ZÜRICH, SWITZERLAND

BI & FINANCE TRANSFORMATION

I lead better
planning and reporting.

I align finance, commercial and IT teams around clear priorities, reliable data and practical automation—and help people put the improvements into use.

Regional planning ownership · Customer governance · Reporting automation

THREE STORIES / ONE CONNECTED OFFER

Lead the process.
Make the improvement stick.

01 / PLANNING & TRANSFORMATION

Regional Planning & Forecast Transformation

Led regional planning across country teams, finance and IT—setting priorities, directing contributors and translating business needs into better forecasting tools.

Operating process

Owned the cycle and improvement priorities; coordinated the move from local files toward shared system inputs.

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THE PLANNING CYCLE

One process.
Clear direction.

  1. 01Set the prioritiesTimetable · requirements
  2. 02Coordinate deliveryCountry teams · finance · IT
  3. 03Prepare management reviewValidated inputs · shared meaning

Process ownership across people and systems

02 / DATA GOVERNANCE

Customer Governance for Sales Performance

Established customer relationships and clear sales attribution, replacing repeated local cleanup with maintained rules and supporting actuals-versus-target reporting.

Working pilot

Canada’s actuals-versus-target views were in use, checked against source data and explained to users.

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THE REPORTING FOUNDATION

Clear attribution.
A usable group view.

Hospital group No direct sales · group contracts
Hospital ADivision A → Rep 01
Hospital BDivision A → Rep 02

Compare actual sales with rep & team targets

Fictional relationships · see the cleanup animation

03 / REPORTING AUTOMATION

Designing Scalable Management Reporting

Initiated the research, built Qlik prototypes and evaluated how one maintained reporting base could generate country and functional packs on demand or on schedule.

Working prototypes

Built report variants and presentation prototypes; identified the ownership and access needed to scale.

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THE REPORTING SERVICE

Maintain once.
Tailor every report.

Fictional management report combining market share and pricing.
Country salesRegional finance

Fictional sample pack · wider distribution proposed

Explore supporting analysis and engineering work ↗

HOW I LEAD

Bring people with
the change.

At BIOTRONIK, I led regional planning delivery across finance, country teams and IT. I set priorities, directed contributors and connected technical decisions to the needs of management and users.

I also worked through resistance: when a country team lacked capacity for data cleanup, I returned with demonstrated benefits and secured their participation.

My background and approach ↗

LET’S TALK

Better planning.
A stronger reporting process.

I’m interested in opportunities combining BI and finance transformation with delivery leadership and team development.