I bring clarity to the numbers and automate your flows.

Geneva · Swiss · Four years record-to-report · CFA Level 2 candidate · French, Spanish, English

Raw energy in. Organized flows out.

From La Paz to Geneva, every figure agreed to source.

Global accounting, from the ledger to the board pack.

With AI doing the repetitive work.

How I can help
Based
Geneva, Swiss national
Experience
Four years. CFA Level 2 candidate
Global accounting
Ledger and close for entities in five countries
Standards
IFRS and Swiss GAAP, intercompany
AI in finance
Tools built on the Claude API, plus Python, SQL, VBA
Languages
Native French and Spanish, fluent English

How I can help

Open to record-to-report and financial reporting roles, and to helping early-stage companies get their finance in order.
  • Books and month-end close

    Bookkeeping routines and a close checklist that runs the same way every month.

  • Cash-flow forecast and budget

    A rolling forecast you can update in minutes, so the runway is visible before it becomes a problem.

  • Financial statements and investor reporting

    IFRS or Swiss GAAP statements, and a monthly pack a board or investor can read at a glance.

  • Clean-ups and reconciliations

    Messy ledgers untangled, balances reconciled and every figure agreed to source.

  • Automation

    Repetitive finance tasks moved into Python, SQL or Excel, with a check at every step.

  • Need a hand with your numbers?

    Get in touch

Projects

Tools and research I have built alongside my work

Deferred tax agent

A Python tool that asks Claude to research local GAAP depreciation rules for every country and asset category in a fixed asset register, then calculates each asset's deferred tax position against IFRS.

Worked example: office furniture in Mexico, in local currency
Net book value under IFRS1,620.03
Net book value under local GAAP3,534.02
Temporary difference(1,913.99)
Deferred tax asset at 25%478.50

Earnings calendar spreads

Scans US stocks before earnings and sizes option calendar spreads from a Monte Carlo estimate.

Modelled backtest, in-sample, since 2016

Options income research

How I choose strikes for covered calls and cash-secured puts.

My own portfolio

I measure my personal account the way I would close a month: time-weighted, in euros, against the S&P 500.

About

I have worked in finance since 2022: preparing IFRS and Swiss GAAP financial statements at EFG Bank in Geneva, then owning the general ledger, reconciliations, intercompany and month-end close for entities in five countries at an international education group.

Most recently I was Senior Payroll Specialist there, running payroll for more than ten entities in seven countries: the largest recurring cost most of those entities carry. I study for CFA Level 2 and manage a personal equity portfolio on the side. The projects here come from where those three meet.

Education
BSc Economics, HEC Lausanne
CFA program
Level 1 passed, Level 2 enrolled
Contact