Description

Independent finance transformation and strategy advisor with 15+ years of international experience supporting insurers, banks, payments, private equity funds, and industry corporates. My work focuses on turning finance into a driver of insight, performance, and strategic value.

I partner with CFOs, PE sponsors, finance leaders, and transformation teams to modernize the finance function, strengthen FP&A capabilities, and build financial planning, reporting, and governance frameworks that unlock measurable value.

My experience spans FP&A modernization, finance operating model redesign, post-merger integration, and regulatory transformation across IFRS 17, Solvency II, Basel III/IV, regulatory reporting and compliance including AML and capital risk frameworks. I have worked with global organizations including Allianz, Citi, EY, PwC, and multiple PE-backed companies across Europe, Africa, and Asia-Pacific.

I bring deep capabilities in financial modelling, budgeting and forecasting, performance management, liquidity, audit and KYC and capital analysis, and finance process redesign. I help clients improve decision-making by connecting strategy, finance, operations, and risk.

Typical engagements include supporting PE firms with value-creation planning, evaluating investment opportunities, redesigning finance functions post-acquisition, establishing FP&A processes, strengthening cash and working-capital visibility, improving management reporting, and preparing organizations for regulatory or investor scrutiny.

I am ACCA, PMP, and Certified Private Equity Professional (PEIG USA) qualified, with strong analytical capabilities and the ability to translate complex financial insights into clear, actionable recommendations for executive teams and boards.

Whether acting as a strategic finance advisor, interim leader, project manager, or hands-on execution partner, I bring structure, clarity, and impact to complex environments. Based in Munich and working internationally.

Industry field of expertise

Languages

English
Native or bilingual
German
Fluent

Workplace preferences

Can work on-site

Munich (up to 50km)

Masters Group
Principal Advisor - Strategy, Finance Transformation & CFO Advisory
CONSULTING AND AUDITS
March 2024 - Today (2 years and 3 months)
Munich, Germany
• Advising PE-backed and multinational financial institutions through investment bankers, Big 4 and global consultants on Strategy, FP&A modernization and transformation.
• Supporting client CFOs in developing agile forecasting and performance management frameworks.
• Consults clients on value based Strategic financial planning cycle management, Operating models and risk management; developing financial forecasts and projections
• Recent mandates: Advised consultants: on strategic financial management, planning and value creation for Asian insurer seeking growing into Europe; transformation of bank in Southern Europe seeking to attract HNW individuals with strong medium sized businesses; cross-border growth, M&A and finance transformations for Fortune 1000, ensuring post deal regulatory readiness
M&A & Restructuring PE Value Creation & CFO Advisor Finance sector FP&A Business plan
Citibank Europe Plc
Director, Finance Transformation & FP&A
BANKING AND INSURANCE
August 2023 - February 2024 (6 months)
Dublin, Ireland
• Directed €17 B + intercompany acquisition, intercompany investment and Post Merger Integration in Europe, aligning business strategy, performance targets, and financial controls; ensured compliant integration of entities
• Enhanced financial planning, control environment and board reporting, embedding analytics, digitalization and scenario tools that improved strategic decision-making and regulatory transparency
• Prepared and obtained Boards and ECB regulators approval on strategic financial plans and stress testing; Partnered on cost optimization, capital adequacy and liquidity planning
Allianz SE
Executive / Financial Planning & Controlling
BANKING AND INSURANCE
February 2018 - July 2023 (5 years and 5 months)
Munich, Germany
• Shaped strategic growth; advised senior leaders; streamlined finance operations by delivering a multi-country operating model that improved performance by 3-5 % in one year and enhanced regulatory data quality; engaged in M&A negotiations and valuations
• Strategic and Financial planning through various Global annual processes; Shaped the strategic position and development of Allianz Operating Entities by providing Group leadership with financial controlling and analyses, reviews and briefings on impact of Entities' Strategies on financial plans and vice versa; prepared financial targets and KPIs for entities covering current year's Best Estimates and subsequent three year's targets supporting Group CFO to meet ambitious investor and capital market targets
• Led global IFRS 17 implementation across multiple Allianz entities, designing financial planning, controlling and reporting frameworks meeting Group and EIOPA standards.
• Designed and implemented Transformations globally including enabling distribution agreement deal in Europe, and digital distribution (broker) of financial services in Asia
• Senior Leadership Partnering and Commercial Engagements – provided leadership and relevant committees with recommendations and impact analysis on Group investments and initiatives including Transactions and Private Equity investments, customer initiatives, partnerships, new product, etc. with a focus on near- and long-term value add; supported management of ongoing investments and deals. Delivered >Euro 200 million growth in 2yrs