Financial Modeling Expert, Business Planning Expert, Controlling & Accounting Specialist
Aktualisiert am 08.04.2024
Profil
Freiberufler / Selbstständiger
Remote-Arbeit
Verfügbar ab: 08.04.2024
Verfügbar zu: 100%
davon vor Ort: 100%
Financial Modeling
Finanzcontrolling
Stakeholdermanagement
Projektmanagementoffice
Finanzberichterstattung
MS Excel
Business Reporting
Analysefähigkeit
German
Muttersprache
English
fluently spoken and written
Portuguese
intermediate level
French
Grundkenntnisse

Einsatzorte

Einsatzorte

Deutschland, Schweiz, Österreich
möglich

Projekte

Projekte

5 months
2023-12 - now

Redesign of a client?s cost center P&L

Managing Partner, Founder
Managing Partner, Founder
  • Redesign of a client?s cost center P&L, enhancing financial modeling for corporate planning
  • Establishment of balance sheet planning and indirect cash flow planning for a client with >3bn EUR sales
  • Crafting of shareholder communications, conveying complex financial strategies and results concisely
on request
Zug, Switzerland
9 months
2023-08 - now

Management of Real Estate Investments

Managing Director, Founder
Managing Director, Founder
  • Management of Real Estate Investments
on request
London, United Kingdom
3 years 3 months
2021-02 - now

Strategic and operative business development

Managing Director, Founder
Managing Director, Founder
  • Preparation of annual financial statements, direct liquidity planning, business planning, tax returns and other financial documents
  • Handling of meetings with potential investors and preparation of pitch documents
  • Strategic and operative business development
on request
Zug, Switzerland
1 year 1 month
2023-01 - 2024-01

Financial Modeling for corporate planning

Manager, Corporate Finance/M&A
Manager, Corporate Finance/M&A
  • Financial Modeling for corporate planning in context of restructuring as well as merger and acquisition projects
  • Preparation of documents and presentations regarding restructuring achievements, financial performance and merger and acquisition projects (information memorandum etc.)
  • Cooperation and communication with C-level stakeholders of a diverse array of clients and responsibility for corporate planning of corporations with >500m CHF sales
Retail Capital Partners AG
Pfäffikon SZ, Switzerland
2 years
2021-01 - 2022-12

Various projects

Senior Consultant, Corporate Finance/M&A
Senior Consultant, Corporate Finance/M&A
1 year 6 months
2020-01 - 2021-06

Consulting

Consultant, Corporate Finance/M&A
Consultant, Corporate Finance/M&A
11 months
2019-02 - 2019-12

Vaqrious projects

Junior Consultant, Corporate Finance/M&A
Junior Consultant, Corporate Finance/M&A
1 year 4 months
2016-03 - 2017-06

Tax consulting

Consultant, Corporate Tax
Consultant, Corporate Tax
  • Tax consulting for corporations and individuals, in particular restructuring and cross-border tax planning
  • Tax compliance for corporations and individuals, incl. tax audit und risk assessment
Ernst & Young AG
Zug, Switzerland
3 years
2012-01 - 2014-12

Planning, organization and execution of membership recruitment

Sales Representative
Sales Representative
  • Promotion to leader of a team of five after only three weeks of employment
  • Planning, organization and execution of membership recruitment for charitable organizations
  • during term breaks
Wesser und Partner
Stans, Switzerland
1 year 1 month
2010-08 - 2011-08

Various projects

Telephone Interviewer
Telephone Interviewer
  • Promotion to the highest wage level in record time
IFAK Institut GmbH & Co. KG
Taunusstein, Germany

Aus- und Weiterbildung

Aus- und Weiterbildung

2014 - 2015:

Imperial College Business School, United Kingdom

M.Sc. in Investment and Wealth Management


Focus:

  • Financial Modelling, Venture Capital Finance und Special Topics in Private Equity and Entrepreneurship
  • Final project: Equity Valuation Report, OAO Lukoil


2011 - 2014:

Universität Zürich, Switzerland

BA in Economics


Focus:

  • Financial Accounting/Reporting, Corporate Finance, Banking
  • Bachelor?s thesis on request


2003 - 2010:

Pestalozzischule, Idstein, Germany

Abitur


Focus:

  • Advanced classes: Politics and Economics, English

Kompetenzen

Kompetenzen

Top-Skills

Financial Modeling Finanzcontrolling Stakeholdermanagement Projektmanagementoffice Finanzberichterstattung MS Excel Business Reporting Analysefähigkeit

Produkte / Standards / Erfahrungen / Methoden

Microsoft Office Applications
Blockchain
R
Matlab
Bloomberg

Profile:

  • Expert Financial Modeler: Proficient in developing and maintaining complex financial models for diverse projects, optimizing financial planning, and project finance
  • Effective Stakeholder Communicator: Experienced in engaging with diverse stakeholders, including banks, shareholders, and investors, to secure funding, negotiate deals, and ensure transparent financial reporting
  • Accounting Acumen: Strong financial accounting background with hands-on experience in managing the accounting, ensuring compliance, and financial stability


Intership:

02/2018 - 08/2018

Customer: Investnet AG, Herisau, Switzerland


Tasks:

Intern, Transactions Team

  • Research, identification and primary analysis of potential investment opportunities in SME in the DACH area
  • Company valuation, analysis of potential acquisition targets (qualitative/quantitative)
  • Development of direct liquidity planning as part of a restructuring of a portfolio company
  • Preparation of investment memoranda as part of an acquisition project


