Stefan Obert - Interim CFO for Finance Transformation

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Eigeltingen, Germany

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Experience

Jun 2026 - Present

5 months

Berlin, Germany

Organisational Consultant

Notus Energy

Operator/general contractor of wind and solar parks, revenue approx. € 150 million €

Design of project system
Digital transformation of finance and controlling
Process analyses
Implementation in InforLN Cloud

May 2026 - Present

6 months

Munich, Germany

Interim Finance Director

Truma GmbH & Co. KG

Manufacturer of heating and air-conditioning systems for caravanning, revenue approx. € 280 million €

Management of Financial Accounting, Cost Accounting & Controlling
(Further) development of EPM / KPIs
Management of efficiency charter STEP
Development of analysis tools (SAP S4)
Span of control 14 employees

Jun 2025 - Jan 2026

8 months

Hamburg, Germany

Finance Transformation Project Manager

E.H. Worlée & Co. (GmbH & Co.) KG

Manufacturer of cosmetic raw materials / chemicals, revenue approx. € 320 million €

Analysis / planning of Finance Business Transformation Infor M3
Agile project management
Interface management Finance/Supply Chain
Development of analysis tools (SAP/InforLN M3)

Mar 2025 - Mar 2026

1 year 1 month

Bingen, Germany

Controlling & EPM Organisational Consultant

Treffert GmbH & Co. KG

Plastics manufacturer, revenue approx. € 80 million €

Analysis / planning of Business Transformation
Establishment of production controlling
Establishment of EPM/KPIs
Further development of analysis tools (InforLN Cloud Suite)

Mar 2024 - May 2025

1 year 3 months

Bietigheim-Bissingen, Germany

Turnaround Subsidiary Benz Tooling (approx. € 50 million revenue) & Interim CFO

Duerr AG

Mechanical engineering, revenue approx. € 4.3 billion €

Analysis / planning of restructuring measures
Implementation of turnaround measures
Establishment of Controlling/EPM/KPIs
Further development of analysis tools (SAP S/4 HANA)

Jul 2023 - Oct 2024

1 year 4 months

Duisburg, Germany

Management Consultant

Klöckner Metals

Steel trading and finishing, revenue approx. € 2,5 Mrd. €

Concept for inventory valuation in accordance with IAS 2 / HGB
Consulting on income statement preparation according to GKV / UKV reconciliation
Result validation / stabilization
Documentation of system migration / interfaces for PWC

Jul 2023 - Feb 2024

8 months

Cologne, Germany

Organization Consultant

ZEG, Zweiradeinkaufsgenossenschaft

Retailer group & bicycle manufacturer, revenue approx. € 1,5 Mrd. €

Process consulting for Finance/Controlling/Logistics InforLN
Process analyses P2P/O2C/R2R
Preparation of specifications for customization
Preparation of BI concept

Jun 2023 - Mar 2024

10 months

Rottweil, Germany

Interim CFO

Sauter GmbH

Manufacturer of precision parts, revenue approx. € 50 Mio. €

Restructuring of Finance/Accounting/Controlling:

Restructuring report according to IDW S6
Implementation of restructuring measures in Finance
Set-up of Controlling/EPM/KPIs
Further development of IT systems (DATEV/GEWATEC/LUCANET)

May 2023 - Jun 2026

3 years 2 months

Fürstenfeldbruck, Germany

Organization Consultant

Güntner Holding

Manufacturer of refrigeration and air-conditioning technology, revenue approx. € 850 Mio. €

Further development of investment controlling
Operational Group Controlling (Europe/Mexico/Brasil/Indo.)
Set-up of EPM for the group (Hana S4 / SAC and Infor LN 10.7)
Set-up of project controlling
Controlling concept development
Preparation of BI concept (Power BI/Tagetik)
Concept / implementation of Brownfield Dubai production company.

