Peter Merz - Managing Partner without operational responsibilities
Experience
Managing Partner without operational responsibilities
pt plus GmbH & Co. KG
- Full-service marketing agency for global technology corporations
Managing Partner
vanedo GmbH
- Consulting and interim management
- Lecturer and trainer
- Design and implementation of 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)
- Business case calculation and modeling including scenario and sensitivity analyses
- Risk controlling and asset valuation
- Investment management and M&A
- Management of commercial processes and SLA provider management
- Banking regulatory requirements and reporting, bank management
- IT migrations (design, testing, implementation)
- Development of standard software solutions (e.g., Excel, Access) for pre- and post-processing of data from core banking and ERP systems
- Personnel management (team building, staff development, management by objectives)
- Project overview:
- Sparkassen Financial Group: bank-wide management migration (new bank management) – functional testing, system implementation and parameterization, update of IT structures and processes (DORA); interim head of finance – responsible for preparation of financial statements including consolidation and audit, preparation of non-financial data reporting such as ESG/CSRD sustainability; process design for provisions accounting (IFRS fast close)
- Cooperative Financial Group: migration to the core banking system agree21 – bank management, regulatory reporting, payments, deposit business, taxes (especially capital gains tax, FATCA, CRS); rollout of business segment accounting (synchronization of IFRS accounting and management figures, especially in capital markets business)
- Deutsche Bank, Frankfurt: strategic planning (integration of global division and local legal entity plans); process relaunch of non-performing loan (NPL) reporting after offshoring to an internal group service center
- Deutsche Börse AG: Head of Unit Regulatory Reporting – banking regulatory 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, banking regulatory reporting (KWG, SolvV, LiqV, FinRep/CoRep, CRD/CRR), tax filings and returns
- 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
Business 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/collections
Reporting to the financial investor
Changes in the annual financial statements for the short fiscal year
Senior Manager
Evimcon GmbH
Consulting for mid-sized corporations on group consolidation and integrated group management
Sales and business development
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:
Workshops for software selection
Interim management in accounting and controlling
Creation of proposal templates and development of demo applications for consolidation
Head of Finance/Controlling
CONTEXT Management Consulting Unternehmensberatungsgesellschaft mbH & Co. KG
Group controlling
Business project controlling and management
Sales controlling and key account management
Personnel scheduling
Mergers & acquisitions
Cash and receivables management
Procurement and management of external service providers (SLA provider management)
Annual financial statements
Key projects:
Implementation of project contribution margin calculation
Change of bonus system for professionals
Introduction of reporting for international cooperation partners of the Eurogroup Consulting Alliance
Managing Partner
Coledampf’s Culturcentrum KG
- Revision of the partnership agreement
- Further development of the branch concept
Head of Accounting/Finance Department
Deutsche Ärzteversicherung AG
Leadership of accounting
Monthly, quarterly and annual closings
Annual reports
Debt collection
Institutional asset management including real estate administration
Controlling
Reporting to supervisory boards
Major projects:
Annual financial statements and reports for seven professional pension schemes (assets under management totaling over €10 billion)
Preparations for the establishment of a management company for the pension funds
Head of Controlling
Landesbank Berlin
- Overall bank management
- Planning and budgeting
- Cost and revenue accounting, profit center accounting
- Product costing
- Consulting business units
Project Manager Credit Office
Landesbank Berlin
- Designed and implemented processes and structures for credit reporting (sections 13 et seq. of the German Banking Act)
- Developed credit reporting applications (MS Access, SQL queries)
Credit Auditor
Landesbank Berlin
- Procedure reviews 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
- Recruitment and onboarding of new employees
Clerk
Studentische Darlehnskasse e.V.
- Advising students
- Handling loan processes
- Dunning and debt collection
Intern
Arthur Andersen & Co. GmbH Wirtschaftsprüfungs-/Steuerberatungsgesellschaft
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 focused on goals in task execution
- performance-demanding in personnel management but always supportive of employees
- assertive and willing to engage in conflicts when necessary in problem situations; balancing and integrative in finding and implementing solutions
- strong communicator and experienced presenter in external representation
Skills
Design And Implementation Of 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)
Business Case Calculation And Modeling Including Scenario And Sensitivity Analyses
Risk Controlling And Asset Valuation
Investment Management And M&a
Management Of Commercial Processes And Sla Provider Management
Banking Regulatory Requirements And Reporting, Bank Management
It Migrations (Design, Testing, Implementation)
Development Of Standard Software Solutions (E.g., Excel, Access) For Pre- And Post-processing Of Data From Core Banking And Erp Systems
Personnel Management (Team Building, Staff 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 (In Particular 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 · Gummersbach, Germany
Certifications & licenses
Pilot license
Statistics
Experience
Global Experience
Expertise
Qualifications
Profile
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