Daniel Kipfer

Angestellt, Manager Finance Accounting, Lucris Finance AG

Zug, Schweiz

Fähigkeiten und Kenntnisse

13 years of experience in strategic planning
financial forecasting/reporting and controlling in

Werdegang

Berufserfahrung von Daniel Kipfer

  • Bis heute 10 Jahre und 5 Monate, seit Dez. 2013

    Manager Finance Accounting

    Lucris Finance AG

  • 3 Jahre und 10 Monate, Apr. 2009 - Jan. 2013

    Head Reporting, Division Controlling, WM&SB

    UBS AG

    May 2010 - June 2012 head of reporting for Wealth Management and Swiss Bank

  • 2 Jahre und 4 Monate, Jan. 2007 - Apr. 2009

    Head Division Controlling, WM Americas

    UBS AG

    Long term assignment in New York, USA. Head of Business Division Controlling for on shore Wealth Management buisness in USA, including reporting, forecasting, strategic planning. Further, leading Controlling for Central Functions (HR, CFO, CEO) (5 people)

  • 5 Jahre und 11 Monate, Feb. 2001 - Dez. 2006

    Group Controlling, UBS Group

    UBS AG

    Various position within controlling on UBS Group level, including strategic planning and reporting. From Dec 2005 to Dec 2006 heading the planning team (5 people)

  • 7 Monate, Apr. 2004 - Okt. 2004

    Regional Controlling, Investment Bank

    UBS AG

    Short term assignment in London, legal entity reporting of UBS London Branch

  • 2 Jahre und 10 Monate, Apr. 1998 - Jan. 2001

    Division Controlling, Private and Corporate Clients Switzerland

    UBS AG

    Strategic planning and budegting on Business Division level

Ausbildung von Daniel Kipfer

  • 1993 - 1997

    Finance / Business Administration

    University of Zurich

    Banking and Finance

Sprachen

  • Englisch

    Fließend

  • Deutsch

    Muttersprache

  • Französisch

    Grundlagen

Interessen

Finance of small and mid sized companies
Banking Industry. Finance and Wine
hobby: Cooking (passionate)
outdoor sports (windsurfing
biking
climbing
running
snowboarding
back country skiing)

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