Julia Tessmar
Corporate Finance, Controlling, FP&A, Mergers & Acquisitions
Experience
Manager Transaction Advisory
Alvarez & Marsal
Alvarez & Marsal is a global professional services firm specialising in transaction advisory, turnaround and performance improvement. My role involved working on various financial due diligence projects for corporate and private equity clients.
- Developing a commercial discussion paper and a financial segment analysis framework for a $2b ASX listed company to enhance financial reporting and decision-making capabilities
- Conducting financial due diligence for four bolt-on acquisitions for a software company, including SPA advice and completion accounts
Team Lead Corporate Controlling
IU Group
IU Group is the largest university group in Germany and offers a range of online degree courses and on-campus learning. My role involved establishing a corporate controlling team and managing the financial part of the Group's rollover transaction.
- Head of Financial, HR, and Marketing Controlling with seven direct reports
- Managing several financial due diligence processes and M&A activities
- Advising management on strategic and operational topics
- Leading budget and forecast planning and developing an integrative budget model including financial and operational KPIs
- Establishing management and investor reporting including setting up the cashflow and net working capital analysis
- Introducing and further developing standard processes and implementing cross-divisional projects to optimise data quality
Senior Associate Transaction Services
PwC
PwC is the second-largest professional services network in the world and provides business advisory services such as consulting, auditing, and taxation services. My role involved working on various financial due diligence projects for corporate and private equity clients.
- Collaborating with a diverse, global team to conduct vendor due diligence on a complex carve-out situation for a global industrial player
- Focusing on analysing quality of earnings and sales data to produce comprehensive insights
- Conducting two buy-side projects in the healthcare and consumer and retail sector
- Training interns and associates on Excel analysis techniques and report writing
During the first two years I was part of the European Deals Graduate Programme with eight-month assignments in three different transaction areas, giving me insights into the full deal cycle:
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Valuation, Modelling & Analytics
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Valuation of a pharmaceutical company, derivation of the cost of capital, KPI benchmarking, valuation using DCF method and multiples
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Market analysis for a sell side project of nursing homes for the elderly
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Transaction Services
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Buy-side projects for a private equity client with a buy and build strategy within the health care sector
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Buy-side financial due diligence of a start-up in the transport industry using business intelligence tools
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Deals Strategy
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Commercial due diligence projects on buy- and sell-side for financial investors and industrial companies
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Analysis of business models, markets, customers and competitors
Controlling
Union Investment Privatfonds
Union Investment is a leading international investment company specialising in fund management and tailored real estate solutions. My role included monitoring the sales performance of investment funds for private clients.
- Preparing management presentations on sales performance and security account statistics
- Analysing and generating key performance indicator systems for sales statistics, savings plans and private pension plans
Summary
Languages
Education
Euro-FH
Bachelor of Science · Finance and Management · Hamburg, Germany · very good
Certifications & licenses
Professional Coach
Steffen Kirchner GmbH & Co. KG
Passed CFA exam Level I and II
CFA Institute
Advanced Business Spanish Certificate
Madrid Chambers of Commerce
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