02.07.2026 aktualisiert

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CFO // Experte IFRS

Meggen, Schweiz
Weltweit
Dr. rer. pol., Dipl.-Kfm. (MBA)
Meggen, Schweiz
Weltweit
Dr. rer. pol., Dipl.-Kfm. (MBA)

Profilanlagen

01.2 Positionierung - Executive Summary (1d).pdf
07 Strategie - Referenzprojekte.pdf
260701 Positionierung - Profil für Provider.pdf

Über mich

CFO//Experte IFRS | 3 Monate Accounting Stabilisierung & IFRS-Compliance | SAP • IPO • PE Mandate | Industrie , Handels- & Dienstleistungsunternehmen ≥100 MA / ≥100 Mio. CHF

Skills

OKRHolographieSituatives Führen
Positionierung

Ich bin CFO und IFRS‑Experte für Industrie‑, Handels‑ und Dienstleistungsunternehmen ab rund 100 Mitarbeitenden und 100 Millionen Schweizer Franken Umsatz – häufig mit Private‑Equity‑Hintergrund.

In Sondersituationen wie CFO‑Wechsel, IFRS‑Conversion oder der Vorbereitung auf einen IPO liefere ich Ihnen in etwa drei Monaten stabile Abschlüsse, IFRS‑Compliance und Finanzzahlen, auf die sich CEO, Verwaltungsrat, Private-Equity-Verantwortliche und Banken wirklich verlassen können.

Mein Fokus sind komplexe Bilanzen so zu übersetzen, dass Unternehmer, CEOs, PE-Profis, Visionäre und Entscheider schnell erkennen, wo Risiko, Cash und Wertschöpfung liegen.

Unternehmen und Entscheidungsträger, die vor einer kritischen Abschluss‑, KPI‑ oder IPO‑Frage stehen, skizziere ich Ihnen einen konkreten Drei‑Monats‑Plan zum Lösen ihrer Situation.


Skills
  1. CFO, Senior Finance Leader, Senior Finance Consulting
  2. IFRS, Swiss GAAP, HGB, US GAAP
  3. MS-Office, Lotus Notes,
  4. SAP/R3 (FI/CO), Microsoft Dynamics Navision, Xero, DATEV, LucaNet

Sprachen

DeutschMutterspracheEnglischverhandlungssicher

Projekthistorie

CFO, Expert IFRS, Senior Consultant

Jürgen Schneider
Overall commercial responsibility for finance, controlling, reporting, accounting, human resources and IT
  1. Responsibility and compiling consolidated, annual, quarterly and monthly financial statements as accounting specialist (IFRS, German GAAP (HGB), Swiss GAAP (OR))
  2. Designing and optimizing the finance department, reporting systems and controlling, as well as changing processes, including KPIs
  3. Ensuring compliance with tax and legal regulations
  4. Carrying out restructurings and M&A transactions
  5. Guiding initial public offerings (IPOs)
  6. Implementing and optimizing ERP systems (SAP)
  7. Governor function of Asian investors
Engagements (selected)
  1. CFO – Member of Executive Management – Travelling Catering Company (subsidiary of a listed Food Group): rebuilt department, bridging vacancy
  2. CFO – Member of Executive Management – Mechanical Engineering Company (private equity backed): financial restructuring, bridging vacancy
  3. CFO - Bio-Pharma Company (startup/scaleup SME group, US private equity backed): built up finance department, integrating acquired entity
  4. Head Finance – Technical Inspections Company: Consolidated and annual financial statements, monthly closing, audit guidance, bridging vacancy
  5. Head Accounting - Mechanical Engineering Company (subsidiary of listed international mechanical engineering group): Annual financial statements, turn around, audit guidance, projects
  6. etc.

CFO - Member of Executive Management

Travelling Catering Company (subsidiary of a listed Food Group)

Konsumgüter und Handel

500-1000 Mitarbeiter

The travelling catering company was characterized by significant personnel and economic upheavals. High staff turnover and repeated changes in financial management led to a loss of knowledge and unstable processes. In addition, numerous isolated IT solutions made transparency and consistent reporting to management and corporate headquarters difficult. The goal was to restore process stability and reporting transparency to ensure operational security in day-to-day business.

