Ricardo (Tomihide) Morita - 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
• KPIs, 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 work / SCRUM

• Daily business, corporate controlling, project controlling (focus), POC
• Closing activities under HGB and IFRS; fast close
• SAP FI, PS, SD, CO, SEM-BCS, HANA implementation, Excel, Access
• Budget / rolling forecasts
• Optimization of reporting (Excel reporting), KPIs
• Optimization of controlling processes
• 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 implementation of controlling processes (small projects)
• Team building
• Support for the implementation of SAP BW and BeX Analyzer
• SAP PS, MM, SD, CO, FI
• Large projects controlling (POC), forecast, budget, production controlling/management
• Project management (Prince2)
• Change management

• Finance & controlling (daily business, private equity)
• Budget, forecast and business planning,
• Accounting, final financial statements, 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 (contract and contract management,)
• Head of HR (recruiting, HR development)
• Head of ICT (IT architecture, setup, etc.)
• Head of software development (web app, iOS, Android)
• International project management (India, Thailand, Indonesia)

• Project, investment and production controlling
• Daily business reports and ad hoc reports
• Consolidation and monthly closing
• Support for SAP rollout
• Support and process optimization of financial accounting (FSC)
• Support for restructuring and cost reduction program (insolvency)
• Support for investor process.

• Post-merger integration (PMI) in accounting and controlling
• Support in preparing the monthly report from a DATEV environment
• Treasury
• Design and implementation of appropriate reporting tools and reconciliation statements
• Reconciliation of the individual financial statements to the consolidated financial statements
• Conversion of reporting from HGB to IAS/IFRS
• Support in switching the accounting system from HGB to IAS/IFRS
• Support in budgeting and personnel cost planning
• Development of personnel key figures
• Subproject management

• Post-merger integration (PMI)
• All controlling activities, including production controlling and sales controlling (B2B and retail)
• Support with annual financial statements
• Support for accounts receivable and accounts payable accounting
• Support of customer service
• Operational site reporting
• Treasury
• Post-merger integration of the organization and reporting from the midsize family business into the group organization
• Reporting bases under HGB and IAS/IFRS, consolidation
• Ongoing coordination and reporting of sales and revenue activities in all regions (EAME)
• Continuous optimization of reporting, particularly harmonization of cost center accounting and alignment with group standards
• Customizing local reports in Navision
• Hyperion reporting
• Intercompany matching (ICM) and support in coordinating the international farms
• License reporting, billing and contract management
• Variance analysis of overhead costs, COGS/functional costs and sales
• Preparation of forecasts and the annual plan, including latest estimates (LEs) and ad hoc estimates in cooperation with departments (sales, overheads, COGS, personnel plan), particularly aligning the reporting fiscal years from May-June (season) to January-December (group)
• Implementation of SAP FI/CO and migration from Navision (FSC), demand management
• Ad hoc projects
• Documentation and SOX
• Transfer pricing
• Tolling
• Department size of 3.5 FTE
• Definition of cost centers and training of staff
• Processes and procedures (SOX)
• Project management (including migration, implementation, acceptance by auditors)

• Employee selection and recruitment for the service area

• Corporate organization and telecommunications, telecom industry trends
• Creation of strategic position papers
• Business model development for NGN and Triple Play
• NGN (Next Generation Networks)
• Creation of thesis papers
• Preparation of technical 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
• Creation of profitability calculator for DMS (Document Management Systems) to support sales.

• Consulting for online inquiries.
• Business start-up and financing.
• Business plans.
• Organization & company formation.
• Raising awareness and handling of 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 of the necessary subprocesses and workarounds for the smooth integration of the special project into the operational processes
• Project management, documentation and project controlling / Demand Manager
• Managed the subproject for sending mass emails with replies
• Responsible for the hired temporary staff (5 FTE)

• Revised the strategy concept
• Developed a new concept for the firm
• Scheduled new measures
• Supported implementation
• Handled accounting and consulting for clients
• Served as project leader

• Analyzed work processes
• Supported the development of a personnel 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.
• Introduced treasury and harmonized 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.
• Supported the conversion from a GmbH to an unlisted joint-stock company.
• Implementation of a cash management system and performance metrics for finance and project controlling.
• Conducted benchmarking and SWOT analyses.
• Development of sales area and retail concepts.
• Led transformation projects.