Daniel Baumgartner Email & Phone Number

Zürich, Schweiz

• Assisting in planning and executing financial audits, ensuring adherence to audit objectives and timelines• Conducting preliminary risk assessments and gathering relevant financial data for analysis• Performing substantive testing and analytical procedures to assess financial statements and internal controls• Utilizing data analysis tools and techniques to extract valuable insights from financial data, enhancing audit precision• Documenting audit findings, discrepancies, and… Show more • Assisting in planning and executing financial audits, ensuring adherence to audit objectives and timelines• Conducting preliminary risk assessments and gathering relevant financial data for analysis• Performing substantive testing and analytical procedures to assess financial statements and internal controls• Utilizing data analysis tools and techniques to extract valuable insights from financial data, enhancing audit precision• Documenting audit findings, discrepancies, and recommendations for improvement• Collaborating with cross-functional teams to implement audit recommendations and improve financial processes Show less

Metropolregion Luzern

• Sponsor Management and Research Support: Oversaw relationships with external sponsors, contributing to annual scientific studies. Played a key role in projects such as the HSLU Generational Barometer, Independent Financial Advisors initiatives, and sustainability research.• Database Development and Management: Established and maintained databases for various studies.• Scientific Writing and Editing: Worked closely with research teams to produce and refine high-quality scientific… Show more • Sponsor Management and Research Support: Oversaw relationships with external sponsors, contributing to annual scientific studies. Played a key role in projects such as the HSLU Generational Barometer, Independent Financial Advisors initiatives, and sustainability research.• Database Development and Management: Established and maintained databases for various studies.• Scientific Writing and Editing: Worked closely with research teams to produce and refine high-quality scientific articles, reports, and book chapters. Show less

Zürich, Schweiz

• Conducted comprehensive performance and market analysis of sustainable investment strategies.• Preparing ESG reports, annual reports and sustainable framework reporting. • Research on ESG Labels in the Swiss and European market

Fürstenfeldbruck, Bayern, Deutschland

Certified Public Accountant (Diplomierter Wirtschaftsprüfer), Accounting And Finance

Master Of Science - M.Sc., Banking & Finance

Thesis: S and G criteria in the SPI and their influence on share performance.

Bachelor Of Arts - Ba, Banking & Finance

Bank Clerk, Finance