Über Julian
Dänisch
Muttersprachlich oder zweisprachig
Englisch
Muttersprachlich oder zweisprachig
Deutsch
Verhandlungssicher
Projekt- und Berufserfahrung
- ten23 health AGFinance LeadJanuar 2021 - Heute (5 Jahre und 5 Monate)Visp, VS, SwitzerlandHaving been recommended via my network I joined Ten23 Health (formerly Swissfillon AG) after being acquired by 3i, a Private Equity fund (ca. £32bn) where I was leading the finance integration into 3i and Ten23 Health and where the following critical business tasks were in focus:• Finance Integration with 3i and Ten23 Health.• Overseeing all financial aspects of Ten23 Health incl. fundraising.• Leading Group Wide Budget and Business Case process.• Define critical finance positions and hiring team members with a focus on diversity.• Cross functional reporting implementation.• Establishing a professional finance function incl. assessing systems and reporting requirements.• Promoting a collaborative culture.
- HELIOVIS AGFinance and Strategy AdvisorJanuar 2020 - Januar 2021 (1 Jahr)Vienna, AustriaI have been retained by Heliovis AG (a cleantech start-up) in Austria with respect to an equity capital increase. This assignment includes the following:• Define overall strategy of how to attract investors.• Advise on structure of Teaser/Pitch and Confidential IM.• Advise/create financial business model with valuation KPIs.• Define Term Sheet.• Define list of investors to be contacted (VC, Strategic, Industrial etc.).• Prepare the company for a virtual due diligence exercise by setting up a DataRoom.• Coordinate Q&A sessions.• Attending Management Presentations.• Support closing of binding offer together with legal advisor.
- Flisom AGHead of Finance | Start -UpJanuar 2017 - Januar 2019 (2 Jahre)Zürich, SwitzerlandFlisom AG is a mature cleantech start-up company that has developed a new type of Solar technology. As a part of the scaling up of Flisom I was hired to restructure Finance and later HR and Procurement. Participated in quarterly Board Meetings throughout my assignment with Flisom AG.• Overseeing all financial aspects including accounting, monthly reporting, liquidity planning, risk management etc.• Co-Leading Fundraising incl. creating financial model with valuation KPIs, strategy assessment and financing of scaling up plans.• Defining accounting and reporting processes and systems.• Leading Audit incl. participation in quarterly Board Meetings.• Leading corporate and legal activities incl. managing relationship with banks and stakeholders/investors.• Steering Committee member of the scaling up project.• Developing/updating KPI's and implementation of KPI's.• Implemented new Business plan / Forecasting model to include key KPIs and other relevant drivers.• Project Manager, implementation of ERP system (Abacus).• Board of Directors Secretary and managing of Investor Relationships.
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Ausbildung und Abschlüsse
- Certified Financial Modelling & Valuation Analyst,CIMA2006Certified Financial Modelling & Valuation Analyst,
- Master of Business AdministrationCBS2006Diploma in Business Administration,