Peter Merz
Managing Partner without operational responsibilities
Experience
Managing Partner without operational responsibilities
pt plus GmbH & Co. KG
- full-service marketing agency for global technology corporations
Managing Partner
vanedo GmbH
- consulting and interim management
- lecturer and trainer
- design and implementation of accounting and controlling systems as management information systems
- project and program controlling
- strategic and operational controlling
- accounting, monthly, quarterly and annual financial statements
- group consolidation and group controlling
- financial reporting (including non-financial data like ESG/CSRD sustainability)
- calculation and modeling of business cases including scenario and sensitivity analyses
- risk controlling and asset valuation
- investment management as well as M&A
- management of commercial processes and SLA provider management
- banking regulation and reporting, bank management
- IT migrations (design, testing, implementation)
- development of standard software solutions (e.g., Excel, Access) for data pre- and post-processing from core banking and ERP systems
- personnel management (team building, employee development, management by objectives)
- project overview:
- Sparkassen financial group: migration of the overall bank management system (new bank control) – technical testing, implementation, and system configuration, updating IT structures and processes (DORA); interim leadership of the finance department – responsible for preparing financial statements including consolidation and audit, preparing reporting of non-financial data like ESG/CSRD sustainability; process design for provisions accounting (IFRS fast-close)
- cooperative financial group: migration to the agree21 core banking system – bank management, regulatory reporting, payment transactions, deposit business, taxes (esp. capital gains tax, FATCA, CRS); rollout of profit center accounting (synchronizing IFRS accounting and management accounting values, especially for capital markets activities)
- Deutsche Bank, Frankfurt: strategic planning (alignment of global division and local legal entity plans); process relaunch of non-performing loans (NPL) reporting after offshoring to an in-house shared service center
- Deutsche Börse AG: Head of Unit Regulatory Reporting – banking supervisory reporting (KWG, SolvV, LiqV, FinRep/CoRep, CRD/CRR)
- NIBC Bank and IKANO Bank: interim head of finance – responsible for preparing annual financial statements including consolidation and audit, regulatory reporting (KWG, SolvV, LiqV, FinRep/CoRep, CRD/CRR), tax filings and returns
- KUKA Robotics: interim management of group consolidation and group controlling – responsible for preparing consolidated financial statements, updating the consolidation manual
- PHOENIX Pharmahandel: implementation of an application for group consolidation and integrated group controlling
- B. Braun Pharma and medical supplies: design of IFRS group cash flow calculation
- Rothenberger Tools: support in selecting software for consolidation and integrated group controlling
Head of Finance/Controlling (Asset Management & Planning)
Techem Energy Contracting GmbH
business and technical project controlling
planning/budgeting
sales controlling and key account management
monthly, quarterly and annual financial statements (including audit and group reporting)
cash and receivables management
procurement and management of commercial processes (in-house and outsourced)
IT systems
key projects:
outsourcing of receivables management/collections
reporting to the financial investor
changes in the annual financial statements for the short fiscal year
Senior Manager
Evimcon GmbH
consulting for mid-sized corporations on group consolidation and integrated group controlling
sales and acquisition
project leadership, management and controlling
requirements evaluation and software selection
project support during software implementation
process optimization in preparing consolidated financial statements (fast close)
key projects:
workshops for software selection
interim management in accounting and controlling
creation of proposal templates and setup of demonstration applications for consolidation
Head of Finance/Controlling
CONTEXT Management Consulting Unternehmensberatungsgesellschaft mbH & Co. KG
controlling of the corporate group
business project controlling and management
sales controlling and key account management
workforce planning
mergers & acquisitions
cash and receivables management
procurement and management of external service providers (SLA provider management)
annual financial statements
key projects:
introduction of project contribution margin accounting
change of the bonus system for professionals
implementation of reporting for the international cooperation partners of the Eurogroup Consulting Alliance
Managing Partner
Coledampf’s Culturcentrum KG
- Revising the partnership agreement
- Further developing the branch concept
Head of Accounting/Finance
Deutsche Ärzteversicherung AG
Leading accounting
Monthly, quarterly, and annual financial statements
Annual reports
Debt collection
Institutional investment management, including real estate administration
Controlling
Reporting to supervisory bodies
Key projects:
Annual financial statements and annual reports for seven professional pension schemes (total investment assets over €10 billion)
Preparations to establish a management company for the pension schemes
Head of Controlling
Landesbank Berlin
- Overall bank management
- Planning/budgeting
- Cost and revenue accounting, profit center accounting
- Product costing
- Advising business units
Project Manager, Credit Reporting
Landesbank Berlin
- Designing and implementing processes and structures for credit reporting (Sections 13 et seq. of the German Banking Act)
- Programming applications for credit reporting (MS Access, SQL queries)
Credit Auditor
Landesbank Berlin
- Procedural and credit engagement audits (preparation, execution, and reporting)
Deputy Chairman and Managing Director
Student Loan Association (Studentische Darlehnskasse e.V.)
