Paul Flato verfügbar

Paul Flato

PMO, Project Controlling

Profilbild von Paul Flato PMO, Project Controlling aus Zuerich
  • 8048 Zürich Freelancer in
  • Abschluss: Master of Business Administration (MBA)
  • Stunden-/Tagessatz: nicht angegeben
  • Sprachkenntnisse: deutsch (Muttersprache) | englisch (verhandlungssicher) | französisch (Grundkenntnisse) | russisch (gut)
  • Letztes Update: 28.05.2019
Since Sept 2018                    Freelancer and Consulting working on different Business Projects
  • Evaluating potential investments in Real Estate, Controlling and managing existing investments
  • Evaluating potential investments in Blockchain and precious metals

Jan 2018 – Sept 2018           Business Development with PerfectShape GmbH and Holmes Place Jelmoli, Zürich
  • Preparation and implementing of a new Business Areas
  • Preparation and executing of Marketing Concepts

Jan 2015 – Oct 2017            Regulatory & Business Risk Mgmt., Portfolio Project Management/ Project Controlling, Private Banking Credit Suisse AG, Zurich
  • Key support to Head of Regulatory & Business Risk Management in governance, planning and milestones; Driving Budgeting process, monitoring, controlling and challenging all financials in the department of all regulatory programs (over CHF 50m)
  • Information and reporting to the senior management board, executive body and internal audit; stakeholder management and preparation of STC meetings; Monthly forecasting and commenting of project expenses for senior management board
  • Overview activities of all Program PMOs and substitute them in a temporary manner. Review of entities with local COOs to ensure compliance and adequate reporting
  • Driving of Client Mailing (60K) in a Task Force for Automatic Exchange of Information (AEI)
  • Preparation and leading discussing rounds for the senior board meetings
  • Leading successfully a team in Wroclaw/Poland (1-2 ppl.) and implement a completely new reporting structure

Oct 2011 – Jan 2015            Finance & Strategy, Cost Controlling/Project Controlling, Private Banking Credit Suisse AG, Zurich
  • Project lead of Brokerage expense optimisation; successful challenge of costs by CHF -15m on YoY basis
  • Challenging successfully costs down by 30% of Market Data / Trading Platforms
  • Driving monthly reporting and evaluation of commission expenses in coordination with stakeholders in Finance/Brokerage department
  • Driving monthly forecasting and budget planning of commission expenses with a total amount of CHF 600m for total Private Banking
  • Key Link for ad-hoc information for senior Management/CFO of Private Banking & all other internal stakeholder

Jan 2009 – Oct 2011            Division Area Revenue Controller Corporates & Markets IB, DekaBank, Frankfurt/Main
  • Project lead in implementing of all relevant controlling and KPI tools to steer and evaluate the Investment Banking department
  • Discussion the relevant comments of earnings after consultation with Trading Desk and Treasury
  • Discussion during planning period the refinancing situation of the different areas of DekaBank
  • Cost controlling and coordination of internal service charges
Experienced consultant with more than 11 years in financial services. He is an expert in Compliance and Finance/Controlling related topics and led multiple initiatives in global companies. He has already been working for Deutsche Bank, DWS/DEAM, DekaBank and CreditSuisse.
§High knowledge in managing teams remotely
§Certified by BerkeleyX for Blockchain technology and Cryptocurrencies
§Banking Regulatory (KYC/AML, Capital markets law, MiFID II, Securities law, Securities prospectus & KID, Basel III & CRD IV/CRR)
§Tools include World-Check (KYC-PEP), Eikon, Oracle, SAP, Hyperion, Essbase, Bloomberg, DATA  MART, SCD