Ricardo Morita - Controlling - Change Management

Q: Where is Ricardo based?

Ricardo is based in Krefeld, Germany .

Q: What languages does Ricardo speak?

Ricardo speaks the following languages: German (Native), Portuguese (Native), English (Advanced), Spanish (Elementary), French (Elementary), Japanese (Elementary) .

Q: How many years of experience does Ricardo have?

Ricardo has at least 20 years of experience. During this time, Ricardo has worked in at least 28 different roles and for 30 different companies . The average length of individual experience is 1 year and 8 months . Note that Ricardo may not have shared all experience and actually has more experience.

Q: What is Ricardo's latest experience?

Ricardo's most recent position is Controlling staff unit (CFO/Head of Controlling) at IT security solutions .

Q: What companies has Ricardo worked for in recent years?

In recent years, Ricardo has worked for IT security solutions , Retail & E-Com (Private Equity) , Industry Services , SaaS company , and Digital company SaaS and retail .

Q: Which industries is Ricardo most experienced in?

Ricardo is most experienced in industries like Retail , Information Technology (IT) , and Manufacturing . Ricardo also has some experience in Healthcare , Professional Services , and Automotive .

Q: Which business areas is Ricardo most experienced in?

Ricardo is most experienced in business areas like Finance , Project Management , and Information Technology (IT) . Ricardo also has some experience in Accounting , Business Intelligence , and Strategy and Planning .

Q: Which industries has Ricardo worked in recently?

Ricardo has recently worked in industries like Retail , Information Technology (IT) , and Professional Services .

Q: Which business areas has Ricardo worked in recently?

Ricardo has recently worked in business areas like Information Technology (IT) , Business Intelligence , and Finance .

Recommended expert

Krefeld, Germany

Experience

Oct 2025 - Dec 2025

3 months

Essen, Germany

Controlling staff unit (CFO/Head of Controlling)

IT security solutions

Process optimization, process design
Business partnering, target vision
Team building
Workflow design
Budget, MEC
SAP S/4HANA, Board

Mar 2022 - Dec 2024

2 years 10 months

Düsseldorf, Germany

Senior Controller / Consultant / Change Manager

Retail & E-Com (Private Equity)

Entity controlling Austria and carve-in/integration
Business reporting and KPIs
Budget & forecast & cash & taxes
Data and workflow optimization (Tagetik, Infor)
Support closing activities (MEC and YEC)
Team building
Special projects & IT workgroup lead
BPMN (Archi)

Jan 2022 - Mar 2022

3 months

Neuss, Germany

Consultant Reporting and DWH

Industry Services

Business reporting
KPIs, IBCS reporting
Data integrity and process optimization
Power BI integration

Aug 2021 - Dec 2021

5 months

Munich, Germany

Head of Controlling

SaaS company

Team building, strategy, roles & responsibilities
KPIs, business modelling
Optimization and implementation of controlling processes
Implementation of business partnering
Budget and forecast
Support introduction of new ERP system, Power BI
LucaNet

Jan 2020 - Jun 2021

1 year 6 months

Düsseldorf, Germany

Consultant business process and process optimization

Digital company SaaS and retail

Controlling concept (P2P, O2C, R2R, BUD, cost allocation, project controlling)
Process resilience, risk management, and change management
Department support
Project management support
ERP migration
Odoo / SAP / Tableau
Agile working / SCRUM

Jul 2018 - Sep 2019

1 year 3 months

Reutlingen, Germany

Senior Controller

International automotive & retail group

Post Merger Integration (PMI)
Daily Biz, corporate controlling, business controlling, project controlling, sales controlling, B2B & retail, private equity
BI (MS-SQL, Delta Master)
SAP FI/CO, functional support for implementation/customizing, process optimization and data flow, IT liaison
Budget / Rolling Forecasts
implementation/optimizations of reporting (Excel reporting), KPIs
support in the design and introduction of retail controlling
Special Tasks
team building/department setup/change management
introduction of controlling processes
cost reduction programs
dashboards, reporting/presentations

Mar 2017 - Apr 2018

1 year 2 months

Augsburg, Germany

Senior Controller

International plant engineering group

Daily Biz, corporate controlling, project controlling (focus), POC
financial closing activities under HGB, IFRS. Fast close
SAP FI, PS, SD, CO, SEM-BCS, HANA implementation, Excel, Access
Budget / Rolling Forecasts
optimizations of reporting (Excel reporting), KPIs
optimization of controlling processes
special tasks, migration support (HANA)
team building
dashboards, reporting/presentations

