Simona Gilardi

Senior Business Analyst

Salary / Daily rate

Zürich, Switzerland

Mobility: Switzerland

Freelance

Can come onsite

Skills

FinanceProcess ImprovementDigital TransformationBusiness AnalysisCRMJiraFigmaConfluenceTrainingOperationsConsulting ITCustomer CareStrategy & ConsultingNegotiationComplianceProject Management (PMO)Business TransformationLegal

Languages

Italian (Native)German (Fluent)English (Fluent)French (Fluent)Spanish (Fluent)

About me

Intro

Senior Business Analyst with over 20 years of experience in driving digital transformation within the Swiss financial services and innovation sectors. Proven expertise in process optimization, stakeholder management, and cross-functional team coordination. I deliver pragmatic solutions that align business needs with technology, specializing in requirements engineering and agile methodologies for complex projects.

Links

Work experience

Senior Business Analyst

Innosuisse (The Swiss Innovation Agency)

Jan 2020 - Jan 2025

5 years 1 month

Bern, Switzerland

– Led business analysis for the conception and implementation of the new platform used to submit and manage applications to Innosuisse. – Provided methodical advisory and analytical support to Product Owner and organizational units, focusing on process analysis, optimization, and documentation. – Collaborated with stakeholders and Product Owner to elicit business needs and specify user stories. – Planned, organized, and facilitated user workshops, ensuring smooth communication and alignment between cross-functional teams and stakeholders.

Senior Business Analyst

AlphaZetta – The Independent Analytics Experts

Jan 2018 - Jan 2020

2 years 1 month

– Opened new markets in Switzerland, driving adoption of advanced data analytics solutions across various industries. – Collaborated with multinational teams across North America, Europe, LATAM, Asia, and Australia to deliver tailored data-driven solutions.

Senior Business Analyst

Julius Baer

Jan 2016 - Jan 2017

1 year 1 month

Zürich, Switzerland

– Led business analysis for the Financial Instruments (FI-Master) system, enabling the integration of financial data across multiple applications. – Defined interfaces to connect data feeds from legacy systems to the new FI-Master, ensuring seamless data flow across consuming applications.

Project Manager / Senior Business Analyst

Profond Vorsorgeeinrichtung

Jan 2015 - Jan 2015

1 month

Thalwil, Switzerland

– Managed the migration of the Swiss Pension core business application, coordinating efforts across multiple stakeholders to ensure project success. – Conducted in-depth business analysis to optimize processes and ensure the accurate transfer of data and functionality during migration.

Senior Business Analyst

UBS Wealth Management

Jan 2014 - Jan 2014

1 month

Zürich, Switzerland

– Analyzed and evaluated big data infrastructures for innovation projects, leading to the selection of optimal data market vendors. – Defined and documented requirements for the delivery of market and financial data from external vendors such as Bloomberg and Reuters.

Senior Business Analyst

Thomson Reuters

Jan 2013 - Jan 2014

1 year 1 month

Zürich, Switzerland

– Led the requirements specification for re-engineering the Thomson Reuters operational risk management solution, ensuring alignment with business goals. – Developed user stories, acceptance criteria, and modeled business processes to drive the successful redevelopment of risk management features.

Senior Business Analyst

Allianz Suisse Versicherungsgesellschaft AG

Jan 2011 - Jan 2012

1 year 1 month

Zürich, Switzerland

– Conducted feasibility study and led business analysis to enhance the life and pensions portal, focusing on improving user experience. – Provided coaching and mentorship to team members, enhancing their skills in requirements specification, BPMN and UML modeling.

Senior Business Analyst

AdNovum Informatik AG

Jan 2010 - Jan 2010

1 month

Zürich, Switzerland

– Led business process analysis and requirements specification for UBS investment management systems, ensuring compliance and accuracy in mandate handling. – Collaborated with cross-functional teams to optimize business processes and improve system functionalities.

Senior Business Analyst

Finnova AG Bankware

Jan 2008 - Jan 2009

1 year 1 month

5600 Lenzburg, Switzerland

– Led business analysis for the implementation of Finnova basis modules at Migros Bank and regional Swiss banks, ensuring alignment with client needs. – Managed the specification, testing and documentation of new requirements, producing user manuals and technical documentation.

Senior Business Analyst

Credit Suisse

Jan 2005 - Jan 2007

2 years 1 month

Zürich, Switzerland

– Led business process analysis and requirements management for AML projects, implementing a search engine tool that allows to reduce manual research and monitor customer relationships. – Enhanced a web-based tool that generates various position and trade surveillance reports.

Senior Business Analyst

Systor AG / Accenture Technology Solutions AG

Jan 2002 - Jan 2004

2 years 1 month

Zürich, Switzerland

– Managed data warehouse and CRM projects, delivering strategic insights through the implementation of reporting systems for UBS. – Planned and executed human resource data warehouse projects at SwissRe, developing reporting systems and providing user training.

Principal Consultant E-CRM Practice

Conexus AG (Ex Logical Solutions AG)

Jan 1992 - Jan 2001

9 years 1 month

8302 Kloten, Switzerland


Education

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Master, Applied Psychology


Licenses & certifications

Business Analysis Certificate Program, IIBA-BABOK

Issued: –

Certified by IIL New York

The Art of Communication

Issued: –

Certified by Tobias Beck Academy

Business Process Management Professional Certificate

Issued: –

Certified by Boston University / BP Trends Associates

Business Rules and Decision Analysis Masterclass

Issued: –

Certified by IRM UK

Data Modelling Fundamentals / Masterclass

Issued: –

Certified by IRM UK

Agile Requirements

Issued: –

Certified by IRM UK

Business-Oriented / Advanced Data Modelling

Issued: –

Certified by IRM UK

Building and Using Business Process Architecture

Issued: –

Certified by IRM UK

Working with Business Processes

Issued: –

Certified by IRM UK

Business Architecture Best Practices

Issued: –

Certified by IRM UK

SAFe DevOps

Issued: –

Certified by Zühlke CH

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