Counselor állások Svájcban (pénzügy, könyvelés)

• Business analyst and Project Manager of risk and regulatory Change the Bank (CtB) projects focussing on advisory / suitability processes and Markets regulations (e.g. trade reporting)
• Drive and support the E2E implementation
• Business analysis and requirements specification
• Solutioning

• Supporting the General Marketplaces FP&A team
• A focus on revenue reporting and modelling, and drivers therein
• A focus on month-end and forecast processes
• A focus on revenue planning and driver trees
• Adhoc support of wider SMG FP&A team

• Prepare customer-specific pricing proposals using DHL Express tariffs.
• Ensure quotes are accurate, timely, and compliant with pricing guidelines.
• Analyze pricing performance, discounts, and margins.
• Create and maintain reports in Excel and Power BI.
• Validate data accuracy and identify inconsistencies.

• Manage financial and regulatory audits of asset managers, management companies and traditional, real estate and alternative funds
• Actively participate in defining the audit approach and ensure that the audit is completed in full compliance with auditing standards and methodology

• Act as specialist for private equity sub-strategies and coordinate capital raising efforts
• Develop marketing materials across various private equity offerings; especially presentations and due diligence questionnaires;

• Development and execution of the ALSO Group's global tax strategy, considering the company's growth, IFRS reporting requirements, and the Group's digital operating model
• Tax advice for the Group CFO and Group Management

• Ständige Kontrolle und Verwaltung der Aussenstände
• Zeitnahe Sicherstellung der Rechnungslegung von Leisure Gästen und Veranstaltungen
• Mahnwesen – zur Minimierung der uneinbringlichen Forderungen in Korrelation mit der Credit Policy zur Minimierung des Geschäftsrisikos von Zahlungsausfällen

• Annahme und Bearbeitung von schriftlichen und telefonischen Reservationen
• Organisation und Mithilfe bei verschiedenen Events
• Aktiver Zimmer- und Eventsverkauf
• Kommunikation mit Front Office, Houskeeping und F&B
• Entgegennahe von eingehenden Anrufen und Bearbeitung von E-Mails

• Developing and maintaining recurring commercial and subscription reports (sales, customers, ARR, churn / retention, usage etc.)
• Performing ad hoc analyses on customers, products, channels, process efficiency to answer business questions

• Analyse the Legal Finance market, including trends, risks, competitive dynamics, and structural developments
• Evaluate PG3’s existing Legal Finance strategy, including positioning, operating model, governance, and investment approach

Lead the end-to-end implementation and enhancement projects for SAP Financial Accounting & Controlling (SAP FI/CO) modules including gathering requirements, configuration, creating test conditions, UAT, training materials and implementation....

You will work together with our Investment and Legal teams to ensure that transactions on behalf of LGT entities into externally and internally managed funds are executed in a timely and accurate manner, covering various transaction types across the Private Equity, Real Estate, Credit, and...

• You analyze and document business processes in the life insurance sector
• You gather, structure, and prioritize requirements in close collaboration with business -departments
• You create business scenarios, use cases, user stories, and process models (e.g., BPMN)
• You support in data migration activities

• Implement trades across client portfolios and model portfolios, ensuring accuracy, timeliness, and adherence to investment guidelines 
• Coordinate and manage trade execution across mandates, including rebalancings, tactical adjustments, and corporate actions 

• Assisting in the production of country specific Client Tax Reports
• Processing error logs and maintaining acquisition data for accurate tax reports
• Providing 1st level support for inquiries from client advisers

• Manage and maintain accurate financial records using Klara Accounting Software.
• Handle accounts payable and receivable processes efficiently.
• Reconcile bank statements and ensure financial data accuracy.
• Prepare financial reports and summaries for management.

• manage financial investments deposited at leading Swiss banks;
• finance large purchases (private jets, yachts, real estate etc.);
• structure their wealth and plan the transfer of their capital to future generations;
• plan and execute private equity and real estate investments.

• Preparation of annual financial statements in accordance with the Swiss Code of Obligations.
• Monthly and quarterly financial closings and reporting.
• Year-end closing activities, including audit and inventory support.
• Cash management, liquidity monitoring, and approval of payment runs.

Sie prüfen täglich die Kassen‑ und Einnahmenberichte aus allen Einnahmequellen des Hauses (Zimmer, Restaurants, Bars, Spa, Events,) und stellen die sachliche und rechnerische Richtigkeit sicher....

• Perform regular Inventory valuations, reconciliations and physical count following internal procedures
• Perform product costing computations and analysis