Ricardo Morita - Controlling - Change Management

Q: Where is Ricardo based?

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

Q: What languages does Ricardo speak?

Ricardo speaks the following languages: German (Native), Portuguese (Native), English (Advanced), Spanish (Elementary), French (Elementary), Japanese (Elementary) .

Q: How many years of experience does Ricardo have?

Ricardo has at least 21 years of experience. During this time, Ricardo has worked in at least 29 different roles and for 31 different companies . The average length of individual experience is 1 year and 8 months . Note that Ricardo may not have shared all experience and actually has more experience.

Q: What is Ricardo's latest experience?

Ricardo's most recent position is Controlling Staff Unit (CFO/Head of Controlling) at IT Security Solutions .

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

In recent years, Ricardo has worked for IT Security Solutions , MCS , Retail & E-Com (Private Equity) , Industry Services , and Saas Company .

Q: Which industries is Ricardo most experienced in?

Ricardo is most experienced in industries like Retail , Information Technology , and Manufacturing . Ricardo also has some experience in Healthcare , Professional Services , and Automotive .

Q: Which business areas is Ricardo most experienced in?

Ricardo is most experienced in business areas like Finance , Project Management , and Information Technology . Ricardo also has some experience in Accounting , Business Intelligence , and Strategy .

Q: Which industries has Ricardo worked in recently?

Ricardo has recently worked in industries like Retail , Information Technology , and Professional Services .

Q: Which business areas has Ricardo worked in recently?

Ricardo has recently worked in business areas like Finance , Information Technology , and Business Intelligence .

Recommended expert

Krefeld, Germany

Check rate

Experience

Oct 2025 - Dec 2025

3 months

Essen, Germany

Controlling Staff Unit (CFO/Head of Controlling)

IT Security Solutions

Process optimization, process design
Business partnering, target vision
Teambuilding
Workflow design
Budget, MEC
SAP S4/Hana, Board

Jan 2025 - May 2025

5 months

On-site

Change Manager – Digital Transformation & AI Workflows

MCS

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.

Mar 2022 - Dec 2024

2 years 10 months

Düsseldorf, Germany

Senior Controller / Consultant / Change Manager

Retail & E-Com (Private Equity)

Entity controlling in Austria and carve-in/integration
Business reporting and KPIs
Budget, forecast, cash and taxes
Data and workflow optimization (Tagetik, Infor)
Support for closing activities (MEC and YEC)
Teambuilding
Special projects & IT workgroup lead
BPMN (Archi)

Jan 2022 - Mar 2022

3 months

Neuss, Germany

Consultant Reporting and DWH

Industry Services

Business reporting
KPIs, IBCS reporting
Data integrity and process optimization
Power BI integration

Aug 2021 - Dec 2021

5 months

Munich, Germany

Head of Controlling

Saas Company

Teambuilding, strategy, roles & responsibilities
KPIs, business modelling
Optimization and implementation of controlling processes
Implementation of business partnering
Budget and forecast
Support for implementing a new ERP system, Power BI
LucaNet

...and 27 more

Industry Experience

See where this freelancer has spent most of their professional time.

Experienced in Retail, Information Technology, Manufacturing, Healthcare, Professional Services, and Automotive.

Retail

Information Technology

Manufacturing

Healthcare

Professional Services

Automotive

Business Area Experience

See which departments and functions this freelancer has contributed to most.

Experienced in Finance, Project Management, Information Technology, Accounting, Business Intelligence, and Strategy.

Finance

Project Management

Information Technology

Accounting

Business Intelligence

Strategy

Summary

I have extensive experience in controlling, PMI, change management and process optimization across various industries such as technology, retail, manufacturing and financial services. I have built strong skills working with ERP systems like SAP and power BI integrations, business reporting, KPI development, and teambuilding.

I focus on improving workflows, streamlining reporting and budgeting processes while managing change in complex environments. My hands-on approach in driving business transformation and optimizing controlling functions has delivered measurable improvements and operational efficiencies over the years.

Skills

Experience

Over 20 Years Of Experience As A Consultant And Manager In Various Industries Focusing On Controlling And Finance.
Extensive Expertise In Post-Merger Integration (Pmi) Projects, Including Harmonizing Financial Processes And Organizational Structures.

Controller / Finance Manager

Solid Knowledge In Controlling (Poc, Sales, Finance, Project, Production), Budgeting And Cost Management, Finance.
Experienced In Reporting, Analysis, Planning And Strategy Development.
Extensive Expertise In Liquidity, Investment And Risk Management As Well As Corporate Governance.
Knowledge Of M&A Processes, Carve-In, Carve-Out.
Proficient With Erp Systems Such As Sap Fi/Co, Datev, Navision, Oracle (Hfm) And Axapta.
Experience Leading Controlling Departments.
Development Of Controlling Concepts (P2p, O2c, R2r, Budgeting, Cost Allocation, Project Controlling).
Strong Skills In Budgeting, Forecasting, Cash Flow Management And Treasury.
Experience Creating And Optimizing Business Reporting And Kpis.
Skills In Data Analysis And Workflow Optimization With Power Bi, Tableau And Other Dashboard Tools.

