Ricardo M.-Controlling - Change Management - PMI

Conception and implementation of AI-supported workflows (n8n) for automated invoice recording and document processing. Optimization of business processes through the use of leading LLMs (e.g., GPT-4, Claude, DeepSeek) and local AI infrastructures (Ollama). Increased efficiency in research and content creation through professional prompt engineering and AI integration. Evaluation and deployment of AI tools (Google AI Studio, MS Copilot, Cursor) to support controlling and project management tasks. Strategic consulting at the intersection of finance and AI transformation as a Change Manager.

• Business Reporting
• KPI’s, IBCS Reporting
• Data integrity and process optimization
• Power BI integration

• Controlling concept (P2P, O2C, R2R, BUD, Cost Allocation, Project controlling)
• Process resilience, risk management, and change management
• Department support
• Project management support
• ERP migration
• Odoo / SAP / Tableau
• Agile working / SCRUM

• Daily Biz, corporate controlling, project controlling (focus), POC
• Closing activities under HGB, IFRS. Fast Close
• SAP FI, PS, SD, CO, SEM-BCS, HANA implementation, Excel, Access
• Budget / Rolling Forecasts
• Reporting optimization (Excel reporting), KPIs
• Controlling process optimization
• Special Tasks, migration support (HANA)
• Team building
• Dashboards, reporting/presentations

• Design and implementation of a reporting system, master data definition, KPIs, dashboard and follow-up definitions.
• Optimization and introduction of controlling processes (Small Projects)
• Team building
• Support for the introduction of SAP- BW, BeX-Analyser
• SAP- PS, MM, SD, CO, FI
• Large projects controlling (PoC), Forecast, Budget, production controlling/management
• Project management (Prince 2)
• Change Management

• Finance & Controlling (daily business, private equity)
• Budget, forecast and business plan,
• Accounting, closing tasks, cash flow, treasury,
• Controlling, reporting, analyses (B2B & retail)
• Investor relations, private equity, due diligence,
• Sales and marketing (strategy, print, online, business development)
• Demand management
• Head of Legal (contracting and contract management,)
• Head of HR (recruiting, HR development)
• Head of ICT (IT architecture, setup, etc.)
• Head of Software Development (WebApp, iOS, Android)
• International project management (India, Thailand, Indonesia)

• Project, investment and production controlling
• Daily business reports and ad hoc reports
• Consolidation and month-end closing
• Support for SAP rollout
• Support and process optimization in accounting (FSC)
• Support for restructuring and cost-cutting program (insolvency)
• Support for investor process.

• Post Merger Integration (PMI) in accounting and controlling
• Assisted in preparing the monthly report using a DATEV environment
• Treasury
• Designed and implemented suitable reporting tools and reconciliation statements
• Reconciled the individual financial statements with the consolidated financial statements
• Transitioned reporting from HGB to IAS/IFRS
• Assisted in transitioning accounting from HGB to IAS/IFR
• Assisted with budget preparation and personnel planning costs.
• Developed personnel KPIs
• Subproject lead

• Post Merger Integration (PMI)
• All controlling activities, including production and sales controlling (B2B and Retail).
• Supported year-end closing
• Supported accounts receivable and accounts payable
• Supported Customer Services
• Operational site reporting
• Treasury
• Post Merger Integration of the family-owned mid-sized business's organization and reporting into the group structure.
• Reporting based on HGB and IAS/IFRS. Consolidation.
• Ongoing coordination and reporting of sales volumes and revenue activities across all regions (EAME)
• Ongoing optimization of reporting, especially harmonizing cost center accounting and aligning it with group standards
• Customized local reports in Navision
• Hyperion Reporting
• Intercompany Matching (ICM) and support for coordinating international farms.
• License reporting, billing and contract management
• Variance analysis of overheads, COGS/Functional Costs and Sales
• Prepared forecasts and the Annual Plan, including LEs and ad hoc estimates, in collaboration with the departments (Sales, OVHs, COGS, personnel plan). This included, in particular, transitioning reporting financial years from May-June (season) to January-December (group)
• Introduced SAP FI/CO and migrated from Navision (FSC), Demand Management
• Ad-Hoc projects
• Documentation and SOX
• Transfer Price
• Tolling
• Department size: 3.5 FTE.
• Defined cost centers and trained employees
• Processes and procedures (SOX)
• Project management (including migration, implementation, acceptance by the auditor)

• Selected and recruited employees for the service area.

• Corporate organization and telecommunications, trends in the telecommunications industry
• Preparation of strategic position papers
• Business model development on NGN and Triple Play
• NGN (Next Generation Networks)
• Preparation of thesis papers
• Preparation of presentations on NGN, Triple Play and business unit integration
• Sales staff coaching
• Staff coaching on DMS
• Development of a sales calculator for DMS
• Various market studies
• Sales coaching for internal staff and preparation for sales activities
• Preparation of a cost-effectiveness calculator for DMS (Document Management Systems) to support sales.

• Advice on online inquiries.
• Business start-up and financing.
• Business plans.
• Organization & company formation.
• Raising awareness of and handling legal inquiries (no legal advice).

• Subproject for quality assurance and monitoring of the incentive project within the overall process
• Additional quality assurance and controlling
• Modeling the necessary sub-processes and workarounds to smoothly integrate the special project into operational processes
• Project management, documentation and project controlling / Demand Manager
• Leading the subproject for sending mass emails with replies
• Responsible for temporary staff brought in (5 FTE)

• Revised the strategy concept
• Developed a new concept for the firm
• Scheduled new measures
• Supported implementation
• Bookkeeping and consulting (clients)
• Project Manager

• Work process analysis
• Supported the development of a staff development plan.
• Created and implemented an IT concept
• Optimized the integration and use of DATEV
• Supported day-to-day operations.

• Hands-on introduction to key controlling and administrative processes.
• Introduction of treasury and harmonization of liabilities, resulting in new credit lines.
• Development of a strategic controlling system.
• Introduction of a BSC/KPI system.
• Development of central dashboards.
• Process and workflow optimization.
• HR support and recruitment process.
• Support for the conversion of a GmbH into an unlisted AG.
• Implementation of a cash management system and performance indicators for financial and project controlling.
• Conducting benchmarking and SWOT analyses.
• Development of sales area and retail concepts.
• Management of transformation projects