
Sonia Lodeiro
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Sonia Lodeiro
- Bis heute 12 Jahre und 1 Monat, 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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