Jan 2023 - Jul 2023

7 months

Bochum, Germany

Organization Consultant & Key User Finance/Controlling ERP

Doncasters Precision Castings

Manufacture of precision parts for aircraft turbines, revenue approx. € 550 Mio. €

Partial project management for Finance/Controlling implementation of InforLN
Key User Finance & Controlling
Standard Costing concept development
Interface and data migration concepts

Sep 2021 - Jun 2023

1 year 10 months

Bönen, Germany

Organizational Consultant, Interim Head of Finance / Controlling

Becker Stahl Service GmbH & Gruppe

Steel trading and finishing, revenue approx. € 950 Mio. €

Project Manager for SAP / InforLN migration
Project Manager for the merger of BBG, BS and BSS
Preparation of IFRS / HGB annual financial statements
Project Manager for the integration of the Shared Service Center
Interim Head of FI/RE & Controlling: team size 22 MA
ICS Manager / revitalization
PMI of stainless steel company / Project Manager Finance

Aug 2021 - Jun 2022

11 months

Stuttgart, Germany

Organizational Consultant, Interim Head of Finance and Accounting

Stabil Elektrotechnik GmbH & Gruppe

Manufacturing / distribution of automotive parts, revenue approx. € 40 Mio. €

Carve-in of the German companies into the US corporation
Project Manager for the merger of the German companies
Preparation of US-GAAP / HGB annual financial statements
ERP system migration (JDE)
SOX implementation
Interim Head of FI/RE: team size 2 MA

Feb 2021 - Feb 2022

1 year 1 month

Mittweida, Germany

Organizational Consultant

MPT Group GmbH

Manufacturer of precision parts / castings, revenue approx. € 30 Mio. €

Process engineering for finance / production
Establishment of a multisite environment / InforLN ERP implementation
Development and implementation of BI/CPM Birst
Concepts: foundry, intercompany accounting, cost accounting

Jan 2014 - Dec 2020

7 years

Konstanz, Germany

Supporting the family business

Sanivama Handels GmbH Deutschland

Sanivama GmbH is a cooperation partner of SenzAqua LLC (USA) and distributes ecological sanitary products in Germany with 5 employees and annual revenue of € 0,8 Mio.

Company formation, development of sales / production
Operational management with responsibility for finance, purchasing, logistics and sales
Product development / imaging

Aug 2013 - Dec 2020

7 years 5 months

Mannheim, Germany

Founder, Owner and Managing Director, Freelance Consultant

Obert & Co. Personalservice in cooperation with Adensam Managementberatung

Temporary employment, recruitment and outplacement

Executive outplacement consulting
Up to 100 employees placed on temporary assignment at the same time
Operational management with responsibility for finance, purchasing, employee recruitment, sales and marketing

Jan 2011 - Jul 2013

2 years 7 months

Santa Fe Springs, United States

CFO, CRO, Senior Vice President

Heraeus MP LLC.

Precious metal refinery, revenue approx. 500 Mio. USD

Restructuring / turnaround (Malik syntegration)
Site and process analyses, concept development
Precious metal controlling, precious metal financing
Financial statements according to US-GAAP
Managing finance, purchasing, controlling and logistics
Responsibility for vault holding approx. $1 Mrd. in precious metals
Introduction of SAP R/3 Fi/Co
Span of control: 20 employees

Mar 2009 - Dec 2010

1 year 10 months

Hanau, Germany

Finance Manager

W.C. Heraeus GmbH

Precious metal refinery with annual revenue of approx. €10 Mrd.

