Sonia Lodeiro

Angestellt, Senior Financial Reporting Specialist; Group Finance (team lead since 2 years), Credit Suisse Services AG

Zürich, Schweiz

Fähigkeiten und Kenntnisse

Experience in internal and external reporting
10 years experience in reporting/controlling/manag
Line Management

Werdegang

Berufserfahrung von Sonia Lodeiro

  • Bis heute 11 Jahre, seit Mai 2013

    Senior Financial Reporting Specialist; Group Finance (team lead since 2 years)

    Credit Suisse Services AG

    -Global lead for the monthly close of externally disclosed CS Group and its Segments; production and review of reporting and comments for Group Finance senior management - Responsibility for the Corporate Center close; reconciliation of legal to MIS accounts, processing MIS and legal topsides and analytical review -Supervision of the externally disclosed divisions; reconciliation of legal to division accounts, coordination of Segment and consolidation adjustments and coordination with divisional finance

  • 1 Jahr und 1 Monat, Apr. 2012 - Apr. 2013

    Financial Reporting and Consolidation Controller

    Credit Suisse Services AG

    - Off-Balance Sheet Disclosure (Guarantees, commitments, representations and warranties on residential mortgage loans) -Fixed Assets and equity method investments -Liabilities to own pension fund disclosures -Life settlement contract disclosures

  • 4 Jahre und 3 Monate, Jan. 2008 - März 2012

    Management Accountant

    Clariden Leu

    Preparing the monthly Product P&L; Reporting the net new assets and the assets under management to the parent company; Analyzing revenue streams, assets under management and new assets of the investment fund business; Reconciliation with the financial accounting results of the bank; Maintenance of the management information system

  • 5 Jahre und 3 Monate, Okt. 2002 - Dez. 2007

    Scientific Assistant

    ZHAW

    Collaboration in different research projects; Teaching bachelor students in Alternative Investments; Design and accomplishment of the course Alternative Investment; Coaching students in writing their diploma thesis; Participation in different publications; Cooperation on the development of a fund database and data management; Consulting services to pension funds and family offices in Alternative Investments; Design and elaboration of peer group analysis; Conceiving and planning investor symposia

Ausbildung von Sonia Lodeiro

  • University of Fribourg

Sprachen

  • Englisch

    Gut

  • Spanisch

    Fließend

  • Deutsch

    Fließend

  • Italienisch

    Grundlagen

  • Französisch

    Grundlagen

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