CFO as a service | Growth & Transformation | Strategic & Operational Finance | ex wefox
Domain experience
Relevant Total Experience: 10 years
Seniority Level: Senior
Sector Experience:
Communication Services Consumer Discretionary Consumer Staples Energy Financials FinTech Health Care Industrials Information Technology Materials Real Estate UtilitiesSkills
Skilled in: Corporate Development, Due Diligence, Legal, Portfolio Services & Add-on M&A, Private Equity & Growth Capital, Sell-side M&A
Languages: German, English
Work Experience
Popcornmates GmbH
Co-Founder
●1/8/2024
- Now
Role: CFO as a Service - Provide strategic & operational financial leadership and advisory services to medium-sized enterprises in regulated markets (Insurance) and multi-national company structures - Develop and implement financial strategies, budgets and forecasts to drive business growth and profitability - Oversee financial operations, including accounting, financial reporting, cash flow management, and risk management - Conduct financial analysis and modeling to support business decision-making and strategic planning Advise on capital structure, financing options, and investment opportunities - Ensure compliance with financial regulations and standards
J.B. Consulting
Owner
●1/4/2024
- Now
Role: CFO as a Service - Provide strategic & operational financial leadership and advisory services to medium-sized enterprises in regulated markets (Insurance) and multi-national company structures - Develop and implement financial strategies, budgets and forecasts to drive business growth and profitability - Oversee financial operations, including accounting, financial reporting, cash flow management, and risk management - Conduct financial analysis and modeling to support business decision-making and strategic planning Advise on capital structure, financing options, and investment opportunities - Ensure compliance with financial regulations and standards
wefox Insurance AG
Chief Financial Officer
●1/3/2023
- 29/2/2024
- Led the Finance & Data function of wefox Insurance AG including all of its international branches (12 FTE team) under local GAAP (VersAV, PGR, OR) and supporting the consolidated IFRS-Reporting of wefox Group (e.g. IFRS 4/17) - Leading external Audits (PwC) and the regulatory reporting to FMA - Initiated a restructuring project and defined key measures to enable a transformation from a topline driven enterprise to break-even - Strengthened the Risk Management (e.g. capital & cashflow planning process) to facilitate the transformation process and identify potential risks - Improved the adequacy of budgeting & forecasting process together with the Actuarial department - Identification of key drivers for the success of the transformation by modeling scenarios in different business areas and product portfolios - Implementation of an optimized capital structure under Solvency II to optimize the capital efficiency as well as the overall financial performance of the company - Development of an investment strategy to balance the interest rate risk
wefox Insurance AG
Head of Accounting
●1/9/2020
- 31/3/2023
- Leading the Accounting, Finops & Treasury (partially) function of wefox Insurance AG including all of its international branches, wefox Holding AG & other entities of the wefox Group (9 FTE team) under local GAAP (VersAV, PGR, OR) and supporting the consolidated IFRS-Reporting of wefox Group (e.g. IFRS 4/17) - Leading external Audits (PwC) and the local statutory regulatory reporting to FMA - Strengthened the ICS within the Accounting function and supporting the Risk function during the implementation in other functions - Supporting the global budgeting & forecasting process and the portfolio & OPEX controlling - Further development of the closing of all technical accounts to an entirely SQL-driven and highly automated process, enabling a monthly closing within 1-4 working days - Implementation of Agile as operating principle within the team (KANBAN) reduced errors by having standardized and well-documented processes and increased overall productivity of team (less communication through standardized alignment meetings)
wefox Insurance AG
Accountant
●1/1/2018
- 30/9/2020
- Supported the kick-start of wefox Insurance AG (initially ONE Insurance AG), designed the Accounting function in a newly founded Insurance risk-carrier (systems, processes, ICS, etc.) and built-up a team of 4 FTE - Leading monthly & quarterly closings, supporting the CFO on the external Audit under local GAAP (VersAV & PGR) - Development of a highly automated and scalable payment process (premium, claims, etc.) by integrating a payment gateway into the first domain of the newly created wefox insurance platform - Development of partially automated monthly closing process - Development of an SQL-based reporting data model with MGA´s enabling seamless reporting
advago ag
Business Development Manager
●1/7/2016
- 31/10/2017
Responsible for 10 associates; Start-Up consulting in Accounting & Start-Up Financing, legal & taxes
INNOVA Automotive AG
Project Manager
●1/7/2013
- 30/6/2016
- Lead of Global Spare Part Management (Procurement & Sales Engineer) - Establishment of Global Standards in Constructions of Principal Components and Spare Parts
Doppelmayr Cable Car
Marketing Trainee
●1/4/2011
- 30/4/2011
Doppelmayr Cable Car
Quality Management Trainee
●1/10/2010
- 31/10/2010
Education
European University Cyprus
1/1/2014
- 31/12/2015
Semester Abroad
FHV - Vorarlberg University of Applied Sciences
1/1/2012
- 31/12/2015
University of Liechtenstein
Licenses / Certificates
Fachhochschule Vorarlberg
Bachelor of Arts in Business
●1/10/2012
Want to work with Jonas?
Sign up on the Fintalent platform to get in touch with Jonas and 2,500+ other M&A freelancers!