Peter Merz - Managing Partner without operational duties

Q: Where is Peter based?

Peter is based in Berlin, Germany and can operate in on-site , hybrid , and remote work models.

Q: What languages does Peter speak?

Peter speaks the following languages: German (Native), English (Advanced) .

Q: How many years of experience does Peter have?

Peter has at least 36 years of experience. During this time, Peter has worked in at least 12 different roles and for 11 different companies . The average length of individual experience is 3 years and 6 months . Note that Peter may not have shared all experience and actually has more experience.

Q: What is Peter's latest experience?

Peter's most recent position is Managing Partner without operational duties at pt plus GmbH & Co. KG .

Q: What companies has Peter worked for in recent years?

In recent years, Peter has worked for pt plus GmbH & Co. KG and vanedo GmbH .

Q: Which industries is Peter most experienced in?

Peter is most experienced in industries like Banking and Finance , Professional Services , and Advertising . Peter also has some experience in Energy , Insurance , and Arts and Crafts .

Q: Which business areas is Peter most experienced in?

Peter is most experienced in business areas like Finance , Accounting , and Project Management . Peter also has some experience in Marketing , Information Technology , and Procurement .

Q: Which industries has Peter worked in recently?

Peter has recently worked in industries like Banking and Finance , Professional Services , and Advertising .

Q: Which business areas has Peter worked in recently?

Peter has recently worked in business areas like Accounting , Finance , and Project Management .

Recommended expert

Berlin, Germany

Check rate

Experience

Jul 2018 - Present

7 years 11 months

Managing Partner without operational duties

pt plus GmbH & Co. KG

full-service marketing agency for global technology companies

Jan 2010 - Present

16 years 5 months

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 corporate 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
management of commercial processes and SLA provider management
banking regulation and reporting, bank management
IT migrations (design, testing, implementation)
development of standard software solutions (e.g. Excel, Access) to prepare and process data from core banking and ERP systems
staff management (team building, personnel development, management by objectives)
project overview:
Sparkassen Financial Group: overall bank management migration (new bank management) – system testing, implementation, and parameter settings, updated IT structures and processes (DORA); interim finance head – responsible for financial statement preparation including consolidation and audit, preparation of non-financial 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 operations, taxes (especially capital gains tax, FATCA, CRS); rollout of business segment accounting (synchronizing IFRS accounting with financial management values, especially in capital markets business)
Deutsche Bank, Frankfurt: strategic planning (linking global division plans and local legal entity plans); process relaunch of non-performing loans (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 declarations
KUKA Robotics: interim head of group consolidation and corporate management – responsible for preparing group financial statements, updating the consolidation manual
PHOENIX Pharmahandel: implementation of an application for group consolidation and integrated group management
B. Braun Pharma and Medical Supplies: design of IFRS group cash flow calculation
Rothenberger Tools: assisted software selection for consolidation and integrated group controlling

Jun 2007 - Dec 2009

2 years 7 months

Eschborn, Germany

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
purchasing 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 annual financial statements for a short fiscal year

May 2006 - May 2007

1 year 1 month

Ginsheim-Gustavsburg, Germany

Senior Manager

Evimcon GmbH

consulting for mid-sized groups 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 the preparation of group financial statements (fast close)
key projects:
workshops for software selection
interim management in accounting and controlling
creation of proposal templates and setup of demo applications for consolidation

Nov 2002 - Apr 2006

3 years 6 months

Bad Homburg, Germany

Head of Finance/Controlling

CONTEXT Management Consulting Unternehmensberatungsgesellschaft mbH & Co. KG

group controlling
business project controlling and management
sales controlling and key account management
staff planning
mergers & acquisitions
cash and receivables management
procurement and management of external service providers (SLA provider management)
annual financial statements
key projects:
introduction of project contribution margin accounting
change of bonus system for professionals
introduction of reporting for the international partners of Eurogroup Consulting Alliance

Jul 2002 - Oct 2002

4 months

Berlin, Germany

Managing Partner

Coledampf’s Culturcentrum KG

Revision of the partnership agreement
Further development of the branch concept

Jan 2002 - Jun 2002

6 months

Berlin, Germany

Department Head Accounting/Finance

Deutsche Ärzteversicherung AG

Overseeing accounting
Monthly, quarterly, and annual financial statements
Annual reports
Debt collection
Institutional investment management including property administration
Controlling
Reporting to supervisory boards
Key projects:
Annual financial statements and reports for seven professional pension funds (investment assets of over €10 billion)
Preparations for setting up an administrative company for the pension funds

Jan 1998 - Dec 2001

4 years

Berlin, Germany

Head of Controlling

Landesbank Berlin

Overall bank management
Planning/budgeting
Cost and revenue accounting, profit center accounting
Product costing
Advising business units

Apr 1995 - Dec 1997

2 years 9 months

Berlin, Germany

Project Manager Credit Office

Landesbank Berlin

Designing and implementing processes and structures for credit reporting (Sections 13 et seq. of the German Banking Act)
Programming credit reporting applications (MS Access, SQL queries)

Jan 1994 - Mar 1995

1 year 3 months

Berlin, Germany

Credit Auditor

Landesbank Berlin

Process audits and credit engagement audits (preparation, execution, and reporting)

Sep 1992 - Dec 1993

1 year 4 months

Berlin, Germany

Deputy board chair and managing director

Studentische Darlehnskasse e.V.