Change Manager / Pmi Manager

Extensive Expertise In Project Management, Pmo, Transformations, Integrations And Process Optimization (Kaizen).
Experience In Stakeholder Management, Communication And Culture Development.
Specialization In Post-Merger Integration (Pmi), Including Harmonizing Financial Processes And Organizational Structures.
Proven Success In Change Management And Process Optimization, Including Implementing Agile Working Methods (Scrum).
Ability To Lead And Build Teams, Including Teambuilding And Onboarding.

Industries

Telecommunications
Automotive
Logistics
Banking
Public Administration
Healthcare (Ehealth / Mhealth)
Real Estate
Software Development
Audit
Agrochemicals
Electrical & Metals
Pharmaceuticals
Manufacturing (Mechanical Engineering, Steel)
Staffing Services
Retail (Retail & E-Com)
Care & Beauty
Crafts

It Skills

Extensive Knowledge Of The Microsoft Office Suite (Word, Excel, Powerpoint, Access, Outlook And Ms Project).
In-Depth Experience With Sap.
In-Depth Experience With Navision.
In-Depth Experience With Oracle (Hfm, Etc.).
Good Knowledge Of Axapta.
In-Depth Experience With Hyperion.
In-Depth Experience With Datev.

Languages

German

Native

Portuguese

Native

English

Advanced

Spanish

Elementary

French

Elementary

Japanese

Elementary

Education

Oct 1997 - Sep 2002

Ernst-Moritz-Arndt University of Greifswald

Diplom-Kaufmann, specializing in personnel economics and organization, production management and logistics, psychology and · Business Administration · Greifswald, Germany

Certifications & licenses

AI-Studies (Prompting, Agents, LLM, LCM, MCP, RAG)

Prince2 project management, large-scale project management

Agile working, SCRUM

...and 3 more

Statistics

Experience

Total positions 32

Experience in Retail 8 y

Avg length 9 m

Longest experience 3 y 8 m

Global Experience

Countries worked in 2 (Germany, Hungary)

Primary country Germany

Expertise

Recent roles Controlling Staff Unit (CFO/Head of Controlling), Change Manager – Digital Transformation & AI Workflows, Senior Controller / Consultant / Change Manager

Main industries Retail, Information Technology, Manufacturing

Main business areas Finance, Project Management, Information Technology

Qualifications

Highest degree Master

Certifications earned 6

Profile

Created

January 2026

Last Update

May 2026

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Frequently asked questions

Have questions? Find more information here.

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

Ricardo speaks the following languages: German (Native), Portuguese (Native), English (Advanced), Spanish (Elementary), French (Elementary), Japanese (Elementary).

Ricardo has at least 21 years of experience. During this time, Ricardo has worked in at least 29 different roles and for 31 different companies. The average length of individual experience is 1 year and 8 months. Note that Ricardo may not have shared all experience and actually has more experience.

Based on recent experience, Ricardo would be well-suited for roles such as: Controlling Staff Unit (CFO/Head of Controlling), Change Manager – Digital Transformation & AI Workflows, Senior Controller / Consultant / Change Manager.

Ricardo's most recent position is Controlling Staff Unit (CFO/Head of Controlling) at IT Security Solutions.

In recent years, Ricardo has worked for IT Security Solutions, MCS, Retail & E-Com (Private Equity), Industry Services, and Saas Company.

Ricardo is most experienced in industries like Retail, Information Technology, and Manufacturing. Ricardo also has some experience in Healthcare, Professional Services, and Automotive.

Ricardo is most experienced in business areas like Finance, Project Management, and Information Technology. Ricardo also has some experience in Accounting, Business Intelligence, and Strategy.

Ricardo has recently worked in industries like Retail, Information Technology, and Professional Services.

Ricardo has recently worked in business areas like Finance, Information Technology, and Business Intelligence.

Ricardo holds a Master in Business Administration from Ernst-Moritz-Arndt University of Greifswald.

Ricardo has 6 certificates. Among them, these include: AI-Studies (Prompting, Agents, LLM, LCM, MCP, RAG), Prince2 project management, large-scale project management, Agile working, and SCRUM.

Ricardo is immediately available full-time for suitable projects.

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

To hire Ricardo, click the Meet button on the profile to request a meeting and discuss your project needs.