Julia Petrich
CFO & Managing Director
Experience
CFO & Managing Director
Tomorrow Education Group GmbH
- Inhousing and responsibility for financial accounting for 15 companies within the group (HGB)
- Selection of auditors
- Central point of contact for tax advisors, auditors and the tax office
- Execution of the first full consolidation in the group and support of auditors
- Execution and support of the planning process across all companies
- Strategic guidance and development of the group, direct CEO reporting and exchange
- Recruiting and building a completely new finance team & onboarding new employees
- Team leadership
- Design and delivery of staff workshops and training
- Establishment of controlling & reporting
- Finalization of the consolidated financial statements including drafting the management report
- Ensuring the preparation of complete & accurate monthly financial statements for all companies within the holding
- Reduction of the monthly closing process by 10 days
- Processing of payment transactions and cash management for the holding
- Preparation of intercompany billing as a service company within the group
- Revision of authorization concepts
- Implementation of DATEV Kanzlei Rechnungswesen
- Introduction of HR tool Personio
- Introduction of the Moss system as an expense tool, budget control and preliminary accounting across all entities
- Introduction of LucaNet for consolidation, reporting & planning
- Project initiation and execution of an automation solution for revenue postings (development of an in-house application)
- Ongoing review of existing contracts
- Contract negotiations
- Preparation and support of a full M&A process
- Selection of advisory firms for preparing FDD & CDD
- Co-supervision of the preparation of the Financial Factbook with external consultants
- Direct exchange with external consultants, investment banks, lawyers and house banks as part of due diligence
- Management of external service providers (data protection officers, consultants, lawyers)
- Complete review of the payroll and salary payment process
- Handling various HR topics
- Design and conduct of finance meetings within the holding with all managing directors
- Management of the group's rental properties
- Procurement
- Setup of IT functionalities and admin tasks, interface to external IT service providers
Business Manager / Director – Frankfurt & Stuttgart Site Manager
Treuenfels GmbH Projects Düsseldorf
- Establishment and expansion of the Frankfurt site, leading the team
- Additional management and support of the Stuttgart site and further expansion since July 2022
- Central coordination of project assignments within the company and support of project team members since May 2022
- Power of attorney holder since August 2021
- Further development of the business unit
- Support of strategy development and strategic company initiatives
- Support of large internal projects
- Cooperation within the holding
- Interface to legal, compliance and IT
- Introduction of tools and process automations
- Acquisition of new clients and management of existing clients
- Management of key and target accounts
- Development of sales strategies and generation of sales opportunities
- Identifying market trends and requirements
- Structuring proposal processes and contract drafting
- Professional and personal support of client projects
- Development of technical topics
- Project planning for companies
- Carrying out personnel decisions, job interviews and hirings
- Personnel and development discussions
- Introduction of a cross-company skill matrix for project staff
Deputy Teamhead / Senior Manager Financial Planning & Analysis
Hyundai Capital Bank Europe GmbH
- Preparation of the newly founded bank after obtaining the full banking license
- Introduction of the new controlling system zeb.control and implementation of additional control systems
- Technical support and coordination in collaboration with external test management
- Progress monitoring of development steps
- System testing and verification of the correct transfer of accounting-relevant data
- Handling interface issues with involved providers
- Report creation and DWH usage for reporting and testing as part of the portfolio migration
- Preparation and follow-up of committee meetings for the entire finance and treasury area
- Support of corporate planning regarding budget, profitability and other control-related topics
- Support of NPP processes from a controlling perspective
- Building a sales controlling system for detailed sales management
- Handling headquarter requests and ad-hoc analyses
- Creation and further development of management reporting
- Review of outsourcing activities, cost reporting and future control elements
- Preparation and coordination of the management report
- Communication and coordination with the South Korean headquarters
- Profitability calculations and active cost management
- Coordination of the FP&A team and coordination with other departments since July 2017
- Conducting operational corporate planning
- Special report development for external services, outsourcing and IT
- Analysis of existing outsourcing processes and development of optimization approaches (Toronto, March–June 2018)
- CFO support as part of the Global Finance Forum for all Hyundai Capital entities (Seoul, April 2017)
