Agicap Experts in Germany

Designed and implemented a GDPR-compliant hybrid organization at holding level, in which specialized AI agents and automated workflows work together with employees. Implementation as part of the MBAI® (Masterclass Business with AI, Leaders of AI) training across the Executive Office, Business Development, Marketing, Sales and HR functions. The next step is the transition into standard operations across all operating companies.

• Analyzed business processes for each function and prioritized AI use cases through a structured use-case process
• Designed an agent architecture based on the principle “one agent, one clearly defined task”: specialized assistants for each function, coordinated by an AI team lead
• Built AI assistants and agents with Microsoft Copilot (prompts, agents, workflows, automations) for the Executive Office, Business Development, Marketing and Sales, and integrated them into existing Microsoft 365 processes
• Implemented recurring activities as automated workflows with clearly defined handover points between people and agents
• Defined GDPR-compliant safeguards: data classification, processing of personal and customer data exclusively on EU-hosted systems, and human approval and control points
• Developed an internal AI policy and governance rules for the use of AI, responsibilities and quality assurance of AI results in line with TISAX
• Prepared the rollout of the hybrid organization from the holding company into standard operations across all operating companies
• Transferred findings into a reusable assessment and consulting framework for introducing AI agent structures for clients

Tech / Methods: Agentic Workflows, Prompt Engineering, Microsoft 365 / Copilot, Claude, ChatGPT, Workflow Automation, GDPR, AI Governance, Change Management

• Vacancy cover: Operational controlling for four branches / plants, knowledge transfer, onboarding, and coaching of successor
• Monthly closing / reporting, forecasts, budget planning
• Created new dashboards and reports (transport costs, payroll processing) and optimized existing Excel tools with PowerQuery/PowerPivot

Industry: Recycling of slaughterhouse waste; parent company publicly listed

• Development and implementation of a long-term financial strategy in cooperation with the board and other executives

• Responsibility for budgeting, financial forecasting, and liquidity planning

• Monitoring the company's financial performance and identifying risks and opportunities

• Defining core financial principles

• Developing strategies to optimize business processes

• Improving or implementing management information systems

• Leading financial communications, maintaining relationships with shareholders and investors, and overseeing internal audit

• Personnel management and general services

• Designing a financial, controlling, and reporting system for the company

• Ensuring the accuracy and completeness of all financial reports and documents

• Compliance with all legal and regulatory requirements in finance

• Leading the finance team and coordinating with external auditors and tax advisors

• Managing off-balance-sheet transactions (acquisitions, mergers, divestitures)

• Cash management and financing administration

• Maintaining third-party relationships with bankers and auditors

• Monitoring and validating company controlling (planning, budget, reporting, data analysis)

• Preparing and managing annual financial statements, accounting, management reports, Federal Gazette filings, and support for auditors

• Handling legal and tax matters

• Preparing financial business plans for the parent company and future subsidiaries

• Consolidating results

• Coordinating due diligence and financial audits

• Implementing effective financial controls and procedures

• Optimizing financial processes and systems to increase efficiency

• Assessing investment opportunities and risk management strategies

• Preparing studies on industrial and financial investments

• Liquidity management

• Developing a comprehensive IT strategy to support company goals

• Ensuring the security and integrity of all IT systems and data

• Responsibility for selecting, implementing, and maintaining IT infrastructure and applications

• Monitoring compliance with all IT policies, regulations, and standards

• Identifying and managing IT risks and security threats

• Working with internal and external stakeholders to ensure that IT systems meet business requirements.

• Sales of data, analytics & software services (SAP, Microsoft Fabric)
• Optimization of sales processes & resource allocation
• Set up of AI-driven lead generation, e.g. Apollo & LinkedIn Sales Navigator
• Funnel setup & CRM implementation (Microsoft Dynamics)

Freelance consultant in a family foundation and other companies in the role of commercial manager/CFO in the real estate/construction industry Responsibilities

• Treasury & Financial Planning
• Controlling
• Accounting
• Human Resources
• IT

• Komenci Invest GmbH – Asset management for the Kempter family with subsidiaries in various business areas of Komenci GmbH (interim management, startup academy, coaching & consulting, M&A, performance marketing)