Stephanie Bossart

 Software-as-a-Service (SaaS) for digital onboarding, smart data, signing, invoicing, debt collection and debt purchase. B2B. Leadership of all new sales related activities in Switzerland. Part of the larger management team  Market growth of new business across all B2B client segments with the aim of salles and marketing transformation  Early departure due to diverting visions of cooperation and business development

 SaaS for digital onboarding solutions (KYC, KYB) for financial intermediaries and banks. B2B. Leadership of all sales, marketing, and partnership activities world-wide. Part of the management team  Market growth of new business across all B2B client segments, built-up Hubspot digital sales engine for inbound marketing and outbound marketing campaigns (Website, Google, Linkedin), identification and development of potential new business partnerships  Client base almost than tripled, ARR more than doubled

 Real estate start-up. B2C. External consultant contract until successful capital round completion. Business development for German-speaking Switzerland, customer acquisition, search for investors for the next capital round, development of processes, analysis and reporting, establishment of marketing and PR campaigns with partner agencies

Monthly closures and reports, monthly, quarterly, yearly and 3-year planning, variance analyses Management of controlling projects like the introduction of new investment controlling tools, budgeting models, multi-year planning, new KPIs, benchmarking and MIS reporting tools BI / Data warehouse work-stream lead for the firm-wide implementation of a new ERP system Deputy Head of Finance & Controlling. Management of up to 4 controllers

Execution of corporate finance projects (buy- and sell-sides, financing rounds) for privately and publicly held companies with focus on business planning (P&L, BS and CFS), valuation of companies and transaction services for clients Interim management for clients, e.g. reorganization of a finance & accounting department, set-up of controlling, KPI and reporting tools Various real estate projects, full-renovation of properties in Switzerland

COO roles in the Investment & Private Banking divisions Management of the CFO & COO matters of the private banking team D, A & LUX as well as the CH investment banking team Project initiation and management of revenue growth and cost reduction initiatives, implementation of the PB EMEA strategy, ad hoc analyzes, focus on optimizing processes and structures, reports for top management

Global financial planning & controlling of IWC’s 25 world-wide subsidiaries Build-up the controlling & financial reporting structure for the fast-growing luxury goods company and its 15 newly launched world-wide boutiques. Project management Daily interaction with and reporting to senior management

Responsible for the independent management of corporate finance mandates with focus on the valuation of companies (deal sheet available)

Responsible for the coverage of media & entertainment stocks together with the Managing Director

Responsible for the support of the MDs in the origination and execution of M&A assignments, IPOs & secondary offerings, private placements and financing deals within the media & telecoms and transport & logistics teams (deal sheet available)