Mattias Scherrer

Angestellt, Head of Fee Substantiation & Collection (Switzerland), UBS Business Solutions AG
Zürich, Schweiz

Fähigkeiten und Kenntnisse

Reporting
Data Analysis
Reconciliation
Microsoft Power BI
Microsoft Excel
SQL
Project Management
International experience

Werdegang

Berufserfahrung von Mattias Scherrer

  • Bis heute 1 Jahr, seit März 2025

    Head of Fee Substantiation & Collection (Switzerland)

    UBS Business Solutions AG

    Managing the client invoicing end to end (from invoice generation to payment monitoring), Rebate calculation and payments, accrual calculation and reconcilation, support business with adhoc analysis and reporting

  • 5 Jahre und 11 Monate, Apr. 2019 - Feb. 2025

    Head of Client Invoicing & Tax Operations

    Credit Suisse Asset Management

    Managing the client invoicing end to end (from invoice generation to payment monitoring), supervising Swiss Stamp Tax calculation, specify and implement system enhancements, support business with adhoc analysis and reporting

  • 4 Jahre und 6 Monate, Okt. 2014 - März 2019

    Head of Investment Performance Reporting

    Credit Suisse Asset Management

    Managing international teams responsible for internal investment performance reporting as well as client reporting. Planning and supervising production cycles, allocating resources to production and projects.

  • 2 Jahre und 1 Monat, Sep. 2012 - Sep. 2014

    Head of Client Tax Reporting

    Credit Suisse Global Operations

    Managing four teams responsible for country-specific and generic client tax reporting. Planning and supervising production cycles. Allocating resources to production, projects, task forces and 2nd level support.

  • 11 Monate, Okt. 2011 - Aug. 2012

    Head of Global Data Quality Management

    Credit Suisse Private Banking

    Data Quality Management for High End Client Reporting - Process Engineering and Lean Management - Project Management

  • 2 Jahre und 3 Monate, Juli 2009 - Sep. 2011

    Head of Global GIPS Competence Center

    Credit Suisse Private Banking

    Implementation of Global Investment Performance Standards (GIPS) - Investment Performance Measurement & Reporting - Operational Excellence - Project Management

  • 2 Jahre und 6 Monate, Jan. 2007 - Juni 2009

    GIPS Administration & Project Management

    Credit Suisse Asset Management

    Implementation of Global Investment Performance Standards (GIPS) - Investment Performance Measurement & Reporting - Project Management

  • 2 Jahre und 5 Monate, Aug. 2004 - Dez. 2006

    GIPS Administration

    Credit Suisse Asset Management

    Investment Performance Measurement & Reporting - Management Reporting - Factsheet Production

  • 1 Jahr und 6 Monate, Jan. 2001 - Juni 2002

    Support Officer

    SIS SegaIntersettle

    Second Level Technical Support for International Settlement Processing

Ausbildung von Mattias Scherrer

  • 3 Jahre und 8 Monate, Nov. 2004 - Juni 2008

    Business Administration

    University of Southern Queensland

  • 1 Jahr, Okt. 1999 - Sep. 2000

    Japanese Studies

    Osaka University of Foreign Studies

  • 10 Jahre und 8 Monate, Okt. 1993 - Mai 2004

    Japanese Studies

    University of Zurich

Sprachen

  • Deutsch

    Muttersprache

  • Englisch

    Fließend

  • Japanisch

    Fließend

  • Chinesisch

    Gut

  • Französisch

    Gut

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