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<pre>Array ( [var] => cut_url ) </pre> Resume for Petya I. for Consultant / Financial Services in Zürich, Switzerland. Search More Resumes for Consultant on #CBPKZG87A

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Resume for Petya I. for Consultant / Financial Services in Zürich, Switzerland

Occupation: Consultant Industry: Financial Services
Country: Switzerland City: Zürich
State: Zurich ZIP: 8001

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Zurich , Switzerland

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Petya I.                             

Qualifications Level III candidate in the CFA Chartered Financial Analyst Program
  • Certificate in Business Accounting, CIMA, London Chartered Institute of Management Accountants
  • Successfully passed exam in Financial Reporting – International Accounting Standards and Management Accounting – Performance Management part of the intermediate level leading to the CIMA Professional Chartered Management Accounting qualification
  • Certificate in “Financial Data integration” for RiskPro, risk management software
  • Experience since June               FRSGlobal former  IRIS integrated risk management AG that was acquired by FRSGlobal in September


    Responsibilities related to the implementation of the company’s software for risk management in banks:

  • Providing high quality and customized services to clients throughout the implementation project and on an ad hock basis; 
  • Demonstrating good knowledge of all the functionalities of the software and assisting the client in the in the various types of static and dynamic market analysis; Asset and Liability Management; Liquidity Risk; IFRS, Basel II and regulatory reporting; 
  • Analyzing of the clients’ business needs and offer the most appropriate solution within the software, test and validate the generated results; 
  • Being able to transfer the relevant knowledge to the client and the acquired from the project knowledge within the company.
  • Enhancements specifications > prepare the business solution description for new enhancements, report any discovered malfunctioning, provide the expected results.
  • Providing support in the preparation of models for presales cases.

    Experience with an operational risk software RCS of a partner company. 

    Achievements: Successfully completed project in various banks across Europe and high customer satisfaction

    Reference: Thomas Brouwer

    January – June              US Peace Corps

    Financial Analyst


  • Participate in the budgeting process in accordance with the organization’s guidelines and procedures
  • Analyze the budget and generate various reports
  • Communicate with the Financial Office in the HQ in Washington on resolving finance related issues
  • Provide financial issues support on asneeded basis
  • Direct supervisor: Eric Younger

      Oct. – Nov.  Integrated Market Solutions Ltd. – a consulting company 

    Consultant in Financial Management

  • Responsibilities
  • Cooperating with directors and functional managers in the planning process
  • and performance review.

  • Work on client assignments – target group SME.
  • Production of variance analysis reports for monthly management review meetings.
  • Preparation of quarterly revised forecasts in accordance with directors’ guidelines.
  • Any ad hoc financial analysis
  • Organization of training courses
  • Director/UK partner: Ms. Brigitte Watson, ACMA

      Aug. – Oct.  EuroFinance Ltd. – a financial company 

    Information, Analysis and Internal Control Department

  • Assistance in creating an internal control policy for new products and services.
  • Preparation of prospectus for public listed companies.
  • Assistance in the preparation of daily and monthly bulletins.
  • Communication with the State Securities Commission.
  •   May – Aug.  State Securities Commission 

    Capital Market Analysis

  • Preparing statements on proposed legislation changes.
  • Analysis of the local capital market.
  • Review of documents for granting licenses to capital market participants.
  • Education – University of National and World Economy Sofia,
  • Master in Finance
  • Diploma thesis: Stock Option Plans.
  • – University of National and World Economy Sofia,

  • Master in International Economic Relations
  • Memberships
  • Swiss CFA Society
  • Trainings/Seminars
  • February, , Zurich       Introduction in JAVA
  • April September, , Zurich  VaR, Baseel II Credit risk and Dynamic Analysis in riskproTM,
  • May, , Sofia               Financial Modeling and Forecasting with Excel
  • January, , Sofia          Workshop on Intercultural and Interpersonal Communications
  • January February, , Sofia               Training in Effective Meetings
  • Aug. – Sept. , , Bangkok    Training for the Conversion to and the Implementation of a New FinancialManagement System
  • July – , , Plovdiv               Workshop on Small Project Assistance Projects
  • Soft skills
  • Interpersonal skill developed and proved on a daily basis in dealing with software developers, project team members and clients from different cultures, hierarchical level and official representatives.
  • Languages Language           

    Bulgarian                  native 

    English                    fluent 

    German                    Goethe Institute, MIII

    References Available upon request

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