US GAAP Experts in Germany

• Operational leadership (Fast Close): Structuring and managing the entire close process for complex German and international client portfolios (Real Estate, Private Equity, HNWI).
• Audit readiness & governance: Ensuring compliance in the timely preparation of annual financial statements and tax returns under IFRS, HGB, and LuxGAAP.Efficient
• Audit support: Successful interface management and coordination with auditors (Big Four), which demonstrably shortened the audit duration.
• Special situations & complexity: Professional leadership of cross-functional teams in clearing and working through historically grown accounting backlogs.

• Independent planning, coordination and operational counting of fixed asset inventories at SGS sites across Germany
• During the count, clarification of variances as well as posting of the new inventories in the fixed assets of the respective site and company

• Stream lead - Training
• Trainings – lead of the team & support of the relevant stakeholders
• Management of learning journeys & development of training plans
• Training environment & data – definition & development with the IT team
• Training documentation – management & coordination of the preparation
• Project lead - Germany
• Project management – planning, motivation, communication, execution
• Business process integration – analysis, definition, management
• Rollout management – planning, coordination, deployment
• Governance – template & project
• Test management – definition, findings, solutions, documentation
• Trainings – management of the training programs
• Business process management – integration, analysis, optimization, etc.
• Template & project governance
• Customizing FI
• Definition of the scope of acceptance test cases
• Organizing and execution of the tests – findings, development of design solutions based on business requirements, documentation, etc.
• Trainings – planning, creation, delivery, documentation, etc.
• Business process management – definition of data transfer, etc.
• Preparation and management of template workshops
• Preparation of technical and process documentation
• Agile project management
• Stream lead – process integration & governance
• Business process management – integration, analysis, optimization, etc.
• Management of the rollout quality gates
• Project governance – planning, monitoring, control of project progress
• Template governance – harmonization and standardization of business processes
• Standing governance – master data, chart of accounts, authorizations, customizing, etc.
• Standardization of repeating processes, incl. analysis and optimization, planning the transition to daily business and the activities within the month, interim, annual close, creation of a concept, checklist, etc.
• Participation in defining different interfaces (incl. concept, defining organizational structures, master data, template & standing governance, etc.)
• Definition and structuring of monitoring processes: IDocs, BI folders, etc.
• Participation in the definition and customizing of different areas in FI

• Independent accounts receivable and accounts payable accounting, including posting all incoming and outgoing payments
• Preparing customer invoices and monitoring open items and dunning
• Preparing and creating monthly and annual financial statements under HGB
• Preparing VAT returns and working with tax advisors and the tax office
• Preliminary payroll accounting
• HR administration including recruiting, applicant management, and conducting job interviews
• Preparing reports and business analyses for management
• Handling complaints and clarifying accounting issues

• Independently manage financial accounting
• Prepare monthly, quarterly, and annual financial statements according to HGB and IFRS
• Create monthly reports
• Prepare booking documents and calculate provisions
• Submit VAT advance returns, annual tax returns, and summary reports
• Consolidate all relevant financial data from multiple entities in SAP BYD
• Optimize AP and AR processes
• Manage general ledger and fixed asset accounting
• Serve as direct contact for internal and external finance topics
• Prepare monthly forecasts, intercompany and account reconciliations
• Manage accounts payable, accounts receivable, and bank accounting
• Submit factoring reports to banks
• Provide cash flow report to the CFO
• Train new finance staff
• Prepare and ensure compliance with financial statements
• Liaise with auditors and tax advisors

• Interim Head of Controlling at a medium-sized industrial group in mechanical engineering: setup of group controlling, preparation for the planned IPO, realignment of monthly reporting
• Project at a medium-sized company in the steel and mechanical engineering industry: further development of cost and performance accounting; setup of a structured overhead cost sheet to determine hourly and overhead allocation rates for pre- and post-calculation; setup of a profit center accounting system to show the P&L by business unit
• Interim CFO at a startup in optics / photonics: preparation of financial and liquidity plans to prepare for financing rounds and funding projects; contact person for investors in due diligence processes; setup of monthly reporting for internal and external stakeholders; preparation of annual financial statements together with an external tax advisory firm (inventory valuation, provisions, etc.); contact person for project sponsors in funded development projects; optimization and digitalization of business processes in finance
• Interim Head of Finance at a startup in robotics: introduction of business processes; support during financing rounds
• Project at a medium-sized mechanical engineering company: introduction of cost and performance accounting

