Moritz Petry Email & Phone Number

Plano, Texas, US

• Managed financial audit processes as point-of-contact for internal and external advisors to ensure timely issuance.
• Performed financial statement review of over 15 subsidiaries, created internal executive presentations and investor reporting.
• Lead research and implementation efforts towards further integration of Workday Financials to improve functionality.
• Conducted post-merger integrations of four acquisitions, of which 3 were foreign.
• created and maintained Workday reports to provide business partners with insights for decision making.

Atlanta, Georgia, US

• Leveraged exceptional risk management skills to perform audits and compilations at client sites, meticulously reviewing a high volume of accounting records for compliance with US Generally Accepted Accounting.
• Provided tax advisory and consulting services to 20+ multinational corporations and individuals, preparing tax returns in compliance with all taxation standards and regulations set forth by the IRS and state.
• Served as a mentor and educational resource for new hires and junior associates, modeling corporate performance standards for customer service, reporting, technical accounting, and audit engagement.
• Generated reports in alignment with International Financial Reporting Standards (IFRS).

Chicago, Illinois, US

• GACC's mission is to further promote and assist in the expansion of bilateral trade and investment between Germany and the United States, especially the Midwest. The organization combines elements of a trade.
• Oversaw the daily general ledger accounting, accounts payable (A/P), and accounts receivable (A/R) activities of the organization, utilizing NetSuite and QuickBooks to manage subsidiary ledgers and reconcile accounts.
• Facilitated month-end closing processes, performing multi-currency bank reconciliations and generating reports on financial positioning for utilization in international business decision-making processes.
• Performed project controlling activities including but not limited to revising expense reports, reviewing credit card transactions, and analyzing revenues, in addition to managing billings and payments.
• Leveraged insights derived from forecast analyses to generate a summary report for the German government.
• Authored training materials and process documentation for future trainees with the Chamber of Commerce.

Strassen, Luxemburg, LU

• Conceptual design of a specifically tailored fund in collaboration with subsidiary of Germany's 4th largest bank
• Created important legal documents required under Luxembourgish law
• Selected best suiting assets by conducting a profound return and risk analysis
• Presented the results to Members of the BoD and delivered best result

Trier, Rheinland-Pfalz, DE

Idar-Oberstein, DE

• Assisted the management of Germany’s largest producer and wholesaler for costumes
• Assisted in the acquisition of biggest competitor by analyzing spreadsheets in Microsoft Excel to evaluate assets

Mba, Finance And Management

Bachelor Of Arts (B.A.), International Business