Auswählen

CFO

Erfahrungen

11/06-present Chief Financial Officer (CFO)/Member of the board of a Private Equity Fund in Zurich, Switzerland:
· Accompany the structuring, modeling, documentation and equity raising of a newly formed PE fund.
· Restructure existing fund while taking into account tax changes in Germany.
· Evaluate investment and financing alternatives incl. derivatives for interest and currency hedging.
· Be responsible for equity- and cash-planning and treasury.
· Entrusted with business planning as well as controlling.
· Implement an integrated IT-System for the group.
· Set-up of single financial statements under local GAAP and consolidated F/S under IFRS.
· Review of all legal, tax and accounting aspects related to all transactions of the Group.
· Handle communication and relationship to lawyers, investment banks, accountants and trust companies.
· Leading a core team of six+ financial professionals.

02/05-10/06 International law firm.
Tax Partner:
· Structured effectively M&A deals, corporate restructurings, leasing, pensions, real estate, structured and acquisition financing transactions as well as closed-end and open-end funds while taking into account international and domestic tax law as well as German GAAP and IFRS.
· Lead a team of 4 accountants and a pool of 6 (tax) lawyers.

02/00-01/05 International law firm.
Senior Associate
· Handled all aspects related to the preparation of tax and accounting research memoranda in the areas M&A, restructuring, real estate, leasing as well as financing and due diligence reports on financial and tax due diligences.
· Consulted clients in financial accounting matters (e.g. derivatives and other financial instruments, pensions, leasing, joint ventures, real estate, consolidation of SPV, asset-backed securities and other on- and off-balance-sheet financing transactions) under U.S. GAAP, IAS/IFRS and German GAAP.
· Held successfully lectures/speeches on taxation and accounting aspects at professional conferences (Euroforum, Management Circle, IIR, DKI) and in-house training sessions.
· Member of the client focus groups “Energy” and “Health Care”.

10/98-09/99 CPA Firm; New York, U.S.A.
–An accounting and international tax consulting firm specialized in servicing German subsidiaries and expatriates in the United States (Annual revenue $ 3 mio.).
Senior International Accountant
· Prepared independently both corporate and individual tax returns for U.S. tax purposes.
· Compiled financial statements for U.S. GAAP purposes.
· Performed audits and reviews of financial statements under U.S. GAAP.

10/97-09/98 Big Four Audit Company; Cologne Office, Germany.
Experienced Staff Assistant – Auditing
· Conducted comprehensive auditing fieldwork in all audit areas of German companies and German subsidiaries of foreign companies under German GAAP.

03/93-04/97 UNIVERSITY OF MÜNSTER; Münster, Germany.
–Scientific Research Assistant/Instructor at University
· Entrusted with diversified tasks in the fields of teaching, research, publication and administration.

Ausbildungen

PROFESSIONAL LICENSES
2000-Present Certified Public Accountant licensed in the State of New York, U.S.A.

1998-2006 German Certified Tax Adviser (Steuerberater, StB) (required for conducting tax consulting in Germany).

EDUCATIONAL BACKGROUND
1999 Pace University; White Plains and Manhattan, New York; Corporate and International Taxation, Business Law, Graduate Courses (Grades: A).

1993-1996 University of Münster, Germany; Ph.D. in Business Administration (summa cum laude).
1991-1993 University of Münster, Germany; Diplom-Kaufmann (German M.B.A. equivalent) in Accounting, Taxation and Finance (graduated top 5% of class; overall result: 1.8).

1987-1991 University of Münster, Germany; B.S. Degree in Economics.
1986-1987 Military service in Germany.

Kernkompetenzen

Accounting, Taxation, Financial Reporting (IFRS, US-GAAP), Financing, Controlling

Sprachen

German, English

 Auswählen