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in the Wealth Management Industry
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Foreign owned private bank in Switzerland - CFO ad-interim
Review of all processes in finance, risk management and control as well as CFO ‘interim management’ tasks. Inventory and analysis of all processes in finance, risk management and control, plus preparation of recommendations for improving the existing process environment.
New definition of budget process and preparation of the budget. Support of senior management in communicating and presenting the budget to the Board of Directors. Creation of concept for a new Management Information System MIS.
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