Alexander Graf

Alexander Graf

Business Intelligence Specialist at UBS · Zürich

Power BI dashboards, data visualisation and KPI reporting for UBS management, grounded in banking operations.

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About

What I do

I turn stakeholder requirements and data from multiple systems into Power BI dashboards, automated reporting and clearer processes at UBS.

Selected results

6 h → 15 min

Preparation time of a recurring management report, automated with Power Automate

2,000+

Exception cases resolved during the UBS-Credit Suisse integration

50+

Colleagues trained on the new exception-handling process

Experience

Career

  1. Business Intelligence Specialist

    UBS

    Feb 2026 - Present

    Power BI dashboards and management reports for CRM, Martech and Digital Transformation. Automated a recurring management report from 6 hours to 15 minutes; leads Client Intelligence solution design and audience-selection frameworks across four product areas.

    Power BIDAXPower QuerySQLPower AutomateData visualisation
  2. Credit Specialist / Client Service Specialist

    UBS

    Feb 2025 - Jan 2026

    UBS-Credit Suisse integration: resolved 2,000+ operational and client-data exceptions across ~350,000 clients under regulatory deadlines, rewrote the exception-handling procedure, trained 50+ colleagues and produced daily KPI and quality reporting.

    KYC/AMLCreditData qualityKPI reporting
  3. Product Manager, Technical Sales

    Allnet Switzerland AG

    Jul 2023 - Dec 2024

    Product launches and sales campaigns across commercial teams, IT and external partners; owned pricing and discount strategy; monthly sales and inventory reporting in Excel and Power BI.

    Go-to-MarketPricingB2BPower BI

Skills

What I work with

Data & BI

Power BIDAXPower QueryData visualisationSQL (working level)Power AutomateExcelAdobe Analytics

Banking

KYC/AMLCredit documentationClient offboardingCustodyRegulatory deadlines

Delivery

Requirements analysisData quality and validationKPI and management reportingProcess automationStakeholder managementConfluence

AI

CopilotChatGPTClaude

Education

Academic foundation

Kozminski University

MSc Management

2025

University of Wroclaw

BA German Studies

2023

Further education

  • ISTQB Certified Tester Foundation Level (course)2023
  • JavaScript Programming Developer2023

Project

Market Expansion Strategy for Visa

MSc consulting project, Feb 2025

Engagement framework for the Young Premium Adults segment, with a recommendation letter from Visa.

Contact

Let’s connect

Open to BI, data and banking operations roles in Switzerland.

Get in touch