As Interim CFO, I reorganized the finance department, filled critical roles, eliminated technical deficits in accounting, ensured the timely preparation of monthly financial statements and the group reporting package, including reporting to management and group headquarters, prepared the annual audit, and supported budget preparation and forecasting.

I ensured that monthly financial statements and group reporting package were prepared on time, so monthly reporting ran smoothly, within schedule, and without any complaints. I stabilized the team in terms of personnel and strengthened its technical expertise, thereby closing knowledge gaps and reducing dependencies. Operational processes were standardized so day-to-day business could once again be conducted reliably and predictably. Stabilized financial organization and standardized processes reduced dependencies and minimized errors.

CFO – Member of Executive Management

Mechanical Engineering Company (private equity backed)

Industrie und Maschinenbau

50-250 Mitarbeiter

The mechanical engineering company was acquired two years previously by a private equity investor from a group of companies. During this time, the company did not become profitable. The situation was economically tense. The finance department was characterized by significant personnel changes. At the same time, the company had to fulfill its reporting requirements.

As interim CFO, I stabilized the department in terms of personnel and eliminated personnel and technical deficits in the accounting department; ensured smooth monthly reporting to the management and the private equity investor, prepared the annual financial statements and the group reporting packages, accompanied the annual audit as well as the reorganization and restructuring of the company.

I ensured that the monthly financial statements were prepared on time and the monthly reporting was carried out smoothly without objections by audit and tax audit and the reorganization and restructuring was carried out smoothly.

Head Finance

Company for Technical Safety Supervision (Group of Companies, CH)

Sonstiges

250-500 Mitarbeiter

The company for technical safety supervision was characterized by personnel changes due to illness and had to meet its reporting requirements.

As Head Finance, I solved personnel and technical deficits in the department; ensured smooth monthly reporting to the executive management; compiled annual and consolidated financial statements, and supervised the interim and annual audits.

I ensured that the interim and annual audits were carried out smoothly and on schedule without any objections and that the audit certificate was issued.

Senior Consultant Accounting & Controlling

MEDICAL DEVICE AND MICROELECTRONICS COMPANY (SUBSIDIARY CH, INTERNATIONAL )

Pharma und Medizintechnik

5000-10.000 Mitarbeiter

The microelectronics company was characterized by personnel changes due to illness and had to meet its reporting requirements.

As Senior Consultant Accounting/Controlling, I strengthened the department in terms of personnel; eliminated personnel and technical deficits in the accounting department; ensured smooth monthly reporting to the group headquarters; prepared the annual financial statements and accompanied the annual audit and tax audit; compiled the annual tax return; implemented taxational patent box.

I ensured that the monthly financial statements were prepared on time, monthly reporting was carried out smoothly and without objections by the auditors and tax auditors.

Head of Accounting

Maschinenbau

Industrie und Maschinenbau

>10.000 Mitarbeiter

  1. mechanical engineering company, swiss subsidiary of international group
  2. rebuilt accountng department
  3. reorganized accounting

The Swiss subsidiary group of the MNC had passed several restructurings an fluctiations of personnel.

As interim Head of Accounting, I rebuilt the accounting team, function and processes; revised the financial reporting system and integrated the new accouting team.

I ensured timely monthly reporting of all sub group companies to headquarters and senior management and created a team that worked smoothly hand-in-hand with each other and the controlling team.

CFO – Member of the Executive Management - Pharma Company (Start-up SME Group, US private equity investor)

Bio Pharma Company

Pharma und Medizintechnik

50-250 Mitarbeiter

  1. Start-up SME Group, US private equity investor
  2. built up finance department from scratch
  3. integrated acquired entity
  4. project business

The bio pharma company had been newly founded and had immediately acquired another company.

As interim CFO, I built the finance function and reporting from scratch and integrated the acquired finance department; integrated new hired and acquired team members into one unit; defined and implemented processes, routines, and KPIs and delivered meaningful monthly reports; established routine liquidity planning and payments.

