash allocations
  • Ensured quality and timely execution of EAM and client requests
  • Maintained and verified KYC records to ensure compliance and quality

Aus- und Weiterbildung

Aus- und Weiterbildung

Education

2015 - 2018:

Business Administration

Major in International Management (BSc)

Issued by University of Applied Science Zurich


Key Focus:

  • Exchange year in Buenos Aires, Argentina (UADE)


2011 - 2014:

Law (six semesters)

Issued by University of Zurich (UZH)


2002 - 2008:

High School with Major in Latin

Issued by Kantonsschule Oerlikon


Certificates

  • AI for Everyone (DeepLearningAI)


2024:

Professional Scrum Master (PSM 1)

by Scrum


2024:

Certified Associate Project Management

by PMI


2023:

Business Sustainability Management

Cambridge Institute for Sustainability Leadership (CISL)

Kompetenzen

Kompetenzen

Top-Skills

Projektmanagement Agile Transformation Projektmanagementoffice agiles Projektmanagement Finanzwesen Informatik Changemanagement Engagement Manager

Produkte / Standards / Erfahrungen / Methoden

Summary
  • Project Manager with 5+ years in Strategy, Business Development, and Finance Transformation
  • Certified in Traditional (CAPM) and Agile (PSM1) Project Management
  • 7+ years experience in finance and insurance industry
  • Actively coordinated strategic, finance transformation, and M&A projects
  • 3 years experience in financial planning; proficient in data analysis and reporting
  • 9 years of experience in stakeholder management and event management
  • BSc in Business Administration (International Management)
  •  Certified in Business Sustainability Management


IT Skills

  • JIRA / Confluence
  • Workday
  • Abacus
  • ServiceNow
  • Monday
  • MS Office Suite (Advanced in Excel and Powerpoint)


Personality

  • Team Player and Alliance Builder: I excel in creating impactful alliances that enhance the effectiveness of the company's projects and initiatives, fostering stronger connections and program success.
  • Effective Communicator: With strong communication skills, I improve collaboration and build meaningful connections with internal teams and external partners.
  • Forward-Thinking Strategist: My proactive mindset enables me to develop sustainable strategies that meet changing demands and support long-term development, ensuring successful market adaptation.
  • Adaptable and Agile: My agility and adaptability to new challenges ensure the relevance and success in a dynamic environment, allowing for quick and efficient solutions.

Einsatzorte

Einsatzorte

Zürich (+20km)
Schweiz
nicht möglich

Projekte

Projekte

Q2/2024 - Q2/2024: Travel & Yoga Teacher Training


Tasks:

  • Travelled to Bali and Teneriffe for Yoga Teacher Training


2023 - 2024: CFO Program 2024


Role: Senior Project Manager

Customer: Wüest Partner AG


Tasks:

  • Developed and delivered presentations, including project updates and progress reports, to finance and partner meetings
  • Managed internal and external stakeholders to ensure smooth coordination and collaboration
  • Negotiated contracts with finance-related vendors and conducted market research to evaluate relevant tools
  • Ensured data accuracy and implemented data governance measures for project databases
  • Identified and implemented process improvements in finance and controlling, optimizing workflows and enhancing efficiency


2020 - 2023: Strategy / Business Development and Finance


Role: Project Manager / Business Controller

Customer: TX Group


Tasks:

  • Provided the Board of Directors with industry and market analyses for decision-making
  • Planned and coordinated the Goldbach Group?s strategic vision and goals with internal and external stakeholders
  • Prepared and presented accurate and timely financial reports
  • Managed or contributed to strategic, business development, and transformation projects, including a major M&A project
  • Coordinated the annual group-wide strategy process and monitored the advertising market with forecasts and benchmark analyses


2018 - 2020: Finance Transformation Project


Role: Project Management Officer

Customer: Swiss Re


Tasks:

  • Managed internal and external communications for the ATLAS program
  • Supported change management processes and organized large events
  • Managed SharePoint databases and organized management workshops
  • Coordinated travel and event management for the ATLAS program chairman
  • Supported financial planning and budgeting, tracked project performance
  • Aligned teams and reported on project outcomes through effective communication

2017 - 2018: Financial Services Sector


Role: Executive and Management Support

Customer: IBM


Tasks:

  • Managed IT project budgets, pricing, and financial controlling
  • Supported sales pitches, proposal creation, and offer tendering
  • Developed a chatbot for a mid-sized bank using IBM technology
  • Provided executive and management support, including change management
  • Contract management
  • Created presentation for management
  • General IT project support (Creation of chatbot for middle-sized Swiss bank)


2015 - 2016: Asset Management


Role: Team Assistant

Customer: Credit Suisse AG


Tasks:

  • Assisted Relationship Managers with daily business and operational tasks, including account openings, handling formalities, payments, and cash allocations
  • Ensured quality and timely execution of EAM and client requests
  • Maintained and verified KYC records to ensure compliance and quality

Aus- und Weiterbildung

Aus- und Weiterbildung

Education

2015 - 2018:

Business Administration

Major in International Management (BSc)

Issued by University of Applied Science Zurich


Key Focus:

  • Exchange year in Buenos Aires, Argentina (UADE)


2011 - 2014:

Law (six semesters)

Issued by University of Zurich (UZH)


2002 - 2008:

High School with Major in Latin

Issued by Kantonsschule Oerlikon


Certificates

  • AI for Everyone (DeepLearningAI)


2024:

Professional Scrum Master (PSM 1)

by Scrum


2024:

Certified Associate Project Management

by PMI


2023:

Business Sustainability Management

Cambridge Institute for Sustainability Leadership (CISL)

Kompetenzen

Kompetenzen

Top-Skills

Projektmanagement Agile Transformation Projektmanagementoffice agiles Projektmanagement Finanzwesen Informatik Changemanagement Engagement Manager

Produkte / Standards / Erfahrungen / Methoden

Summary
  • Project Manager with 5+ years in Strategy, Business Development, and Finance Transformation
  • Certified in Traditional (CAPM) and Agile (PSM1) Project Management
  • 7+ years experience in finance and insurance industry
  • Actively coordinated strategic, finance transformation, and M&A projects
  • 3 years experience in financial planning; proficient in data analysis and reporting
  • 9 years of experience in stakeholder management and event management
  • BSc in Business Administration (International Management)
  •  Certified in Business Sustainability Management


IT Skills

  • JIRA / Confluence
  • Workday
  • Abacus
  • ServiceNow
  • Monday
  • MS Office Suite (Advanced in Excel and Powerpoint)


Personality

  • Team Player and Alliance Builder: I excel in creating impactful alliances that enhance the effectiveness of the company's projects and initiatives, fostering stronger connections and program success.
  • Effective Communicator: With strong communication skills, I improve collaboration and build meaningful connections with internal teams and external partners.
  • Forward-Thinking Strategist: My proactive mindset enables me to develop sustainable strategies that meet changing demands and support long-term development, ensuring successful market adaptation.
  • Adaptable and Agile: My agility and adaptability to new challenges ensure the relevance and success in a dynamic environment, allowing for quick and efficient solutions.

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