DATEV Experts in Munich

• Building, implementing and selling automated Data Science solutions such as Scorecard Factory and Forecast Factory
• Implementation of automated end-to-end cloud processes
• Development of LLM and NLP models
• Creation of interactive reports
• Support for national and international large corporations as well as medium-sized companies in implementing ML projects

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

Managing the harmonization and further development of an international CRM- and ERP-related system landscape across multiple product lines and markets (PMI)

• Analysis, design, and requirements management for harmonized end-to-end business processes and business logic (Customer Base & Lead to Order, Lead-to-Cash, Order-to-Cash, Billing, Accounting, Service)
• Integration of Salesforce with billing and accounting systems (JustOn, DATEV) including data model, interfaces, and billing logic together with implementation partner
• Designing a central IT operating model to improve IT project management and DevOps model between business stakeholders, E2E process owners, and IT.

As a fractional and interim partner, I plug into existing revenue teams to build and operationalize what's missing:

• Sales enablement programs (onboarding, readiness, certifications)
• Product and commercial enablement for launches and strategic bets
• Messaging, positioning and competitive insights that sales can use
• Enablement tooling and processes that support coaching and content
• Adoption
• Analysis and removal of sales bottlenecks to boost productivity and revenue effectiveness

I'm co-founder of enablrs, a network of on-demand experts in sales enablement, product marketing and revenue effectiveness for B2B tech companies.

The goal: Helping SaaS teams get unstuck, aligned and ready to grow.

• Full responsibility for finance (Accounting, Controlling, Tax, BI, Legal)
• Built clear structures and roles for scaling
• Introduced a monthly steering and forecast rhythm (KPI set, EBITDA bridge, cash) as a decision-making basis for management/investors
• Established working capital and liquidity management including scenarios and action tracking
• Built reliable management reporting based on Google database/Holistics/DATEV, focusing on data quality and automation
• Managed financing and contract issues as CFO sparring partner to the founder

• Interim management – management level including personnel responsibility
• Change management – process optimization & digitalization
• Analyzing and optimizing internal accounting processes (finance & cross-departmental finance processes)
• Support in M&A transactions and due diligence
• Establishing reporting systems (finance & controlling)
• Consulting on accounting-related issues
• Business administration consulting
• Conducting recruitment processes (including redefining job descriptions and postings)
• Staff management and development

• Audit and interpretation of monthly and quarterly financial statements
• Support for multi-year planning
• Development of monthly reporting
• Ad hoc tasks for sales, auditors and management
• P&L, balance sheet and cash flow analysis
• Supervision of the intellectual properties project

• Setting up controlling structures and processes
• Implementing a controlling system in the form of a self-developed controlling cockpit
• Sole responsibility for gathering and preparing data
• Maintaining and managing the Profit & Loss and cash flow statements for management

• Provided technical support for tax reporting and reconciliations from IFRS to HGB with focus on IFRS 15 in an international environment
• Prepared missing documentation for annual audits of 2021 and 2022
• Served as single point of contact for tax authorities, tax advisors, and auditors
• Utilized SAP for reporting and design processes

• Responsible for managing three main funds and multiple SPVs, including the preparation and oversight of accounting, financial controlling, fund reporting, and the execution of capital calls and distributions to maximize financial performance and business success.

• Quarterly valuation of portfolio companies for investor reporting and year-end financial statements according to EVCA/IPEV.

• Leading quarterly accounting and financial reporting for the managed funds, ensuring precision and timely delivery in line with HGB/KAGB standards.

• Collaboration with external auditors to support efficient year-end audits.

• Preparation of cap tables, calculation of shareholder loan balances, and distribution simulation (waterfall calculation) for portfolio companies.

• Responsible for the creation of integrated financial models and business plans.

• Project work, such as fundraising, further digitalization of fund control and reporting processes, and undertaking various special valuation projects.

• Collaboration in tax and accounting with external service providers (Aztec Jersey and Lux).

• Oversee regulatory compliance, including reporting to the German Federal Bank, BaFin, FATCA, and CRS.

• Org design & HR transformation project.
• OKRs development.

• Consulting, CFO-as-a-Service, Interim Management
• Support of companies from various industries (e.g. IDnow, Vizrt, EasyVista)
• (Financial) controlling, FP&A, process optimization, PMI

• Owning the entire hiring funnel: defining the requirements, conducting the interview process and aligning with the talent acquisition team for hiring capacity
• Planning and monitoring resources: building an initial business plan in close coordination with the finance team and revisiting this on a monthly basis to control the achievement
• Alignment with the core team: setting up rules and processes together with the team leads of the core team in order to ensure a value driven collaboration
• Reporting to C-Level: weekly updates with CEO & COO with presentations and status reports in order to show advancements and challenges
• Creating incentive schemes: creating new incentive schemes for the different team members in order to align them with the common goal
• Coordinating ad campaign with the paid marketing team
• Coordinating webinars which highlighted new aspects of the products with the marketing team
• Coordinating specific dashboards to monitor performance with the data team

• Ongoing, timely posting of all transactions and handling of assigned entities in Real Estate, Aviation, and Infrastructure
• Monthly reconciliation and review of entities
• Continuous reconciliation of accounts payable and receivable ledgers with the general ledger and related clearing accounts
• Importing data from external suppliers into the ERP system, including reconciliation, review, coordination, and management with project managers
• Meeting deadlines for set balance sheet dates for monthly, quarterly, and annual reports/closings
• Independently preparing and sending monthly and quarterly Bundesbank reports for foreign transactions
• Timely review, preparation, and submission of VAT advance returns and preparation of annual VAT reconciliation
• Accounting responsibility for several corporate and partnership entities in Real Estate, Aviation, and Infrastructure
• Implementation of new entities into the ERP system
• Domestic and international payment transactions in EUR and foreign currencies and their corresponding posting