Finance transformation
Planning, controlling and reporting processes designed around how finance teams actually work. Connecting governance, operating models and technology from requirements through implementation.
ZURICH, SWITZERLAND · ACCA
Finance Transformation &
Financial Services Advisory
Connecting finance,
people and technology
to drive change.
I help banks, insurers and asset managers shape and deliver finance transformation — connecting strategy, processes, governance and technology with practical implementation.
Zurich-based · International experience · ACCA qualified
8+ yearsAcross KPMG & EY
3 marketsSwitzerland · Luxembourg · Romania
ACCAQualified member
Finance × technologyCAS in FinTech · University of Zurich
01 / WHAT I BRING
Helping finance functions
move forward.
Financial services advisory
Supporting banks, insurers and asset managers with complex finance challenges. Bringing together sector knowledge, reporting expertise and cross-functional perspectives to turn analysis into practical recommendations.
Leadership & delivery
End-to-end engagement ownership: shaping scope, managing budgets, leading multidisciplinary teams and presenting recommendations to CFOs and Heads of Accounting.
02 / SELECTED EXPERIENCE
Where expertise
becomes tangible.
A selection of engagements across insurance, banking and asset management. Client identities are kept confidential.
01 / INSURANCEFINANCE TRANSFORMATION
Rethinking planning
and controlling.
For a Swiss insurance group, redesigned planning and controlling across governance, cost allocation and planning processes.
My contribution +
Developed Financial Planning & Controlling Handbooks and a Board-based EPM operating model, including automated planning and allocation concepts.
Operating model · Governance · FP&A
02 / REINSURANCE
Translating IFRS
into implementation.
Technical advisory within a large-scale IFRS conversion programme for a global reinsurer.
My contribution +
Supported the technical workstream within a wider transformation programme, connecting requirements with finance processes and reporting needs.
GAAP conversion · Group reporting
03 / DIGITAL FINANCE
Connecting reporting
with technology.
Finance platform implementation work with Workiva, including AI features, and LucaNet.
My contribution +
Supported implementation to standardise reporting and reduce manual effort, translating finance requirements into practical process and platform considerations.
Workiva · LucaNet · Reporting processes
04 / FINANCIAL SERVICES
A partner to the
finance function.
Managed services and ongoing finance support for banks, asset managers and insurers.
My contribution +
Acted as an extension of client finance teams on recurring reporting and complex finance matters, combining reliable delivery with practical advisory support.
Financial services advisory · Managed services
03 / MY PERSPECTIVE
Finance expertise.
A transformation mindset.
My work connects financial services, finance transformation and technology.
Clarity in complexity. Progress through collaboration.
I’m a Manager in Financial Services Advisory at KPMG Switzerland. My experience spans advisory and audit across Switzerland, Luxembourg and Romania, working with banks, insurers, asset managers and alternative investment businesses.
I lead workstreams from scoping and process design through implementation, bringing Finance, Risk and IT together. Alongside delivery, I mentor teams, shape proposals and develop client relationships.
My interest in FinTech and AI builds on that foundation: understanding where new tools can make finance more effective, while keeping judgement and reporting quality central.
KPMG Switzerland
Manager, Financial Services Advisory
Joined as Assistant Manager; promoted to Manager within nine months.KPMG Luxembourg
Audit Assistant Manager, Alternative Investments
Progressed from Audit Assistant with promotions in four consecutive years.EY
Audit Assistant, Industry
Financial reporting, internal controls and risk assessment across commercial and manufacturing clients.Amazon
Client Services Analyst, Product Compliance
04 / PUBLISHED PERSPECTIVE
KPMG SWITZERLAND · CO-AUTHOR
Accounting for Bitcoin,
Ethereum and their ETFs.
Exploring the accounting implications of digital assets across Swiss and international reporting frameworks.
Read the publication ↗05 / THE FULL PICTURE
International experience.
A learning mindset.
Qualifications
- ACCA Future Leaders of TomorrowSelected for the global development programme · 2026
- CAS in FinTechUniversity of Zurich · 2025–2026
- ACCA, Qualified MemberAdvanced Diploma in Accounting and Business
- Master’s & Bachelor’s degreesEconomics and International Business
Across languages & borders
Romanian native speaker, with full professional proficiency in German, English, French and Russian, and understanding of Swiss German.
Beyond finance
Former project manager with Speranta NGO in France, supporting community infrastructure and education projects. A longstanding interest in mathematics and languages.
FOR RECRUITERS & CONNECTIONS
Take a closer look.
Download a CV for the experience and qualifications behind this profile.
CV in English ↓ PDFLebenslauf auf Deutsch ↓ PDFCV en français ↓ PDFLinkedIn profile ↗LET’S CONNECT
Good conversations
move things forward.
For professional opportunities and conversations about finance transformation, financial services advisory and the future of finance.
tatiana@popusoi.org ↗BASED IN ZURICH · INTERNATIONALLY MINDEDConnect on LinkedIn ↗