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Erika Sartor

@erikasartor

Financial Controller at Vega Società Cooperativa who prepared budgets, forecasts, and financial reports across group companies.

Italy

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What I'm looking for

I’m looking to continue expanding my expertise in financial planning and controlling.

At Vega Società Cooperativa, I prepared weekly reports for five group companies and monthly income statements for four. I also prepared the 2026 budget for two companies and discussed a forecast and five-year business plan.

At Credit Suisse - UBS Group, I prepared and discussed Credit Suisse Wealth Management’s cost forecast for consolidation with UBS. In WM Coverage Finance BA Europe, I analyzed performance, implemented internal allocations and financial restatements, and presented monthly results to Senior Management.

Earlier, I prepared forecasts and supported month-end closing activities at Credit Suisse - UBS Group. At HAPPYCAR GmbH, I worked with its Content Management System and CRM-System, supported marketing activities, and prepared social media campaigns.

Experience

Work history, roles, and key accomplishments

Financial Controller

Vega Società Cooperativa

Jul 2025 - Aug 2026 (1 year 1 month)

Prepared weekly reports and monthly income statements for multiple group companies. Analyzed competitors' financial statements and prepared budgets and forecasts.

Financial Reporting Budgeting Forecasting Financial Analysis Stakeholder Management

Assistant Officer - Financial Controller

Credit Suisse - UBS Group

Apr 2024 - Aug 2024 (4 months)

Prepared and discussed cost forecasts for Credit Suisse Wealth Management for consolidation with UBS. Handled ad hoc integration activities with UBS counterparts.

Financial Forecasting Consolidation Stakeholder Management

Staff - WM Coverage Finance BA Europe

Credit Suisse - UBS Group

Mar 2023 - Apr 2024 (1 year 1 month)

Performed performance analysis for business areas and managed stakeholders. Implemented internal allocations and financial restatements, and presented monthly results to senior management.

Performance Analysis Stakeholder Management Financial Reporting Restatements

Career Starter - WM Coverage Finance BA Europe

Credit Suisse - UBS Group

Apr 2022 - Mar 2023 (11 months)

Prepared forecasts for market and business areas, and supported business management teams.

Forecasting Financial Analysis Business Support

Intern - IWM BA Europe

Credit Suisse - UBS Group

Nov 2021 - Apr 2022 (5 months)

Prepared weekly reports and supported month-end closing activities.

Financial Reporting Month End Closing

Customer Service Intern

HAPPYCAR GmbH

Jun 2017 - Oct 2017 (4 months)

Used content management and CRM systems, collaborated with product management, and managed customer and supplier inquiries. Supported marketing activities and social media campaigns.

CRM Content Management Customer Service Marketing