I ensured timely monthly reporting of all companies to the private equity investor and senior management and created a team that worked smoothly hand-in-hand with each other.

Group Controller - Fin-Tech/Med-Tech/Software Company (startup, listed, private equity investor)

Fin-Tech/Med-Tech/Software Company

Pharma und Medizintechnik

50-250 Mitarbeiter

  1. startup, listed, private equity investor
  2. annual single and consolidated financial statements
  3. optimized controlling and reporting structure
  4. capital increase
  5. guided annual audit

The company moved its headquarters to Switzerland, was restructured and needed to ensure the requirements of SIX Swiss Exchange.

As Group Controller I consulted and acted as sparring partner of the Group CFO; set up monthly, quarterly and annual reporting for the realigned group; managed IFRS consolidated financial statements with realigned teams in Hong Kong, Indonesia, Singapore, South Korea and Switzerland; adapted, optimized and strengthened the processes in place with local accounting, tax and corporate secretarial service providers; introduced regular payment processes and liquidity reporting and ensured their functionality; guided several capital increases.

Successfully met the information needs of the capital markets in a timely manner and attracted new investors.

Senior Consultant – 150 Mio. EUR Real-Estate-Investment-Projekt

Real-Estate-Investment-Company

Sonstiges

< 10 Mitarbeiter

  1. EUR 150 million investment in real estate tourism, hotels, attractions
  2. investment, financial, and profitability planning
  3. 3 segments, 12 units, 10 years consolidated
  4. presentation to investors in Luxembourg and Switzerland

The Real-Estate-Investment-Company was going to realize an investment project of 150 mil. EUR in tourism real estate with hotels & resorts and several attractions in the northern part of Italy to attract potential investment funds.

As Senior Consultant, designed consolidated financial statements for 10 years, consisting of 3 sup-projects and 12 reporting units. Structured project, sub-projects and units for finance and profitability purposes; generated investment information and analyzed underlying data and assumptions; consolidated financial statements of units/sup-projects; reviewed business plan be in line with financials; presented project together with sponsor to investment funds in Luxembourg and Switzerland.

Succeeded in delivering milestones, presenting to investors and won the gentrification competition of the Italian province government.

External Auditor @ Big4 - Support

Big 4

Wirtschaftsprüfung, Steuern und Recht

>10.000 Mitarbeiter

Support annual audits of financial and consolidated financial statements as external auditor

Country CFO - Member of the Management Team - Medical Device

SWISSRAY MEDICAL AG

Pharma und Medizintechnik

50-250 Mitarbeiter

SWISSRAY MEDICAL AG, LUCERNE, SWITZERLAND

Swissray Medical AG needed to improve and to optimize efficiency of financial
processes and work delivered in their Finance department. As Country CFO, led the
finance function restructure. Analyzed current finance processes; engaged team to
identify areas for optimization; designed and implemented new processes with the
team; reconfigured team; and moved group functions to new Taiwanese HQ.
Succeeded in reducing costs by 30 % and improving efficiency, including reducing
financial statement preparation from 12 to 3 days.

The Swissray Group were going public on the Taiwan Stock Exchange. As Project
Manager, led the IFRS Conversion from local Swiss GAAP and guided the IPO in the
Swiss entity. Analyzed accounting system and policies; designed new accounting
policies and chart of accounts implemented into ERP system; analyzed IPO
requirements; generated info and documents for emission prospectus; and
cooperated closely with non-German speaking Taiwanese IPO team. Succeeded in
ensuring the IFRS conversion project and IPO were delivered on time and as planned.

Swissray Medical AG were changing their ERP system to SAP R/3, in parallel to the IPO.
As Country CFO, ensured efficient operation of ERP/SAP/IT systems and processes
following the SAP implementation. Identified and analyzed issues with SAP
implementation; designed correct processes and application guidance; and led
implementation of new processes and ensured close adherence to new application
guidance. Succeeded in ensuring a significant reduction in accounting discrepancies
with a stable ERP system in use across the Finance department.
 