Controller
DEG - Deutsche Investitions- und Entwicklungsgesellschaft mbH (KfW Gruppe)
- Professional support of reporting and control instruments against the background of supervisory and accounting law
- Responsibility for ongoing reporting and preparation of business administration analyses
- Preparation of committee meetings
- Development and implementation of instruments for overall bank management and performance management
- Further development of cost and performance accounting towards cost type management
- Management of individual cost types
- Ensuring adaptation and accuracy of the management information system (MIS)
- Ad-hoc analyses and various project work
- On-site visit and support of cashew farmers in Ghana with supply chain analysis and exchange with ambassadors, the agricultural industry, the European Parliament and NGOs (February 2015)
Controlling Officer
DZ Hyp AG (ehem. WL BANK AG)
- Planning, steering and monitoring corporate success and ensuring long-term security of market positions
- Calculation of market values for securities and basic transactions within the framework of HGB/IFRS accounting
- Preparation of the basis-point-value report
- Profit center accounting for treasury, money and capital market
- Cost accounting
- Support of corporate planning and introduction of a balanced scorecard
- Planning calculations and result analyses
- Maintenance of a profit-oriented information system
- Participation in projects, further development of data processing systems and processes
- Support of product launch processes
- Special tasks and ad-hoc analyses
Borrower / Collateral Change Advisor
DZ Hyp AG (formerly WL BANK AG)
- Borrower changes in connection with divorces, inheritances, and changes within companies
- Pledge exchanges, including real estate valuations
- Release of collateral
- Creditworthiness and credit capacity checks
- Other related tasks
Summary
With over 20 years of expertise in corporate management, finance and strategic development, I combine solid subject knowledge with strong leadership skills and an entrepreneurial vision. As CFO and two-time Managing Director within the Tomorrow Education Group, I have been responsible for the entire financial management of 15 group companies – from the successful implementation of the first full consolidation, to building a high-performance finance team, to fully digitizing all financial processes.
My strength lies in quickly grasping complex management issues and pragmatically implementing sustainable solutions.
Whether it's setting up structures, optimizing processes, supporting M&A or change management – I create efficient frameworks for lasting business success. I always keep the big picture in mind: strategic orientation, risk management and balancing profitability and growth.
As a certified (business) mediator, leadership coach, trainer and with an additional part-time MBA in Applied Psychology for Business, I bring not only my business administration expertise but also in-depth skills in leadership, organizational development and conflict resolution.
My leadership approach is based on appreciation, empowerment and the targeted development of my teams – for their personal success and that of the company.
I feel at home in international environments as well as in complex, dynamic change situations. With a strong hands-on mentality, strategic foresight and the ability to inspire, enable and organize teams, I look forward to new challenges.
Skills
Solution-oriented
Flexible
Organized & Structured
Pragmatic
Curious
Experienced With Complexity
Lifelong Learner
Appreciative
Team-oriented
Empathetic
Hands-on
International
Datev Kanzlei Rechnungswesen
Datev Unternehmen Online
Ms Office 365
Lexware
Lucanet
Sap R/3 (Fi / Co / Mis)
Carerix
Hubspot (Crm)
Infor
Qliksense
Hyperion
Zeb.control
Zeb. Alm
Jira Atlassian
Confluence
Echobot
Brevo
Citrix
Efdis
Bank21
Vba
Sql
Thinkcell
Miro
Mural Board
Sendinblue
Mailjet
Lotus Notes
Canva
Wix
Languages
Education
ConsensusCampus
Business Mediation · Munich, Germany
Hochschule Burgenland / Austrian Institute of Management
MBA · MBA Applied Psychology in Business · Austria
Akademie Deutscher Genossenschaften ADG
Certified Bank Business Economist BankCOLLEG · Banking Management · Montabaur, Germany
Certifications & licenses
IFRS Certificate Program
ACCA - Association of Chartered Certified Accountants
Mediation | Internationally Certified Mediator
ConsensusCampus
DATEV Accounting
EHV - European University Association
Balance Sheet Tax Law
Tax-Academy | Prof. Dr. Wolfgang Kessler GmbH
Train-the-Trainer (IHK)
IHK
Resilience Trainer
Akademie für Sport und Gesundheit
Six Sigma Yellow Belt
Six Sigma College Düsseldorf (SSCD)
Leadership Coach
Dr. Migge Seminars - Continuing Education Institute Westfalen Lippe
Psychological Consultant - Personal & Business Coach
sgd
Burnout Consultant
Akademie für Sport und Gesundheit
Leadership Training of the Diversity Innovation Support Scheme
Bergische Universität Wuppertal / Aston Business School / Institut Kienbaum@ISM / Birmingham Chamber of Commerce
Exercising Leadership: Foundational Principles
HarvardX / Harvard University
Project Management | Certified Associate Project Manager (Euro-FH)
European Distance Learning University Hamburg - Euro-FH
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