Peter Merz
Managing Partner without Operational Duties
Experience
Managing Partner without Operational Duties
pt plus GmbH & Co. KG
- full-service marketing agency for global technology corporations
Managing Partner
vanedo GmbH
- consulting and interim management
- lecturer and trainer
- designing and implementing accounting and controlling systems as management information systems
- project and program controlling
- strategic and operational controlling
- accounting, monthly, quarterly, and annual financial statements
- group consolidation and group controlling
- financial reporting (including non-financial data such as ESG/CSRD sustainability)
- costing and modeling of business cases including scenario and sensitivity analyses
- risk controlling and asset valuation
- investment management and M&A
- managing commercial processes and SLA provider management
- banking regulatory requirements and reporting, bank steering
- IT migrations (design, testing, implementation)
- development of standard software solutions (e.g., Excel, Access) for pre- and post-processing data from core banking and ERP systems
- team leadership (team building, personnel development, management by objectives)
- project overview:
- Sparkassen Financial Group: migration of overall bank steering (New Bank Steering) - functional testing, system implementation and parameterization, updating IT structures and processes (DORA); interim head of finance - responsible for preparing financial statements including consolidation and audit, preparing reporting of non-financial data such as ESG/CSRD sustainability; process design for provisions accounting (IFRS fast close)
- Cooperative Financial Group: migration to the core banking system agree21 - bank steering, regulatory reporting, payments, deposit business, taxes (esp. capital gains tax, FATCA, CRS); rollout of business segment accounting (synchronizing IFRS accounting values and business management values, especially in capital markets)
- Deutsche Bank, Frankfurt: strategic planning (integrating global division and local legal entity plans); process relaunch of non-performing loans (NPL) reporting after offshoring to an in-house service center
- Deutsche Börse AG: Head of Unit Regulatory Reporting - regulatory bank reporting (KWG, SolvV, LiqV, FinRep/CoRep, CRD/CRR)
- NIBC Bank and IKANO Bank: interim head of finance - responsible for preparing annual financial statements including consolidation and audit, regulatory bank reporting (KWG, SolvV, LiqV, FinRep/CoRep, CRD/CRR), tax filings and declarations
- KUKA Robotics: interim head of group consolidation and group management - responsible for preparing consolidated financial statements, updating the consolidation manual
- PHOENIX Pharmahandel: implementation of an application for group consolidation and integrated group management
- B. Braun Medical and Pharmaceutical Supplies: design of IFRS group cash flow determination
- Rothenberger Tools: support in software selection for consolidation and integrated group controlling
Head of Finance/Controlling (Asset Management & Planning)
Techem Energy Contracting GmbH
financial and technical project controlling
planning/budgeting
sales controlling and key account management
monthly, quarterly, and annual financial statements (including audit and group reporting)
cash and receivables management
procurement and management of commercial processes (in-house and outsourced)
IT systems
key projects:
outsourcing of receivables management/collection
reporting to the financial investor
changes in the annual financial statements for the stub year
Senior Manager
Evimcon GmbH
advising mid-sized corporations on group consolidation and integrated group management
sales and acquisition
project leadership, management, and controlling
requirements evaluation and software selection
project support during software implementation
process optimization in preparing consolidated financial statements (fast close)
key projects:
software selection workshops
interim management in accounting and controlling
creating proposal templates and developing demo applications for consolidation
Head of Finance/Controlling
CONTEXT Management Consulting Unternehmensberatungsgesellschaft mbH & Co. KG
controlling of the corporate group
business project controlling and management
sales controlling and key account management
personnel planning
mergers and acquisitions
cash and receivables management
procurement and management of external service providers (SLA provider management)
annual financial statements
key projects:
introduction of a project contribution margin accounting
change of the bonus scheme for professionals
implementation of reporting for the international cooperation partners of the Eurogroup Consulting Alliance
Managing Partner
Coledampf’s Culturcentrum KG
- Updated the partnership agreement
- Further development of the branch concept
Head of Accounting/Finance Department
Deutsche Ärzteversicherung AG
Managed accounting
Monthly, quarterly and annual financial statements
Business reports
Debt collection
Institutional asset management including real estate management
Controlling
Reporting to the supervisory boards
Key projects:
Annual financial statements and business reports for seven professional pension funds (total assets under management over €10 billion)
Preparation for the establishment of a management company for the pension funds
Head of Controlling
Landesbank Berlin
- Overall bank management
- Planning/budgeting
- Cost/revenue accounting, profit-center accounting
- Product costing
- Advising business units
Project Manager Credit Office
Landesbank Berlin
- Design and implementation of processes and structures for credit reporting (§§ 13 ff. KWG)
- Programming applications for credit reporting (MS Access, SQL queries)
Credit Auditor
Landesbank Berlin
- Process audits and credit engagement reviews (preparation, execution and reporting)
Deputy Chairman of the Board and Managing Director
Studentische Darlehnskasse e.V.
