US GAAP 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

• 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

• 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

• Climate & Environmental Non Profit (Finance Transformation & Operating Model)

• Challenge: Strengthen the finance department by standardising project accounting, organisational financial processes, and management reporting.

• Approach: Designed an integrated finance operating model covering project cost centres, transaction governance, Budgeting and Control financial reporting, and standard operating procedures.

• Impact: Built a strategic finance function, enhancing financial transparency, reporting reliability, and executive decision-making.

• 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

• 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

• 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

• 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