Recommended expert

Ricardo (Tomihide) Morita

Controlling - Change Management - PMI

Ricardo Morita
Krefeld, Germany

Experience

Oct 2025 - Dec 2025
3 months
Essen, Germany

Controlling Staff Unit (CFO/Head of Controlling)

IT-Sicherheitslösungen

  • Process optimization, process design
  • Business partnering, target vision
  • Team building
  • Workflow design
  • Budget, MEC
  • SAP S4/Hana, 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 modeling
  • Optimization and implementation of controlling processes
  • Introduction of business partnering
  • Budget and forecast
  • Support for implementing 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, budget, 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

  • Daily operations, 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
  • setup/optimization of reporting (Excel reporting), KPIs
  • support in designing and introducing retail controlling
  • special tasks
  • team building/department setup/change management
  • implementation of controlling processes
  • cost reduction programs
  • dashboards, reporting/presentations
Mar 2017 - Apr 2018
1 year 2 months
Augsburg, Germany

Senior Controller

International industrial equipment manufacturer

  • daily operations, corporate controlling, project controlling (focus), proof of concept (POC)
  • closing tasks according to HGB and IFRS. fast close
  • SAP FI, PS, SD, CO, SEM-BCS, HANA implementation, Excel, Access
  • budget / rolling forecasts
  • optimization 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

medium-sized fashion company

  • introduction of sales controlling
  • sales Germany. retail.
  • support in building a sales network, trade fairs and PR
Aug 2015 - May 2016
10 months
Cologne, Germany

HQ/BU controlling & reporting staff - finance excellence

industrial investment goods company

  • 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 during introduction of SAP BW, BeX Analyzer
  • SAP PS, MM, SD, CO, FI
  • large project controlling (PoC), forecast, budget, production controlling/management
  • project management (Prince2)
  • 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 area) ERP implementation (Oracle, HFM, SSRS, MS-SQL)
  • project management
Aug 2011 - Apr 2015
3 years 9 months
Düsseldorf, Germany

Management / CFO

Leading eHealth 2.0 Provider

  • Finance & Controlling (Daily Biz, Private Equity)
  • Budget, Forecast & Business Plan
  • Accounting, Financial Statements, Cash Flow, Treasury
  • Controlling, Reporting, Analyses (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)
  • Int. 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

Int. Automotive Manufacturing Company

  • Project, Investment and Production Controlling
  • Daily Business Reports and Ad Hoc Reports
  • Consolidation and Monthly Closing
  • Support SAP Rollout
  • Support and Process Optimization FiBu (FSC)
  • Support Restructuring and Cost Reduction Program (Insolvency)
  • Support Investor Process
May 2009 - Sep 2009
5 months
Düsseldorf, Germany

Germany HQ Head Controlling

Int. Personnel Service Provider

  • Support global integration of Axapta for the German business, including transfer and transformation at the interface.
  • Head of Business Controlling and support of the Executive Board.
  • Development of an automated commission calculation with IT
  • Support financial accounting and closing tasks (FSC), Deputy Head of Finance
  • Support IT / Demand Management
  • Process description and documentation (SOX)
  • Sub-project Management
Dec 2008 - Mar 2009
4 months
Sankt Augustin, Germany

Lead Controlling PMI

Int. Pharmaceutical Group

  • Post-Merger Integration in Accounting and Controlling
  • Support preparing the monthly report from a DATEV environment
  • Treasury
  • Design and implementation of reporting tools and reconciliation calculations
  • Transition of standalone financial statements to consolidated financial statements
  • Transfer of reporting from HGB to IAS/IFRS
  • Support migrating the accounting from HGB to IAS/IFRS
  • Support budget preparation and personnel cost planning
  • Development of personnel key figures
  • Sub-project Management
Nov 2008 - Dec 2008
2 months
Ratingen, Germany

Senior Controller

International Logistics Provider

  • Creation of the CSR annual report for the German business of TNT Post (Netherlands)
  • Controlling
  • Contributing to the setup of an IT-based solution for monthly CSR data reporting
  • Collecting, compiling and analyzing all data
  • Sub-project leader
Nov 2007 - Oct 2008
1 year
Koblenz, Germany

Head of Controlling and Deputy CFO

International Agro/Chem Group

  • All controlling activities, including production controlling and sales controlling (B2B and retail).
  • Support with the annual financial statements
  • 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 SME family business into the corporate organization.
  • Reporting standards HGB and IAS/IFRS and consolidation.
  • Ongoing coordination and reporting of sales and revenue activities in all regions (EAME)
  • Continuous optimization of reporting, especially harmonizing cost center accounting and aligning with group standards
  • Customizing of local reports in Navision
  • Hyperion reporting
  • Intercompany matching (ICM) and support in coordinating the international farms.
  • License reporting, invoicing and contract management
  • Variance analysis of overhead, COGS/functional costs and sales
  • Preparation of forecasts and the annual plan, including latest estimates (LEs) and ad hoc estimates, in collaboration with specialist departments (sales, overheads, COGS, personnel plan). This includes specifically transitioning the reporting financial years 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.
  • Definition of cost centers and staff training
  • Processes and procedures (SOX)
  • Project management (including migration, implementation and 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 subsidiaries
  • Treasury
  • Operational reporting for the EU and Middle East business unit (EAME)
  • Ongoing coordination and reporting of sales and revenue activities in all regions
  • Continuous optimization of reporting, especially cost center accounting and partial contribution margin accounting
  • Optimization of the monthly report and all databases (Excel reports, third system extracts from Hyperion and Navision)
  • Variance analysis of overhead, COGS/functional costs and sales
  • Collaboration on inventory valuation and determination of specific costs
  • Preparation of forecasts and annual plans, including all estimates, in collaboration with specialist departments (overheads, COGS, personnel plan). This includes specifically shifting the fiscal year from January-December to April-March
  • Cash flow optimization and forecasting, including overdues and bad debts
  • Intercompany elimination
  • Support in the implementation of Navision (demand management)
  • Support to central office in Hyperion reporting
  • Transition of the EU Navision reporting system to the global Hyperion system
  • Reporting standards HGB, IAS/IFRS and Indian GAAP and consolidation
  • Ad-hoc projects
  • Documentation and SOX
  • Training the new divisional controller in reporting
  • Sub-project leader (SAP-CO)
Nov 2006 - Dec 2006
2 months
Nuremberg, Germany

