Lukas Moser Email & Phone Number

Zürich, ZH, CH

Zurich, Switzerland

• Advising SMEs, public entities, and individuals on debt structuring and tendering.
• Co-developing financing models allowing long-term forecasts on financing.
• Independent acquisition of corporate clients in Switzerland.

Zurich, Switzerland

• Implemented Pipedrive as the company's CRM and connected time tracking and accounting software using third-party API services.
• Updated operational security by migrating the company's infrastructure to the cloud and using Intune to implement role-based access.

Zurich, Switzerland

• Designed & implemented a credit engine and payment system.
• Integrated CRM, marketing, and support software.
• Prototyping during company pivot
• Rebuilding online presence and introducing a lead engine

Zurich, Switzerland

• Lead the post-merger integration after the acquisition of Advanon AG by CG24 Group AG.
• Headed the operations and product team.
• Implemented the cloud-based core-banking system.
• Introduced OKRs companywide.

Zürich Area, Switzerland

• Team lead operations and product team.
• Evaluated multiple core-banking systems and co-led contract negotiations.
• Redrafted Advanon’s contractual setup and headed the arrears and collections effort.Advanon (acq. by CG24 Group AG in 2020)

Zürich Area, Switzerland

• Team lead operations and product team responsible for improving our agile development process.
• Used PostgreSQL to analyze and built a state-of-the-art account reconciliation tool.

Zürich Area, Switzerland

• Team Lead of the Operations Team responsible for process improvement.
• Defined and implemented the payment and transaction system to automate transactions.

Zürich Und Umgebung, Schweiz

• Team Lead of the Operations Team responsible for ensuring AML/KYC compliance.
• Successfully implemented Advanon’s AML/KYC process.
• Supported the CRM integration and companywide roll-out and training.

Zürich Und Umgebung, Schweiz

Berlin Und Umgebung, Deutschland

Zürich Und Umgebung, Schweiz