Felix Mattern
Head of Global Financial Integration, CFO-Direct
Experience
Mar 2023 - Nov 2023
9 monthsLondon, United Kingdom
Head of Global Financial Integration, CFO-Direct
IU Group (Oakley Capital Portfolio Company)
- Leading the financial steering and integration of a UK and Canada target with a combined annual revenue of approximately EUR 50 million. Defining a group-wide integration strategy including process harmonization, cross-border SLAs and transfer pricing.
- ERP migration ramp-up and operationalization for the UK target from SAGE to Workday, including process mapping and designing new workflows.
- Budget modelling for target companies and their inclusion into the group-wide model.
- IFRS translation from local GAAPs and setting up monthly closing reports of financial and non-financial KPIs for management, investor and lender reporting.
- Performing audit and accounting activities for month-end to ensure business continuity during a sudden personnel shortage.
Sep 2020 - Mar 2023
2 years 7 monthsMunich, Germany
Project Lead Strategy & Finance, CFO-Direct
IU Group (Oakley Capital Portfolio Company)
- Seconded to London for 15 months: Supported the acquisition of a target in the UK with a low seven-figure turnover, including financial, commercial and legal due diligence, and managed the closing, post-merger integration and financial steering of the target.
- Developed strategy for brand expansion and market entry in the UK and business planning for internationalization.
- Supported the group’s M&A and integration strategy.
- Assisted with corporate finance activities and worked closely with the private equity investor.
- Supported interim management and restructuring of an underperforming business unit.
- Managed the relocation of the company headquarters from Germany to Belgium.
- Prepared board presentations professionally.
Feb 2020 - Sep 2020
8 monthsMunich, Germany
Senior Consultant
mm1
- Provided strategic support to align the B2C business in Germany, Austria and Switzerland for one of the top three telecom players in Germany.
- Conducted migration and pricing analyses and prepared board documents to boost sales.
- Led growth project ramp-up at an international payment service provider for premium subscriptions.
- Managed projects.
Apr 2019 - Oct 2019
7 monthsNuremberg, Germany
Senior Consultant
Capgemini Invent
- Led an agile transformation at a mid-sized bank by creating a strategic roadmap and running agile training and workshops for management and staff.
- Offered strategic support to realign end-to-end process management at a mid-sized bank.
- Managed a global initiative to scale AI and data analytics projects.
- Took on various PMO roles including stakeholder management and project coordination.
May 2018 - Oct 2022
4 years 6 monthsFrankfurt, Germany
Managing Director & Co-Founder
Waiterfy GmbH
- Created a business and financial plan.
- Established and grew a GmbH, registering a European brand.
- Developed an MVP for digital ordering and payment in hospitality, hotel and events.
- Managed accounting and prepared annual financial statements.
- Liquidated and closed the company.
Jun 2017 - Jun 2018
1 year 1 monthFrankfurt, Germany
Mentor of a Refugee intern
DekaBank
- Mentored a refugee intern.
Mar 2017 - Mar 2019
2 years 1 monthFrankfurt, Germany
Specialist for private banking solutions & digitalization
DekaBank
- Collaborated on a cross-bank digital private banking initiative.
- Managed the sub-project for quantitative risk profile determination for corporate clients.
- Led the project for a digital service to automate investment strategy creation for advisors.
- Represented Private Banking to client decision-makers at presentations and training sessions.
- Developed process-optimizing tools within the unit.
- Enhanced a portfolio optimization tool.
- Validated capital market parameters for structured private banking solutions.
Nov 2015 - Feb 2017
1 year 4 monthsFrankfurt, Germany
Trainee in Wealth Management
Deka Investment GmbH
- Supported and developed decision bases for investment allocations.
- Managed portfolios of individual mutual funds.
- Independently developed Excel VBA applications for investment analysis in risk management.
- Gained technical insights through rotations in capital market trading, fundamental research, fund management and strategy.
Jun 2015 - Aug 2015
3 monthsFreiberg, Germany
Volunteer
Deutsches Rotes Kreuz
- Assisted in setting up and running a refugee shelter.
Jun 2014 - Sep 2014
4 monthsKolkata, India
Internship in the Indian mech. engineering sector
VDMA India
- Worked on databases to improve networking between Indian and German companies.
- Organized events and invited decision-makers from Indian companies.
Nov 2013 - Nov 2013
1 monthBerlin, Germany
Tutor for Financial Accounting
EBC Hochschule
- Tutored first-semester students in financial accounting.
Jun 2013 - Sep 2013
4 monthsFreiberg, Germany
Internship in Banking for corporate clients
Sparkasse Mittelsachsen
- Arranged financing for corporate clients and prepared financing options.
- Prepared financial covenants.
Mar 2013 - Mar 2013
1 monthŞile, Turkey
Team Manager, Enterprise 2013 Competition
Isik University
- Managed a team of six members.
- Achieved the highest share price among all simulated companies in the MarkStrat simulation.
Languages
German
NativeEnglish
AdvancedSpanish
AdvancedFrench
AdvancedItalian
Advanced Education
Feb 2014 - Jun 2014
James Cook University
Singapore
Sep 2012 - Jul 2015
EBC Hochschule Campus Berlin
Bachelor, Focus Finance · International Business Management · Berlin, Germany · 1.49
Sep 2004 - May 2012
Samuel-von-Pufendorf Gymnasium
A-Level · Flöha, Germany · 2.0
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