Alex Smith

Alex Smith

Senior Business Analyst

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  • Timeline

  • About me

    Financial Planning & Analysis (FP&A)

  • Education

    • Victoria University of Wellington

      -
  • Experience

    • Deutsche Bank

      Jan 2007 - Jan 2008
      Senior Business Analyst

      Designed the monthly brokerage fee process and reports for the Global Credit Trading and Rates Derivative businesses.Stakeholder engagement to determine information and report and requirements.Trained the offshore team to run the new processes.

    • HSBC

      Feb 2008 - Jan 2011
      Planning and Finance Team Lead

      Reported directly to Front Office IT COO, led a team of 8 accountants & analysts. Drove the quarterly forecast, strategic plan, annual budgets and operating reporting. Member of the IT Finance Steering Committee and Strategic Headcount Reporting Committee.

    • Credit Suisse

      Jan 2011 - Jan 2014
      CFO Change Program Manager

      Responsible for the program and financial management of the APAC Legal Entity Program. Coordination of monthly status review meetings across senior business and IT stakeholders.Responsible for the business and financial management of the Production and Testing organisation (PTG). Led and mentored a global team.

    • UBS

      Jan 2014 - Jan 2018
      FPA Director, Technology Services IT

      Led the FP&A team across the Technology Services (TS) COO. Accountable for the monthly forecast process and reporting to the TS management committee on financial performance. Maintained relationships with IT sector heads via monthly status reviews.

    • Credit Suisse

      Jan 2018 - Feb 2020
      Private Banking IT COO, APAC Division

      Financial business partner for the Head of PBIT and Change Program Directors and reporting to the APAC Division COO. Led COO and PMO teams supporting APAC Private Banking Technology and Change. Monthly reporting to IT leads, via management committee meetings, to highlight key financial, headcount, program and vendor information.

    • Gentrack Ltd (Global)

      Jun 2020 - now
      Head of Financial Planning & Analysis (FP&A)

      Coordinating and reviewing the budgeting and forecasting processes, with a focus on providing value-added analysis. Working closely with finance business partners and executive management.

  • Licenses & Certifications