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 concepts (P2P, O2C, R2R, budgeting, 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 operations, corporate controlling, project controlling (focus), PoC
• Financial closing activities (HGB, IFRS). Fast close
• SAP FI, PS, SD, CO, SEM-BCS, HANA introduction, Excel, Access
• Budget / rolling forecasts
• Optimizations of reporting (Excel reporting), KPIs
• Optimizing 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 subsequent definitions
• Optimization and implementation of controlling processes (small projects)
• Team building
• Support during introduction of SAP BW, BEx Analyzer
• SAP PS, MM, SD, CO, FI
• Large project controlling (PoC), forecast, budget, production controlling/management
• Project management (Prince2)
• Change management

• Finance & controlling (daily business, private equity)
• Budget, forecast and business planning
• Accounting, financial closing, cash flow, treasury
• Controlling, reporting, analysis (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 month-end 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
• Assisted in preparing the monthly report from a DATEV environment
• Treasury
• Designed and implemented appropriate reporting tools and reconciliations
• Reconciliation of standalone financial statements into the consolidated financial statements
• Transition of reporting from HGB to IAS/IFRS
• Assisted in migrating the accounting system from HGB to IAS/IFRS
• Assisted in budget preparation and personnel cost planning
• Development of personnel key figures
• Subproject leadership

• Post merger integration (PMI)
• All controlling activities including production controlling and sales controlling (B2B and retail)
• Assisted with the year-end closing
• Supported accounts receivable and accounts payable accounting
• Supported customer service
• Operational site reporting
• Treasury
• Post merger integration of organization and reporting of a medium-sized family business into the group organization
• Reporting foundations in HGB and IAS/IFRS; consolidation
• Ongoing coordination and reporting of sales and revenue activities in all regions (EAME)
• Continuous optimization of reporting, especially 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 LEs and ad hoc estimates in collaboration with departments (sales, overheads, COGS, personnel plan); in particular shifting the reporting fiscal year 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
• Cost center definition and training of employees
• Processes and procedures (SOX)
• Project management (e.g., migration, implementation, audit approval)

• Employee selection and recruitment for the service department

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

• Advice on online inquiries.
• Business start-ups and financing.
• Business plans.
• Organization and company formation.
• Awareness and handling of legal inquiries (not legal advice).

• Sub-project for quality assurance and monitoring of the incentive project within the overall process
• Additional quality assurance and controlling
• Modeling of the necessary sub-processes and workarounds for the smooth integration of the special project into operational procedures
• Project management, documentation and project controlling / Demand Manager
• Leadership of the sub-project for sending mass emails with responses
• Responsible for contracted temporary staff (5 FTE)

• Revision of the strategy concept
• Development of a new concept for the firm
• Scheduling of new measures
• Implementation support
• Accounting and consulting (clients)
• Project leadership

• Work process analysis
• Support in developing a personnel development plan
• Creation and implementation of an IT concept
• Optimization of integration and use of DATEV
• Support for 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.
• Implemented a BSC/KPI system.
• Developed centralized dashboards.
• Optimized processes and workflows.
• Supported HR and the hiring process.
• Supported the conversion from a GmbH to a non-listed joint-stock company.
• Implemented a cash management system and performance metrics for financial and project controlling.
• Conducted benchmarking and SWOT analyses.
• Developed sales space and retail concepts.
• Led transformation projects.