Financial Analysis, Mgmt. Reporting, Compilations, Special Projects - Over 20 years of International Experience

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85521 Ottobrunn


A highly skilled professional with over 25 years of International Financial Management, Reporting, Compliance, Audit, Planning, Tax and Business Operations expertise.

Ich biete

IT, Entwicklung
  • Reporting
Finanzen, Versicherung, Recht
  • Corporate Finance

Projekt‐ & Berufserfahrung

Business & Financial Planning Consultant
Nabbesh, Dubai
2/2008 – 6/2016 (8 Jahre, 5 Monate)
Business Consulting Services

2/2008 – 6/2016


• Special projects preparing financial reports, presentations, JV and Business Plans
• Financial Analysis, Reporting and Systems Analysis to extract data for ERP conversions and migration
• Internal Audit and schedules for annual management reporting and IFRS and 10-K filings.
* Tax Consulting and Advisory for American and Canadian expats working in GCC countries meet statutory filing and planning to minimize tax exposure.

Eingesetzte Qualifikationen

Reporting, SAP Beratung (allg.), Migration, IT-Beratung (allg.), Management (allg.), Unternehmensberatung, Business Plan, Arbeitszeit- / Gleitzeitsysteme, Auditor, Public Relations, Finanzanalyse, Corporate Finance, Finanzplanung, Steuerberatung, Wirtschaftsprüfung

Controller /V.P. of Finance
Apex Business Solutions, Colorado
1/2003 – 2/2008 (5 Jahre, 2 Monate)

1/2003 – 2/2008


• Supervised preparation of monthly and annual closing, auditing, financial reporting management discussions.
• Spearheaded implementation of ERP System and transition to new platform without disruptions and delays.
• Undertook Recruiting, Screening, Interviewing, Hiring, Training and Deployment of SME and Teams.
• Prepared Budgets, Business Plans, Projections and Business Forecasts for Cash Flow Management.
• Coordinated, banking, treasury, credit line, financing, investment opportunities and facilities.

Eingesetzte Qualifikationen

Reporting, ERP Beratung (allg.), Qualitätsmanagement / QS / QA (IT), IT-Controlling, Schulung / Training (IT), Rechnergestütztes Betriebsleitsystem (RBL), Management (allg.), Recruiting, Public Relations, Finanzen (allg.), Finanzierung, Investition / Desinvestition, Treasury, Controlling, Wirtschaftsprüfung

Senior IT Architect /Financial Specialist – Integrated Technology and Consulting
IBM Global Services, California
1/2001 – 6/2002 (1 Jahr, 6 Monate)
High-Tech- und Elektroindustrie

1/2001 – 6/2002


• Established procedures and methodologies for SOX Compliance and Documentation Control and Security
* Provide advise on the design, functionality, performance and viability of B2C and B2B portals and financial systems
• Coordinated e-banking systems, e-commerce software development, testing and implementation.
• Collaborated with PMOs for managing new ERP systems transition, data migration and UAT.
* Assist PMO in developing budgets, forecasts, projections, and performance KPIs.
* Manage vendors, service providers, contractors, consultants with invoicing, billing, disbursements and deliverables.

Eingesetzte Qualifikationen

ERP Beratung (allg.), IT Sicherheit (allg.), PMO (IT), Testing (IT), SAP Beratung (allg.), WebSphere, Softwareentwicklung (allg.), Migration, System Design, IT-Beratung (allg.), Management (allg.), PMO, Design (allg.), Finanzbuchhaltung, Handel (allg.), E-Commerce

Sr. E-commerce Consultantr/Design Review Board Chairman
Robert Half International, Washington & California
9/1996 – 12/2000 (4 Jahre, 4 Monate)
Business and IT Consulting Services

9/1996 – 12/2000


• Assisted product manager and development team define enhancements and functionality on tax and financial applications.
• Lead to early release of ERA package for Epicor Software – saving $150k in overtime costs and rework.
• Introduced proficient test planning, strategy and systems testing techniques, modules to minimize costs
• Directed testing and fixing of bugs reducing customer complaint rate by at least 15%.
• Managed and devised Test Plans, Test Cases, Test Scripts and execution of regression suites.
* Lead testing group on Inventory, Manufacturing, Production and GL suites.

