Reto Oeschger

· IT Financial Steering · Serviceportfolio Steering / Serviceportfolio Management

• Project management - Optimization of IT Controlling Framework (IT Service Cost Model): Introduction of Framework; Improvement of Performance Time Recording; Adaptation of Transfer Pricing, Processes & Governance • International Technology Business Management TBM (including Transfer Pricing) • Improvement and maintenance of the KPI framework • Support and financial advice for the IT organization (including budget process)

• Management of team IT Operations Engineering Architecture (01/2018 – 07/2018) • Professional and organizational representation of the Head IT Operations Engineering Architecture (10/2014 – 12/2017) • Project management - Optimization of IT cost allocation: Simplification of cost steering and increase of cost transparency (in SAP) • Project management - Group Transfer Pricing Stream Global IT: Introduction of new and automated Transfer Pricing-regime in SAP

• Project management – Cost steering concept Costix • Independent support for all SIX subsidiaries in reporting, forecasting & planning issues • Analysis and review of business figures of the division • Creation of periodic financial reports and sales reports • Support and financial advice for the department IT Financial Information (incl. budget process)

• Responsible for all aspects of business plan reporting of new relationship managers. Tracking and commenting • Process responsibility for the preparation, evaluation and commentary of the annual forecast on a monthly basis • Support for detailed budget allocation in Private banking • Creation of the weekly Net New Asset Reporting for the management

• Project work - Retro Calculation: IT migration of the founding banks of Clariden Leu AG to CS IT-platform • Standardization and simplification of old introducer agreements of founding banks of Clariden Leu AG • Adaptation of the intermediary business to the continuously changing internal and external business environment • Management of periodic and aperiodic commission payments • Contact person in all aspects of the intermediary business (Front units, Legal department, Operations, Auditing)

• Project management – Introduction of new MIS Software • Commentary of monthly market report • Preparation of daily risk report (including assessment of foreign exchange risk, market risk and interest rate risk). • Determination of coverage requirements of derivative customers • Examination of the market fairness of commercial transactions • Preparation of monthly financial statements related to derivatives • Monitoring of investment guidelines (compliance rules) of asset management mandates

Banking / Banking sector / Management Accounting / Corporate governance / Marketing / Human resources / Economic geography / Balanced Scorecard