Consulting experience

  • Consulting and coaching for decision makers in the field of IT for financial services (banking and insurance)
  • "Builder of bridges" between different client partners enabling design and implementation of internally and externally-oriented win-win solutions    
  • Consulting expertise resulting from the combination of IT and banking expertise, analytical skills, goal and delivery orientation and social skills
  • Experience in creating and reviewing IT strategies
  • Long-time experience in review and quality assurance mandates regarding business, technical, financial and project management issues
  • As a former member of the Advisory Board of the Finance Forum Zurich (1999-2007) good networking within the Swiss financial IT community
  • Life-long learning in the IT community, building on experience to develop new ideas.

Project management expertise

  • Management of projects and programs of different size; multi-project management and project portfolio steering and management
  • Practical knowledge and experience regarding the essential project management techniques and process models
  • Broad knowledge and in-depth experience in IT architecture and application design: in-house developments, software packages, and interface design
  • Good knowledge of IT service management, ITIL, COBIT and in the assessment of IT technology issues and trends.

Leadership experience

  • Extensive management experience in IT development and IT operations
  • Management responsibly at different levels: project, group, department and division manager (up to 180 employees)
  • Responsible for the implementation of a project portfolio of CHF 60 million per year.

Banking platforms

  • Up-to-date knowledge of market participants and market developments in core banking systems in Switzerland
  • Broad experience in evaluation, implementation, data migration, go-live and early life support of banking platforms and portfolio management systems
  • Broad experience in different senior roles on projects involving a transition to new banking platforms based on Avaloq and Finnova
  • Good knowledge of portfolio management, market risk management and payment systems.

Expertise in Finance and Banking

  • Comprehensive knowledge of banking IT, in particular analysis, data migration and going live of banking platforms, portfolio management, custody, management information systems, risk management systems, online banking
  • Expertise in implementing regulatory and compliance projects (e.g. FATCA, MIFID, tax compliance, client onboarding processes)
  • Good knowledge in insurance IT (individual and collective life insurance, system architecture, interface design, application integration)
  • Experience in the design and implementation of business process outsourcing and business service providing solutions: shared service centres, back-office centralization
  • Requirements analysis and implementation of client reporting solutions, particularly in private banking including SPPS certification