May 2016 - Oct 2016

6 months

Wuppertal, Germany

Project Lead Consultant / Sales Consultant

Mid-sized fashion company

introduction of sales controlling
sales in Germany, retail
support for building a sales network, trade shows and PR

Aug 2015 - May 2016

10 months

Cologne, Germany

HQ/BU Controlling & Reporting Staff - Finance Excellence

Industrial investment goods

design and implementation of a reporting system, master data definition, KPIs, dashboard and follow-up definitions
optimization and introduction of controlling processes (small projects)
team building
support for the introduction of SAP BW, BeX Analyzer
SAP PS, MM, SD, CO, FI
large projects controlling (PoC), forecast, budget, production controlling/management
project management (Prince 2)
Change Management

Sep 2013 - Oct 2014

1 year 2 months

Neuss, Germany

Reporting Consultant - Finance Excellence

Japanese electronics group

Project GAIA support
design and implementation of a reporting system, master data definition, KPIs, dashboard, etc.
B2B and retail
support for company-wide (EU region) ERP implementation (Oracle, HFM, SSRS, MS-SQL)
project management

Aug 2011 - Apr 2015

3 years 9 months

Düsseldorf, Germany

Managing Director / CFO

Leading eHealth 2.0 provider

Finance & Controlling (daily business, private equity)
Budget, forecasting and business planning,
Accounting, closing tasks, cash flow, treasury,
Controlling, reporting, analysis (B2B & retail)
Investor relations, private equity, due diligence,
Sales and marketing (strategy, print, online, business development)
Demand management
Head of legal (contract and contract management,)
Head of HR (recruiting, HR development)
Head of ICT (IT architecture, setup, etc.)
Head of software development (web app, iOS, Android)
International project management (India, Thailand, Indonesia)

Nov 2010 - Sep 2011

11 months

Düsseldorf, Germany

Strategy staff (board)

Renowned bank

Sales process (M&A)
Document management
Information management and censorship.
NDA

Jul 2010 - Dec 2010

6 months

Neuss, Germany

Financial analyst and controller

International automotive manufacturing company

Project, investment and production controlling
Daily business reports and ad hoc reports
Consolidation and month-end closing
Support for SAP rollout
Support and process optimization in financial accounting (FSC)
Support for restructuring and cost reduction program (insolvency)
Support for investor process.

May 2009 - Sep 2009

5 months

Düsseldorf, Germany

Head of controlling, Germany HQ

International staffing service provider

Support for global integration of Axapta for the German business, transition and transformation at the interface.
Head of business controlling and support for the management
Developed an automated commission calculation with IT
Support for accounting and closing tasks (FSC), deputy head of finance
Support for IT / demand management
Process description and documentation (SOX)
Subproject leadership

Dec 2008 - Mar 2009

4 months

Sankt Augustin, Germany

Lead controlling PMI

International pharmaceutical company

Post merger integration (PMI) in accounting and controlling
Assisted in creating the monthly report from a DATEV environment
Treasury
Conceptualized and implemented reporting tools and reconciliation schedules
Reconciled individual financial statements to the consolidated financial statements
Transitioned reporting from HGB to IAS/IFRS
Assisted in transitioning accounting from HGB to IAS/IFR
Assisted in budget preparation and personnel plan costing
Development of personnel metrics
Subproject leadership

Nov 2008 - Dec 2008

2 months

Ratingen, Germany

Senior Controller

International Logistics Company

Preparation of the CSR annual report for the German branch of TNT Post (Netherlands)
Controlling
Participation in setting up an IT-based solution for monthly reporting of CSR data
Collection, compilation, and analysis of all data
Subproject leader