Interim manager working approx. 5 days/week

Business analyses
Site / process analyses & concepts (PH, US, SG, FR)
Operational and strategic controlling
Precious metal controlling, precious metal financing
Risk management (value at risk)
Micro-hedge analyses and concept
Half-year financial statements according to IFRS, analysis of international individual financial statements (DE, PH, US, SG, FR, CN, KR)
Special IFRS issues (micro-hedge)
Post-merger integration
Company valuations

Sep 2008 - Dec 2020

12 years 4 months

Ravensburg, Germany

Freelance Lecturer

Duale Hochschule Baden Württemberg (DHBW)

Teaching assignment covering the following topics:

Group accounting according to HGB, IFRS and US-GAAP
Investment and financing / financial management
Controlling

Sep 2008 - Dec 2020

12 years 4 months

Freelance Lecturer

alfatraining Bildungsunternehmen

Freelance lecturer for alfatraining Bildungsunternehmen in the field of professional development

Teaching assignment in

International accounting according to IAS/IFRS, HGB, US-GAAP
Controlling basics

Jan 2008 - Dec 2009

2 years

Germany

Managing Director and Limited Partner

2CS Handels GmbH & Co KG

Jan 2008 - Feb 2009

1 year 2 months

Namibia

CFO

CFO Lodestone PTY Namibia

Iron ore exploration (hematite and magnetite)
Establishment of company in Namibia
Setting up financing with VC, PE, preparation for the issuance of profit participation certificates

Jan 2008 - Dec 2008

1 year

Namibia

Director and Shareholder

Lodestone PTY.

Jan 2008 - Dec 2008

1 year

London, United Kingdom

Independent Management Consultant

Stirling Square Capital Partners LLP

An investment company with approximately 10 investments

Conducted pre-due diligence for the acquisition of Zimbo GmbH

Jan 2003 - Dec 2007

5 years

China

Director

Pelikan Donguang Ltd. / Joint Venture China

Jan 2003 - Dec 2007

5 years

Switzerland

Board Member

Pelikan Hardcopy Holding AG

Jan 2002 - Dec 2007

6 years

Germany

Managing Director

Greif-Werke GmbH und Phelas GmbH

Jan 2002 - Dec 2007

6 years

Zürich, Switzerland

CFO

Pelikan Hardcopy Zürich

Manufacturer of printer supplies with annual revenue of approx. € 420 Mio.

Team size: 34 employees

Management of Finance and Accounting, Controlling, IT, Logistics
Management of Group IT and ERP reengineering project
Operational turnaround/restructuring of the Group
Management of the Group sale process

Jan 2002 - Dec 2007

6 years

Switzerland

President of the Board of Directors

Pelikan Production AG

Jan 2002 - Dec 2007

6 years

United Kingdom

Director

Pelikan Scotland Production Ltd.

Jan 2002 - Dec 2007

6 years

Switzerland

President of the Foundation Board

Pensionskasse Pelikan Hardcopy

Jan 1997 - Present

29 years 10 months

Owner and Managing Director

Organisationsberatung Oberte.K.

Since founding my own business, I have worked as an independent management consultant, focusing on project and interim management in national and international finance management and restructuring for large corporations and SMEs.

My main areas of focus are finance, corporate recovery and restructuring, ERP/CPM implementation, (re-)engineering of the supply chain, human resources, and interim executive management.

A list of the projects I completed in the more distant past can be found below.

Jan 1997 - Dec 2018

22 years

Flawil, Switzerland

Implementation of SAP Fi/CO, followed by the introduction and development of internal controlling tools

Büchi Labortechnik AG

Rotary equipment manufacturer, revenue CHF 40 million

Jan 1997 - Dec 2018

22 years

United States

Pre-due diligence for the acquisition of two companies, portfolio expansion

Clover Technologies Group

Recycler of ink cartridges / mobile phones, revenue USD 500 million

Jan 1997 - Dec 2018

22 years

Fulda, Germany

Business reengineering, development & design

EDAG GmbH

Automotive supplier, revenue € 250 million

Jan 1997 - Dec 2018

22 years

Wetzikon, Switzerland

General Contractor Manager for the entire project (approx. 25 million in scope), further development of finance/controlling,

