Bernard Péfourque
Head of Controlling, Swiss Life Private Banking
I have worked in various environments, from High tech to finance.
I have specialized in setting up FP&A, building controlling activity and implementing cost analysis, driving budgeting process and tracking KPI.
17 contacts2006 - 2010- Developing specific financial reporting for the monitoring of credit crisis, covering bond, money and derivatives markets.
- Analysing return on Repo activity during credit crunch.
- Liaison for Group Finance head department providing asset consolidation, exposure studies and asset processes for ALM and IFRS concerns.
- Implementing BI tool for data mining, system administration and data quality management.
Automating a pool of about a hundred indicators and indices under VBA for instant access.
2000 - 2006- Set-up of analytical accounting (Sage Saari - line 100), devising tables and indicators, processing and archiving data into a relational database (Access).
- Consolidation of assets under management. Income processing and calculation of retrocessions to business contributors. Monitoring charges and drawing up margins for each Customer type (ABC method).
- Producing internal and group reports, preparing quarterly committee meetings and external communication on sector studies (McKinsey, Boston Consulting Group, Fitch AMR).
1999 - 2000- Analyst on shared EMEA services. Monitoring headcount and charges indicators for Finance, HR, IS and Facilities department. Controlling budget and investigating variances with local accounting teams.
- Reporting to US managers and EMEA VP in a matrix environment.
- Processing quarterly forecast.
1998 - 1999- Financial monitoring of four entities (Switzerland, Italy, USA, Japan) in liaison with local managers.
- Analysing variances with the budget. Providing monthly reporting.
1996 - 1997- English teacher appointed to the "Société Navale de Formation et de Conseil" (NAVFCO).