Founded in 1968, MLD today employs over 350 people at various locations in and around Düsseldorf. The academic team, made up of 17 specialists, colleagues from biology, chemistry, pharmacy, drinking water hygiene, and medical training assistants, supports more than 1,500 office-based doctors and more than 30 hospitals with more than 5,000 beds in the Düsseldorf, Cologne and Lower Rhine regions as a reliable partner in laboratory medicine. It is a subsidiary of the Sonic Healthcare Group based in Sydney, Australia. Group: 37,000 employees, direct reporting line: Managing Director

Responsibilities:

• Disciplinary and technical management responsibility for 16 employees, sub-ledgers, general ledger, controlling, IT, purchasing, HR
• monthly reporting according to IFRS, consolidation of several domestic subsidiaries
• preparation of monthly, quarterly and annual financial statements of the companies according to IFRS and annual financial statements according to HGB of several companies, as well as preparation and support of the annual audits
• budgeting, forecasting
• accounting-related execution of incorporations, liquidations and transformations of the companies
• main contact person for auditors, tax advisors and tax authorities.

• Data Management of Oracle based Data Warehouse
• Operational monitoring of DWH
• ETL Processes in Oracle SQL
• Consulting in reporting and DWH development
• Developing Dynamic List, Grid, Jxls, Pivot Reports in Report Server
• Data visualization in Report Server

• Independent HR and business consultant, interim manager
• Network for interim managers, project managers, coaches, consultants
• Recruitment and placement of specialists and managers for management and business succession, executive coaching and individual placement
• Business consulting with a focus on corporate strategy and management, purchasing, IT outsourcing, customer self-service, payment transactions, value added services, digitalization, restructuring and recovery

• Controlling project work: implementation of customer quotation calculation and development of a trading and forward calculation for sales
• Development of a cost of goods manufactured calculator
• Theoretical design and practical implementation: temporary Excel-based solution introduced quickly; embedding into INFOR LN and creation of the requirements specification
• Majority of project management using modern tools (Loop, Jira, Excel, PowerPoint)
• Regular reporting on quotes submitted (contribution margin 1 and full cost coverage) and comparison with post-calculation

• assumed commercial management for three companies at the site

• monthly reporting to the US parent company (US GAAP)

• timely submission of all filings (VAT returns, statistics)

• weekly forecasting and production progress

• preparation of the 2024 and 2025 annual financial statements (HGB + IFRS)

• completion of the 2024 financial statements with tax returns (PwC)

• completion of the 2027 budget planning

• project controlling

• point of contact for tax advisors and auditors

• further development of processes and tools

• timely submission of various reports in a complex group structure

• resolution of tax issues

• stabilization of administrative processes

• re-motivation of employees despite short-time work

• Special topics such as IFRS 9 / posting of complex syndicated loans
• Accounting for 2 subsidiaries

• Climate solutions, approx. 14,800 employees, approx. €3.9 billion revenue
• Led and managed the carve-out of Viessmann Climate Solutions from the Viessmann Group into the publicly traded US group Carrier Global Corporation
• Responsible for adapting and converting monthly, quarterly, and annual financial statements to US GAAP, including group reporting to Carrier Group
• Further developed, restructured, and optimized group reporting, commercial processes & structures; implemented Fast Close & Power BI; and developed and coached finance departments

• Assessment of the existing processes and structures in accounting
• Development of recommendations for the future department structure
• Implementation of the new processes and structures, especially the introduction of a Fast Close
• Completion of the annual financial statement audit incl. audit opinion by the end of May 2023 for 2 companies as well as one company as a first-time audit