Martin Heinimann

About Martin Heinimann

Senior Finance Professional with significant experience in International Private Banking/Wealth Management and Brokerage. Has a deep understanding of finance flows, operational workflows and product knowledge of a multi-divisional Wealth Management organization. Sought-after business partner with a \"can-do\" attitude and \"open door\" coaching management style. Has a pragmatic approach to improve efficiencies and solve critical enterprise issues and is known for being very reliable and hands-on. Brings along the technical skills needed to overcome today’s business challenges. Specialties- MIS, business intelligence, accounting, reg reporting, SOX controls, risk management, risk control- Succeed in complex finance projects- Very strong analytical and database modeling skills, ERM, SQL, VBA- In-depth banking products and workflow design knowledge, product accounting flows- Excellent technical skills, Excel, MS Access, SAP GGL, SAP BW, Hyperion, Business Objects- Forensic accounting, fraud investigation- Extensive technology knowledge, a hobby (networks, home automation, cloud computing/storage)

Experience

1. Head of Reporting & Analytics Wealth Management Americas

   UBS

   Aug 2014 — Present · New York, NY, US

   Simplicity, consistency & sense: Deliver precise and clear financial and management information to the right people in a concise way.Manage a diverse team located in New York, Weehawken, Chicago and Krakow, Poland, to provide best-in-class business intelligence in support of day-to-day and strategic decision making. I work with various business partners and CFO\'s on key initiatives and strategic projects, provide critical analysis while perfecting the service delivery model around critical management information and reports. I effectively and efficiently help WM Americas Lines of Business to get transparency on their key business drivers and various KPI\'s (key performance indicators). KPI\'s include invested assets, NNM, P&L, FA performance, internal/external benchmark information, client data, leading/lagging indicators, as well as various ad-hoc reporting & analysis. Key projects include building web-based interactive tools, data refinery, various process improvements to reduce risks and improve data quality throughout the organization.

Education

• HONIM, Brussels, Belgium

  ERASMUS Program / Int. Marketing

  1993

• University of Applied Science/Business Admin. (HWV/FHNW) Basel, Switzerland

  BS, Finance, Controlling, Accounting

  1991 — 1994

• Liestal Commercial School, Switzerland

  Banking

  1985 — 1988

Skills

• Financial Modeling
• Financial Analysis
• Microsoft Excel
• Visio
• Mergers & Acquisitions
• Series 66
• Forecasting
• Managerial Finance
• Asset Management
• Data Mining
• Series 7
• Accounting
• Private Banking
• Wealth Management
• Financial Reporting
• Database Design
• Series 27
• Finra
• Business Strategy
• Investments
• Strategic Financial Planning
• Business Analysis
• Access
• Mis
• Sap
• Hedge Funds
• Budgets
• Finance
• Databases
• Business Planning
• Data Analysis
• Financial Markets
• Financial Advisory
• Uniform Combined State Law
• Financial Services
• Asset Allocation
• Banking
• Mutual Funds
• Risk Management
• Essbase