Financial Modelling, Corporate Finance, Unternehmensbewertung, M&A, Business Plan, Beteiligungscontrolling, VBA, Excel, Power BI, DAX, Python
Aktualisiert am 18.11.2020
Profil
Freiberufler / Selbstständiger
Remote-Arbeit
Verfügbar ab: 15.12.2020
Verfügbar zu: 0%
davon vor Ort: 0%
M&A
Data Modelling
Corporate Finance Management
Bewertung
Controlling
Management Reporting
Business Intelligence and Reporting Tool
Dashboard
Finanzmathematik
Konsolidierung
IFRS Reporting
Excel/VBA
Excel
Excel Macro
Basque
Native
English
Proficient and C2 certified
German
Proficient and C2 certified
Spanish
Native

Einsatzorte

Einsatzorte

Frankfurt am Main (+200km) Cochem (+75km) Bonn (+75km) Soest (+50km) Darmstadt (+75km) Homburg (Saar) (+50km)
möglich

Projekte

Projekte

2 Monate
2020-04 - 2020-05

Excel financial model to monitor an investment in a Turkish maritime port

Financial Modeler & Advisor Accounting IFRS Finance ...
Financial Modeler & Advisor
  • Simplified, reduced size and improved performance of pre-existing financial model
  • Planned P&L, Balance Sheet and Cash Flow Statement Quarterly
  • Included reconciliation mechanism to match statutory & management actuals once available
  • Created visuals to monitor future refinancing requirements/excess
  • Created measures to track Investment KPIs
  • Modelled local tax rules (investment incentive program and thin capitalization rules)
Excel VBA
Accounting IFRS Finance International Tax Business Planning and Simulation
InfraMed Management SASU
Frankfurt
4 Monate
2019-05 - 2019-08

Power BI Reporting & Dashboard Landscape for an investment fundPower BI Reporting & Dashboard Landscape for an investment fund

BI consultant Finance Accounting Fund Reporting ...
BI consultant
  • Designed master data model
  • Created Measures (NAVs, IRRs, TWRs, TWR Contributions, Benchmark Returns, FX Translation)
  • Designed system architecture with self-refreshing centralized model and child reports
  • Configured daily automatic update of the source data
  • Trained company employees on usage and maintenance
Power BI Power Query Power BI Service Excel
Finance Accounting Fund Reporting CFA Excel Power BI SQL BI-Reporting Business Intelligence and Reporting Tool Business Intelligence DAX M
Novo Holdings
Copenhagen
3 Monate
2018-05 - 2018-07

Estimate impact of a regulatory change on a slot machine operator

Data Analyst & Financial Modeler Excel PowerPivot VBA ...
Data Analyst & Financial Modeler
  • Calculated business KPIs from historical data (>150 million datapoints)
  • Performed analysis of impact of past regulatory changes
  • Built probabilistic business plan model to estimate impact of future regulatory changes
  • Included output projected financial statements to the probabilistic business plan model
  • Computed scenarios and sensitivities for management analysis
Excel PowerPivot Power BI
Excel PowerPivot VBA Finance Konsolidierung Rechnungswesen Python
Ardian / Löwen Play GmbH
Bingen am Rhein
2 Monate
2017-07 - 2017-08

Estimate P&L impact of accounting conversion for non performing loans (IFRS9 / IAS39)

Financial modeler & analyst Accounting Finance Excel ...
Financial modeler & analyst
  • Created Excel model to estimate the P&L impact of switching the accounting method of NPL porfolio performance from Fair value through profit and loss (FVTPL) Method to Loans & Receivables (L&R) Method
  • Model granularity: Prepared monthly P&L and balance sheet over the past 36 months with FVTPL and with L&R methods. Monthly P&L was based on discounting cash collection estimated curves for the next 120 months for each of >250 porfolios. Cash collection estimated curves varied monthly over the past 36 months.
  • Presented EBITDA and EBITDA multiple impact, which served as a basis to choose which accounting method to use in the future
Excel VBA
Accounting Finance Excel Consolidation NPL
Permira / GFKL
Frankfurt am Main
2 Monate
2017-06 - 2017-07

Fairness opinion of value contributions to a newly established e-mobility joint venture

Financial Modeler & Valuator Excel corporate finance M&A ...
Financial Modeler & Valuator
  • Created company valuation models to estimate the value of the contributed businesses
  • Analyzed scenarios and calculated relative contribution shares by the JV parties
  • Created management presentations and executive summaries for the decision board
Excel
Excel corporate finance M&A Bewertung Valuations
BMW / Daimler
Frankfurt am Main
3 Monate
2017-04 - 2017-06

