Description

Finance and operations specialist delivering investor-grade reporting, audit-ready controls, and measurable P&L gains. I build reproducible data pipelines and executive outputs that withstand scrutiny and drive decisions: Power BI/DAX dashboards, Power Query automations, KPI dictionaries, variance bridges, and driver-based forecasts. Results to date: reporting lead time −50%; zero-adjustment audit quarter; retail cost actions COGS −20% and personnel −35%; zero-loss weeks via maker–checker cash and inventory controls; governance impact with shareholder block growth 5%→30%.

Offerings: FP&A and board packs across multi-entity structures; audit readiness and IFRS/Swiss GAAP FER/US GAAP policy and disclosure packs; DDQ/RFP data rooms with full lineage; retail analytics and EOD control frameworks; supply-chain reconciliation and OTIF scorecards; unit-economics models and price/mix margin waterfalls; forecasting (time-series and scenario) with documented assumptions. Tooling: Excel Power Query, Power BI/DAX, advanced Excel, SAP exposure, POS/ERP integrations, SharePoint/OneDrive. Languages: English, French, Arabic, German.

Engagement model: disciplined scoping, version-controlled artifacts, transparent assumptions, and refreshable templates that make teams faster after handover. Best fit for family offices, PE portfolio companies, premium retail and attractions, hospitality, and growth-stage operators needing clean numbers, clear narratives, and operational execution.

Industry field of expertise

Languages

English
Native or bilingual
Arabic
Native or bilingual
French
Fluent
German
Fluent
Swiss German
Conversational

Workplace preferences

Can work on-site

Bern (up to 50km)

Mountain Partners AG Shareholders
Financial Analyst
BANKING AND INSURANCE
May 2023 - June 2025 (2 years and 1 month)
Bern, Switzerland
Scope
• Multi-entity financial analysis, board-ready narratives, and KPI architecture.
• Quarterly/annual packs with profitability, liquidity, solvency, and sustainability views.
• Forecasting, driver-based scenarios, variance bridges vs plan/prior, and outlooks.
• Audit-ready lineage with reproducible Power Query/Power BI data models.

Deliverables
• Executive pack: 12–20 slide deck with insights, risks, and decisions.
• KPI dictionary and calculation traceability file.
• Power BI dashboard with drill-throughs, reconciliation views, and time intelligence.
• Forecast model with sensitivity tables and Monte Carlo option.
• Variance bridge workbook with automated ties to GL and subledgers.

Proof
• Reporting lead time reduced by 50%.
• Forecast precision improved; narratives standardized across entities.
• Shareholder block coordinated from ~5% to ~30%, evidencing credible decision support.

Tooling
Excel (Power Query, Pivot, XLOOKUP), Power BI (DAX, data modeling), SharePoint/OneDrive, SAP exposure.

Best For
Family offices, PE portfolio companies, growth-stage CFOs, foundations, multi-entity groups.

Keywords
FP&A, consolidation, Power BI, DAX, investor reporting, board deck, variance analysis, forecast, automation, audit-ready.
Consolidation Budgeting Data analysis cash flow FP&A
Marvel Universe of Superheroes
Retail Project Lead
ENTERTAINMENT AND LEISURE
March 2024 - September 2024 (6 months)
Basel, Switzerland
Scope
• Daily/weekly performance analytics: sales, margin, traffic, conversion, ATV/UPT.
• End-of-day cash/card reconciliation, discrepancy logs, deposits, vendor PO control.
• Budget control and unit economics; cost levers documented and tracked.
• Launch execution, merchandising governance, and on-site reporting cadence.

Deliverables
• Performance cockpit: daily and weekly reporting suite with alerts.
• Cash office SOPs and maker–checker control matrix.
• Inventory shrink dashboard and cycle count plan.
• Unit economics model with price, mix, promo, and staffing sensitivities.

Proof
• COGS −20% and personnel −35% with premium experience preserved.
• Zero-loss weeks through disciplined EOD and exception handling.

Tooling
Excel/Power Query, Power BI, POS data integration, SOP checklists.

Best For
Premium retail, attractions, events, pop-ups, museum stores, venue operators.

Keywords
Retail analytics, EOD reconciliation, shrink control, conversion, staffing model, launch playbook, premium brand control.
Profit & Loss Bank reconciliation KPI Dashboards ROI Inventory Management
Kreston Global
External Auditor
CONSULTING AND AUDITS
March 2018 - March 2020 (2 years)
Scope: IFRS audits; GAAP→IFRS conversions; SAP-driven reconciliations; controls/substantive testing.
Deliverables: Audit-ready reconciliations; sampling workbooks; control design docs; management letters; conversion (IFRS 1) packs; disclosure redlines; SAP population tests; analytic reviews.
Proof: Documentation accuracy +20%; reconciling items −60%; zero-adjustment quarter achieved.
Tooling: SAP exposure; Excel audit shells; evidence indexing; exception logs.
Best for: Pre-audit health checks; IFRS conversions; disclosure upgrades; close acceleration.
Keywords: IFRS; audit; conversion; reconciliations; controls; SAP; management letter; disclosure.
Attention to detail GAAP IFRS Controlling Consulting and Audits