Description

Senior Finance Transformation, FP&A and Value Creation Advisor with 15+ years of experience across Allianz Group, Citibank Europe, Barclays, EY, PwC and investment / transaction advisory environments.

I help CFOs, PE sponsors, investment banks, consulting teams and transformation leaders improve financial visibility, value steering and decision quality in complex, regulated and growth-oriented environments.

My work focuses on the areas where companies are under the most pressure: budgeting and forecasting, cash-flow visibility, working-capital control, KPI architecture, management reporting, finance operating models, post-deal transformation, regulatory readiness, AI-enabled performance steering and investor-grade value creation.

I bring a strong financial-services foundation across insurance, banking, asset management and payments, combined with sector intelligence in automotive finance, mobility transformation, digital infrastructure and AI-driven operating-model change. This allows me to connect finance, strategy, risk, data and market structure into practical transformation roadmaps and executive decisions.

Typical engagements include FP&A buildout, forecasting improvement, CFO office support, PE portfolio finance transformation, value-creation planning, board / investor reporting, M&A and post-merger finance integration, finance process redesign, performance governance and sector-specific strategic analysis.

I combine hands-on financial modelling and execution with senior stakeholder advisory. My strength is turning fragmented data, unclear KPIs, weak forecasting, transformation pressure or sector uncertainty into structured decisions, measurable actions and clearer value creation pathways.

Based in Munich and available for DACH, UK, Switzerland and international remote / hybrid projects.

Industry field of expertise

Languages

English
Native or bilingual
German
Fluent

Workplace preferences

Can work on-site

Munich (up to 50km)

Masters Group
Principal - Strategic Finance, FP&A Transformation, PE Value Creation & Sector Intelligence Advisory
CONSULTING AND AUDITS
March 2024 - Today (2 years and 4 months)
Munich, Germany
Advise PE-backed businesses, multinational financial institutions, investment banks, Big 4 firms and global consulting teams on FP&A modernisation, cash-flow visibility, value creation, finance operating models, AI-enabled performance steering, M&A support and sector intelligence.

Support CFOs and transformation teams in building budgeting, forecasting, KPI, reporting, governance and value-realisation frameworks for growth, restructuring, post-deal transformation, regulatory readiness and performance improvement.

Sector focus includes insurance, banking, asset management, automotive finance, mobility transformation, digital infrastructure and AI-enabled operating-model change.
M&A & Restructuring PE Value Creation & CFO Advisor Finance sector FP&A Business plan
Citibank Europe Plc
Director, Finance Transformation & FP&A
BANKING AND INSURANCE
August 2023 - February 2024 (6 months)
Dublin, Ireland
• Directed €17 B + intercompany acquisition, intercompany investment and Post Merger Integration in Europe, aligning business strategy, performance targets, and financial controls; ensured compliant integration of entities
• Enhanced financial planning, control environment and board reporting, embedding analytics, digitalization and scenario tools that improved strategic decision-making and regulatory transparency
• Prepared and obtained Boards and ECB regulators approval on strategic financial plans and stress testing; Partnered on cost optimization, capital adequacy and liquidity planning
Allianz SE
Executive / Financial Planning & Controlling
BANKING AND INSURANCE
February 2018 - July 2023 (5 years and 5 months)
Munich, Germany
• Shaped strategic growth; advised senior leaders; streamlined finance operations by delivering a multi-country operating model that improved performance by 3-5 % in one year and enhanced regulatory data quality; engaged in M&A negotiations and valuations
• Strategic and Financial planning through various Global annual processes; Shaped the strategic position and development of Allianz Operating Entities by providing Group leadership with financial controlling and analyses, reviews and briefings on impact of Entities' Strategies on financial plans and vice versa; prepared financial targets and KPIs for entities covering current year's Best Estimates and subsequent three year's targets supporting Group CFO to meet ambitious investor and capital market targets
• Led global IFRS 17 implementation across multiple Allianz entities, designing financial planning, controlling and reporting frameworks meeting Group and EIOPA standards.
• Designed and implemented Transformations globally including enabling distribution agreement deal in Europe, and digital distribution (broker) of financial services in Asia
• Senior Leadership Partnering and Commercial Engagements – provided leadership and relevant committees with recommendations and impact analysis on Group investments and initiatives including Transactions and Private Equity investments, customer initiatives, partnerships, new product, etc. with a focus on near- and long-term value add; supported management of ongoing investments and deals. Delivered >Euro 200 million growth in 2yrs