Management
Accounting
Annual financial statement and annual report
Preparation, follow-up and leading committee meetings
Recruiting and onboarding new employees

Jan 1991 - Aug 1992

1 year 8 months

Berlin, Germany

Clerk

Studentische Darlehnskasse e.V.

Advising students
Handling loan processes
Dunning and collections

Mar 1990 - Apr 1990

2 months

Stuttgart, Germany

Intern

Arthur Andersen & Co. GmbH Wirtschaftsprüfungs-/Steuerberatungsgesellschaft

Aug 1989 - Sep 1989

2 months

Cape Town, South Africa

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.

Banking and Finance

Professional Services

Advertising

Energy

Arts and Crafts

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.

Finance

Accounting

Project Management

Marketing

Information Technology

Procurement

Summary

result-oriented and goal-focused when completing tasks
demanding performance in staff management but always supportive of employees
assertive and, if necessary, ready for conflict in problem situations; balanced and integrative in finding and implementing solutions
strong communicator externally and experienced in presentations

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 Corporate 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
Management Of Commercial Processes And Sla Provider Management
Banking Regulation And Reporting, Bank Management
It Migrations (Design, Testing, Implementation)
Development Of Standard Software Solutions (E.G. Excel, Access) To Prepare And Process Data From Core Banking And Erp Systems
Staff Management (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

German

Native

English

Advanced

Education

Apr 1989 - Sep 1993

Freie Universität Berlin; Technische Universität Berlin

Diploma in Business Administration · Business Administration · Berlin, Germany

Aug 1986 - Jan 1989

Kreissparkasse Calw

IHK-certified bank clerk · Banking · Calw, Germany

Oct 1972 - Jun 1985

High school diploma (Abitur) · Gummersbach, Germany

Certifications & licenses

Pilot license

Statistics

Experience

Total positions 14

Experience in Banking and Finance 27.5 y

Avg length 3 y

Longest experience 16 y 4 m

Global Experience

Countries worked in 2 (Germany, South Africa)

Primary country Germany

Expertise

Recent roles Managing Partner without operational duties, Managing Partner, Head of Finance/Controlling (Asset Management & Planning)

Main industries Banking and Finance, Professional Services, Advertising

Main business areas Finance, Accounting, Project Management

Qualifications

Highest degree Master

Certifications earned 1

Profile

Created

November 2024

Last Update

May 2026

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Frequently asked questions

Have questions? Find more information here.

Where is Peter based?

Peter is based in Berlin, Germany and can operate in on-site, hybrid, and remote work models.

What languages does Peter speak?

Peter speaks the following languages: German (Native), English (Advanced).

How many years of experience does Peter have?

Peter has at least 36 years of experience. During this time, Peter has worked in at least 12 different roles and for 11 different companies. The average length of individual experience is 3 years and 6 months. Note that Peter may not have shared all experience and actually has more experience.

What roles would Peter be best suited for?

Based on recent experience, Peter would be well-suited for roles such as: Managing Partner without operational duties, Managing Partner, Head of Finance/Controlling (Asset Management & Planning).

What is Peter's latest experience?

Peter's most recent position is Managing Partner without operational duties at pt plus GmbH & Co. KG.

What companies has Peter worked for in recent years?

In recent years, Peter has worked for pt plus GmbH & Co. KG and vanedo GmbH.

Which industries is Peter most experienced in?

Peter is most experienced in industries like Banking and Finance, Professional Services, and Advertising. Peter also has some experience in Energy, Insurance, and Arts and Crafts.

Which business areas is Peter most experienced in?

Peter is most experienced in business areas like Finance, Accounting, and Project Management. Peter also has some experience in Marketing, Information Technology, and Procurement.

Which industries has Peter worked in recently?

Peter has recently worked in industries like Banking and Finance, Professional Services, and Advertising.

Which business areas has Peter worked in recently?

Peter has recently worked in business areas like Accounting, Finance, and Project Management.

What is Peter's education?

Peter holds a Master in Business Administration from Freie Universität Berlin; Technische Universität Berlin.

Does Peter have any certificates?

Peter has 1 certificate: Pilot license.

What is the availability of Peter?

Peter is immediately available full-time for suitable projects.

What is the rate of Peter?

Peter's rate depends on the specific project requirements. Please use the Meet button on the profile to schedule a meeting and discuss the details.