- Executive Management
- Accounting
- Annual Financial Statements and Business Report
- Preparing, following up on, and leading committee meetings
- Recruiting and onboarding new employees
Loan Officer
Student Loan Association (Studentische Darlehnskasse e.V.)
- Advising students
- Processing loan applications
- Managing payment reminders and collections
Intern
Arthur Andersen & Co. GmbH, Audit and Tax Consulting Firm
Intern
First National Bank
Industries Experience
See where this freelancer has spent most of their professional time. Longer bars indicate deeper hands-on experience, while shorter ones reflect targeted or project-based work.
Experienced in Banking and Finance (27 years), Professional Services (20.5 years), Advertising (7.5 years), Energy (2.5 years), Arts and Crafts (0.5 years), and Insurance (0.5 years).
Business Areas Experience
The graph below provides a cumulative view of the freelancer's experience across multiple business areas, calculated from completed and active engagements. It highlights the areas where the freelancer has most frequently contributed to planning, execution, and delivery of business outcomes.
Experienced in Finance (33.5 years), Accounting (28 years), Project Management (23.5 years), Marketing (7.5 years), Information Technology (3.5 years), and Procurement (2.5 years).
Summary
- result-oriented and goal-focused when completing tasks
- in people management demanding performance while always supporting employees
- during problem situations assertive and ready to handle conflicts when necessary, balanced and inclusive in finding and implementing solutions
- strong communicator externally and experienced in presentations
Skills
Design And Implementation Of Accounting And Controlling Systems As Management Information Systems
Project And Program Controlling
Strategic And Operational Controlling
Accounting, Monthly, Quarterly And Annual Financial Statements
Group Consolidation And Group Controlling
Financial Reporting (Including Non-financial Data Like Esg/csrd Sustainability)
Calculation And Modeling Of Business Cases Including Scenario And Sensitivity Analyses
Risk Controlling And Asset Valuation
Investment Management As Well As M&a
Management Of Commercial Processes And Sla Provider Management
Banking Regulation And Reporting, Bank Management
It Migrations (Design, Testing, Implementation)
Development Of Standard Software Solutions (E.g., Excel, Access) For Data Pre- And Post-processing From Core Banking And Erp Systems
Personnel Management (Team Building, Employee Development, Management By Objectives)
Erp Systems (Sap, Navision, Oracle, Jd Edwards, Datev)
Applications For Controlling/reporting, Planning, Group Consolidation And Integrated Group Management (Sap Bcs, Business Objects [Sap], Hyperion [Oracle], Cognos [Ibm], Sas, Lucanet, Idl Konsis)
Banking Industry Software (Sap Ba, Agree21, Osplus, Bais, Abacus360, Murex, Calypso, Midas, Vr Control)
Big Data Analysis (Microstrategy, Qlikview, Powerbi)
Microsoft Office (Especially Excel And Access)
Artificial Intelligence Applications (Chatgpt, Ms 365 Cockpit)
Languages
Education
Free University of Berlin; Technical University of Berlin
Diploma in Business Administration · Business Administration · Berlin, Germany
Kreissparkasse Calw
IHK-certified Bank Clerk · Bank Clerk · Calw, Germany
High school diploma (Abitur) · Gummersbach, Germany
Certifications & licenses
Pilot License
Profile
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