Tamara Bernauer
Senior Investment Accounting Analyst
Thalwil
Summary
Dynamic Senior Investment Accounting Analyst with extensive experience at Zurich Insurance, excelling in IFRS9 processes and agile project leadership. Proven ability to manage client relationships and implement SAP FSCM solutions. Strong analytical skills complemented by effective team leadership, ensuring timely and accurate financial reporting across multiple countries.
Overview
16
16
years of professional experience
4
4
Languages
Work History
Senior Investment Accounting Analyst (IAA)
Zurich Insurance
Zurich
05.2021 - Current
- Monthly, quarterly and year-end closing processes for Swiss Business Units
- Responsible for IFRS9 staging process
- Product Owner Private Debt (e.g. SPOC, lead fund look through project)
- Scrum Master within team to facilitate agile way of working
Rotation to Investment Reporting (IM Italy)
Zurich Insurance
Madrid (remote)
02.2021 - 10.2021
- Support of the team during maternity leave of Head of Investment Reporting
- Take over responsibilities of Head of Investment Reporting within ongoing and upcoming projects
- Organisation of internal project regarding outsourcing activities to IAA BCN
- Organise activities, backups and holiday management within the team
Investment Accounting Analyst (IAA)
Zurich Insurance
Barcelona
08.2015 - 02.2021
- Deputy Team Leader and responsible for Trainees of Investment Accounting Team
- Client Relationship Manager for 2 countries, managing and implementing new requirements from clients into SAP FSCM
- Lead project as product owner (e.g. Fund look through under IFRS)
- In charge of Solvency II reporting within Investment and Accounting department (13 different countries)
- Monthly, quarterly and year-end closing processes of 6 different countries
Learning & Development (IAA)
Zurich Insurance
Barcelona
01.2015 - 08.2015
- Ensure all global employees within IAA had up-to-date training records & global onboarding
- Leading monthly meetings with Leadership Team
Sales Support & Back Office
Raytheon – General Motors Academy
Barcelona
10.2012 - 12.2014
- Customer Service & Sales calls in German and English
- Responsible for ensuring all employees of GM Garages in Switzerland & Liechtenstein had up-to-date training records
Call Center Agent
Bioware (EA) & Airbnb
Barcelona
12.2011 - 10.2012
- Customer Service in German and English
Sales Support & Back Office
Helsana
Dübendorf & Regensdorf
09.2010 - 11.2011
- Ongoing customer service along with recommendations of additional coverage
- Responsible for support and preparing insurance quotes for brokers
- Review and approval of health questionnaires
Sales Support & Back Office
AXA Winterthur
Niederglatt
09.2009 - 06.2010
- Ongoing customer service along with recommendations of additional coverage
- Responsible for preparing insurance quotes for sales agents
Education
Certificate - Fundamentals of Business Analysis & Eliciting And
Zurich Insurance – Korn Ferry Learn
Online 04.2001 -
Certificate - Agile Fundamentals(Scrum & Kanban)&Design Thinking
Zurich Insurance – Journey 2 Creation GmbH & Netmind
Berlin & Barcelona 04.2001 -
Language Certificate - Spanish
International House
Barcelona 04.2001 -
KV Certificate - Apprenticeship Insurance
Beruffsschule
Bülach 04.2001 -
Skills
Advanced knowledge of Microsoft Office tools
Proficient in SAP FSCM
Communication skills
Team player
Timeline
Senior Investment Accounting Analyst (IAA)
Zurich Insurance
05.2021 - Current
Rotation to Investment Reporting (IM Italy)
Zurich Insurance
02.2021 - 10.2021
Investment Accounting Analyst (IAA)
Zurich Insurance
08.2015 - 02.2021
Learning & Development (IAA)
Zurich Insurance
01.2015 - 08.2015
Sales Support & Back Office
Raytheon – General Motors Academy
10.2012 - 12.2014
Call Center Agent
Bioware (EA) & Airbnb
12.2011 - 10.2012
Sales Support & Back Office
Helsana
09.2010 - 11.2011
Sales Support & Back Office
AXA Winterthur
09.2009 - 06.2010
Certificate - Fundamentals of Business Analysis & Eliciting And
Zurich Insurance – Korn Ferry Learn
04.2001 -
Certificate - Agile Fundamentals(Scrum & Kanban)&Design Thinking
Zurich Insurance – Journey 2 Creation GmbH & Netmind
04.2001 -
Language Certificate - Spanish
International House
04.2001 -
KV Certificate - Apprenticeship Insurance
Beruffsschule
04.2001 -