freiberufler Projektmanager und Finanz Expert auf freelance.de

Projektmanager und Finanz Expert

offline
  • 100‐125€/Stunde
  • 23689 Pansdorf, Holstein
  • Europa
  • pt  |  en  |  de
  • 22.08.2023

Kurzvorstellung

Finance Transformation project manager, very experienced in Financial Companies. Excelent knowledge of IFRS Accounting, ERP systems (SAP and Microsoft Dynamics), Financial Reporting, Financial & Risk Modeling. Good experience in Team Management.

Qualifikationen

  • Finanzanalyse
  • Finanzbuchhaltung
  • Finanzdirektion
  • Finanzplanung
  • Kreditfinanzierung
  • Microsoft Dynamics AX
  • Projektfinanzierung
  • Projektmanagement (IT)
  • SAP FI-AA
  • SAP FI-AP
  • SAP FI-GL
  • SAP HANA
  • SAP MM
  • SAP RE-FX
  • Venture Capital Finanzierung

Projekt‐ & Berufserfahrung

SAP Projektleiter - S4 / Hana Tranformation
Kundenname anonymisiert, Duesseldorf
11/2020 – offen (3 Jahre, 5 Monate)
Telekommunikation
Tätigkeitszeitraum

11/2020 – offen

Tätigkeitsbeschreibung

Projektleitung im viele SAP Implementierung und Versbesserung Projekten, im Bereich SAP RE-FX, und Schnittstellen zwischen Lokale Systemen und Globale SAP S4/Hana

Eingesetzte Qualifikationen

Projektmanagement (IT), SAP FI-AA, SAP FI-AP, SAP FI-GL, SAP MM, SAP RE-FX

Project Manager
Kundenname anonymisiert, Zürich
8/2017 – 4/2018 (9 Monate)
Finanzdienstleister
Tätigkeitszeitraum

8/2017 – 4/2018

Tätigkeitsbeschreibung

Project Manager responsible for defining the Accounting processes and ERP requirements, in local GAAP and IFRS, for the Accounting Teams of the Companies acquired by the Fund.
The team included Finance and Accounting experts, ERP implementation experts, and Software Development and Architecture experts, and was responsible for the entire Accounting implementation process, from the moment of the Financial and IT Due Diligence to the handover to the local CFO and Accounting team:
The main activities performed included:
1. Review and testing of Company’s business plans;
2. Finance and IT Due Diligence Project management;
3. Definition of Accounting and ERP processes and requirements;
4. Testing of ERP implementation;
5. Training the local Accounting team;
6. Handover of the local Accounting team to the new CFOs.
Skills: ERP requirements definition, Business Plan analysis, Financial Due-Diligence, IT Audit, Accounting processes definition

Eingesetzte Qualifikationen

Finanzdirektion, Venture Capital Finanzierung, Finanzbuchhaltung, Finanzplanung, Projektfinanzierung

Project Manager
Kundenname anonymisiert, Luanda
1/2013 – 7/2017 (4 Jahre, 7 Monate)
Finanzdienstleister
Tätigkeitszeitraum

1/2013 – 7/2017

Tätigkeitsbeschreibung

Project Manager responsible for building and continuously developing several Teams in the Finance Department of one of the largest African oil investment funds.
The team included Finance and Accounting experts, Business Intelligence experts, and software Developers.
The several projects developed included both the creation of new processes and procedures and the implementation of software solutions of Front-Office, Back-Office, Risk Management and Accounting (ERP), and the main activities performed included:
1. Definition of Accounting processes under local GAAP and IFRS;
2. Definition of staffing requirements for the several Finance Teams;
3. Training of first employees of the Finance Teams;
4. Definition of Accounting requirements for the Back-Office and ERP systems;
5. Creation of the conversion Mapping between local GAAP and IFRS;
6. Definition of Chart of Account and Reporting requirements for Financial Assets;
7. Support in the Mapping between the ERP solution and SAP-BPC;
8. Testing of the data import between the Back-Office system and ERP;
9. Training of first employees in the usage of the several solutions;
10. Definition of requirements and testing of the Business Intelligence tool.
Skills: Software requirements definition, Accounting requirements definition, Asset Management processes, Reporting, Data Management and Analysis, SAP-BPC requirements