Sell-side business plan of a fashion retail company

Financial Modeler & Corporate Finance Analyst Excel Corporate Finance Management M&A ...
Financial Modeler & Corporate Finance Analyst
  • Designed driver tree to drive the business bottom-up from business KPIs (visitors, avg bons/visitor, items/bon, avg €/item, return rate...)
  • Estimated actual KPIs to explain actual monthly financials
  • Created monthly rolling 5y business plan model
  • Added sensitivities and business scenarios for the price negotiation in the M&A process
  • Prepared dataroom outputs
  • Prepared ad-hoc outputs for the Q&A of the M&A process that ended up with the sale of the company to a PE firm
Excel Power Point Jedox
Excel Corporate Finance Management M&A Rechnungswesen Business Planning & Consolidation KPI Accounting
Ardian / Schusterman & Borenstein (Best Secret)
München
2 Monate
2016-06 - 2016-07

Bottom-up Business Plan Model of a Pharmaceutical Company

Financial Modeler Accounting Consolidation IFRS ...
Financial Modeler
  • Created Excel model to allow management to quickly update their business plan
  • Plan granularity: by legal entity (+40) and by business division (5)
  • Added financial consolidation mechanism
  • Added logic to estimate the impact of FX changes in the EUR business plan
Excel VBA
Accounting Consolidation IFRS Business Planning & Consolidation
Stada
Frankfurt
3 Monate
2014-03 - 2014-05

Purchase price allocation (asset valuation) of a pharmaceutical company

Financial modeler & Valuation specialist Bewertung M&A Accounting ...
Financial modeler & Valuation specialist
  • Estimated fair value balance sheet of the acquired company (Laboratorios Andromaco / Chile)
  • Estimated the accounting goodwill arising from the transaction
  • Estimated deferred tax assets and liabilities arising from the transaction
  • Prepared asset ledgers for accounting and tax bookkeeping
  • Advised the company on first time consolidation
Excel Power Point
Bewertung M&A Accounting Projectmanagement
Grünenthal
Santiago de Chile / Aachen

Aus- und Weiterbildung

Aus- und Weiterbildung

2 Monate
2017-10 - 2017-11

CEIV Credential Holder

Certified in Entity and Intangible Valuations, American Institute of Certified Public Accountants (AICPA), Frankfurt, DE
Certified in Entity and Intangible Valuations
American Institute of Certified Public Accountants (AICPA), Frankfurt, DE
1 Jahr 7 Monate
2015-12 - 2017-06

CFA Charterholder

Passed CFA all (3) exams, CFA Institute, Frankfurt, DE
Passed CFA all (3) exams
CFA Institute, Frankfurt, DE
4 Jahre 10 Monate
2004-09 - 2009-06

Business Administration Degree and MBA, Finance (MSc equivalent 5-year program)

Graduated with Honours, University of Deusto, Bilbao, ES
Graduated with Honours
University of Deusto, Bilbao, ES
  • Graduated with Honours, 9.0/10, placed amongst top 3% of students
  • Key subjects: Financial Mathematics: 10.0; Corporate
  • Finance: 8.0; Accounting Analysis: 10.0; Portfolio Management 10.0; Derivatives 10.0; Fixed Income: 9.2;
  • Financial Instruments and Institutions: 10.0;
  • Macroeconomics II: 8.8; Econometrics II: 10.0.

Kompetenzen

Kompetenzen

Top-Skills

M&A Data Modelling Corporate Finance Management Bewertung Controlling Management Reporting Business Intelligence and Reporting Tool Dashboard Finanzmathematik Konsolidierung IFRS Reporting Excel/VBA Excel Excel Macro

Schwerpunkte

Valuations

Produkte / Standards / Erfahrungen / Methoden

Accounting
Bewertung
BI-Reporting
Business Intelligence
Business Intelligence and Reporting Tool
Business Planning & Consolidation
Business Planning and Simulation
CFA
Consolidation
corporate finance
Corporate Finance Management
Excel
Finance
Fund Reporting
IFRS
International Tax
Jedox
Konsolidierung
KPI
M&A
NPL
Power BI
Power BI
Power BI Service
Power Point
Power Query
PowerPivot
PowerPivot
Projectmanagement
Rechnungswesen

ADDITIONAL SKILLS

IT Skills:

Mastery level of Excel, PowerPoint, VBA, VB.net, Power BI (including DAX and M). Experienced in Python, Capital IQ, Bloomberg, SQL. Frequently worked with SAP R3, SAP Business Objects, HFM, Navision and other ERP database outputs.

