Power Pivot Experts in Germany

Asset of GPP (Private Equity)

• B2B, Provider of cooled packaging solutions for the pharmaceutical industry
• €20m in revenue, 50 employees, 2 locations

Responsibilities:

• Responsibility for all commercial and financial activities
• Establishment of a finance and reporting structure
• Carve-Out / Post-closing transition management

Achievements:

• Preparation of investor reporting package (sales, financials, cash) using Power BI
• Development of a sales funnel
• Business process redesigns and implementation of regular business reviews

• Project management for a simplification project to reduce effort for an IT transformation project
• Stakeholder management and preparation of decision documents for top management
• Scoping and PI planning across multiple delivery streams
• Planning requirements for the transformation project
• Creation of partner and customer journeys for the structured end-to-end capture of requirements
• Design of suitable tracking methods for project progress
• Coordination with IT service providers and transformation project committees

• Analysis of the existing reporting platform, including processes and governance topics, with stakeholders from Sales and Marketing.

• Detailed analysis and evaluation of customer-defined requirements for existing reporting and new dashboards to be established.

• Support for stakeholders in managing sales processes and identifying KPI trends at an early stage.

• Use of Microsoft Power BI as the central analysis and reporting platform.

• Development of a proposal for the required further development of processes and the Power BI platform.

• Documentation of AS-IS business processes and derivation of company-wide KPIs, including coordination with stakeholders.

• Analysis and assessment of the customer's Power BI platform.

• Analysis of processes and data governance.

• Documentation of AS-IS business processes.

• Development of recommendations for further developing processes and the reporting platform.

• Design and implementation of dashboards in Power BI.

• Development of company-wide KPIs and coordination with stakeholders.

• Microsoft Power BI.

• Data analytics.

• KPI definition and reporting.

• Dashboard design and data visualization.

• Stakeholder management and requirements management.

• First-time InEK costing for four facilities
• Project management
• Products: Orbis, SAP, Excel, TIP HCe, Logex

• 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

• Establishing the Microsoft Fabric platform with the company as the central data warehouse and reporting system.
• The company migrated several operational systems including D365 to new version. The new data warehouse is based on a Fabric/Power BI architecture with Azure cloud Entra Authentication.

Tasks Performed:

• Full administrative responsibility for the Fabric platform F64 and F32 capacities, as well as two F8 capacities for development and prototyping.
• Integration of Fabric with Microsoft Entra.
• Data modeling for the data warehouse bronze, silver and gold layers using data modeling tools.
• Star Schema as well as entity relationship modeling.
• Data modeling for data marts and for dimensional modeling and Power BI (semantic model).
• Design of data models for Microsoft SSAS multidimensional and tabular OLAP cubes using DAX and MDX.
• Definition of design patterns for the ETL team for loading OLAP cubes (Tabular and MD), star schemas and data vault structures.
• Planning and managing team of 4 ETL and reporting developers.
• Performance Tuning of Power BI reports, particularly the semantic layer, as well as the Fabric notebooks
• SQL Performance Tuning.
• DB Design for Azure SQL.
• Reporting directly to project senior management.

Label: Power BI, Fabric, Analysis Services (multidimensional and tabular), D365, SSIS, Tabular Editor, SQL Server and Azure SQL, TOAD Data Modeler, DBSchema, Visual Studio Code, DAX Studio, SSMS, Visual Studio, Jira and Confluence.

• Managing the Systems Engineering department with more than 30 employees in 3 teams
• Providing operational support in defining and implementing SE processes
• Analyzing existing approaches and identifying opportunities for improvement
• Planning resources and determining future staffing needs
• Preparing process and role descriptions
• Coordinating cooperation with other departments
• Planning and coordinating employee training (MBSE, RE, DOORS)
• Systematically developing objectives and templates for implementing efficient Requirement-Based Systems Engineering for new development projects
• Building and maintaining model structures in DOORS
• Creating the requirements management plan and user documentation
• Implementing special approaches using DXL
• Environment and applications: DOORS, Excel, Power BI

• Conducted Excel trainings and supported the reorganization and setup of cost controlling in wholesale trade.
• Excel training content: spreadsheet setup, data validation, date calculations, logical formulas (IF & IFERROR), lookup functions (VLOOKUP & XLOOKUP), name manager, error checking, grouping, file, workbook and sheet protection, sorting and filtering, subtotal calculations, pivot tables, Get and Transform (Power Query), Power Pivot, formulas and functions, creating links (GETPIVOTDATA).
• Review of the existing data structure, organization and creation of improvement suggestions.
• Support in implementing all measures.
• Answering questions about MS Excel.

Focus areas: Knowledge transfer, reporting, cost analysis Responsibilities

• Ensuring knowledge transfer from the departing controller
• Documentation of key controlling processes
• Operational controlling (liquidity planning, reporting)
• Simplification of the cost center structure to improve cost analysis Results
• Transparent knowledge transfer and sustainable documentation of controlling processes
• Improved cost analysis and more efficient reporting

• Leading accounting team of 6 FTEs
• Training and development of employees
• Automation of accounting processes with SQL, Python and PowerQuery
• Owning year and month end close
• Taxation topics
• Audits
• Netsuite Admin and further development

• Responsible for sales, including marketing, as well as financial controlling.
• Nearly six years of experience in project management, project development and construction consulting.
• Applying specialist knowledge to support business development and administrative management.

• Development of a planning workbook for P&L and balance sheet items

• Introduction of planning workshops with management, procurement, and plant construction managers

• Mapping the original plan into an SKR04 structure

• Analysis and optimization of the payment run process, implementation of CANDIS.IO and Datev

• Determination of capital requirements for all entities until 2025

• Implementation of planning structures

• Setup of a basic actual vs. target reporting, resulting in higher cost transparency

• Development of strategies, processes and system requirements to further develop the lead and campaign streams of a Salesforce system for the subsystems Sales Cloud, Marketing Cloud and Analytics Cloud
• Gathering and creation of marketing strategy concepts for direct sales, focusing on lead generation for new and existing customers
• Analysis and optimization of existing and new contact points
• Derivation of system requirements and user tests for new developments
• Establishment of a requirements and implementation process for business needs at the interface between CRM strategy and marketing system operations
• Facilitation of ideation workshops with the project's stakeholders
• Mediation between business and technical project stakeholders
• Analysis and post-documentation of existing marketing strategies and the system functions already created for them
• Analysis of target groups and pre-system data quality as a foundation for new CRM strategies
• Consultation on content and asset strategy for marketing campaigns
• Definition of KPIs and other performance criteria for the system and CRM strategy

• Leading global events & live communication including planning, budget, contracts and supplier management
• Strategic advice for clients, developing creative concepts and coordinating international teams
• Ensuring quality, deadlines and budget, direct contact for clients and partners