Fachlicher Schwerpunkt dieses Freiberuflers

Controlling, Finanzierung (Corporate Finance), Treasury, Kreditrating, Financial Modelling (CFA-Titelträger), Projektmanager

verfügbar ab
01.10.2019
verfügbar zu
100 %
davon vor Ort
100 %
PLZ-Gebiet, Land

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Österreich

Schweiz

Einsatzort unbestimmt

Städte
München
500 km

Position

Kommentar
  • Corporate Finance experience (15 years) across different backgrounds in Controlling, Treasury, Consulting & Banking
  • Genuine expertise in Debt Capital Market products: certificates of indebtedness  (Schuldscheindarlehen), USPP, bonds and syndicated loans as well as Leveraged Finance              
  • Experience in M&A and Equity Capital Market products
  • Execution of credit analysis & rating evaluations according to the methodologies of S&P, Moody’s, Fitch & Banking
  • Financial advisory for different sized companies with focus on debt advisory, optimization of capital structure, credit rating and business evaluation
  • Generation and execution of strategic pitches for client acquisition and capital market transactions
  • Proficiency in strategic controlling concepts like benchmarking analysis, EVA, long-term planning
  • Genuine expertise in cash flow planning & liquidity management
  • Strong knowledge in Risk Management Assessment
  • Profound knowledge of the “Value Investing” approach (Benjamin Graham, Warren Buffett, Charlie Munger, Howard Marks, Seth Klarman)
  • Development and execution of trainings in cash flow planning, financial modelling, credit rating (S&P and Moody’s) and business evaluation for key account managers and clients
  • Chartered Financial Analyst (CFA) and voluntary activity within the program committee of the German CFA Society in the field of Corporate Finance & Financial Modeling

Projekte

11/2013 - Heute

5 Jahre 10 Monate

Financial & Rating Advisory

Rolle
Director
Kunde
Landesbank Baden Württemberg
Projektinhalte
  • Generation and execution of strategic pitches for client acquisition and capital market transactions
  • Financial & Rating Advisory for corporates with annual sales up EUR 500m
  • Strategy development for initial ratings as well as in case of threating downgrade or targeted upgrade of ratings (S&P, Moody’s)
  • Credit analysis & rating evaluations according to the methodologies of S&P, Moody’s & Fitch
  • Debt capacity determination/analysis with focus on optimization of capital structure & credit rating
  • Liquidity analysis (cash & committed credit lines)
  • Weighted Average Maturity analysis (repayment profile)

08/2012 - 10/2013

1 Jahr 3 Monate

Corporate Finance Advisory

Rolle
Founder
Kunde
Accantus Corporate Finance GmbH,
Projektinhalte
  • Responsibility for sales, finance and human resources
  • Acquisition of new clients in the area of mid-caps and municipal clientsLeading roles in carrying projects, for instance
    • Debt Advisory and development of an integrated financial model for Stadtwerke Münster (Schuldscheindarlehen)
    • Debt Advisory for Stadtwerke Flensburg (Synloan)
    • Development of an integrated financial model for strategic decisions – Stadtwerke Aachen (STAWAG)
    • Implementation of Value-based management for Duisburger Versorgungs- und Verkehrsgesellschaft
    • Rating Advisory for a leading health care company
  • Advice for the selection of financing partners
  • Term sheet negations of structural elements with the potential financing partners
  • Analysis and evaluation of financial proposals in the financial model

07/2008 - 07/2012

4 Jahre 1 Monat

Corporate Finance Advisory (Competence Centre)

Rolle
Executive Director & Prokurist
Kunde
WestLB AG, Düsseldorf
Projektinhalte
  • Leading roles in carrying deals with the transaction volume of approx. EUR 7,8 bn, for instance

EUR 2bn Acquisition Financing for MAN

EUR 400m Synloan for the German diary producer

EUR 275m Schuldscheindarlehen for an automotive supplier

EUR 170m Synloan for an logistic company

EUR 40m Schuldscheindarlehen for a municipal utility

  • Generation and execution of strategic pitches for client acquisition and capital market transactions
  • Financial advisory for large and medium-sized companies
    Focus on financial modelling, debt advisory, optimization of capital structure & rating
  • Rating evaluations according to the methodologies of S&P, Moody’s as well WestLB internal rating
  • Cooperation with and coordination across diverse product departments: M&A, Equity and Debt Capital Market as well as Credit Analysis
  • Preparation of transactions for the internal credit process incl. development of credit story & financial modelling
  • Development and execution of a multi-stage training concept for all key account managers of WestLB

04/2006 - 06/2008

2 Jahre 3 Monate

Global Business Service, Financial Management (-former PwC Consulting)

Rolle
Senior Financial Consultant
Kunde
IBM Deutschland GmbH, Düsseldorf
Projektinhalte
  • Consulting on Shareholder-Concepts such as EVA® (Economic Value Added)
  • Development and implementation of business valuation, Financing and M&A tools
  • Implementation of planning processes

09/2002 - 03/2006

3 Jahre 7 Monate

Treasury / Finance & Process Controlling

Rolle
Financial Analyst
Kunde
E-Plus Mobilfunk GmbH & Co., Düsseldorf
Projektinhalte
  • Treasury activities
  • Benchmarking and analysis of financial options and offers
  • Cash-flows estimation for budgets and forecasts
  • Preparation of liquidity statements
  • Lease classifications for the German-GAAP (HGB), IFRS and US-GAAP
  • Optimization of Working Capital

11/2001 - 08/2002

10 Monate

Corporate Finance

Rolle
Student Trainee
Kunde
Deloitte, Berlin
Projektinhalte
  • Development of the corporate valuation model (DCF/Multiples) as well as working on Financial Due Diligence projects

Kompetenzen

Sprachkenntnisse
English
fluent
German
Fluent
Russian
native language

Produkte / Standards / Erfahrungen

Further Skills & Experience

  • Moderator of a Financial Modelling group in Xing with about 1000 members 
  • Public presentations at WestLB Entrepreneurs’ Day, Certified Investor Relations Officer Alumni Workshop, CFA lectures (Warren Buffett, Equity vs Credit Analysts)
  • Strong experience in corporate planning and business valuation based on Discounted Cash Flow (DCF) method, comparable trading and transaction multiple valuation incl. Fin. Due Diligence
  • Proficiency of Excel: development & deployment of the state of the art dynamic excel model with multitudinous scenarios & simulations
  • S&P RatingsDirect, Moody’s Financial Metrics, Capital IQ, Bloomberg & SAP/R3

Ausbildungshistorie

Studies:
04.1997 – 04.2002

Course of study: MBA, Freie Universität Berlin

Study focus:

Corporate Finance, Taxation, Controlling, Accounting & Audit
ranked in top 10% in class of approx. 200 in subject “Corporate Finance”

Grade:
2.2 (good)

01.1996 – 11.1996

Course of study: Higher education entrance qualification,
Studienkolleg, Freie Universität Berlin

Grade:
2.5 (good)


Training Course

12.1993 – 04.1995
Diploma in European Business Administration, management
assistant with Euroqualification at the Europanorat, Berlin

Grade:
2.5 (good)


School Education

09.1980 – 06.1990
Secondary school, Ukraine

Grade:
1.3 (with honours)

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