Business expertise

  • Entrepreneurship: from idea to business; from team to organisation. Hands-on execution of product, sales, finance, organisation innitiatives;
  • Corporate finance: budgeting, reporting, controlling, treasury, accounting, financial analysis& decision making,
  • Corporate transactions: valuation; M&A, equity & debt fundraising,

Skills & Traits

  • structured problem solving
  • focus on hands-on execution & delivery
  • business & financial analysis
  • personal integrity

Languages

  • English - native proficiency
  • German - native proficiency
  • Slovak - native proficiency

Favourite readings

  • When Genius Failed (Lowenstein R.)
  • Liar’s Poker (Lewis M.)
  • The Six-Month FIX (Sutton G.)
  • The Smartest Guys in the Room (McLean B. and ElkindP.)
  • The Black Swan (TalebN.)
  • A Colossal Failure of Common Sense (McDonald L.)

from 07/2017; CFO & interim CEO

Petrol trading company; 140+employees, EUR 60m revenues
  • management and process restructuring
  • setting up new C-level team
  • new tools and processes in finance
  • budgeting, reporting, controlling, treasury/liquidity management
  • bank financing

01/2017 - 06/2017; interim Investment manager

private investment office
  • working with international startups and ventures
  • investment analysis and valuation
  • creating/advising on a company business model
  • monitoring existing investments
  • meeting analysts and company management

04/2013 - 12/2016; CFO

SaaS software company
I implemented full scope of financial management tools and processes; budgeting, reporting, controlling, treasury / liquidity planning. I was business/finance partner to sales, technology, and operations teams.
  • budgeting, reporting, controlling, treasury / liquidity planning,
  • cost drivers, profitability, ROI, cash flow, variance analysis,
  • debt financing by banks and intragroup loan facilities,
  • accounting & tax,
  • financial supervision of subsidiaries,

01/2011 - 02/2014; Senior Manager

corporate finance advisory for middle sized companies
My role included deal sourcing and execution. I led or was part of different transactions incl. equity and debt fundraising, restructurings, mergers and acquisitions.
  • Deal sourcing and project management
  • Business analysis and valuations,
  • Financial analysis; P&L, cash flow, forecasting, accounting

12/2008 - 12/2010; Financial Analyst

Advisory in corporate finance and mergers & acquisitions
I was part of large financing projects related to infrastructure investments.
  • financial modelling and analysis

ENTREPRENEURIAL STRATEGY

  • Active participation in strategy creation (product/service, teams, projects)
  • Meeting founders and CEO's revaluating their business models,
  • Helping startups with business development; attending exhibitions and product promotion, market research, leads generation,
  • On behalf of investors; investment assesment and valuation,
  • On own account; launching a fintech start-up to process transactions. From product creation to business model setup and fundraising.

FINANCIAL MANAGEMENT

  • Business partnering to sales, operations, technology, IT, HR
  • Reporting and controlling
  • Cost management
  • Liquidity planning
  • Accounting and tax

DEBT FINANCING

Syndicate bank loan for a real estate development
  • I have coordinated all participants in the transaction (banks, investors, lawyers) and provided a business plan, financial projections, mandatory documentation.
Revolving facility and project financing
  • I have prepared and executed new debt facilities for a middle sized software company

CORPORATE TRANSACTIONS

Restructuring
  • On behalf of the workout department in a bank, I was part of a restructuring team to perform business and financial analysis, executing cost cutting, sales & marketing (segmentation, marketing, product bundling) and cash flow management.
Acquisition
  • A manufacturer of industrial electrical equipment has intended to acquire distressed assets. I did a business and financial analysis of a potential cross border acquisition.
  • A machinery producer was looking into a potential acquisition of a competitor. I did a business assesment and valuation for pre/post acquisition.
Equity fundraising
  • A niche leader in construction segment was looking for investors / buyers. I did business valuation and pitching potential buyers.
Project financing
  • Creating a detailed financial model of a long term equity and debt financing of a high way construction and operation in Germany and Denmark
Business valuation
  • Leading bookstore chain was looking into an acquisition of a publisher house. I was doing a preliminary financial due diligence for a cross border acquisition.
Business planning
  • Creating a new business plan for a high end audio/video retailer to expand its business into CEE

since 2017; ACCA student

  • F1, F3

01/2014; IAS /IFRS –international reporting standards

  • Valuation of fixed assets, inventory
  • Focus on differences and adjustments to local reporting standards
  • Introduction to principles of international reporting standards
  • Structure of financial statements underIAS / IFRS
  • IAS 1, 2, 7, 8, 10, 11, 16, 17, 18, 36, 37, 38, 40

01/2014; Cost and activity based controlling

  • Introduction to activity based controlling, cost distribution models
  • Learn how to set-up and use costcategories, expensecenters,
  • Use case studies to practice activity based controlling and cost controlling

01/2014; Tax & Accounting

  • Standard double entry bookkeeping course

02/2014; Accounting for financial managers

  • Bookkeeping and interpretation of vendor transactions
  • Effective use of accounting information in financial management
  • Valuation of fixed assets, inventory, financial assets
  • Use and changes in equity and provision accounts

06/2010; Fitch Training –Intensive Corporate Credit

  • Anticipationof a company’s future performance and credit outlook using a cash-flow approach
  • Assessment of the creditworthiness of a borrower
  • Company performance evaluation based on a qualitative approach, backed by appropriate quantitative analysis
  • Case studies andfinal presentation

09/2009; Financial Mechanics –Project Finance Modeling

  • application of general business and financial theory to forecast cash flows, P&L, balance sheet
  • set up a fully integrated financial model to evaluate equity returns and non-recourse debt cash flows.
  • learn best-practicemodeling techniques and financial model audit

01/2001; Bloomberg – Equities, Bonds training

  • effective handling of inquiries in equities and bonds Bloomberg environment
  • introduction to the Bloomberg excel toolkit

2002 - 2008; Vienna University of Economics and Business Administration

Master in Investment banking

2006; University of Mannheim

University student exchange program
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