HR Consultant

National Technical Service Company

  • Selection and recruitment of employees 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

Int. ICT Group Global Player

  • Corporate organization and telecommunications, trends in the telecommunications industry
  • Creation of strategic position papers
  • Business model development for NGN and Triple Play
  • NGN (Next Generation Networks)
  • Preparation of thesis papers
  • Preparation of specialist presentations on NGN, Triple Play, and business unit integration
  • Sales staff coaching
  • Staff coaching on DMS
  • Development of a sales calculator for DMS
  • Various market studies
  • Sales coaching for internal employees 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 staff coaching
  • Staff coaching on DMS
  • Development of a sales calculator for DMS
  • Sales controlling
Mar 2005 - Mar 2006
1 year 1 month
Berlin, Germany

Certified advisor for SME inquiries

BMWA

  • Consulting for online inquiries.
  • Business startups and financing.
  • Business plans.
  • Organization and company formation.
  • Raising awareness and handling legal inquiries (no legal advice).
Mar 2005 - Jun 2005
4 months
Hamburg, Germany

PMI Consultant

Int. Logistics Provider

  • Harmonization of reports from various sources (PMI)
  • Implementation of a holistic reporting concept for consistent and uniform presentation and control of all relevant business processes.
  • Standardization of the reporting system and KPIs, including the Balanced Scorecard (BSC)
  • Development of a user-friendly, Excel-based reporting system based on Dupond (Dashboard)
  • Process description 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 seamless integration of the special project into operational processes
  • Project management, documentation, and project controlling / Demand Manager
  • Management of the subproject for sending mass emails with responses
  • Responsible for temporary staff (5 FTE)
Jun 2004 - Jun 2004
1 month
Frankfurt, Germany

Consultant

Large National Real Estate Company

  • Participation in the development of an Excel/Access-based controlling tool 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 new measures
  • Implementation support
  • Accounting and advisory services (clients)
  • Project management
May 2003 - May 2004
1 year 1 month
Düsseldorf, Germany

Controller

Largest National Real Estate Company

  • Assistance in establishing the department, including property and contract controlling
  • Participation in the development of an Excel/Access-based controlling and reporting tool
  • Support in SAP customizing
  • Assistance in designing the BSC system, particularly around contract management and property controlling
  • Sub-project controlling within project management
  • Project coordination and management of third-party contract entries in SAP-RE
  • Sub-project leadership
  • Project controlling
  • Development of customer and contract management based on SAP-RE
  • Professional support and participation in customizing SAP-RE Extension, including performing acceptance tests
  • Preparation of technical instructions
  • Support of operational business
  • Support of the BSC
  • Coaching of full-time staff (approx. 30 FTE)
Jan 2003 - May 2003
5 months
Freiburg im Breisgau, Germany

Consultant / Project Manager

Local Audit Firm

  • Analysis of work processes
  • Support in developing a personnel development plan
  • Development and implementation of an IT concept
  • Optimization of DATEV integration and usage
  • Support of operational business
Jul 2000 - Nov 2000
5 months
Greifswald, Germany

Developer - Controlling

Int. Technology Global Player

  • Development of an IT solution for alternative material procurement
  • Production controlling
  • Support in sales
  • Support in procurement
  • Accounting (accounts receivable, accounts payable, account reconciliation, closing preparation)
Jan 2000 - May 2000
5 months
Sopron, Hungary

Consultant and CRO

Construction and Retail Corporation

  • Hands-on introduction to essential controlling and administrative processes.
  • Introduction 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 an LLC to an unlisted public limited company.
  • 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

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

  • Over 20 Years Of Experience 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 Like Sap Fi/co, Datev, Navision, Oracle (Hfm) And Axapta.
  • Experience Leading Controlling Departments.
  • Development Of Controlling Concepts (P2p, O2c, R2r, Budget, 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 Team Building And Onboarding.

Industries

  • Telecommunications
  • Automotive
  • Logistics
  • Banking
  • Public Sector
  • Healthcare (Ehealth / Mhealth)
  • Real Estate
  • Software Development
  • Auditing
  • Agrochemical
  • Electrical & Metal
  • Pharmaceuticals
  • Manufacturing (Mechanical Engineering, Steel)
  • Personnel Services
  • Retail & E-commerce
  • Care & Beauty
  • Crafts

It Skills

  • Comprehensive 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

Diplom-Kaufmann, focus on personnel economics and organization, production management and logistics, psychology, investment · Business Administration · Greifswald, Germany

Certifications & licenses

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

Prince2 project management, major project management

Agile working, SCRUM

Certificate in International Accounting course

Certified DSiN consultant for internet security

BVW business consultant

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