HGB Experts in Munich

• Implemented optimized management control and PowerBI solutions for the Power and Gas departments
• Perform a value chain analysis and create a business case with three scenarios and a value creation roadmap

• Led a 16-person finance and accounting organization during a restructuring phase; strengthened closing discipline, financial control, cash transparency and accountability.
• Supported cost programs with approximately €2 Mio. in annual savings; established regular KPI reviews for P&L, working capital, POC and cash topics.
• Responsible for monthly, quarterly and annual closing under HGB/IFRS, management/group reporting, audit, tax and GoBD compliance.
• Finance automation with clear business benefits: 13-week liquidity planning, cash flow reporting, P&L versus plan, variance analysis and bank reconciliation; reduced manual work by 40–60 %.
• Improved accounts payable processes through OCR-supported invoice processing and three-way matching with exception handling.
• Sparring partner to management on restructuring, liquidity, working capital, risks and process simplification.

• 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

• 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

AI Assistance and Target Vision for Partially Autonomous Energy Portfolio Management

Building an AI control layer directly on the up-to-date daily live portfolio of a large energy provider — not as an isolated pilot, but as an operational extension of the existing DB1 and portfolio management. The goal is the gradual development from assistance through monitoring/alerting to analysis agents with Human-in-the-Loop approvals, supplemented by a role-specific System of Engagement alongside the BI System of Record. At the same time, the business case, target vision and management pitch compared with static monthly reporting are being developed.

• AI control layer: Design and build on the existing live portfolio data product (several million contracts) — development stages assistance → monitoring/alerting → agents with Human-in-the-Loop approvals.
• LLM-supported data analysis: Semantic queries, SQL/tool integration and additional RAG components based on portfolio, plan-versus-actual and data quality data (Azure OpenAI, Snowflake), with drill-downs to individual contract level.
• Analysis agents: Multi-stage agents for variance and driver analyses of churn, price adjustments, volumes and procurement costs.
• Views concept: Role-specific interfaces for business units, management and C-level as a System of Engagement alongside the BI System of Record.
• Business case & pitch: Target vision and cost-benefit argumentation compared with static monthly reporting.
• LLM setup (privacy & security): Coordination with IT Security and Data Protection — EU region, data separation and approval processes.
• Agent architecture: Multi-stage agent pipelines (analysis → validation → summary) with documented data sources, tool calls, review steps and source references for each statement.
• Data foundation: Built on the up-to-date daily DB1 data product (Snowflake, dbt) — portfolio, plan-versus-actual and data quality metrics as the common basis for all AI analyses.
• Guardrails & evaluation: Evaluation and approval processes for LLM responses relating to management-relevant statements — test sets, metrics and human review.
• Prototyping & validation: Iterative validation of agent responses with the business unit — test question catalogue, feedback loops and response quality for each release.
• Roadmap & development stages: Detailed stages from assistance → monitoring/alerting → partially autonomous management, including transition criteria and governance for each stage.
• Integration: Integration into the existing BI and data landscape — BI remains the System of Record, while the AI layer provides interactive drill-down paths as the System of Engagement.
• Enablement: Enablement of business users — prompting guides, training and an operating model for ongoing use.
• Management: Coordination of business units, Data Engineering, IT Security and Data Protection.
• Change Management: Communication and expectation management with business units and management throughout the development stages.

Results:

• Built on an existing up-to-date daily data product with several million contracts
• Established an LLM setup coordinated with Data Protection and IT Security in the EU region, including data separation and approvals
• Defined three development stages through to partially autonomous management
• Designed role-specific views for business units, management and C-level
• Developed the business case and management pitch for the development stages
• Established an iterative response-quality validation process with the business unit
• Designed the operating model for assistance operations and initiated validation

Stack: Azure OpenAI, Azure AI Foundry, Snowflake, dbt, React, TypeScript, Entra ID, RAG, Agentic AI, analysis agents, Human-in-the-Loop, Prompt Engineering, LLM Evaluation, LLMOps, GDPR / EU region, Azure DevOps, Python, SQL, Change Management

• Familiarization with the company-specific finance and accounting processes
• First practical use of Microsoft Dynamics 365 Business Central
• Familiarization with the accounting and closing processes of an internationally active software company

• 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

• Performed accounting services according to IFRS and HGB

• 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

• 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

• 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.

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.

• Business organization & process management
• Finance, accounting & controlling
• Team building, team leadership & employee development

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