Huber + Suhner AG

Manufacturer of power cables, revenue CHF 650 million

Jan 1997 - Dec 2018

22 years

Winterthur, Switzerland

Implementation of BAAN ERP system for Finance & Controlling and Reporting

Kistler Instrumente AG

Pressure measurement equipment manufacturer, revenue CHF 180 million

Jan 1997 - Dec 2018

22 years

Zell, Switzerland

Development of brand strategy

Kuhn Rikon AG

Manufacturer of cookware, revenue 50 million CFR

Jan 1997 - Dec 2018

22 years

Lindenberg im Allgäu, Germany

Development of a controlling concept, implementation and overall solution with a focus on controlling and finance, takeover

Liebherr GmbH

Aerospace division, revenue € 400 million

Jan 1997 - Dec 2018

22 years

Heilbronn, Germany

Project management, implementation of Finance and Controlling, SAP Fi/CO

MAN Wolffkran

Crane manufacturer, revenue € 120 million

Jan 1997 - Dec 2018

22 years

Ulm, Germany

Implementation of BAAN Finance and Controlling, MIS Cognos

Maka Mayer GmbH

Machine manufacturer, revenue € 150 million

Jan 1997 - Dec 2018

22 years

Zug, Switzerland

Set-up of a controlling system, organizational and process consulting

NetJets Aviation

Leasing company for private jets, revenue CHF 250 million

Jan 1997 - Dec 2018

22 years

Zürich, Switzerland

Restructuring consulting

Rapid AG

Tractor manufacturer, revenue CHF 60 million

Jan 1997 - Dec 2018

22 years

Zürich, Switzerland

Subproject management for the introduction of finance and controlling systems, preparation of the MIS

SEFAR AG

Textile manufacturer, revenue CHF 350 million

Jan 1997 - Dec 2018

22 years

Stockholm, Sweden

SKR project management, introduction of finance and distribution, organizational and process consulting

SP Electronics

Cable manufacturer and distributor, revenue € 250 million

Jan 1997 - Dec 2018

22 years

Sulgen, Switzerland

Introduction of Baan Finance and Controlling, after implementation and establishment of an internal controlling function as

Sauter AG

Decontamination plant manufacturer, revenue CHF 20 million

Jan 1997 - Dec 2018

22 years

Buchloe, Germany

Project management for the setup of a multi-site operation, migration of the transaction system to a new platform,

Schneider AG

Television and HIFI manufacturer, revenue 650 Mio. DEM

Jan 1997 - Dec 2018

22 years

Reutlingen, Germany

Development of a complete marketing/distribution/logistics solution

Schneider Druckluft

Compressor distributor, revenue 120 Mio. €

Jan 1997 - Dec 2018

22 years

Dietikon, Switzerland

Restructuring, organizational and process consulting

Strapex AG

Strapping equipment manufacturer, revenue 60 Mio. CHF

Jan 1997 - Dec 2018

22 years

St. Gallen, Switzerland

Lecturer in the MBE/MBA program, lecturer in Process Engineering

University of St. Gallen

Jan 1997 - Dec 2018

22 years

Vienna, Austria

Troubleshooting, reorganization

Austrian State Printing Office

Jun 1996 - Dec 1996

7 months

Zofingen, Switzerland

CFO

Trilacolor AG

Manufacturer of paints and coatings / annual revenue approx. 30 Mio. CHF p.a.

Team size: 9 MA

Management of Finance and Accounting, Controlling, IT, Logistics
Business process re-engineering
ERP system migration
Management of acquisitions

Jun 1993 - May 1996

3 years

Arbon, Switzerland

CFO / Head of Controlling

Arbonia-Forster Gruppe

Manufacturer of refrigerators, steel tubes, profiles, radiators, heat exchangers / annual revenue approx. 1 Mrd. CHF

Team size: 50 MA

Management of Finance and Accounting, Controlling, IT, Logistics
Management of Group projects
Investor Relations
Group steering committee

