Merger & Acquisition Consultant

Der Kandidat ist ein erfahrener Finanzanalyst und M&A-Berater, der seit mehr als 10 Jahren in dieser Position in der kaufmännischen Praxis tätig ist. Er möchte die Position eines Managers einnehmen. Sein Ziel ist es, seine Arbeit gut zu machen und vielleicht im Laufe der Zeit zum CFO aufzusteigen. Er hat in der Regel an größeren Projekten mitgewirkt. Er war verantwortlich für Bewertung und Evaluierung, Analytik, Finanzmodellierung, Prozess- und Mitarbeiterkoordination, Steuern, Akquisitionen und Targeting. Er war in der Regel die rechte Hand des CFO und hat dessen Aufgaben übernommen. Er hat auch Erfahrung in den BIG4. Er beherrscht die englische Sprache gut und wendet sie täglich an. Zurzeit steht er vor einem Jobwechsel, da er sich gerne von dem Stereotyp, das er derzeit ausübt, wegbewegen möchte.

Finance Manager (03/2020 → present): As the head of finance, responsible for the smooth operation of the finance department, including accounting, financial closing, taxes, receivables, and payables. Coordinate processes and employees, liaise with auditors, lawyers, and advisors. Set goals and objectives, prepare business plans, and analyze company performance. Also responsible for development projects and calculations for procurements. Analyze financial data, propose cost-reduction opportunities.

Financial Controller/Financial Analyst (10/2014 → 02/2020): Involved in reporting activities, month-end closing, variance analysis, budgeting, and forecasting. Responsible for new project calculations, strategic planning, and analysis. Conducted detailed cost breakdown and optimization processes, as well as KPI calculation and analysis. Worked on M&A projects, including contact with potential clients/targets, purchase price calculation, and integration planning.

Transaction Advisory Services Consultant (08/2012 → 09/2014): Worked in the valuation and business modeling department, participating in projects related to real estate and asset valuation. Prepared expert opinions and valuation models, also involved in large-scale due diligence projects.

CFA Level II exam passed (03/2014 – present): Covered subjects such as alternative investments, corporate finance, derivatives, economics, equity investments, ethics, financial reporting and analysis, fixed income investments, portfolio management, and quantitative methods.

Master degree in economics - with honors (09/2010 - 05/2012): Covered subjects related to finance, banking, and investment.

Bachelor degree in economics - with honors (09/2007 - 06/2010): Covered subjects related to finance, banking, and investment.

Language skills: Proficient in English (C1 level) and basic knowledge of German (A2 level).

Social skills and competences: Positive thinking, good listener, team player, ability to adapt to multicultural environments.