Nov 2007 - Oct 2008

1 year

Koblenz, Germany

Head of Controlling and Deputy CFO

International Agro/Chem Group

Post Merger Integration (PMI)
All controlling activities including production controlling and sales controlling (B2B and retail)
Support in year-end closing
Support for accounts receivable and accounts payable accounting
Support for customer service
Operational site reporting
Treasury
Post-merger integration of the organization and reporting of the medium-sized family business into the corporate group
Reporting basis under HGB and IAS/IFRS, consolidation
Ongoing coordination and reporting of sales and revenue activities across all regions (EAME)
Continuous optimization of reporting, especially harmonization of cost center accounting and alignment with the corporate standard
Customizing local reports in Navision
Hyperion reporting
Intercompany matching (ICM) and support for coordinating international farms
License reporting, billing, and contract management
Variance analysis of overhead costs, COGS/functional costs, and sales
Preparation of forecasts and the annual plan including LEs and ad hoc estimates in cooperation with departments (Sales, OVHs, COGS, personnel planning), especially transitioning the reporting fiscal year from May–June (seasonal) to January–December (group)
Implementation of SAP FI/CO and migration from Navision (FSC), demand management
Ad hoc projects
Documentation and SOX
Transfer pricing
Tolling
Department size: 3.5 FTEs
Defining cost centers and training employees
Processes and procedures (SOX)
Project management (including migration, implementation, approval by auditors)

Jun 2007 - Nov 2007

6 months

Koblenz, Germany

Head Controller / Business Area & Site Controller

International Steel & Construction Group

All controlling activities including investment and production controlling
Controlling of investments
Treasury
Operational reporting for the EU and Middle East business unit (EAME)
Ongoing coordination and reporting of sales and revenue activities across all regions
Continuous optimization of reporting, especially cost center accounting and partial contribution margin accounting
Optimization of the monthly report and all data bases (Excel reports, third-party system extracts from Hyperion and Navision)
Variance analysis of overhead costs, COGS/functional costs, and sales
Participation in inventory valuation and calculation of specific costs
Preparation of forecasts and annual plans, including all estimates, in cooperation with departments (OVHs, COGS, personnel planning), notably shifting the fiscal year from January–December to April–March
Cash flow optimization and forecasting including overdues and bad debts
Intercompany eliminations
Support in the implementation of Navision (demand management)
Support for the central office in Hyperion reporting
Migration of the EU Navision reporting system to the global Hyperion framework
Reporting basis under HGB, IAS/IFRS, and Indian GAAP, consolidation
Ad hoc projects
Documentation and SOX
Training the new divisional controller in reporting
Subproject management (SAP CO)

Nov 2006 - Dec 2006

2 months

Nuremberg, Germany

HR Consultant

National Technical Service Company

Employee selection and recruitment for the service department

Oct 2006 - Dec 2008

2 years 3 months

Düsseldorf, Germany

General Manager / Project Manager

Online Shop

Marketing
Sales
IT
Finance / Controlling
Supply chain
Customer service
Demand management

Jun 2005 - Dec 2006

1 year 7 months

Bonn, Germany

ICT Consultant

International ICT Group Global Player

Corporate organization and telecommunications, telecom industry trends
Creation of strategic position papers
Business model development for NGN and Triple Play
NGN (Next Generation Networks)
Creation of thesis papers
Preparation of technical presentations on NGN, Triple Play, and business unit integration
Sales coaching for employees
Employee coaching on DMS
Development of a sales calculator for DMS
Various market studies
Sales coaching for internal staff and preparation for sales activities
Development of a profitability calculator for DMS (Document Management Systems) to support sales.

Jun 2005 - Aug 2005

3 months

Bonn, Germany

Sales Consultant

National Personnel Service Provider

Sales coaching for employees
Employee coaching on DMS
Development of a sales calculator for DMS
Sales controlling

Mar 2005 - Mar 2006

1 year 1 month

Berlin, Germany

Certified consultant for SME inquiries

BMWA

Consulting on online inquiries.
Business start-up and financing.
Business plans.
Organization & company formation.
Awareness and handling of legal inquiries (no legal advice).

Mar 2005 - Jun 2005

4 months

Hamburg, Germany

PMI Consultant

International Logistics Provider

Harmonization of reports from various sources (PMI)
Implementation of an integrated reporting concept for consistent and uniform presentation and control of all relevant business processes.
Standardization of the reporting system and KPIs including BSC
Development of a user-friendly, Excel-based reporting system based on Dupond (dashboard)
Process documentation and definition of new KPIs
High-level concept for data flow and IT implementation (Master Data Management)
Handover to Horvath & Partner for finalization
Project manager for Master Data Management

Jun 2004 - Sep 2004

4 months

Berlin, Germany

Consultant VAT / Setup and Incentives

Logistics PPP

Subproject for quality assurance and monitoring of the incentive project within the overall process
Additional quality assurance and controlling
Modeling of necessary subprocesses and workarounds for the smooth integration of the special project into operational workflows
Project management, documentation, and project controlling / demand manager
Lead of the subproject for sending mass emails with replies
Responsible for contracted temporary staff (5 FTE)

