HGB Experts in Munich

Project description: Design and step-by-step implementation of a central, multidimensional controlling platform based on IBM Planning Analytics to optimize and automate internal company planning and reporting.

Business & technical consulting: Analyzed the provided operational base data and proactively advised the controlling team on cube design best practices and optimal dimension structures.

Data integration & ETL: Designed and developed robust TurboIntegrator processes for automated data loading, transformation, and dimension maintenance.

Logic & business implementation: Implemented complex business logic and calculations with high performance using TM1 business rules (including efficient skipping/feeding).

Development of a Python HTTPS server to integrate an input widget in IBM PAW, enabling direct data write-back to TM1 cubes via the TM1 REST API.

Reporting & analytics: Created dynamic, user-friendly reports and dashboards for management and specialist departments.

• Financial accounting: daily general ledger entries and month-end closing

• Preparation of FY 2024 financial group statements (subunits KF, KNL, KAU, KCH)

• Preparation of physical inventory for KF with inventory instructions for Logistic

• Further development of ERP Finance processes integration with MS Dynamics BC 14

• Implementation of electronic invoice verification and Multi Cash banking software

• Expansion of sales and e-commerce controlling toolbox and processes

• Preparation of budgets 2026, 2027, 2028, including investment plan, cost accounting

• Preparation and commentary on monthly reports for sub-units and Group

• Preparation of weekly financial plans, cash flow and liquidity plans

• Further development of sales controlling, focusing on margins & product profitability

• Creation and integration of accounting workflows for MS Dynamics

• Leadership focus: Stabilization of the finance team and clear scope of work responsibility

• Communication with banks, auditors, tax advisors, and tax authorities

• Complete and accurate monthly reporting for each business unit and the KF Group

• Preparation 2024 financial statements for KF Germany, KNL, KAU, and KNL with audit opinion

• Detailed setup and preparation of the KF 2026 budget for the management and shareholders

• Weekly cash flow planning coordinated with the management and shareholders

• Turnaround in net sales and EBIT from September 2025 onwards – stable growth

• Leadership & change through consistent, data-driven KPIs

• 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

• Performed accounting services according to IFRS and HGB

• Lead transformation of a SaaS corporate group
• Manage M&A, post-merger integration and carve-out activities
• Develop and implement strategic realignment and growth initiatives
• Professionalize structures and processes to drive cost reduction

• 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.

• Operations organization & process management
• Finance, accounting & controlling
• Team building, team leadership & staff development

• Coordination and management of multiple AI, IT, and organizational projects

• Supported a PSF company in preparing annual and consolidated financial statements