Patrick Roth
Angestellt, Head Division Finance Personal & Corporate Banking, UBS AG
Zürich, Schweiz
Werdegang
Berufserfahrung von Patrick Roth
Bis heute 10 Jahre und 5 Monate, seit Jan. 2014
Head Division Finance Personal & Corporate Banking
UBS AG
Responsible for all financial aspects for the division Personal & Corporate Banking, including business planning, forecasting, reporting analytics, business partnering and external disclosure. Set-up offshore team (Poland) and reorganize team / processes.
1 Jahr und 5 Monate, Aug. 2012 - Dez. 2013
Head Disclosure and Analysis CFO WM and R&C
UBS
Responsible for the quarterly and annually external financial disclosures (IFRS) of the two Divisions Wealth Management and Retail & Corporate. The profile also includes the responsibility for the monthly divisional estimate and reporting processes. Leadership for a team of 6 people.
1 Jahr und 7 Monate, Jan. 2011 - Juli 2012
Controller Division Wealth Management
UBS
Key responsibilies: a) preparation and coordination of Financial Result Presentation towards Executive Committee of Wealth Management b) preparation and coordination of Wealth Management specific financial analysis towards the Group Executive Board c) Lead or support of finance projects to improve financial performance of the division Wealth Management
2 Jahre und 1 Monat, Jan. 2009 - Jan. 2011
Head Analysis - CFO WM&SB
UBS AG
Responsible for a broad range of non-standard Controlling tasks on divisonal level. Leading a team of 4 Controllers. Key Products are: - Financial presentations for Executive Committees - Preparation Pack for the bilateral discussions between Group CEO and Divisional CEOs - Performance Review Sessions with Group CEO - Various other financial ad-hoc analysis and topics
3 Jahre, Jan. 2006 - Dez. 2008
Head Controlling Middle & Back-Offices APAC
UBS
5 Jahre und 4 Monate, Okt. 2000 - Jan. 2006
Business Controller
UBS
Breite Controlling-Erfahrung in Markt, Projekt und Segment Controlling
1 Jahr und 10 Monate, 1999 - Okt. 2000
Leiter Finanz & Rechnungswesen & Administration
Elektrizitaetswerk Hoefe
Leitung des Finanz & Administrationsteams (5 Mitarbeiter)
1996 - 2000
Lehrperson Rechnungswesen
BWZ Rapperswil
> Finanz & Betriebsbuchhaltung im Lehrgang Technischer Kaufmann > Nebenamtlich
1996 - 1998
Cost Accountant
Lindt & Spruengli
Verantwortung fuer monatliches Management Reporting, Teilprojektleitung SAP Einfuehrung
1991 - 1995
Mitarbeiter Finanzbuchhaltung
Gurit-Essex
Finanzbuchhaltung, Anlagenbuchhaltung, Reporting
1989 - 1990
Filialbuchhaltung
Reisebuero Kuoni
Mitarbeiter Filialbuchhaltung
Ausbildung von Patrick Roth
Controlling
Akademikergesellschaft, Zürich
Sprachen
Englisch
Fließend
Deutsch
Muttersprache