Stefan (C.) Bolle
Owner
Experience
Sep 2022 - Present
2 years 11 months Neckarsulm, Germany
Owner
Bolle.Advisory (consulting and auditing firm focused on financial services)
- Specialized consulting and project lead for SAP S4/HANA migration
- Special audits in credit business for cooperative banks (§ 44 KWG)
- Process consulting in accounting for cooperative banks
- Annual audits for asset management and leasing companies
Sep 2022 - Present
2 years 11 months Heidelberg, Germany
Lecturer – Capital Markets Compliance Officer course, Lecturer – Tax Compliance Management System
FORUM Institut für Management GmbH
Sep 2016 - Jun 2021
4 years 10 months Germany
Deputy Chairman of the Board
Federal Association of Securities Firms (bwf) (interest group for brokers and securities trading firms)
Jan 2015 - Dec 2021
6 years Stuttgart, Germany
Managing Director/CFO
Börse Stuttgart GmbH (operating parent company of the Börse Stuttgart Group)
Since 2019, Deputy Chairman of the Executive Board.
The areas of responsibility (with around 100 employees) included:
- Finance (accounting, controlling, taxes)
- Investor relations
- Human resources
- Legal
- Risk controlling / compliance (including securities trading compliance)
- Internal audit
- Central services / facility management
Key projects included:
- Leading department and team heads
- Financial strategy, planning and management
- Developing new group management models
- Managing the group’s financial investments (member of the investment committee)
- Strategic direction of the group (including structuring)
- Developing new business and revenue models
- Transformation management (leadership development for transformational leadership, salary and working time models)
- Cost management
- Process management including automation and digitization
Jan 2015 - Dec 2021
6 years Stuttgart, Germany
Board Member
EUWAX AG (listed brokerage firm with financial services status)
Since 2019, Deputy Chairman of the Board.
The areas of responsibility and key projects were the same as at Börse Stuttgart GmbH and included:
- Finance (accounting, controlling, taxes)
- Investor relations
- Human resources
- Legal
- Risk controlling / compliance (including securities trading compliance)
- Internal audit
- Central services / facility management
- Leading department and team heads
- Financial strategy, planning and management
- Developing new group management models
- Managing the group’s financial investments (member of the investment committee)
- Strategic direction of the group (including structuring)
- Developing new business and revenue models
- Transformation management (leadership development for transformational leadership, salary and working time models)
- Cost management
- Process management including automation and digitization
Jan 2014 - Dec 2016
3 years Stuttgart, Germany
Managing Director
Börse Stuttgart Securities GmbH (issue vehicle for EUWAX Gold, a bond backed by physical gold)
The areas of responsibility and key projects were the same as at Börse Stuttgart cats GmbH and included:
- Finance (accounting, controlling, taxes)
- Human resources
- Legal
- Risk controlling
- Operational launch after founding
- Business model and structure/process development
- Leading staff
- Financial planning and management
- Developing control models
Jan 2014 - Dec 2016
3 years Stuttgart, Germany
Managing Director
Börse Stuttgart cats GmbH (leading German off-exchange trading system with financial services status)
The areas of responsibility included:
- Finance (accounting, controlling, taxes)
- Human resources
- Legal
- Risk controlling
Key projects were:
- Operational launch after founding
- Business model and structure/process development
- Leading staff
- Financial planning and management
- Developing control models
Jan 2009 - Dec 2016
7 years Stuttgart, Germany
Division Head/Authorized Officer Finance
Börse Stuttgart GmbH
The areas of responsibility (with around 25 employees) included:
- Finance (accounting, controlling, taxes)
- Investor relations
- Central services / facility management
Key projects were:
- Leading department heads
- Financial planning and management
- Developing control models
- Cost management
- Process management including automation and digitization
- Implementing SAP Business ByDesign
- Developing and launching a sustainable building concept
Aug 2000 - Dec 2009
9 years 5 months Stuttgart, Germany
Assistant - Senior Manager/Authorized Officer
Ernst & Young GmbH Audit Firm
Financial Services – Banking Audit.
Areas of responsibility and focus included:
- Conducting and leading annual and special audits
- Consulting projects (e.g. IFRS, regulatory compliance, process optimization)
- Expert reports
- Staff management
Languages
German
Native
English
Advanced
Education
University of Applied Sciences Würzburg-Schweinfurt-Aschaffenburg
Diploma in Business Administration (FH), Allfinance/Financial Services/Taxation · Business Administration · Würzburg, Germany · 1.4
Certifications & licenses
Tax Advisor
Stuttgart Chamber of Tax Advisors
Certified Public Auditor
Berlin Chamber of Public Auditors
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