Swissray Medical AG was audited by the tax authorities and had to submit meaningful transfer pricing documentation. As Country CFO, I led the transfer pricing project, analyzed the costing and financial processes, defined the requirements to be met, designed and implemented new documentation processes with the teams in Switzerland, USA and Taiwan. I ensured that transfer pricing documentation met the legal requirements and no additional taxes had to be paid.

Project Manager First Consolidated Financial Statements

KRAH NORTH AMERICA INC.

Industrie und Maschinenbau

50-250 Mitarbeiter

KRAH NORTH AMERICA INC., EAST POINT, GEORGIA, USA

Krah North America had 6 legal units reporting individually. As Project Manager, led
delivery of their first consolidated financial statements across global units. Analyzed
each country situation and local accounting standards; developed and implemented
uniform accounting standards and group-wide accounting manual; designed
consolidated financial statement processes; set-up and ensured IT configuration in line
with manual; and coordinated global accounting teams. Succeeded in optimizing
processes and accounting quality within budget and timeframe.

Senior Manager IFRS Specialist, Group Accounting Policy - Zurich Insurance Group

ZURICH FINANCIAL SERVICES AG

Versicherungen

>10.000 Mitarbeiter

ZURICH FINANCIAL SERVICES AG, ZURICH, SWITZERLAND

Zurich Financial Services AG required standardized interim financial accounts to drive
decision making. As Senior Manager and IFRS Specialist, designed standardized interim
financial statements for all 3 quarters. Analyzed IAS 34 requirements; analyzed
financial statements; designed standardized interim financial statements aligned to IAS
34; prepared Group CFO decision paper; and advised on format and content of new
statements. Succeeded in enabling delivery of quarterly interim financial reports which
can now be downloaded via their website.

Zurich Financial Services AG needed to ensure implementation of a revised IFRS 3 on
business combinations across the group. As Senior Manager and IFRS Specialist, led
project to implement the revised IFRS 3. Analyzed and identified impact of IFRS 3
changes; liaised closely with key group stakeholders; drafted and updated accounting
policy on business combinations; advised relevant functions on changes; and tested
implementation in accounting system. Succeeded in delivering the project 1 month
ahead of plan & ensuring rollout across group.

Manager Technical Department of IFRS and Auditing - BDO

BDO DEUTSCHE WARENTREUHAND AG
BDO DEUTSCHE WARENTREUHAND AG, DÜSSELDORF AND HAMBURG, GERMANY

BDO Deutsche Warentreuhand AG needed to audit a German subsidiary that was
purchased by an American business undergoing IPO. As Manager, led German
company audit according to US GAAS and NASDAQ requirements. Audited financial
statements and reporting package; audited German subsidiary IPO docs; reported to
IPO engagement partner in USA; and reworked tasks as a result of 2x postponement of
parent company IPO. Succeeded in ensuring the audits were consistently completed
on time and within budget.

BDO Deutsche Warentreuhand AG was engaged by large MNC to deliver a global audit
of consolidated financial statements. As Manager, coordinated the worldwide audit.
Drafted audit instructions; set up software to track audit progress; monitored activities
of local auditors; ensured timely preparation and delivery of results by auditors; and
provided specialist guidance as required. Succeeded in ensuring the project was
delivered on time and budget, reducing audit time and costs while ensuring a
consistency in audit quality across global locations.

Assistant in Auditing and Taxation - Ernst & Young

Ernst & Young Deutsche Allgemeine Treuhand AG

Wirtschaftsprüfung, Steuern und Recht

>10.000 Mitarbeiter

Visiting Professor International MBA Course

Zhongshan (Sun Yatsen) University, School of Management

Sonstiges

5000-10.000 Mitarbeiter

Assistant for Projects and Auditing - PwC

PwC Deutsche Revision AG

Wirtschaftsprüfung, Steuern und Recht

>10.000 Mitarbeiter

Project Manager Holding Concept

Karl-Heinz Krah GmbH

Industrie und Maschinenbau

50-250 Mitarbeiter

Assistant in Auditing and Taxation

BRTG Betriebsberatungs-, Revisions- und Treuhand-Gesellschaft mbH

Wirtschaftsprüfung, Steuern und Recht

250-500 Mitarbeiter


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