08.05.2026 aktualisiert
100 % verfügbar
CEO & Anaplan Consultant | Corporate Finance & Financial Planning Expert
Küsnacht, Schweiz
Nur Remote
MBA from University of MinnesotaSkills
Strategische Planung (Account Planning)Corporate FinanceKapazitätsplanungCommercial FinanceFinanzmodellierungFinanzielle PlanungForecastingPrivate FinanzplanungAnaplan
Anaplan Platform & Connected Planning
Expertise in building and maintaining complex Anaplan models using best practices in model structure, logic, and performance. Translation of finance and operations requirements into scalable model logic, data flows, and user workflows, including FP&A, sales forecasting, and operational planning.
Financial Planning & Analysis (FP&A)
Comprehensive financial planning, budgeting, forecasting, and reporting for SMEs and high-growth companies. Preparation of GAAP-compliant financial statements, cash-flow forecasts, and reporting packages, as well as standardization of charts of accounts and internal controls.
Corporate Finance & Capital Management
Strategic financial guidance including capital structure management, financing strategies, equity and debt management, and investment analysis. Oversight of cash flow, capital needs, and risk management in compliance with U.S. GAAP and Swiss accounting rules.
Financial Modelling
Development of dynamic financial models for investment analysis, company valuations, and scenario analysis, utilizing financial statements, valuation metrics, and quantitative assessments.
Python & R Programming
Application of Python and R for data analysis, financial modeling, and quantitative research tasks.
Salesforce
Practical experience with Salesforce as part of enterprise technology consulting and sales planning engagements.
Bloomberg Terminal
Use of Bloomberg Terminal for market research, financial data analysis, and investment decision support.
Data Integration & Management
Oversight and management of data integration processes into Anaplan, ensuring consistency, accuracy, and reliability across multiple source systems.
Portfolio Management & Investment Analysis
Management of investment portfolios with focus on alignment with fund objectives and risk parameters, including buy/sell decisions and detailed reporting on portfolio performance and market projections.
Expertise in building and maintaining complex Anaplan models using best practices in model structure, logic, and performance. Translation of finance and operations requirements into scalable model logic, data flows, and user workflows, including FP&A, sales forecasting, and operational planning.
Financial Planning & Analysis (FP&A)
Comprehensive financial planning, budgeting, forecasting, and reporting for SMEs and high-growth companies. Preparation of GAAP-compliant financial statements, cash-flow forecasts, and reporting packages, as well as standardization of charts of accounts and internal controls.
Corporate Finance & Capital Management
Strategic financial guidance including capital structure management, financing strategies, equity and debt management, and investment analysis. Oversight of cash flow, capital needs, and risk management in compliance with U.S. GAAP and Swiss accounting rules.
Financial Modelling
Development of dynamic financial models for investment analysis, company valuations, and scenario analysis, utilizing financial statements, valuation metrics, and quantitative assessments.
Python & R Programming
Application of Python and R for data analysis, financial modeling, and quantitative research tasks.
Salesforce
Practical experience with Salesforce as part of enterprise technology consulting and sales planning engagements.
Bloomberg Terminal
Use of Bloomberg Terminal for market research, financial data analysis, and investment decision support.
Data Integration & Management
Oversight and management of data integration processes into Anaplan, ensuring consistency, accuracy, and reliability across multiple source systems.
Portfolio Management & Investment Analysis
Management of investment portfolios with focus on alignment with fund objectives and risk parameters, including buy/sell decisions and detailed reporting on portfolio performance and market projections.
Sprachen
EnglischMuttersprache
Projekthistorie
Founded and scaled a consulting firm focused on accounting, financial planning, and enterprise-technology services to SMEs and high-growth companies in the United States and Europe. Led Anaplan consulting engagements including model design, build, and deployment for FP&A, sales forecasting, and operational planning. Provided end-to-end bookkeeping, month-end close, and controller oversight for U.S. clients, producing GAAP-compliant financial statements and reporting packages. Oversaw data integration processes, internal controls, and compliance with U.S. GAAP and Swiss accounting rules.
Provided strategic financial guidance to the CEO and board members to support business decisions and growth strategies. Oversaw cash flow, capital needs, financing strategies, equity and debt management. Managed relationships with creditors, banks, and external partners. Led implementation and management of financial systems and technologies to improve efficiency and ensure compliance with corporate governance principles.
Worked with the Sales Planning & Analytics team to design a new global sales planning model for FY22. Gathered business requirements, led user acceptance testing (UAT) achieving 85% improvement in model performance. Developed a dynamic framework for calculating Total Addressable Market (TAM) and account-level Propensity-to-Buy (PTB) scoring. Collaborated with sales leadership across AMER, EMEA, and APAC to localize planning methodologies.