Senior Finance Experte

• Initially leading a project to update and amend IT security governance framework 
• Takeover of the data erasure project in January 2020 covering the entire business model
  • • Co-ordinate seven subprojects
    • Align approach with client’s project lead
    • Quality assurance of project deliverables
    • Reporting and Planning 
•  Conduct interviews to complete and update register of processing activities, especially the investment departments

• Taking over an implementation project at risk and setting up an approach to deliver all necessary elements on time to achieve compliance on 25 May 2018
• Identify all relevant fields of application and develop suitable measures
• Putting together business requirements for IT developments
• Align with all relevant stakeholders and communicate to staff
• Closely collaborate with legal department to define solutions
• Monitor efficiency of designed processes and adapt where deemed necessary
• Initiating and preparing management decisions

• Analyze target’s current trading activities and comment of its development as well as any impact factors (i.e. raw material prices, client demand or capacities)
• Alignment with target‘s Controlling department on various issues 
• Draft and align replies within Q&A process with bidders
• Participate in expert sessions with bidders and their advisors

• Leading a team of two advisors to determine the functional requirements from the GDPR and assess the applicability to client’s global organization in alignment with Group’s Data Protection Officer
• Accomplish a gap-analysis to the already implemented data protection arrangements
• Establish a record of processing activities along the entire operating model, i.e., actuarial, underwriting, asset management, premium reserve stock, re-insurance etc.
• Determine, plan and set up appropriate implementation measures 
• Align working results with Allianz Germany and on program level at Allianz Holding
• Examine functional requirements with group’s worldwide data protection specialists
• Report to Global Head of Legal & Compliance

Design, adoption and implementation of a standard contract management software for lease and loan

• Collate and analyse functional business requirements (including functional interfaces and dependencies) of the German market while considering key European issues
• Develop relevant use cases together with a team of up to five staff
• Identify and manage process and project risks
• Organise and execute the review process to reach sign-off of the defined deliverables
• Contribute functionally to the roles and rights concept, to the concept of internal controls as well as to document management
• Plan, control and manage all workstream activities
• Report to overall internal project lead as well as to the program lead of the engaging car group

• Build up a PMO with up to five team members in a refinancing project (c. 800M €) of a Germany based mid cap parking manager with multiple workstreams (debt and equity) 
• Prepare, conduct and follow up of management presentations. Direct alignment with client’s managing board
• Permanent exchange with group departments as Controlling, Accounting & Tax and Treasury as well as with the respective units of the group entities
• Co-ordination and organization of the data room and Q&A processes for the various due diligence advisor of the potential investors/financing banks
• Financial analysis (cash flow-, working capital, equity and p&l)
• Counterpart to the restructuring surveyor, quality check of their restructuring opinion in accordance with the German standard IDW S6
• Contact point for all other engaged advisors
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• Support in assessing and choosing the strategy advisor (top tier supplier)
• On-boarding of strategy advisor in the corporate headquarter as well as in the 11 subsidiaries throughout Europe
• Interface between Program-Manager and client
• Analyze and validate, together with Controlling and the subsidiaries, overall outcome of the strategic review
• Organization of steering committees, workshops and other meetings crucial for the success of the project
• Support client’s project manager in communication towards main shareholder
• Develop, communicate and conduct implementation of proposed measures

• Analyze risk profiles of all investment vehicles, almost exclusively invested in real estate, totaling to 2 billion €
• Determine target state and develop measures for each fund and align package with shareholder
• Exchange staff and approach to meet the challenges of the restructuring of the whole portfolio
• (Re-)negotiate rental and finance agreements of properties
• Interest and cross currency risk management 
• Sale of properties and liquidate funds
• Responsible for all investor communication (annual reports, annual performance report, customer events)
• Continuing update of risk analysis and adopt measures where applicable

• Plan and execute due diligence projects with up to 20 team members from Tax, Valuation, Audit, Corporate Finance etc.
• Project management, -controlling and -reporting towards clients using different reporting tools
• Advise client’s decisions makers about the financial but also about strategic and organisational impacts of the envisaged transaction
• Advise client setting up proposal letters and in management presentations
• Align with other involved advisors (i.e. international Legal and Corporate Finance Advisor)
• Examples: 

• Structured risk analysis of some hundred leasing and structured finance vehicles 
• Various due diligences for a large Family Office during acquisitions in Great Britain, Canada and Indonesia
• Evaluate sale of a real estate credit portfolio of a Swedish Bank
• Multiple projects for a large Danish utility during anticipated acquisitions in the German market