Lilian Verdier-Moser
Technology & Transformation – Financial Services
Meilen
Summary
Finance transformation consultant specialized in the Financial Services industry, with 10+ years of experience delivering large-scale ERP modernization and finance transformation programs across banking and (re)insurance.
In Switzerland, delivered projects for Allianz (SAP R/3 to S/4HANA upgrade with Central Finance), Swiss Re (FP&A with IFRS 17), Julius Baer (FP&A automation), Credit Suisse (capital reporting and compliance), and UBS (client migration post-merger). Outside Switzerland, supported finance transformation programs for AXA, SCOR, BNP Paribas, UniCredit, and State Street, focusing on finance target operating models, regulatory alignment (including in SAP BFC), and digital finance. Delivered SAP PaPM demo preparation for client engagements.
Experienced in leading finance transformation projects and aligning cross-functional teams across finance and IT (including SAP). Skilled in managing complex multi-stream programs and driving measurable results in compliance, performance, and finance process redesign.
Fluent in English and French, with ongoing German language training. Actively contributes to go-to-market initiatives and account development, with a growing client network across insurance and banking—well positioned for the responsibilities of a Senior Manager at PwC.
Overview
13
13
years of professional experience
4
4
Languages
Work History
Manager
Deloitte
10.2018 - Current
- Led strategic workstreams within Allianz’s global Finance ERP transformation (SAP R/3 to S/4HANA with Central Finance), reporting into the Munich-based program. Managed operational steering, milestone reporting, and stakeholder coordination across EMEA, including Switzerland.
- Delivered an end-to-end Finance ERP transformation for Banque Postale, overseeing the full accounting lifecycle—from client event capture through subledger, general ledger, and regulatory reporting—across both functional and technical streams.
- Designed and delivered a global FP&A transformation at Swiss Re, implementing an IFRS 17–aligned in-house planning and reporting solution across Asia, EMEA, and the Americas under a follow-the-sun model.
- Implemented FP&A automation at Julius Baer via the deployment of Board, replacing Excel-based forecasting with an integrated planning platform to improve speed, governance, and planning maturity.
- Facilitated future-state operating model definition at SCOR, driving targeted workshops to align finance architecture, regulatory expectations, and strategic transformation goals.
- Directed FCC and sanctions reporting initiatives at Credit Suisse, launching a Tableau-integrated data lake to enhance real-time regulatory oversight. Delivered sanctions risk reporting during the Russia–Ukraine crisis.
- Designed and implemented a global support desk model at Credit Suisse, architecting a 3-tier ServiceNow structure with SLA governance and a follow-the-sun setup.
- Led capital reporting activities during Credit Suisse’s transition to UBS, ensuring regulatory continuity and data alignment through the integration phase.
- Adapted Credit Suisse onboarding procedures to UBS compliance standards, building a revised client framework across wealth and retail businesses post-merger.
- Built and co-led Deloitte’s Finance communities for Banking and Insurance in Switzerland, shaping go-to-market offerings, capability strategy, and hiring priorities to meet practice needs.
- Facilitated client workshops on S/4HANA, Central Finance (CFIN) migration strategy, and SAP PaPM, enabling solution design and stakeholder buy-in across transformation programs.
- Led over 30 strategic pursuits, including RFP responses, tailored proposals, and solution workshops—contributing directly to account growth across Swiss FSI clients.
Consultant
Onepoint & Freelance
08.2017 - 07.2018
- Co-led the alignment of IT performance management with financial goals at BNP Paribas CIB, coordinating with finance and IT stakeholders to establish KPI governance, automate dashboards, and enhance reporting effectiveness across global business lines.
- Delivered M&A support at Harper & Pearsons, leading the identification and shortlisting of buyers and targets, developing pitchbooks, and crafting commercial narratives for senior investment committees.
Consultant
Bredhill Consulting
12.2015 - 08.2017
- Co-led the full-lifecycle IFRS 9 implementation at Groupe BPCE, managing delivery from requirements gathering and business–IT specifications to SAP BFC configuration, testing, go-live support, and post-deployment hypercare. Acted as central coordination point between finance, risk, and IT stakeholders to ensure timely and compliant delivery.
- Defined the strategic roadmap and go-to-market plan for AXA Group Solutions, working with business and digital leads to align product innovation priorities with market positioning and transformation goals.
- Co-led BNP Paribas CIB’s digital front-office transformation, collaborating with product owners, IT leads, and operations teams to track feature readiness, report rollout status, and support executive decision-making across phased deployments.
Adviser
KPMG
04.2015 - 11.2015
- Delivered core banking vendor selection and benchmarking for Oddo Bank, evaluating RFP responses, facilitating internal alignment, and producing decision criteria used in final platform selection.
- Supported UniCredit’s regulatory reporting platform implementation, drafting functional specifications, contributing to operationalize IT architecture decisions, and coordinating with finance, risk, and IT to manage change and ensure full alignment with evolving regulatory and reporting standards.
EMEA Business Analyst
State Street
10.2014 - 03.2015
- Streamlined regional employee footprint reporting, automating consolidation processes to reduce manual effort and improve data integrity across locations.
- Produced executive KPI dashboards, delivering reporting used by senior leadership to assess progress on a multi-phase outsourcing program and guide transformation priorities.
Junior Project Manager
SOS Sahel
01.2013 - 07.2013
- Advised executive leadership on reconfiguring SOS Sahel’s business model and go-to-market approach, repositioning the NGO toward an advisory-focused operational model to improve impact delivery and funding effectiveness.
- Built investment-grade financial models for carbon offset initiatives, supporting cross-border sustainability projects with scenario-based business planning and donor engagement materials.
Education
Master of Science - International Business And Finance
University of Reading
Reading 04.2001 -
Skills
- Multi-stream program management
- Business requirements & functional specification writing
- Change management & stakeholder alignment
- Solution design & facilitation
- Pursuits, proposals & vendor benchmarking
- C-level stakeholder engagement
- Team leadership & capability building
- Executive storytelling
- Workshop facilitation
Consulting & Delivery
Leadership & Communication
Functional Finance Expertise
- Finance operating model design
- FP&A transformation & automation
- ERP-enabled finance process redesign
- Regulatory compliance – IFRS 17, FINMA
- Capital & risk reporting frameworks
- Client onboarding & compliance design
- SAP (S/4HANA, CFin, PaPM, BFC) – Architecture oversight & integration
- FP&A platforms – Tableau, Board
- Workflow & delivery tools – JIRA, Confluence, ServiceNow (SNOW)
- Microsoft Office Suite – Excel, PowerPoint, Access
Technology & Tools
Timeline
Manager
Deloitte
10.2018 - Current
Consultant
Onepoint & Freelance
08.2017 - 07.2018
Consultant
Bredhill Consulting
12.2015 - 08.2017
Adviser
KPMG
04.2015 - 11.2015
EMEA Business Analyst
State Street
10.2014 - 03.2015
Junior Project Manager
SOS Sahel
01.2013 - 07.2013
Master of Science - International Business And Finance
University of Reading
04.2001 -
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