- Management
- Accounting
- Annual financial statements and business report
- Preparation, follow-up, and leading committee meetings
- Recruiting and onboarding new employees
Clerk
Studentische Darlehnskasse e.V.
- Advising students
- Processing loan applications
- Payment reminders and debt collection
Intern
Arthur Andersen & Co. GmbH Auditing and Tax Consulting Firm
Intern
First National Bank
Industry Experience
See where this freelancer has spent most of their professional time.
Experienced in Banking and Finance, Professional Services, Advertising, Energy, Arts and Crafts, and Insurance.
Business Area Experience
See which departments and functions this freelancer has contributed to most.
Experienced in Finance, Accounting, Project Management, Marketing, Information Technology, and Procurement.
Summary
- result-oriented and goal-focused in task execution
- demanding in people management yet always supportive of employees
- decisive and conflict-ready when needed; balanced and integrative in seeking and implementing solutions
- strong communicator and experienced presenter in external relations
Skills
Designing And Implementing Accounting And Controlling Systems As Management Information Systems
Project And Program Controlling
Strategic And Operational Controlling
Accounting, Monthly, Quarterly, And Annual Financial Statements
Group Consolidation And Group Controlling
Financial Reporting (Including Non-financial Data Such As Esg/csrd Sustainability)
Costing And Modeling Of Business Cases Including Scenario And Sensitivity Analyses
Risk Controlling And Asset Valuation
Investment Management And M&a
Managing Commercial Processes And Sla Provider Management
Banking Regulatory Requirements And Reporting, Bank Steering
It Migrations (Design, Testing, Implementation)
Development Of Standard Software Solutions (E.g., Excel, Access) For Pre- And Post-processing Data From Core Banking And Erp Systems
Team Leadership (Team Building, Personnel Development, Management By Objectives)
Erp Systems (Sap, Navision, Oracle, Jd Edwards, Datev)
Applications For Controlling/reporting, Planning, Group Consolidation, And Integrated Group Management (Sap Bcs, Business Objects [Sap], Hyperion [Oracle], Cognos [Ibm], Sas, Lucanet, Idl Konsis)
Banking Industry Software (Sap Ba, Agree21, Osplus, Bais, Abacus360, Murex, Calypso, Midas, Vr Control)
Big Data Analysis (Microstrategy, Qlikview, Powerbi)
Microsoft Office (Especially Excel And Access)
Artificial Intelligence Applications (Chatgpt, Ms 365 Cockpit)
Languages
Education
Freie Universität Berlin; Technische Universität Berlin
Diploma in Business Administration · Business Administration · Berlin, Germany
Kreissparkasse Calw
IHK-certified Bank Clerk · Bank Clerk · Calw, Germany
High school diploma (Abitur) · Gummersbach, Germany
Certifications & licenses
Pilot License
Statistics
Experience
Global Experience
Expertise
Qualifications
Profile
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