Stefan Groth Email & Phone Number

Zürich, ZH, CH

Aarau, Aargau, Schweiz

• Team leadership Financial Controlling
• Overall responsibility for financial reporting to Group and internal management
• Budgeting & Forecasting Balance Sheet, Cash Flow, Capex, IFRS16 and Other Opex
• Modeling Balance Sheet and Trade Working Capital forecasting, run Working Capital analyses
• IFRS16, Capex and Intercompany reporting to Group,
• Coordination of all month-end closing processes within Accounting by harmonising processes

Zürich Und Umgebung, Schweiz

• Team leadership
• Implementation of state of the art reporting BI analytic tools (Prevero and Qlik) to automate the financial monthly reporting and to decentralize the Budget and Forecast process, introduced dash-board reporting
• Overall responsibility for consolidated Equatex Group budget and periodic forecast, personally responsible for all kind of Revenues and Cost of Sale budget
• Implementation of the current client profitability model
• Responsible for monthly group… Show more
• Responsible for monthly group financial reporting, analysis of historical financials, variance explanations, update the forecast with risks and opportunities, analyze the trends of KPI’s especially related to financial.

Zürich Und Umgebung, Schweiz

• Team leadership
• Implementation of a solid Budget and Forecast process on both group and entity level, assist the legal entities in financial analytics of their business performance
• Responsibility for Group Financial Reporting and Cost Center Reporting, monthly review meetings with Cost Center Heads, monthly strategic meeting with CEO & CFO
• Financial review of all IT projects, cost tracking and variance analyses in liaise with Head of Project Management, CAPEX… Show more
• Financial review of all IT projects, cost tracking and variance analyses in liaise with Head of Project Management, CAPEX reporting
• Business partner for IT, Global Operations and all revenue generating units, monthly reviews, financial support Show less

Zürich Und Umgebung, Schweiz

• Leading the Business Management Team
• Revenue and cost reporting to UBS Group Finance, ‚New Money‘ and ‚Assets under Administration‘ reporting, Intracompany cost allocation calculations
• Operational risk and SOX reporting to UBS Group Risk, Risk mitigation assessments, Litigation risk evaluation
• Responsible to create the budget for the cost center including forecast and 5year model
• Managed to align and improve relevant internal processes between various departments like IT,… Show more
• Managed to align and improve relevant internal processes between various departments like IT, Global Operations or CRMs, developed process flows and improved efficiency in inter-department procedures.

Rostock Und Umgebung, Deutschland

• Region Manager, Leading a Group of up to 8 financial advisors
• Responsible for asset management of high-net-worth clients and increasing the client base
• Development and implementation of an integrated sales knowledge tool (MS Access) to support client managers in their daily sales process

Rostock Und Umgebung, Deutschland

• Financial advising with strong focus on contraction financing
• Wealth management and investment advice
• Insurance advisor