 Support the Chief Revenue Officer with board reporting, financial forecasting and planning.  Managed administrative aspects of contracts, from setup to documentation, ensuring smooth execution throughout the process. Developed and maintained robust reporting systems to provide accurate insights into sales activities, supporting informed decision-making. Led pipeline forecasting efforts, utilizing existing opportunities to forecast future sales trends and manage pipeline activities effectively. Played a key role in reconciling financial and product-related data, ensuring accuracy and consistency in sales operations. Provided support to sales and account management teams, assisting with various tasks including sales material preparation, customer inquiries, and event coordination. Identified the needs of sales and account managers and collaborated with cross-functional teams to develop and enhance our CRM system, optimizing sales processes and improving efficiency. Facilitated knowledge sharing and provided training sessions as requested, utilizing available tools and resources to enhance team performance and address any gaps in information. Managed the process of responding to requests for proposals (RFPs) and due diligence questionnaires (DDQs). Oversaw discount governance procedures, ensuring adherence to company policies and guidelines in offering discounts. Generated and issued invoices to customers, maintaining accuracy and timeliness in billing processes to uphold customer satisfaction and financial integrity.

 Provided support to the Chief Financial Officer, ensuring the seamless execution of daily financial operations. Collaborated closely with external trustees to coordinate the monthly financial statements of fundinfo AG and its subsidiaries across Europe and Asia, ensuring adherence to regulatory standards. Consolidated group monthly accounts, contributing to accurate and comprehensive financial reporting. Managed accounts payable and receivable processes, including invoice processing, payment handling, and record-keeping. Dunning and debt collection, implementing effective strategies to maintain optimal cash flow. Preparation of financial analyses and reports, providing valuable insights into the company's financial performance.  Actively participated in the implementation of NetSuite, collaborating with the finance team to streamline processes and enhance operational efficiency

 Independently managed a portfolio of national and international clients, overseeing approximately 20 mandates Handled payroll and financial accounting duties, maintaining accurate records and ensuring compliance with regulatory requirements. Prepared VAT returns, ensuring timely submission to tax authorities. Compiled year-end financial statements adhering to legal and regulatory guidelines Prepared and submitted tax returns for natural persons and legal entities, ensuring compliance with tax laws and regulations, and optimizing tax obligations for clients.

 Provided support to three business partners in all organizational and administrative matters. Welcomed and assisted customers and guests on-site Handled general correspondence via letters and emails Managed expense reports for clients and employees Maintained bookkeeping records for smaller clients Prepared VAT returns Prepared preliminary year-end financial statements Assisted with tax declaration for natural persons and legal entities Generated invoices Organized document filing and archiving

 Handled inquiries, complaints, and feedback in a professional manner Managed correspondence via letters and emails Managed accounts receivable and payable processes Monitored payments, reconcile discrepancies and ensure timely payments Assisted with billing and invoicing processes, ensuring accuracy and timely submission of invoices to client Assisted with the preparation of financial statements, reports, and budget

 Assisted with daily administrative tasks, incl. data entry, and record-keeping Managed incoming calls, emails, and correspondence Organized and maintained filing systems, records, and databases to ensure accessibility and accuracy of information. Assisted with ad-hoc projects and initiatives as assigned by management, including office supplies and inventory, event planning and preparing reports