If uncertain times are ahead, reach out – to align, structure and aim to achieve your best solution.

My expertise:

Open-minded and hands-on Finance Business Partner with expertise in Health Industry and Financial Services.

For the past 11 years I am helping organisations to structure their operations and finance processes. The key to growth is not to be held up by operational deficiencies.

I am here to help you with:
- accounting, controlling and forecasting
- setup financial reporting
- deep dive analysis of separated data silos
- back office functions

If you have problems with client retention, cost overruns, employee churn and cannot steer your business by the numbers, I am your man.

What else about me?
- ex-Army officer
- cigar and red wine connaisseur
- excitement for cooking
- father of two kids

My offering:

Being your Financial Business Partner to align, structure and aim for your best solution of your challenges within the area of Operations and Finance.

The problem-solving is a project of three different phases:
1) Align - to understand the problem itself and your sensitivities around it..
2) Structure - to describe the steps to be taken to mitigate the effects of your problem. and implement a proper solution, also covering side-effects.
3) Aim - to work out your best solution and also cover negative side-effects.

With belows form you can get in contact and sent me a brief description of your problem as well as how to contact you.

Happy to discuss!

My collaboration style:

Approach to Problem-Solving
My process begins with a concise introduction to the problem at hand and its impact. I take a structured approach by prioritising areas to be actioned first and align on the project taking stock meetings to update the client.

Core Components
My mission-driven methodology centers around a "cockpit" that includes: Problem Summary and Impact. A clear overview of the issue, its consequences and agreed KPI targets.

Solution Road-map
Detailed steps to address setbacks and achieve resolution. The progress tracking via Key Performance Indicators (KPIs) to monitor the effectiveness of remediation measures and assess ongoing impact to solve the problem.

Data Sources
Using the clients standard datasets for my comprehensive evaluation, clustering of occurences, and derive the necessary actions.

Workload Management
Project workload can range from 40% to 80%, adjusted as needed to maintain effective project oversight and progress.

My contact form:

Briefly describe your problem around it in 3 to 5 sentences and how is the best form to contact you?

My expertise

... from Finance roles

Head of Finance (ad-interim) at a SME Medtech (non-FS)

In charge of the assurance for the accounting of the Swiss and Austrian entity, including GL, AR and AP sub-ledger book keeping. Ensuring the smooth implementation of new financial processes and training of the shared-service centre teams.

Head of Processes & Finance at a small Healthcare group

Assessment and reshaping of the financial and operational processes of the holding company and its subsidiaries.

... from Operations roles

Compliance Officer in Group Operations at a Global bank

Handling the disclosure of PEP nexus to external parties; solving the request by definition of information-gap derived from interal assessment with the Legal and Compliance experts

Securities Operation Manager at a Fintech

Assessment and Guiding clients on their product’s life cycle events of an AMC, CLN or a Tracker.

Fund Accountant and Controller at a Single Family Office

Main responsibilities included managing external stakeholders and fund accounting of all asset classes. Furthermore responsible for daily analysing and commenting of the portfolio reporting for the 4 bank relations.

My work samples

Revitalizing the value chain with use of the Kanban methodology

Task

Localizing the clogged legacy products within the value chain. Visualizing the interaction in between the teams and dependency to external parties. Bi-weekly run of this analysis as discussion basis of the stand-up meeting

Solution

- Excel-tool which analyses adhoc output and visualizes a products progress on the value chain
- Saving timestamped Excel-tool analysis
- Updating the whiteboard and progress of legacy products on the value chain

Final result

- Increased efficiency and collaboration within the company
- More transparency on the sensitivities within the value-chain and dependency on external services
- Delivering the basis for discussion around the product-pipeline for the daily stand-up

Controlling of revenue contribution by employee (not FTE)

Task

Analyse the accounting for revenue per product sold by employee with respect to their workload

Solution

- Connection of several data-sources to perform the analysis in accordance to the employee contract, workload in the calendar and revenue generated
- Analysis of the revenue pipeline, which includes products sold and products deferred
- Indication if products were sold at the vertical maximum, meaning that additional products aside or following-up were wisely selected to maximize client satisfaction

Final result

- Standardized analysis methodology to track the course of business and the margin per employee
- Side-outcome was the testing of systems in-use/ processes for simplicity and efficiency

Remediation of cases, including knowledge transfer during the course of the project

Task

Assess every case and its requirements received; verify the rightfulness, gather the data, initiate the internal clearance with involvement of stakeholders and solve the cases

Solution

Aggregating requirements from project sponsor and internal experts necessary for a successful outcome; design of project outline in PowerPoint, definition of “successful outcome” as well as clustering of cases according to their needed path to solution.

Steps taken:
- Setup of a project cockpit of the cases received
- Screen the potential data to be used to answer
- Inform the data owner about the cases and the data to be disclosed
- Bring clarity on the necessity to collaborate on the cases as well as the resulting impact

Final result

- Replied to all cases with the internally-cleared solution; if necessary entered into a conference-call to clarify the issue within the bank as well as with the External Party, a fund manager or alike
- Reached a milestone as all cases answered with internally cleared