Ricardo (Tomihide) Morita

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 working / SCRUM

• Daily business, corporate controlling, project controlling (focus), POC
• Financial closing activities (HGB, IFRS). Fast close
• SAP FI, PS, SD, CO, SEM-BCS, HANA implementation, Excel, Access
• Budget / rolling forecasts
• Reporting optimizations (Excel reporting), KPIs
• Optimization of controlling processes
• Special tasks, migration support (HANA)
• Team building
• Dashboards, reporting/presentations

• Designing and implementing a reporting system, master data definition, KPIs, dashboard and subsequent definitions
• Optimization and implementation of controlling processes (small projects)
• Team building
• Supporting the implementation of SAP BW, BEx Analyzer
• SAP PS, MM, SD, CO, FI
• Large projects controlling (PoC), forecast, budget, production controlling/management
• Project management (Prince 2)
• Change management

• Finance & Controlling (Daily Biz, Private Equity)
• Budget, Forecast and BP,
• Accounting, closing tasks, Cash Flow, Treasuring,
• Controlling, Reporting, Analyses (B2B & Retail)
• Investor relations, Private Equity, Due Diligence,
• Sales and Marketing (strategy, print, online, Business development)
• Demand Management
• Head Legal (Contract- and contract management,)
• Head HR (Recruiting, HR-development)
• Head ICT (IT architecture, Setup, etc.)
• Head of Software Development (WebApp, iOS, Android)
• Int. Project Management (India, Thailand, Indonesia)

• Project, investment and production controlling
• Daily Business Reports and Ad Hoc Reports
• Consolidation and monthly closing
• Support SAP rollout
• Support and process optimization FiBu (FSC)
• Support restructuring and cost reduction program (insolvency)
• Support investor process.

• Post Merger Integration (PMI) in accounting and management accounting
• Assisted in preparing the monthly report from a DATEV environment
• Treasury
• Designed and implemented suitable reporting tools and reconciliation statements
• Reconciliation of the standalone financial statements to the consolidated financial statements
• Transition of reporting from HGB (German GAAP) to IAS/IFRS
• Assisted in converting accounting from HGB to IAS/IFRS
• Assisted in budget preparation and personnel cost planning
• Development of personnel metrics
• Sub-project management

• Post Merger Integration (PMI)
• All management accounting activities including production controlling and sales controlling (B2B and retail)
• Support for year-end closing
• Support for accounts receivable and accounts payable accounting
• Support for customer service
• Operational site reporting
• Treasury
• Post Merger Integration of the organization and reporting of the mid-sized family business into the corporate group
• Reporting under HGB and IAS/IFRS. Consolidation
• Ongoing coordination and reporting of sales and revenue activities across all regions (EAME)
• Continuous optimization of reporting, especially harmonization of cost center accounting and alignment with group standards
• Customization of local reports in Navision
• Hyperion reporting
• Intercompany matching (ICM) and support for coordinating 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 forecasts in cooperation with the specialist departments (sales, OVHs, COGS, personnel planning). Including especially the transition of reporting fiscal years from May-June (seasonal) 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 3.5 FTEs
• Definition of cost centers and training of staff
• Processes and procedures (SOX)
• Project management (including migration, implementation, audit by external auditors)

• Selection and recruitment of employees for the service division

• Corporate organization and telecommunications, telecom industry trends
• Preparation of strategic position papers
• Business model development on NGN and Triple Play
• NGN (Next Generation Networks)
• Preparation of white papers
• Preparation of technical presentations on NGN, Triple Play and business division integration
• Sales coaching for employees
• Employee 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 a profitability calculator for DMS (Document Management Systems) to support sales.

• Consulting for online inquiries.
• Start-up and financing.
• Business plans.
• Organization & company formation.
• 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
• Leading the subproject for sending mass emails with responses
• Responsible for external temporary staff (5 FTE)

• Revising the strategy concept
• Developing a new concept for the firm
• Scheduling new initiatives
• Supporting implementation
• Handling accounting and advising clients
• Project manager

• Analysis of work processes
• Support in developing a personnel development plan
• Creation and implementation of an IT concept
• Optimizing the integration and use of DATEV
• Supporting operational business

• Hands-on introduction to key controlling and administrative processes.
• Implemented treasury and harmonized liabilities, resulting in new credit lines.
• Developed a strategic controlling system.
• Introduced a BSC/KPI system.
• Designed central dashboards.
• Optimized processes and workflows.
• Supported HR and the hiring process.
• Assisted in the conversion from a GmbH to a private AG.
• Implemented a cash management system and performance metrics for finance and project controlling.
• Conducted benchmarking and SWOT analyses.
• Developed retail space and sales concepts.
• Led transformation projects.