Alex Vance
Senior Financial Analyst | FP&A, Financial Modeling & Strategic Planning
Basel
Professional Summary
Senior Financial Analyst with extensive experience directing corporate financial planning, capital allocation, and performance analysis within multinational corporate environments in Switzerland. Recognized for building rigorous forecasting architectures, improving budget accuracy, and delivering clear decision support to executive stakeholders.
Work Experience
Helvetic Biosolutions AG
Basel, Switzerland
Senior Financial Analyst
Apr 2018 – Present
- Lead global operational expenditure and capital expenditure planning across four production sites, overseeing an annual budget of CHF 280 million.
- Develop rolling monthly cash flow and revenue forecasts that reduced quarterly variance from 6.5% to 1.8% over three fiscal years.
- Direct the implementation of an automated financial planning model in SAP Analytics Cloud, cutting multi-entity consolidation turnaround from nine days to four days.
- Partner with executive leadership to evaluate proposed commercial licensing agreements and manufacturing expansion projects through detailed discounted cash flow modeling.
Novarise Logistics Holding
Basel, Switzerland
Lead Financial Planning Analyst
Aug 2013 – Mar 2018
- Managed enterprise-wide budgeting and financial planning cycles for regional European freight forwarding operations generating CHF 420 million in net revenue.
- Engineered automated gross margin sensitivity models in Power BI and SQL, surfacing cross-border tariff efficiencies that yielded CHF 3.2 million in cost avoidance.
- Delivered quarterly board presentation packs, reconciling variances against prior-year baselines, foreign exchange impacts, and volume fluctuations.
- Coordinated cross-functional working groups across treasury, tax, and procurement to streamline annual capital allocation prioritization.
Aethelgard Financial Services SA
Basel, Switzerland
Financial Analyst
Feb 2009 – Jul 2013
- Conducted monthly financial statement analysis, balance sheet reconciliations, and departmental cost-center variance investigations.
- Constructed bottom-up operating expense budgets for three commercial banking divisions with combined outlays of CHF 95 million.
- Maintained multi-currency hedging tracking files and evaluated monthly treasury performance metrics.
Education
University of Basel
Master of Science · Finance and Economics · Basel, Switzerland · 5.6 / 6.0 · Oct 2002 – Jun 2004
Focus areas included corporate valuation, econometric forecasting, and international financial reporting standards.
University of Zurich
Bachelor of Arts · Business Administration · Zurich, Switzerland · 5.4 / 6.0 · Oct 1999 – Jul 2002
Coursework emphasized managerial accounting, business statistics, and commercial law.
Projects
Working Capital Analytics Transformation
Mar 2024 – Nov 2024
- Designed and launched a consolidated working capital dashboard tracking days sales outstanding and payable cycles across six subsidiaries.
- Reduced month-end working capital reporting lag from seven business days to 24 hours.
Corporate Expansion Valuation Framework
Jan 2021 – Aug 2021
- Built multi-scenario valuation models evaluating potential strategic partnerships and bolt-on acquisitions in contract development services.
- Presented sensitivity matrices to corporate strategy stakeholders, directly supporting two successful portfolio transactions.
Core Competencies
Financial Planning & Analysis (FP&A)
Financial Modeling
Variance Analysis
Capital Budgeting
Cash Flow Forecasting
Discounted Cash Flow (DCF) Valuation
SAP Analytics Cloud
Power BI
IFRS & Swiss GAAP FER
Scenario & Sensitivity Analysis
Working Capital Optimization
Languages
English
C2
German
C2
French
B2
Certifications
Chartered Financial Analyst (CFA)
CFA Institute · Sept 2007
Community Engagement
Basel Youth Economic Literacy Initiative
Basel, Switzerland · Sept 2019 – Present
- Volunteer Financial Mentor
- Deliver bi-weekly financial literacy and household budgeting seminars to young adults entering the workforce.
- Mentor early-career professionals on basic accounting principles and personal financial planning.