Mattias Scherrer

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

Fähigkeiten und Kenntnisse

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

Werdegang

Berufserfahrung von Mattias Scherrer

  • Current 1 year and 3 months, since Mar 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 years and 11 months, 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 years and 6 months, Oct 2014 - Mar 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 years and 1 month, 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 months, Oct 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 years and 3 months, Jul 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 years and 6 months, Jan 2007 - Jun 2009

    GIPS Administration & Project Management

    Credit Suisse Asset Management

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

  • 2 years and 5 months, Aug 2004 - Dec 2006

    GIPS Administration

    Credit Suisse Asset Management

    Investment Performance Measurement & Reporting - Management Reporting - Factsheet Production

  • 1 year and 6 months, Jan 2001 - Jun 2002

    Support Officer

    SIS SegaIntersettle

    Second Level Technical Support for International Settlement Processing

Ausbildung von Mattias Scherrer

  • 3 years and 8 months, Nov 2004 - Jun 2008

    Business Administration

    University of Southern Queensland

  • 1 year, Oct 1999 - Sep 2000

    Japanese Studies

    Osaka University of Foreign Studies

  • 10 years and 8 months, Oct 1993 - May 2004

    Japanese Studies

    University of Zurich

Sprachen

  • German

    C2 (Verhandlungssicher / Muttersprachlich)

  • English

    C1 (Fließend)

  • Japanese

    C1 (Fließend)

  • Chinese

    B1-B2 (Gute Kenntnisse)

  • French

    B1-B2 (Gute Kenntnisse)

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