After an eighteen-year financial career as a portfolio manager for a $500 million investment portfolio, a CFO, and a financial controller for P&G, Andreas has ventured out in consulting to work closely with entrepreneurs, investors and executives to help maximize value. He has a range of expertise from financial analysis to valuation, and impact investing and has executed numerous debt, equity and M&A transactions in excess of $320 million.
Led a finance team in East Africa, supervised the strategic planning, and executed the growth of more than 200%.
Strengthened operational systems and processes for the continued international growth by implementing new ERP system Odoo with external consultants, driving departmental budget process and creating liquidity planning model.
Redesigned the budgeting process, drove the firm financial planning process, and oversaw cash management in order to meet operational targets.
Prepared an interactive five-year financial forecast model with adjustable assumptions and ability to conduct a "what if" scenario analysis for external fundraising efforts.
Communicated with impact investors, prepared investor decks, and successfully completed $5 million debt and equity funding.
Prepared a monthly group consolidation, board and investor reports, and worked with CEO on strategic M&A activities.
Focus areas: CFO, Fundraising, Investor Decks, Investor Communications, Working Capital Management, Financial Management, Financial Planning & Analysis (FP&A), Strategic Finance Management, Capital Budgeting, International Finance, Due Diligence, Financial Risk Assessment, Three Statement Operating Model, Audit Management, Business Taxes, Financial Reporting
2015 - 2016
Managed the investment analysis and planning as well as the business case development for high net worth (HNW) clients and company pension funds; supervised the due diligence and research of investment strategies.
Initiated new business development areas and collaborated with relationship managers to advance HNW client experience and capabilities.
Led the strategic market development activities and the evaluation of alternatives and impact investment strategies.
Focus areas: Financial Planning & Analysis (FP&A), Wealth Management, Business Plan Development, Property Investment, Investment Memoranda, International Finance, Currency Exchange
Senior Investment Analyst
2006 - 2014
Prime Value Asset Management
Played a key role in formulating investment strategies and tactical allocations in line with investment mandates.
Performed both public and private fundamental equity and credit analysis/due diligence with a focus on the healthcare, TMT, consumer, and resources sectors.
Prepared in-depth research memorandum, including financial analysis and valuation for investment decisions.
Built detailed financial models of large and mid-cap public and private companies and projects (real estate), including return analysis, sensitivity analysis, risk assessment, and valuation.
Prepared screening materials and built a quantitative database for portfolio and risk management.
Managed long-only growth focused equity funds with $500 million FUM and completed real estate transactions valued at $120 million.
Served as the controller for the Asia Pacific section in Germany, then progressed to a project manager role in China and played a key role in establishing new business in Taiwan.
Delivered regional financial reporting and budgeting for 14 Asia-Pacific group companies with revenue in excess of $500 million and partnered with local finance managers, group treasury, marketing, and regional management to achieve growth targets.
Conducted due diligence on M&A; evaluated investment proposals; identified and formulated business efficiencies projects resulting in business restructuring in Asia-Pacific.
Implemented new finance and controlling system Hyperion and IFRS reporting, budgeting, and cash flow forecasting processes.
Led efficiency improvement projects to outsource logistics and supervised the project to develop a new training center for clients to drive sales.
Focus areas: Controller, Financial Planning & Analysis (FP&A), Capital Budgeting, Budget Controls, Mergers & Acquisitions (M&A), Cost Management, Financial Restructuring, Working Capital Management, International Finance, Financial Management, Market Research, Strategic Finance Management, Business Plan Development, Business Taxes, Cash Management, Cash Flow Forecasting
1998 - 1999
Established a service center for Central and Eastern Europe and implemented budgeting and reporting process for the region.
Consolidated regional monthly performance as well as conducted budget variance analysis and cash flow planning to provide key management reports to regional executives and headquarters.
Conducted due diligence and integrated a new business in Romania and one in Russia.
Implemented successfully a regional cash management system with a group treasury—resulting in 10% lower financing costs and faster inter-company transactions.
Focus areas: Financial Planning & Analysis (FP&A), Capital Budgeting, Cash Pooling, Financial Reporting, Financial System Implementation, Financial Consolidation
1997 - 1998
Performed a regular analysis of credit and foreign currency exposures to ensure compliance with corporate guidelines after the Asian financial crisis.
Built a legal database to analyze legal exposure of all joint ventures and operations in China (in cooperation with operational management) and delivered analyses and risk assessments.