Other:

Founder, developer of [company on request], a company that sells [product on demand] for Excel, an add-in to review Excel models.

Programmiersprachen

DAX
M
Python
VBA

Datenbanken

SQL

Einsatzorte

Einsatzorte

Frankfurt am Main (+200km) Cochem (+75km) Bonn (+75km) Soest (+50km) Darmstadt (+75km) Homburg (Saar) (+50km)
möglich

Projekte

Projekte

2 Monate
2020-04 - 2020-05

Excel financial model to monitor an investment in a Turkish maritime port

Financial Modeler & Advisor Accounting IFRS Finance ...
Financial Modeler & Advisor
  • Simplified, reduced size and improved performance of pre-existing financial model
  • Planned P&L, Balance Sheet and Cash Flow Statement Quarterly
  • Included reconciliation mechanism to match statutory & management actuals once available
  • Created visuals to monitor future refinancing requirements/excess
  • Created measures to track Investment KPIs
  • Modelled local tax rules (investment incentive program and thin capitalization rules)
Excel VBA
Accounting IFRS Finance International Tax Business Planning and Simulation
InfraMed Management SASU
Frankfurt
4 Monate
2019-05 - 2019-08

Power BI Reporting & Dashboard Landscape for an investment fundPower BI Reporting & Dashboard Landscape for an investment fund

BI consultant Finance Accounting Fund Reporting ...
BI consultant
  • Designed master data model
  • Created Measures (NAVs, IRRs, TWRs, TWR Contributions, Benchmark Returns, FX Translation)
  • Designed system architecture with self-refreshing centralized model and child reports
  • Configured daily automatic update of the source data
  • Trained company employees on usage and maintenance
Power BI Power Query Power BI Service Excel
Finance Accounting Fund Reporting CFA Excel Power BI SQL BI-Reporting Business Intelligence and Reporting Tool Business Intelligence DAX M
Novo Holdings
Copenhagen
3 Monate
2018-05 - 2018-07

Estimate impact of a regulatory change on a slot machine operator

Data Analyst & Financial Modeler Excel PowerPivot VBA ...
Data Analyst & Financial Modeler
  • Calculated business KPIs from historical data (>150 million datapoints)
  • Performed analysis of impact of past regulatory changes
  • Built probabilistic business plan model to estimate impact of future regulatory changes
  • Included output projected financial statements to the probabilistic business plan model
  • Computed scenarios and sensitivities for management analysis
Excel PowerPivot Power BI
Excel PowerPivot VBA Finance Konsolidierung Rechnungswesen Python
Ardian / Löwen Play GmbH
Bingen am Rhein
2 Monate
2017-07 - 2017-08

Estimate P&L impact of accounting conversion for non performing loans (IFRS9 / IAS39)

Financial modeler & analyst Accounting Finance Excel ...
Financial modeler & analyst
  • Created Excel model to estimate the P&L impact of switching the accounting method of NPL porfolio performance from Fair value through profit and loss (FVTPL) Method to Loans & Receivables (L&R) Method
  • Model granularity: Prepared monthly P&L and balance sheet over the past 36 months with FVTPL and with L&R methods. Monthly P&L was based on discounting cash collection estimated curves for the next 120 months for each of >250 porfolios. Cash collection estimated curves varied monthly over the past 36 months.
  • Presented EBITDA and EBITDA multiple impact, which served as a basis to choose which accounting method to use in the future
Excel VBA
Accounting Finance Excel Consolidation NPL
Permira / GFKL
Frankfurt am Main
2 Monate
2017-06 - 2017-07

Fairness opinion of value contributions to a newly established e-mobility joint venture

Financial Modeler & Valuator Excel corporate finance M&A ...
Financial Modeler & Valuator
  • Created company valuation models to estimate the value of the contributed businesses
  • Analyzed scenarios and calculated relative contribution shares by the JV parties
  • Created management presentations and executive summaries for the decision board
Excel
Excel corporate finance M&A Bewertung Valuations
BMW / Daimler
Frankfurt am Main
3 Monate
2017-04 - 2017-06

