Ursula H.-Founder (Financial Education Workshops & Product Owner)
Check rate
Experience
Founder (Financial Education Workshops & Product Owner)
Finanz-Helfer
- Founding a company which represents the idea of different independent finance workshops for young employees depending on their experience
- Creating all workshop guides for ETFs, shares, bonds, real estates, commodities, alternative products with their risks and opportunities
- Acquiring 5 companies supporting employees with education budgets
- Working as product owner on 6 different software projects
- Training 6 top managers and over 100 employees on management by OKRs
- Leading 10 developers for a new digitalization service
Senior Associate (Corporate Treasury Sales, OTC)
Hypovereinsbank, Investment Banking
- Trading support for FX and IRS yielding 5 million euros profit per year
- Transaction and solution sales for mid-sized to large German companies
- Responsible for the plausibility and validation of FX options, IRS, credit derivatives, structured products and new product placements
- Improving efficiency by automating IT processes
- Management and knowledge input for a new trading system
- Leading a team of 10 software engineers to implement a new interface
- Creating product roadmaps, product strategies and writing user manuals
Associate (Private Equity)
European Media Holding GmbH
- Preparing fund information for fundraising
- Researching relevant data in the TMT sector
- Deal sourcing for IoT, consumer internet, fintech and eHealth
- Integrating the customer relationship system Navatar
- Calculating KPIs including track record, ROI, CAC and LTV
- Preparing and calculating new business models
- Explaining financial modelling and legal issues
Investment Manager (Venture Capital)
Family Office Benedict Rodenstock
- Researching investment requests regarding seed and growth capital
- Supporting calculation of key figures and valuations based on balance sheets (DCF and multiples)
- Networking at investor congresses across Europe (DLD, Bits & Pretzels)
- Acquiring potential start-ups, leading meetings with management teams, overseeing formulation and presentation of ideas and strategies and supporting due diligence
- Evaluating managers, markets and ideas; handling grants and contract negotiations (e.g. Amorelie)
Industry experience
See where this freelancer has spent most of their professional time.
Experienced in Banking and Finance.
Business area experience
See which departments and functions this freelancer has contributed to most.
Experienced in Investments and M&A, Finance, Information Technology, Sales, Product Development, and Project Management.
Summary
Hi I am a motivated economic educator with a curious mind and an entrepreneurial spirit, eager to tackle today's most relevant challenges.
I am striving for out-of-the-box solutions that question the status quo, improve life quality and increase sustainability.
My approach is user-centric, strategic, data-driven and collaborative.
Skills
- Confluence
- Canva
- Jira
- Figma
- Scrum
Languages
Education
Ludwig-Maximilians-University
Diploma · Human resource education and management · Munich, Germany · 1.9 (B+)
Deutsche Bank AG
Apprentice as qualified bank clerk · Bank clerk · Munich, Germany
Statistics
Experience
Global experience
Expertise
Frequently asked questions
Have questions? Find more information here.
Ursula is based in Munich, Germany.
Ursula speaks the following languages: German (Native), English (Advanced).
Ursula has at least 15 years of experience. During this time, Ursula has worked in at least 4 different roles and for 4 different companies. The average length of individual experience is 4 years and 9 months. Note that Ursula may not have shared all experience and actually has more experience.
Based on recent experience, Ursula would be well-suited for roles such as: Founder (Financial Education Workshops & Product Owner), Senior Associate (Corporate Treasury Sales, OTC), Associate (Private Equity).
Ursula's most recent position is Founder (Financial Education Workshops & Product Owner) at Finanz-Helfer.
In recent years, Ursula has worked for Finanz-Helfer, Hypovereinsbank and Investment Banking.
Ursula is most experienced in industries like Banking and Finance.
Ursula is most experienced in business areas like Investments and M&A, Finance, and Information Technology. Ursula also has some experience in Sales, Product Development, and Project Management.
Ursula has recently worked in industries like Banking and Finance.
Ursula has recently worked in business areas like Finance, Information Technology, and Sales.
Ursula attended Ludwig-Maximilians-University for Human resource education and management.
The availability of Ursula needs to be confirmed.
Daily rate distribution
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Average rates for similar positions
Rates are based on recent contracts and do not include FRATCH margin.
The average daily rate is the mean of all daily rates from recent contracts of comparable freelancers on our platform.
The median daily rate is the middle value of all daily rates — half of comparable freelancers charge less, half charge more. Unlike the average, it is barely affected by outliers.
Calculated based on our freelancers’ daily rates as of 29 Oct 2026. Actual rates may vary depending on seniority level, experience, skill specialization, project complexity, and engagement length.
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