Ursula Helfer - Founder (Financial Education Workshops & Product Owner)

Q: Where is Ursula based?

Ursula is based in Munich, Germany .

Q: What languages does Ursula speak?

Ursula speaks the following languages: German (Native), English (Advanced) .

Q: How many years of experience does Ursula have?

Ursula has at least 14 years of experience. During this time, Ursula has worked in at least 4 different roles and for 4 different companies . The average length of individual experience is 4 years and 7 months . Note that Ursula may not have shared all experience and actually has more experience.

Q: What is Ursula's latest experience?

Ursula's most recent position is Founder (Financial Education Workshops & Product Owner) at Finanz-Helfer .

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

In recent years, Ursula has worked for Finanz-Helfer , Hypovereinsbank and Investment Banking .

Q: Which industries is Ursula most experienced in?

Ursula is most experienced in industries like Banking and Finance .

Q: Which business areas is Ursula most experienced in?

Ursula is most experienced in business areas like Investments, M&A & Venture Capital , Finance , and Information Technology (IT) . Ursula also has some experience in Sales , Product Development , and Project Management .

Q: Which industries has Ursula worked in recently?

Ursula has recently worked in industries like Banking and Finance .

Q: Which business areas has Ursula worked in recently?

Ursula has recently worked in business areas like Finance , Information Technology (IT) , and Sales .

Recommended expert

Munich, Germany

Experience

Mar 2022 - Present

4 years 1 month

Munich, Germany

Founder (Financial Education Workshops & Product Owner)

Finanz-Helfer

Founding a company which represents the idea of different independent finance workshops for young employees depending on their experience
Creating all workshop guides for ETFs, shares, bonds, real estates, commodities, alternative products with their risks and opportunities
Acquiring 5 companies supporting employees with education budgets
Working as product owner on 6 different software projects
Training 6 top managers and over 100 employees on management by OKRs
Leading 10 developers for a new digitalization service

Oct 2015 - Mar 2022

6 years 6 months

Munich, Germany

Senior Associate (Corporate Treasury Sales, OTC)

Hypovereinsbank, Investment Banking

Trading support for FX and IRS yielding 5 million euros profit per year
Transaction and solution sales for mid-sized to large German companies
Responsible for the plausibility and validation of FX options, IRS, credit derivatives, structured products and new product placements
Improving efficiency by automating IT processes
Management and knowledge input for a new trading system
Leading a team of 10 software engineers to implement a new interface
Creating product roadmaps, product strategies and writing user manuals

Mar 2015 - Sep 2015

7 months

Munich, Germany

Associate (Private Equity)

European Media Holding GmbH

Preparing fund information for fundraising
Researching relevant data in the TMT sector
Deal sourcing for IoT, consumer internet, fintech and eHealth
Integrating the customer relationship system Navatar
Calculating KPIs including track record, ROI, CAC and LTV
Preparing and calculating new business models
Explaining financial modelling and legal issues

Oct 2011 - Jan 2015

3 years 4 months

Munich, Germany

Investment Manager (Venture Capital)

Family Office Benedict Rodenstock

Researching investment requests regarding seed and growth capital
Supporting calculation of key figures and valuations based on balance sheets (DCF and multiples)
Networking at investor congresses across Europe (DLD, Bits & Pretzels)
Acquiring potential start-ups, leading meetings with management teams, overseeing formulation and presentation of ideas and strategies and supporting due diligence
Evaluating managers, markets and ideas; handling grants and contract negotiations (e.g. Amorelie)

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 (14.5 years).

Banking and Finance

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 Investments and M&A (8 years), Finance (7 years), Information Technology (6.5 years), Sales (6.5 years), Product Development (4 years), and Project Management (4 years).

Investments and M&A

Finance

Information Technology

Sales

Product Development

Project Management

Summary

Hi I am a motivated economic educator with a curious mind and an entrepreneurial spirit, eager to tackle today's most relevant challenges.

I am striving for out-of-the-box solutions that question the status quo, improve life quality and increase sustainability.

My approach is user-centric, strategic, data-driven and collaborative.

Skills

Confluence
Canva
Jira
Figma
Scrum

Languages

German

Native

English

Advanced

Education

Oct 2008 - Sep 2013

Ludwig-Maximilians-University

Diploma · Human resource education and management · Munich, Germany · 1.9 (B+)

Aug 2005 - Jul 2007

Deutsche Bank AG

Apprentice as qualified bank clerk · Bank clerk · Munich, Germany

Profile

Created

December 2022

Last Update

July 2024

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Frequently asked questions

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

Where is Ursula based?

Ursula is based in Munich, Germany.

What languages does Ursula speak?

Ursula speaks the following languages: German (Native), English (Advanced).

How many years of experience does Ursula have?

Ursula has at least 14 years of experience. During this time, Ursula has worked in at least 4 different roles and for 4 different companies. The average length of individual experience is 4 years and 7 months. Note that Ursula may not have shared all experience and actually has more experience.

What roles would Ursula be best suited for?

Based on recent experience, Ursula would be well-suited for roles such as: Founder (Financial Education Workshops & Product Owner), Senior Associate (Corporate Treasury Sales, OTC), Associate (Private Equity).

What is Ursula's latest experience?

Ursula's most recent position is Founder (Financial Education Workshops & Product Owner) at Finanz-Helfer.

What companies has Ursula worked for in recent years?

In recent years, Ursula has worked for Finanz-Helfer, Hypovereinsbank and Investment Banking.

Which industries is Ursula most experienced in?

Ursula is most experienced in industries like Banking and Finance.

Which business areas is Ursula most experienced in?

Ursula is most experienced in business areas like Investments, M&A & Venture Capital, Finance, and Information Technology (IT). Ursula also has some experience in Sales, Product Development, and Project Management.

Which industries has Ursula worked in recently?

Ursula has recently worked in industries like Banking and Finance.

Which business areas has Ursula worked in recently?

Ursula has recently worked in business areas like Finance, Information Technology (IT), and Sales.

What is Ursula's education?

Ursula attended Ludwig-Maximilians-University for Human resource education and management.

What is the availability of Ursula?

Ursula is immediately available for suitable projects.

What is the rate of Ursula?

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