Sell-side business plan of a fashion retail company

Financial Modeler & Corporate Finance Analyst Excel Corporate Finance Management M&A ...
Financial Modeler & Corporate Finance Analyst
  • Designed driver tree to drive the business bottom-up from business KPIs (visitors, avg bons/visitor, items/bon, avg €/item, return rate...)
  • Estimated actual KPIs to explain actual monthly financials
  • Created monthly rolling 5y business plan model
  • Added sensitivities and business scenarios for the price negotiation in the M&A process
  • Prepared dataroom outputs
  • Prepared ad-hoc outputs for the Q&A of the M&A process that ended up with the sale of the company to a PE firm
Excel Power Point Jedox
Excel Corporate Finance Management M&A Rechnungswesen Business Planning & Consolidation KPI Accounting
Ardian / Schusterman & Borenstein (Best Secret)
München
2 Monate
2016-06 - 2016-07

Bottom-up Business Plan Model of a Pharmaceutical Company

Financial Modeler Accounting Consolidation IFRS ...
Financial Modeler
  • Created Excel model to allow management to quickly update their business plan
  • Plan granularity: by legal entity (+40) and by business division (5)
  • Added financial consolidation mechanism
  • Added logic to estimate the impact of FX changes in the EUR business plan
Excel VBA
Accounting Consolidation IFRS Business Planning & Consolidation
Stada
Frankfurt
3 Monate
2014-03 - 2014-05

Purchase price allocation (asset valuation) of a pharmaceutical company

Financial modeler & Valuation specialist Bewertung M&A Accounting ...
Financial modeler & Valuation specialist
  • Estimated fair value balance sheet of the acquired company (Laboratorios Andromaco / Chile)
  • Estimated the accounting goodwill arising from the transaction
  • Estimated deferred tax assets and liabilities arising from the transaction
  • Prepared asset ledgers for accounting and tax bookkeeping
  • Advised the company on first time consolidation
Excel Power Point
Bewertung M&A Accounting Projectmanagement
Grünenthal
Santiago de Chile / Aachen

Aus- und Weiterbildung

Aus- und Weiterbildung

2 Monate
2017-10 - 2017-11

CEIV Credential Holder

Certified in Entity and Intangible Valuations, American Institute of Certified Public Accountants (AICPA), Frankfurt, DE
Certified in Entity and Intangible Valuations
American Institute of Certified Public Accountants (AICPA), Frankfurt, DE
1 Jahr 7 Monate
2015-12 - 2017-06

CFA Charterholder

Passed CFA all (3) exams, CFA Institute, Frankfurt, DE
Passed CFA all (3) exams
CFA Institute, Frankfurt, DE
4 Jahre 10 Monate
2004-09 - 2009-06

Business Administration Degree and MBA, Finance (MSc equivalent 5-year program)

Graduated with Honours, University of Deusto, Bilbao, ES
Graduated with Honours
University of Deusto, Bilbao, ES
  • Graduated with Honours, 9.0/10, placed amongst top 3% of students
  • Key subjects: Financial Mathematics: 10.0; Corporate
  • Finance: 8.0; Accounting Analysis: 10.0; Portfolio Management 10.0; Derivatives 10.0; Fixed Income: 9.2;
  • Financial Instruments and Institutions: 10.0;
  • Macroeconomics II: 8.8; Econometrics II: 10.0.

Kompetenzen

Kompetenzen

Top-Skills

M&A Data Modelling Corporate Finance Management Bewertung Controlling Management Reporting Business Intelligence and Reporting Tool Dashboard Finanzmathematik Konsolidierung IFRS Reporting Excel/VBA Excel Excel Macro

Schwerpunkte

Valuations

Produkte / Standards / Erfahrungen / Methoden

Accounting
Bewertung
BI-Reporting
Business Intelligence
Business Intelligence and Reporting Tool
Business Planning & Consolidation
Business Planning and Simulation
CFA
Consolidation
corporate finance
Corporate Finance Management
Excel
Finance
Fund Reporting
IFRS
International Tax
Jedox
Konsolidierung
KPI
M&A
NPL
Power BI
Power BI
Power BI Service
Power Point
Power Query
PowerPivot
PowerPivot
Projectmanagement
Rechnungswesen

ADDITIONAL SKILLS

IT Skills:

Mastery level of Excel, PowerPoint, VBA, VB.net, Power BI (including DAX and M). Experienced in Python, Capital IQ, Bloomberg, SQL. Frequently worked with SAP R3, SAP Business Objects, HFM, Navision and other ERP database outputs.

Other:

Founder, developer of [company on request], a company that sells [product on demand] for Excel, an add-in to review Excel models.

Programmiersprachen

DAX
M
Python
VBA

Datenbanken

SQL

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