Eingesetzte Qualifikationen

BOARD, Testing (IT), Testdesign (IT), Qualitätsmanagement / QS / QA (IT), SAP Beratung (allg.), Rechnergestütztes Betriebsleitsystem (RBL), Technisches Testmanagement / Testkoordination, Management (allg.), Projektfinanzierung, Arbeitszeit- / Gleitzeitsysteme, Produktmanagement, Public Relations, Design (allg.), Adobe InDesign, Finanzberatung, Rechnungswesen (allg.), Handel (allg.), E-Commerce

Personal Financial Advisor – Registered Representative
American Express Financial Advisors, California
4/1994 – 9/1996 (2 Jahre, 6 Monate)
Financial Services and Investment Management

4/1994 – 9/1996


• Cultivate clients for financial planning services, retirement, estate and tax planning to wealth management.
• Provided customized retirement planning for employees of corporate clients through seminars and one-on-one.
• Consulted with client on financial product, services, risk management and portfolio design and balancing.
• Advised clients on personal financial management and strategic for achieving their financial goals and targets

Eingesetzte Qualifikationen

Management (allg.), Risikomanagement, Personalwesen (allg.), Public Relations, Design (allg.), Adobe InDesign, Finanzberatung, Finanzplanung, Dienstleistung (allg.)

V. P Business Development/Controller
M. & Associates, California
1/1986 – 9/1996 (10 Jahre, 9 Monate)
Accounting and Tax Consulting

1/1986 – 9/1996


• Developed strategic business development plan, client acquisition and referrals, service offerings and practices
• Prepared Budgets, Estimates, Forecasts, Cash-Flow Analysis, Cash-Management and Tax Returns
• Supervised monthly closing, preparation of Management Reports, Financial Results and Internal Audits.
• Lead implementation of Client Business Plans, arrange Venture Capital, Equity Investments and Financing.

Eingesetzte Qualifikationen

Management (allg.), Business Development, Mergers / Acquisitions, Business Plan, Public Relations, Venture Capital Finanzierung, Finanzanalyse, Finanzierung, Investition / Desinvestition, Controlling, Rechnungswesen (allg.), Cash-Flow-Analyse, Steuerberatung, Wirtschaftsprüfung, Dienstleistung (allg.)

Sr. Financial Analyst
British Oxygen Corp/Airco Temescal, California
4/1983 – 9/1986 (3 Jahre, 6 Monate)
Industrial Gases, Metallargy and Semiconductors

4/1983 – 9/1986


• Introduced Financial Analysis Tools, Rapid Reporting Procedures, reducing redundant data by 40%.
• Lead Monthly Currency Translated Financial Reports, Management Discussion, reports into UK formats.
• Established Fixed Assets tracking system, implementation McCormick and Dodge, FA Management Systems.
• Assisted in implementation of MAPICS system, - reducing inventory levels and carrying costs > $300k.
• Designed efficient data gathering and financial reporting processes, reducing error rate by 50%.

Eingesetzte Qualifikationen

Reporting, Rechnergestütztes Betriebsleitsystem (RBL), Ortungstechnik, Management (allg.), Führungssysteme, Arbeitszeit- / Gleitzeitsysteme, Public Relations, Design (allg.), Devisenhandel, Finanzanalyse, Übersetzung

Audit Sr./Associate Chartered Accountant
KPMG, London
9/1979 – 4/1983 (3 Jahre, 8 Monate)
Public Accounting, Tax and Consulting Services

9/1979 – 4/1983


• Preparation of Financial Statement, Tax Reports, Annual Results, and Analysis.
• Conduct interim and annual Financial Audits, Tax Returns, Schedules for small to medium- sized clients,
• Provided Consulting Advise, Treasury Management, Financing and Treasury Techniques and Practices.

Eingesetzte Qualifikationen

Service Management, Qualitätsmanagement / QS / QA (IT), IT-Beratung (allg.), Management (allg.), Auditor, Public Relations, Corporate Finance, Finanzierung, Treasury, Wirtschaftsprüfung


Management and Finance
Jahr: 1986
Ort: San Francisco, California

Accounting, Auditing, Tax and Consulting
Jahr: 1983
Ort: London, Englaind

Business Administration
(Higher National Diploma (HND))
Jahr: 1980
Ort: London Englaind


Bsc - Managmenet (American MBA Equivalency certified)
HND - Business Studies
PMI Course Work for Project Managment
Chartered Accountant - Training UK

Über mich

A highly-motivated, results-oriented professional with proven track record of leadership and breadth of international experience in Corporate Finance, Management Reporting, Business Consulting, Auditing, Budgeting, Forecasting, e-Banking, Planning, E-commerce and Financial Systems. Strong skills in Analysis, Financial Modeling Equities, Portfolios, Instruments, Financial Industry, SOX, UK, US GAAP, IFRS, Compliance, Industry Best Practices, Procedures and Techniques.

Persönliche Daten

  • Englisch (Muttersprache)
  • Deutsch (Grundkenntnisse)
  • Spanisch (Grundkenntnisse)
  • Europäische Union
  • Vereinigte Staaten von Amerika
41 Jahre und 2 Monate (seit 09/1979)
15 Jahre


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