Jun 2004 - Jun 2004

1 month

Frankfurt, Germany

Consultant

Large National Real Estate Company

Participation in the development of a controlling tool based on Excel/Access for budget planning and reporting

Nov 2003 - Jan 2005

1 year 3 months

Freiburg im Breisgau, Germany

Consultant

Local audit firm

Revision of the strategy concept
Development of a new concept for the firm
Scheduling of new measures
Implementation support
Accounting and advisory services (clients)
Project manager

May 2003 - May 2004

1 year 1 month

Düsseldorf, Germany

Controller

Largest national real estate company

Involvement in setting up the department, including property and contract controlling
Participation in developing a controlling and reporting tool based on Excel/Access
Support in SAP customizing
Contribution to designing the BSC system, especially around contract management and property controlling
Subproject controlling as part of project management
Project coordination and control of entering third-party contracts in SAP-RE
Subproject leadership
Project controlling
Establishing a customer and contract management system based on SAP-RE
Professional support and involvement in customizing SAP-RE Extension, including conducting acceptance tests
Creation of work instructions
Support of operational business
Support of the BSC
Coaching the full-time staff (approx. 30 FTE)

Jan 2003 - May 2003

5 months

Freiburg im Breisgau, Germany

Consultant / Project Manager

Local audit firm

Work process analysis
Support in developing a personnel development plan
Creation and implementation of an IT concept
Optimization of DATEV integration and use
Support of operational business

Jul 2000 - Nov 2000

5 months

Greifswald, Germany

Developer - Controlling

International technology global player

Development of an IT solution for handling alternative material procurement
Production controlling
Involvement in sales
Support for purchasing
Accounting (accounts receivable, accounts payable, account reconciliation, closing preparation)

Jan 2000 - May 2000

5 months

Sopron, Hungary

Consultant and CRO

Construction and Retail AG

Hands-on implementation of core controlling and administrative processes.
Implementation of treasury and harmonization of liabilities resulting in new credit lines.
Development of a strategic controlling system.
Introduction of a BSC/KPI system.
Development of central dashboards.
Process and workflow optimization.
HR support and personnel recruitment process.
Support for the conversion from a GmbH to a non-listed AG.
Implementation of a cash management system and performance metrics for financial and project controlling.
Conducting benchmarking and SWOT analyses.
Development of sales area and retail concepts.
Leading transformation projects

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 Retail (8 years), Information Technology (5.5 years), Manufacturing (4 years), Healthcare (3.5 years), Professional Services (2.5 years), and Automotive (1.5 years).

Retail

Information Technology

Manufacturing

Healthcare

Professional Services

Automotive

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 (15 years), Project Management (12 years), Information Technology (10 years), Accounting (7.5 years), Business Intelligence (6.5 years), and Strategy (4 years).

Finance

Project Management

Information Technology

Accounting

Business Intelligence

Strategy

Summary

I have extensive experience in controlling, PMI, change management and process optimization across various industries such as technology, retail, manufacturing and financial services. I have built strong skills working with ERP systems like SAP and power BI integrations, business reporting, KPI development, and teambuilding.

I focus on improving workflows, streamlining reporting and budgeting processes while managing change in complex environments. My hands-on approach in driving business transformation and optimizing controlling functions has delivered measurable improvements and operational efficiencies over the years.

Skills

Experience

Many Years Of Experience (20+ Years) As A Consultant And Manager In Various Industries, Focusing On Controlling And Finance.
Extensive Expertise In Post-merger Integration (Pmi) Projects, Including Harmonizing Financial Processes And Organizational Structures.

Controller / Finance Manager

Solid Knowledge In Controlling (Poc, Sales, Finance, Project, Production), Budgeting And Cost Management, Finance.
Experienced In Reporting, Analysis, Planning, And Strategy Development.
Extensive Expertise In Liquidity, Investment, And Risk Management, As Well As Corporate Governance.
Knowledge Of M&a Processes, Carve-in, Carve-out.
Confident Handling Of Erp Systems Such As Sap Fi/co, Datev, Navision, Oracle (Hfm), And Axapta.
Experience Leading Controlling Departments.
Development Of Controlling Concepts (P2p, O2c, R2r, Bud, Cost Allocation, Project Controlling).
Strong Skills In Budgeting, Forecasting, Cash Flow Management, And Treasury.
Experience Creating And Optimizing Business Reporting And Kpis.
Competence In Data Analysis And Workflow Optimization With Power Bi, Tableau, And Other Dashboard Tools.

