Peter Takac
Audit & Assurance Senior Manager
Zurich
Summary
Senior Manager with a proven track record at Big 4, leading cross-functional engagements across financial services, with a strong focus on risk, controls, and governance. I specialize in assessing and enhancing control frameworks, and driving remediation efforts that strengthen organizational resilience. Known for leading strategic initiatives across global teams, I combine strong project management and communication skills with a collaborative leadership style. I'm passionate about using innovation, including Gen AI use cases, to enhance risk assessment and audit delivery.
Overview
14
14
years of professional experience
Work History
Senior Manager, Audit and Assurance
Deloitte AG
Zurich
09.2023 - Current
- Evaluated and compared over 1000+ controls, processes, and non-core legacy systems across two major banks in Switzerland to ensure they meet required and regulatory standards.
- Led team of 50 people, overseeing control remediation projects related to ineffective risk assessment process, providing assurance over completeness and accuracy of the data and identifying control gaps with an impact on internal controls over financial reporting.
- Held weekly meetings to create business plans and workshops to drive Gen AI use cases in Finance area.
Manager, Risk Management
EY AG
Zurich
08.2021 - 08.2023
- Led Comprehensive Strategy Review, assessing the impact of the organizational changes on internal controls over financial reporting, governance and regulatory requirements, as well as assessing control issues.
- Supported the Compliance function with the design and implementation of the global management reporting tool, including the design and remediation of control related deficiencies.
- Facilitated communication between executive management and frontline employees, fostering a collaborative approach to managing organizational risks.
- Provided training to control and process owners, enhancing their understanding of risk management principles and practices.
Auditor, Audit
EY AG
Zurich
06.2017 - 07.2021
- Audited global financial services institutions across locations in Switzerland, Americas, EMEA and APAC.
- Performed quality assurance reviews, including risk and control assessment.
- Performed non-financial risk and regulatory compliance audits.
- Tested and validated IFRS 9 and IFRS 17 calculations and postings.
Auditor, Audit
EY LLP
New Orleans
08.2015 - 05.2017
- Participated in audit assignment resulting in issuance of adverse opinion as a result of material weaknesses identified in company’s internal controls.
- Participated in financial audits of insurance, banking and asset management companies.
Loan Coordinator, Office of the Bursar
University of New Orleans
New Orleans
08.2011 - 07.2015
- Improved policies and system procedures for the University’s commercial and student loan receivables.
- Prepared comprehensive reports detailing loan portfolio performance metrics for management review and decision-making purposes.
- Ensured prompt funding of approved loans by coordinating with multiple departments, for timely disbursement of funds.
Education
Master of Science - Accounting
The University of New Orleans
New Orleans 04.2001 -
Bachelor of Science - Finance
The University of New Orleans
New Orleans 04.2001 -
Skills
Internal Controls over Financial Reporting (ICFR)
Quality Assurance Reviews over Governance and Operational Risk
Risk and Control Assessment and Remediation
SOX 404 Compliance Testing
Project Management
Internal Audit
External Audit
Timeline
Senior Manager, Audit and Assurance
Deloitte AG
09.2023 - Current
Manager, Risk Management
EY AG
08.2021 - 08.2023
Auditor, Audit
EY AG
06.2017 - 07.2021
Auditor, Audit
EY LLP
08.2015 - 05.2017
Loan Coordinator, Office of the Bursar
University of New Orleans
08.2011 - 07.2015
Master of Science - Accounting
The University of New Orleans
04.2001 -
Bachelor of Science - Finance
The University of New Orleans
04.2001 -
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