Apr 1990 - Jun 1993

3 years 3 months

Arbon, Switzerland

Head of Controlling

Arbonia-Forster Gruppe

Manufacturer of refrigerators, steel tubes, profiles, radiators, heat exchangers / annual revenue approx. 1 Mrd. CHF

Team size: 6 MA

Management of Group Controlling and Finance,
Management of Finance and Accounting projects
Investment controlling
Conducting special analyses

Dec 1988 - Mar 1990

1 year 4 months

Arbon, Switzerland

Controller

Mercedes Benz über NAW Mercedes Benz

Sales 200 Mio. CHF / Manufacturer of special trucks / buses

Establishment of Controlling
Implementation of investment controlling
Conducting GWA
Investment management

Industry experience

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

Experienced in Manufacturing, Professional Services, Automotive, Education, Aerospace and Defense, and Metals and Mining.

Manufacturing

Professional Services

Automotive

Education

Aerospace and Defense

Metals and Mining

Business area experience

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

Experienced in Finance, Project Management, Accounting, Human Resources, Supply Chain Management, and Information Technology.

Finance

Project Management

Accounting

Human Resources

Supply Chain Management

Information Technology

Skills

Over 30 Years Of Leadership Experience In Various Industries
Strong International Experience (Asia, Usa And Europe)
High Level Of Expertise In Finance / Controlling / Hr / It / Legal And Overall Commercial Management
Execution-Focused Change Manager With Strategic Competence

Management And Corporate Leadership

Commercial Management Of International Companies, Executive Management
Measurable Successes In Operational And Strategic (Re-)Alignment
Strong Affinity For Numbers And It
Business Scope: Revenue € 2 Billion / 2'500 Employees

Leadership Experience

25 Years Of Leadership Responsibility – Multi-Level Span Of Control Of Up To 50 Employees – Including 8 Direct Reports
Interviews For Hiring, Selection, Assessment, Target-Setting And Personnel Development, Intercultural And “Cross-Functional”
Transformational Leadership Style Based On The Hpo Concept

Industries

Fmcg
Mechanical And Plant Engineering
Automotive
Chemicals

Company Types

Listed Mid-Sized Company
Corporation
Pe-Owned
Sme

Project Experience

Steering Committee In Various Projects
Inforln / Sap Fi/Co Implementation And Migration
Establishment Of Shared Service Center
Cash Pooling, Working Capital Management
Project Management, Member Steering Committee
Carve-In/-Out, Pmi, Business Spin-Off, Establishment Of Legal Entity

Finance

Business Process Engineering For Finance And Controlling

Accounting

Cost Accounting, Fp&A, Introduction And Implementation Of Bsc, Performance Controlling

Controlling

Profitability/Feasibility Analyses, Cost Savings Programmes
Controlling Cybernetics: “Planning, Variance Analyses, Measures”
Commercial Management Topics: Capex, Incentives, Inter-Co Pricing
Group Consolidation/Financial Statements, Capital Market Transactions
Treasury, Cash-Flow Management, Currency/Interest-Rate Hedge

Audit

Accounting According To Ias, Hgb, Further European Local-Gaaps, Us-Gaap

Tax

International Corporate Taxation, Withholding Taxes, Tax Policy
Compliance, Ics, Sox
Risk Management, Risk Assessments

Business Development

Optimisation Of Finance-Related Systems And Processes, Interface With It
Restructuring, Business Process (Re-) Engineering, Turnaround
Due Diligence, Acquisition And Divestments & Integration
Controlling Digitisation, Transformation, Big Data, Data Warehousing
Disruptive Business Models
Post-Merger Transaction, M&A
Make-Or-Buy Projects

Data And Process Management

Digitisation Of Business Processes (Industry 4.0)
Business Intelligence / Corporate Performance Management

Corporate / Management Consulting

Malik Syntegration
Executive Outplacement Consulting
Business And Process Transformation