Change Manager / Pmi Manager

Extensive Expertise In Project Management, Pmo, Transformations, Integrations, And Process Optimization (Kaizen).
Experience In Stakeholder Management, Communication, And Culture Development.
Specialization In Post-merger Integration (Pmi), Including Harmonizing Financial Processes And Organizational Structures.
Proven Success In Change Management And Process Optimization, Including Implementing Agile Working Methods (Scrum).
Skills In Leading And Building Teams, Including Teambuilding And Onboarding.

Industries

Telecommunications
Automotive
Logistics
Banking
Public Administration
Healthcare (Ehealth / Mhealth)
Real Estate
Software Development
Auditing
Agrochemicals
Electrical & Metal
Pharmaceuticals
Manufacturing (Mechanical Engineering, Steel)
Hr Services
Trade (Retail & E-com)
Care & Beauty
Crafts

It Skills

Extensive Know-how Of The Microsoft Office Suite (Word, Excel, Powerpoint, Access, Outlook, And Ms Project).
Extensive Knowledge Of Sap.
Extensive Knowledge Of Navision.
Extensive Knowledge Of Oracle (Hfm, Etc.).
Good Knowledge Of Axapta.
Extensive Knowledge Of Hyperion.
Extensive Knowledge Of Datev.

Languages

German

Native

Portuguese

Native

English

Advanced

Spanish

Elementary

French

Elementary

...and 1 more

Education

Oct 1997 - Sep 2002

Ernst Moritz Arndt University of Greifswald

Diploma in Business Administration, focusing on personnel economics and organization, production management and logistics, · Business Administration · Greifswald, Germany

Certifications & licenses

AI-Studies (Prompting, Agents, LLM, LCM, MCP, RAG)

Prince2 project management, large-scale project management

Agile working, SCRUM

Certificate in International Accounting course

Certified DSiN consultant for internet security

Business consultant BVW

Profile

Created

January 2026

Last Update

February 2026

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Frequently asked questions

Do you have questions? Here you can find further information.

Where is Ricardo based?

Ricardo is based in Krefeld, Germany.

What languages does Ricardo speak?

Ricardo speaks the following languages: German (Native), Portuguese (Native), English (Advanced), Spanish (Elementary), French (Elementary), Japanese (Elementary).

How many years of experience does Ricardo have?

Ricardo has at least 20 years of experience. During this time, Ricardo has worked in at least 28 different roles and for 30 different companies. The average length of individual experience is 1 year and 8 months. Note that Ricardo may not have shared all experience and actually has more experience.

What roles would Ricardo be best suited for?

Based on recent experience, Ricardo would be well-suited for roles such as: Controlling staff unit (CFO/Head of Controlling), Senior Controller / Consultant / Change Manager, Consultant Reporting and DWH.

What is Ricardo's latest experience?

Ricardo's most recent position is Controlling staff unit (CFO/Head of Controlling) at IT security solutions.

What companies has Ricardo worked for in recent years?

In recent years, Ricardo has worked for IT security solutions, Retail & E-Com (Private Equity), Industry Services, SaaS company, and Digital company SaaS and retail.

Which industries is Ricardo most experienced in?

Ricardo is most experienced in industries like Retail, Information Technology (IT), and Manufacturing. Ricardo also has some experience in Healthcare, Professional Services, and Automotive.

Which business areas is Ricardo most experienced in?

Ricardo is most experienced in business areas like Finance, Project Management, and Information Technology (IT). Ricardo also has some experience in Accounting, Business Intelligence, and Strategy and Planning.

Which industries has Ricardo worked in recently?

Ricardo has recently worked in industries like Retail, Information Technology (IT), and Professional Services.

Which business areas has Ricardo worked in recently?

Ricardo has recently worked in business areas like Information Technology (IT), Business Intelligence, and Finance.

What is Ricardo's education?

Ricardo holds a Master in Business Administration from Ernst Moritz Arndt University of Greifswald.

Does Ricardo have any certificates?

Ricardo has 6 certificates. Among them, these include: AI-Studies (Prompting, Agents, LLM, LCM, MCP, RAG), Prince2 project management, large-scale project management, Agile working, and SCRUM.

What is the availability of Ricardo?

Ricardo is immediately available full-time for suitable projects.

What is the rate of Ricardo?

Ricardo's rate depends on the specific project requirements. Please use the Meet button on the profile to schedule a meeting and discuss the details.