Paul Flato
Controller / Business Partner
Experience
Jan 2024 - Jul 2024
7 months Switzerland
Controller / Business Partner
ZAM Zentr. Aktionsmgmt. Migros AG
- Managed and optimized discount campaigns to boost sales
- Planned 2025 discount strategies to align with business goals
- Coordinated with key stakeholders, including category management, for campaign success
- Enhanced efficiency and profitability of discount campaigns at Migros Foods
Jun 2023 - Present
2 years 1 month United States
Financial Advisor / European Expansion Manager
Carnomaly
- Lead financial planning, budgeting, and KPI development for cost and revenue efficiency
- Oversee controlling, forecasting, and financial analysis for strategic decisions
- Drive funding efforts for Carnomaly’s European financial models
Feb 2023 - Aug 2023
7 monthsBusiness Manager / Controller
Stern Consulting GmbH
- Advised health industry clients on tailored solutions
- Led PMO, ensuring project alignment with strategic goals
- Managed budgets, forecasts, financial reporting & IT-Controlling
Dec 2019 - Mar 2020
4 months Zürich, Switzerland
Freelance / Consulting Controller
Credit Suisse AG
- Managed project budgets aligned with business goals
- Developed FTE cost allocation models for resource optimization
- Supported dashboard creation with key project metrics
Feb 2019 - Dec 2022
3 years 11 monthsController & Co-Founder
PURU Suisse GmbH
- Managed financials, including reports, KPIs, forecasts, budgets and IT-Controlling
- Conducted sales controlling and price evaluation for profitability
- Developed reports to drive sales, cost management, and growth
- Prepared annual financial statements per regulations
- Assessed new products and partners for expansion
Jan 2018 - Dec 2019
1 year Zürich, Switzerland
Controlling & Business Development
PerfectShape GmbH and Holmes Place Jelmoli
- Conducted forecasts and performance analyses
- Analyzed and reported key KPIs for decision-making
- Developed marketing concepts to boost brand visibility
- Led strategies to establish a new business area
Jan 2015 - Oct 2017
2 years 10 months Zürich, Switzerland
Controller / Regulatory & Business Risk Mgmt.; Project Controlling, Private Banking
Credit Suisse AG
- Supported Head of Regulatory & Business Risk in governance, planning, and budgeting
- Provided senior management with forecasts and expense reports
- Designed and implemented IT-controls, including deficiency checks
- Oversaw Program PMOs and collaborated with local COOs for compliance
- Facilitated senior board discussions for strategic decisions
Oct 2011 - Jan 2015
3 years 4 months Zürich, Switzerland
Cost Controller / Finance & Strategy, Private Banking
Credit Suisse AG
- Optimized brokerage expenses for cost efficiency
- Reduced costs for market data and trading platforms
- Managed commission expense reporting and evaluation
- Led forecasting and budget planning for Private Banking
- Served as key liaison for senior management insights
Jan 2009 - Oct 2011
2 years 10 months Frankfurt, Germany
Division Area Revenue Controller, Corporate & Markets IB
DekaBank
- Led implementation of controlling and KPI tools for Investment Banking
- Collaborated with Trading Desk and Treasury on earnings insights
- Contributed to refinancing discussions across DekaBank
- Managed cost controlling and ensured budget compliance
Oct 2008 - Dec 2009
3 months Frankfurt, Germany
Contractor Clearing, CIB – Investment Banking operations
Deutsche Bank AG
- Analyzed and monitored derivatives execution for strategy compliance
- Reconciled derivatives positions with traders to ensure accuracy
Apr 2008 - Jul 2008
4 months Frankfurt, Germany
Intern Portfolio Management / International Equities
DWS Investment GmbH
- Supported portfolio managers with detailed company data analysis
- Developed presentations on portfolio performance for strategy adjustments
- Created market condition reports to aid strategic decisions
Jun 2007 - Dec 2008
7 months Frankfurt, Germany
Intern Finance / Business Area Control Europe
DWS Investment GmbH
- Created flash reports for timely financial insights
- Prepared ad-hoc analyses for data-driven decisions
- Evaluated forecasts to track financial performance
- Generated cost reports to monitor budget efficiency
- Led project to analyze earnings components for transparency
Oct 2006 - Apr 2007
7 months Mainz, Germany
Graduate Assistant Professorship of Controlling
Johannes-Gutenberg-University Mainz
Aug 2002 - Mar 2007
4 years 8 months Mainz, Germany
Student Trainee
Schott AG
- Quality assurance and support at the production process
Summary
I am committed to a long-term role within your organization, as I see strong potential to contribute lasting value by applying my financial and strategic expertise. My goal is to streamline processes, introduce innovative technologies such as AI, and support sustainable growth through a results-driven, collaborative approach.
What I Bring
- Financial & Business Expertise
- 10+ years in budgeting, cost analysis, and revenue optimization
- Strong skills in forecasting, reporting (PowerBI/MIS), andKPI development
- Expertise in IT- Controlling, pricing strategies, and margin calculation and IFRS
- Strategic & Entrepreneurial Thinking
- Entrepreneurial mindset with a strong business management background
- Proven ability to support leadership with insightful financial reports
- Confident, engaging, and appreciative communication style
- Process Optimization & Customer Focus
- Experience in AI-driven automation and process optimization
- Strong service orientation with a commitment to going the extra mile
- Independent, self-reliant, and results-driven working style
Languages
German
Native
English
Advanced
French
Elementary
Education
Oct 2002 - Jun 2008
Johannes-Gutenberg University of Mainz
Diploma Program · Business Administration · Mainz, Germany
Sep 1998 - May 2001
Gustav-Stresemann Wirtschaftsgymnasium
Mainz, Germany
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