Extended Responsibility

Procurement, It, Hr, Legal, Managing Director Of Subsidiary

Soft Skills

Execution-Focused Leadership Personality
Demanding And Supportive Manager, Subject-Matter Promoter With A Hands-On Mentality
Convincing And Communicative Manager With A Quality-, Results- And Solution-Oriented Approach To Work

Accounting Standards

Ifrs
Hgb
Swiss-Gaap (Fer)
Us-Gaap
Uk-Gaap
Chinese Gaap
Malaysian Gaap

It / Edp

Ms-Office Programmes: Word, Excel, Outlook, Power Point, Access, Spss
Infor Ln / M3 Entire Erp
Sap Fi/Co
Mis Alea
Cognos
Chrystal Report
As400
Toptier
M-Soft
Oracle Crystal Ball
@Risk
Power Pivot
Vba
Hyperion
Lucanet
Datev
Lexware
Bi Jedox
Frango
Cp Suite
Abas Erp
Birst Bi
Power Bi
Bi Board
Tagetik

Languages

German

Native

English

Advanced

Education

Jun 2007 - Jun 2009

University of Surrey

MBA · London, United Kingdom

May 1985 - Nov 1988

Berufsakademie Ravensburg

Diplom Betriebswirt · Business Administration · Ravensburg, Germany

Jul 1970 - May 1983

Heinrich-Suso Gymnasium

Abitur · Konstanz, Germany

Certifications & licenses

IFRS Akademie

Ernst&Young

Weiterbildung zum CFA

Controller Akademie

Dr. Deyhle

Management Seminare (Laufend)

Statistics

Experience

Total positions 54

Experience in Manufacturing 37 y

Avg length 10 y 3 m

Longest experience 29 y 9 m

Global experience

Countries worked in 8 (Germany, Switzerland, United States, Namibia, United Kingdom, +3)

Primary country Germany

Expertise

Recent roles Organisational Consultant, Interim Finance Director, Finance Transformation Project Manager

Main industries Manufacturing, Professional Services, Automotive

Main business areas Finance, Project Management, Accounting

Qualifications

Highest degree Master

Certifications earned 4

Profile

Member since

October 2026

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Frequently asked questions

Have questions? Find more information here.

Stefan is based in Eigeltingen, Germany.

Stefan speaks the following languages: German (Native), English (Advanced).

Stefan has at least 38 years of experience. During this time, Stefan has worked in at least 49 different roles and for 53 different companies. The average length of individual experience is 1 year and 8 months. Note that Stefan may not have shared all experience and actually has more experience.

Based on recent experience, Stefan would be well-suited for roles such as: Organisational Consultant, Interim Finance Director, Finance Transformation Project Manager.

Stefan's most recent position is Organisational Consultant at Notus Energy.

In recent years, Stefan has worked for Notus Energy, Truma GmbH & Co. KG, E.H. Worlée & Co. (GmbH & Co.) KG, Treffert GmbH & Co. KG, and Duerr AG.

Stefan is most experienced in industries like Manufacturing, Professional Services, and Automotive. Stefan also has some experience in Education, Aerospace and Defense, and Metals and Mining.

Stefan is most experienced in business areas like Finance, Project Management, and Accounting. Stefan also has some experience in Human Resources, Supply Chain Management, and Information Technology.

Stefan has recently worked in industries like Professional Services, Manufacturing, and Metals and Mining.

Stefan has recently worked in business areas like Finance, Project Management, and Human Resources.

Stefan holds a Master from University of Surrey and a Bachelor in Business Administration from Berufsakademie Ravensburg.

Stefan has 4 certificates. Among them, these include: IFRS Akademie, Weiterbildung zum CFA, and Controller Akademie.

Stefan will be available part-time from October 2026.

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Daily rate avg. 910 €

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Median rate 1000 €

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Calculated based on our freelancers’ daily rates as of 3 Oct 2026. Actual rates may vary depending on seniority level, experience, skill specialization, project complexity, and engagement length.