08/2017 - 02/2018

Customer: Deloitte Corporate Finance GmbH, Frankfurt/Main, Germany


Tasks:

Intern, Financial Advisory/M&A

  • Preparation of documents for ongoing transactions (information memoranda etc.)
  • Company valuation (DCF and multiples)
  • Composition of pitches and company analysis

Einsatzorte

Einsatzorte

Deutschland, Schweiz, Österreich
möglich

Projekte

Projekte

5 months
2023-12 - now

Redesign of a client?s cost center P&L

Managing Partner, Founder
Managing Partner, Founder
  • Redesign of a client?s cost center P&L, enhancing financial modeling for corporate planning
  • Establishment of balance sheet planning and indirect cash flow planning for a client with >3bn EUR sales
  • Crafting of shareholder communications, conveying complex financial strategies and results concisely
on request
Zug, Switzerland
9 months
2023-08 - now

Management of Real Estate Investments

Managing Director, Founder
Managing Director, Founder
  • Management of Real Estate Investments
on request
London, United Kingdom
3 years 3 months
2021-02 - now

Strategic and operative business development

Managing Director, Founder
Managing Director, Founder
  • Preparation of annual financial statements, direct liquidity planning, business planning, tax returns and other financial documents
  • Handling of meetings with potential investors and preparation of pitch documents
  • Strategic and operative business development
on request
Zug, Switzerland
1 year 1 month
2023-01 - 2024-01

Financial Modeling for corporate planning

Manager, Corporate Finance/M&A
Manager, Corporate Finance/M&A
  • Financial Modeling for corporate planning in context of restructuring as well as merger and acquisition projects
  • Preparation of documents and presentations regarding restructuring achievements, financial performance and merger and acquisition projects (information memorandum etc.)
  • Cooperation and communication with C-level stakeholders of a diverse array of clients and responsibility for corporate planning of corporations with >500m CHF sales
Retail Capital Partners AG
Pfäffikon SZ, Switzerland
2 years
2021-01 - 2022-12

Various projects

Senior Consultant, Corporate Finance/M&A
Senior Consultant, Corporate Finance/M&A
1 year 6 months
2020-01 - 2021-06

Consulting

Consultant, Corporate Finance/M&A
Consultant, Corporate Finance/M&A
11 months
2019-02 - 2019-12

Vaqrious projects

Junior Consultant, Corporate Finance/M&A
Junior Consultant, Corporate Finance/M&A
1 year 4 months
2016-03 - 2017-06

Tax consulting

Consultant, Corporate Tax
Consultant, Corporate Tax
  • Tax consulting for corporations and individuals, in particular restructuring and cross-border tax planning
  • Tax compliance for corporations and individuals, incl. tax audit und risk assessment
Ernst & Young AG
Zug, Switzerland
3 years
2012-01 - 2014-12

Planning, organization and execution of membership recruitment

Sales Representative
Sales Representative
  • Promotion to leader of a team of five after only three weeks of employment
  • Planning, organization and execution of membership recruitment for charitable organizations
  • during term breaks
Wesser und Partner
Stans, Switzerland
1 year 1 month
2010-08 - 2011-08

Various projects

Telephone Interviewer
Telephone Interviewer
  • Promotion to the highest wage level in record time
IFAK Institut GmbH & Co. KG
Taunusstein, Germany

Aus- und Weiterbildung

Aus- und Weiterbildung

2014 - 2015:

Imperial College Business School, United Kingdom

M.Sc. in Investment and Wealth Management


Focus:

  • Financial Modelling, Venture Capital Finance und Special Topics in Private Equity and Entrepreneurship
  • Final project: Equity Valuation Report, OAO Lukoil


2011 - 2014:

Universität Zürich, Switzerland

BA in Economics


Focus:

  • Financial Accounting/Reporting, Corporate Finance, Banking
  • Bachelor?s thesis on request


2003 - 2010:

Pestalozzischule, Idstein, Germany

Abitur


Focus:

  • Advanced classes: Politics and Economics, English

Kompetenzen

Kompetenzen

Top-Skills

Financial Modeling Finanzcontrolling Stakeholdermanagement Projektmanagementoffice Finanzberichterstattung MS Excel Business Reporting Analysefähigkeit

Produkte / Standards / Erfahrungen / Methoden

Microsoft Office Applications
Blockchain
R
Matlab
Bloomberg

Profile:

  • Expert Financial Modeler: Proficient in developing and maintaining complex financial models for diverse projects, optimizing financial planning, and project finance
  • Effective Stakeholder Communicator: Experienced in engaging with diverse stakeholders, including banks, shareholders, and investors, to secure funding, negotiate deals, and ensure transparent financial reporting
  • Accounting Acumen: Strong financial accounting background with hands-on experience in managing the accounting, ensuring compliance, and financial stability


Intership:

02/2018 - 08/2018

Customer: Investnet AG, Herisau, Switzerland


Tasks:

Intern, Transactions Team

  • Research, identification and primary analysis of potential investment opportunities in SME in the DACH area
  • Company valuation, analysis of potential acquisition targets (qualitative/quantitative)
  • Development of direct liquidity planning as part of a restructuring of a portfolio company
  • Preparation of investment memoranda as part of an acquisition project


08/2017 - 02/2018

Customer: Deloitte Corporate Finance GmbH, Frankfurt/Main, Germany


Tasks:

Intern, Financial Advisory/M&A

  • Preparation of documents for ongoing transactions (information memoranda etc.)
  • Company valuation (DCF and multiples)
  • Composition of pitches and company analysis

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