Richard Theisen
Project Manager
Experience
Project Manager
Telecommunications Company
- Background: Fundamental adjustment of the fixed asset accounting system landscape, improving data quality and standardizing and automating processes
- Transition of the SAP system to SAP S/4 HANA
- Introduction of a dedicated SAP S/4 HANA system for logistics
- Adoption of a new collaboration model with partner companies for network expansion
- Update of the asset structure to the latest network technology considering Single RAN, Open RAN, virtualization, and network slicing
Team Member
Startup founding team at TH Köln
- Background: Developing the business idea, defining the MVP, preparing the first pitch deck
- Planning and conducting team workshops
- Structuring the business idea and identifying assumptions
- Market analysis of demand and competitors
- Calculating the business model, financial plan, and funding gap
- Organizing, preparing, and conducting interviews with clients (companies and consumers)
- Coaching the team in interview techniques and communication skills
- Preparing and presenting the pitch deck
Team Member
Real Estate Bank
Accounting of loans in SAP CML, BCA, FI, iBox
Special accounting requirements for syndicated loans
SAP S/4 HANA: support for test planning and test case creation for responsible processes
Accounting for liabilities to customers
Optimization and automation of accounting processes
Monthly closing process with various reconciliation and booking activities
Point of contact for the auditor for responsible areas
Interface function to IT
Background: Explaining the differences between profit and loss statements in accounting and risk management, including implementation of harmonization potential
In-depth analysis of data flows and calculations in a complex system environment
Affected systems: SAP CML, BCA, Summit, Marlin, SAP platform iBox, Posting Hub
Gathering and evaluating business and system knowledge from multiple departments
Specifying and testing required software changes
Administering Confluence spaces and Jira boards
Specifying and using a Python analysis tool, developing a custom Python tool
Identifying and specifying automation potential
Interface function between business units and IT
Background: New reference rates (LIBOR reform) require various adjustments in SAP CML
Writing the business concept from the accounting side
Defining and testing new flow types in SAP CML
Defining and testing new posting methods
Testing and defect documentation in Jira
Background: IAS correction for specific IFRS 9 requirements
Managing implementation, testing, go-live, and post-go-live with more than 10 team members and 7 affected systems using Jira, Confluence, Bee4IT
Creating the business concept from the accounting side, including user stories
Determining the impact on the iBox and all downstream reporting systems
Planning and implementation, including budget responsibility
Preparing and conducting project kickoff, regular status meetings (jour fixe), and various workshops
Preparing and presenting the details for management and auditors
Preparing the IAS 8 disclosure in the financial statements
Monitoring and internal reporting of the concrete effects on the following quarterly and annual closings
Team Member
Auto Bank Group (Subsidiary of Auto Bank A)
- Background: UK-based banking group outsources the preparation of consolidated and subsidiary financial statements to KPMG Germany
- Defining workflows and processes with the client and implementing them with ONESOURCE software
- Training team members, drafting and overseeing the internal preparation process including guidance for the shared service center
- On-time preparation of multiple final financial statements, including several draft versions
Team Member
Auto Bank Group (Subsidiary of Auto Bank A)
- Background: UK-based banking group outsources the preparation of consolidated and subsidiary financial statements to KPMG Germany
- Defining workflows and processes with the client and implementing them with ONESOURCE software
- Training team members, drafting and overseeing the internal preparation process including guidance for the shared service center
- On-time preparation of multiple final financial statements, including several draft versions
Subproject Manager
Autobank A
- Background: bank setup and portfolio transfer of a branch due to Brexit
- Test planning, testing and defect management with Jira
- Organization and leadership of project meetings and workshops
- Adjustment of amortization methodology in fixed assets
- Understanding existing processes and designing new accounting processes
- Process optimization and automation with RPA
- Preparation and execution of the cutover
Team Member
Autobank B
- Background: banking group needs to implement the new IFRS 9 standard
- Applying IFRS requirements to contracts and frameworks of the banking group, as well as developing the functional design including user stories
- Understanding the system environment and data flows in accounting, risk management, and controlling
- Presenting the status quo and designing the future process
- Gap analysis and recommendations for IFRS 9 versus HGB/French GAAP
- Accounting and impairment of auto loans, finance and operating leases
- Systems used: Confluence, PeopleSoft SAP
- Organizing and moderating workshops with various business units
- Clarifying issues and discussing implementation alternatives with the development team
Team Member
Retail Bank
- Background: the bank advises private clients on asset management and must comply with WpHG requirements
- Understanding and evaluating processes in the front, middle and back office
- Documenting the audit findings
- Test client interviews in various branches
Team Member
Asset Manager
- Background: audit of annual financial statements of an asset manager and regulatory audit
- Audit of corporate planning
- Audit of accounting in Datev and the accounting-related control system
- Audit of compliance with regulatory requirements according to MaRisk
Team Member
Retail banking group
- Background: annual audit of a retail bank and various service and holding companies according to HGB/RechKredV/IFRS and regulatory requirements (MaRisk, InstitutsVergV)
- Process understanding and audit for fixed asset accounting, depreciation, and reporting of tangible assets
- Process understanding and audit of commission income
- Audit of equity investments including impairment testing
- Use of CaseWare for posting and audit documentation
- Audit of outsourcing, outsourcing contracts, and service-level agreements in line with MaRisk AT9
- Audit of salary structures in line with InstitutsVergV
Audit Manager
Payment Service Provider
- Background: annual and group financial statement audit for a payment service provider according to HGB/IFRS/US GAAP
- Understanding of the payment services business model and credit card acquiring
- Organizing the audit process and the audit team
- Developing the audit strategy for the initial audit of an acquired company and supporting the liquidation process
- Auditing financial statements using Microsoft Dynamics for various balance sheet and P&L items and preparing audit documentation
- Auditing the financial reporting control system
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 (6.5 years) and Telecommunication (3.5 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 Project Management (9 years), Accounting (6.5 years), Finance (5.5 years), Information Technology (3.5 years), Logistics (3.5 years), and Audit (2.5 years).
Languages
Profile
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