I help Mittelstand CFOs drive finance transformation and M&A decisions using advanced Excel and BI tools.
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- 81737 München
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- 14.01.2026
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Kurzvorstellung
Geschäftsdaten
Qualifikationen
Projekt‐ & Berufserfahrung
12/2023 – 1/2026
Tätigkeitsbeschreibung
Leading the financial restructuring and value enhancement of the company with a strong focus on profitability, scalability, and data-driven decision-making.
Key contributions:
-Drove company restructuring initiatives by optimizing cost structures and streamlining the organizational setup to improve shareholder value
-Automated accounting and controlling processes through BI-based solutions, significantly increasing transparency and efficiency
-Designed and implemented a data warehouse and forecasting system with AI support to enable forward-looking financial steering
-Identified and developed new market segments, contributing directly to revenue growth
Controlling, Corporate Finance, Digitale Transformation, Projektleitung / Teamleitung, Projektmanagement
12/2021 – offen
Tätigkeitsbeschreibung
Advising companies in complex transformation, restructuring, and transaction situations with a strong focus on financial impact, scalability, and execution.
Selected engagements:
-Led the financial restructuring of an entertainment company by renegotiating contracts, streamlining finance processes, and supporting investment rounds
-Acted as contracted CFO for an AI agent–based engagement platform in social media marketing
-Supported the financial restructuring of a Web3 incubation hub by platformizing and professionalizing the investment process
-Valued a pre-clinical biotech company through a top-down market model covering multiple go-to-market scenarios
-Advised a major pharmaceutical company on transfer pricing using a residual profit-split approach in line with OECD guidelines
-Supported the IFRS impairment testing of an MDAX-listed company
Controlling, Corporate Finance, Digitale Transformation, Finanzen (allg.), Projektmanagement
11/2019 – 12/2021
Tätigkeitsbeschreibung
Driving finance-process digitalization and transformation initiatives in a global engineering environment with a strong focus on speed, scalability, and data-driven steering.
Key initiatives:
-Automated monthly accounting and reporting processes, enabling a significantly faster close cycle and improved data reliability (“fast close”)
-Redesigned and digitalized planning and budgeting processes to increase transparency, consistency, and management usability
-Launched and scaled a new finance training platform to upskill finance teams and support sustainable transformation adoption
Big Data, Business Intelligence (BI), Corporate Finance, Finance Manager, Microsoft Excel
1/2018 – 11/2019
Tätigkeitsbeschreibung
1 Accompanied the acquisition and integration of a leading animal health company with a transaction volume exceeding EUR 10 billion.
2 Served as project and team lead responsible for all valuation, financial modelling, and purchase accounting topics.
3 Supported the development of a transfer pricing model based on a residual profit-split approach.
Management (allg.)
1/2016 – 12/2017
Tätigkeitsbeschreibung
Managing and delivering transaction advisory engagements across M&A, valuation, and due diligence with a focus on complex carve-outs, integrations, and value-critical decisions.
Selected responsibilities and engagements:
-Led advisory work for the acquisition and integration of a leading animal health company, supporting transaction structuring and post-merger integration
-Prepared tax purchase price allocations (PPA) and S-1 valuation reports for a chemicals company with a transaction value of approx. EUR 200m
-Performed enterprise valuation for a chemicals company in the context of an approx. EUR 800m transaction
-Conducted buy-side financial due diligence in the industrial sector for transactions of up to EUR 50m
-Completed EY’s cross-functional trainee program covering Transaction Due Diligence, Valuation & Business Modelling, Commercial Advisory, and Audit
Management (allg.)
11/2014 – 12/2015
TätigkeitsbeschreibungI have led the project team and conducted all steps of the audit for the purpose of the annual report (review of reporting processes and financial statements).
Eingesetzte QualifikationenManagement (allg.)
3/2014 – 10/2014
TätigkeitsbeschreibungAs a consultant I supported the stress tests in context of the Basel III guidelines for several German banks (e.g. Commerzbank, Volkswagen Bank, among others).
Eingesetzte QualifikationenManagement (allg.)
Zertifikate
Ausbildung
Augsburg
Augsburg
Über mich
My vision:
Consultancy, but pragmatic again.
My mission:
I help Mittelstand companies drive finance transformation and M&A decisions using advanced Excel and BI models, as well as strategic advisory.
I work hands-on at the intersection of finance, digital execution, and strategy. As a former CFO in restructuring cases (>20 FTE), M&A consultant, and transformation lead, I bring more than 10 years of experience across banking, consulting, industry, and tech.
My focus is always the same:
Measurable impact — better steering, lower costs, faster decisions.
What clients typically bring me in for:
• Company Valuation & Business Modelling
→ Professional enterprise valuation (IDW S1, IFRS 13, IFRS3 purchase price allocation) and advanced Excel models (business plans, carve-outs, mergers & market model)
→ Case study: -Hyperlink entfernt-
• Digital Finance & Automation in Controlling, Accounting, and Tax
→ Automated reporting and budgeting with BI tools for better decision-making (Power BI, Power Query)
→ Case study: -Hyperlink entfernt-
• Value Creation
→ Cost-restructuring analysis and improvement (SG&A, working capital)
→ Case study: -Hyperlink entfernt-
• M&A Exit Readiness
→ Preparation of a company for sale along with transaction advisory (data room setup, KPI optimization and investor-ready materials)
→ Case study: -Hyperlink entfernt-
How I work:
I combine deep corporate-finance expertise with strong execution skills — from operating models and valuations to Power BI, process automation, and AI-based tools. No slideware. No buzzwords. Only solutions that actually work in the organization.
I am currently open to selected consulting, project-based, or interim engagements in finance transformation, restructuring, and M&A-related topics.
Weitere Kenntnisse
MS Excel (VBA), MS PowerBI, MS PowerQuery, MS PowerPivot, MS PowerPoint, Canva, Large Learning Models,
Persönliche Daten
- Deutsch (Muttersprache)
- Englisch (Fließend)
- Spanisch (Grundkenntnisse)
- Europäische Union
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