Eingesetzte Qualifikationen

Finanzbuchhaltung, Finanzplanung, Projektfinanzierung

Audit Consultant & Senior Consultant
Commercial Banks, Lisbon
9/2009 – 12/2012 (3 Jahre, 4 Monate)
Banken
Tätigkeitszeitraum

9/2009 – 12/2012

Tätigkeitsbeschreibung

Field Team Leader responsible for the definition of requirements for the implementation of a new Banking GAAP. Support in the testing of the accounting results and reports from the Core Banking System.
The field team included both Accounting Experts and the Developers from the Core Banking System software house.
As a Senior Consultant and Accounting Expert the main activities performed included:
1. Integral review of the new GAAP rules;
2. Definition of the new accounting requirements, including the new impairment methodology;
3. Design of the expected accounting and Core Banking system processes;
4. Definition of the expected accounting results;
5. Review of existing Core Banking data and identification of data gaps;
6. Testing of the data mapping between local GAAP and new GAAP;
7. Testing of the impairment methodology results;
8. Testing of the reporting construction and accuracy;
9. Execution of accounting procedures during the transition to the new Core Banking System.
Skills: GAAP analysis, Reporting, Data Management and Analysis, Team Management, Definition of IT and Procedural Requirements

Eingesetzte Qualifikationen

Finanzbuchhaltung, Projektmanagement - Audits

Zertifikate

CAIA
2018

Ausbildung

Master in Finance
Master in Finance, University of Porto, Portugal
2015
Porto, Portugal
Bachelor in Economics
Bachelor in Economics, Nova School of Business and Economics, Lisbon, Portugal
2009
Lisbon, Portugal

Über mich

13+ years experience in Finance, IT and IT for Finance. Started as an Audit Consultant in Portugal for Financial Institutions. Having conducted Financial Audits, Procedures Review and Accounting Implementation.
Moved from Audit to Business / Finance Consulting in Switzerland where I became the Manager for a very large Oil Fund in Africa. As part of the Oil Funds projects I managed the entire implementation of their Finance and Accounting Department, followed by the Implementation of their Finance IT systems that included the ERP, BI, Consolidation (SAP-BPC), Trading, Back-Office and Risk Management tools.
In this project I was also the trainer for the Client in all matters of Finance, Financial Risk Management, Operational Risk Management, Accounting in local GAAP and IFRS, and Project Management / Project Controling.
Afterwards changed project into a Swiss Private Equity Fund in which I had to manage the entire process from Business Plan review, Due Diligence, IT Audit, Financial Implementation post acquisition and ERP Implementation post acquisition.
In 2018 moved to FinTech in Germany as a Senior Financial Accountant being then promoted to Head of Accounting. Being responsible for Asset and Liability Valuation according to IFRS 9, Accounting Risk Modeling using the Expected Credit Loss model, and Investors Reporting. As it was a growing company I had to manage the Project Pipeline for Finance and the BI Pipeline for Finance being the responsible to approve most of the Finance requirements during the implementation of the Core Banking System.
Recently moved back to Consulting, as the Head of Innovation in an IT Consulting Firm, being the Manager of the SAP Project Management team.

Weitere Kenntnisse

Experienced in Audit of Financial Institutions and the review of the processes these Institutions use in their daily tasks.
Experience in Private Equity, having reviewed business plans, conducted financial due diligences, and managed IT due diligences.
Project Management of ERP implementation, being the Accounting Department liason that will then create the entire project requirements, project plan and the final approval and quality assurance of the implementation.
Project Manager for Finance and Accounting implementation and Finance Transformation, being the IFRS and local GAAP expert that managed both the local accountants and the IT implementation team.

Persönliche Daten

Sprache
  • Portugiesisch (Muttersprache)
  • Englisch (Fließend)
  • Italienisch (Gut)
  • Deutsch (Fließend)
  • Spanisch (Grundkenntnisse)
Reisebereitschaft
Europa
Arbeitserlaubnis
  • Europäische Union
Home-Office
unbedingt
Profilaufrufe
1199
Alter
35
Berufserfahrung
14 Jahre und 6 Monate (seit 09/2009)
Projektleitung
6 Jahre

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