Tobias Bartl

Angestellt, Investment Controlling, Allianz SE
München, Germany

Fähigkeiten und Kenntnisse

High expertise in IFRS and HGB Accounting
Investment Controlling experience from a worldwide
Excellent knowledge of SAP modules FI/CO ECCS and
Project management experience
Understanding of technical accounting processes (c
Finance and Banking
Engagement
Motivation
Controlling
Consolidated financial statements
Professional experience
International experience

Werdegang

Berufserfahrung von Tobias Bartl

  • Current 14 years and 3 months, since Mar 2012

    Investment Controlling

    Allianz SE

    Analysis of Allianz Group’s Investment Portfolio / Direct Management Reporting and preparation of analysts' presentation as well as annual report / Responsibility for disclosure of financial instruments in quarterly and annual report / Contact person for group companies regarding disclosure of financial instruments / Participation in Solvency II project (in particular Asset QRT’s) / Maintenance and development of Allianz Group Chart of Accounts

  • 3 years and 4 months, Nov 2008 - Feb 2012

    Group Accounting

    Allianz SE

    Financial reporting in IFRS and HGB / Preparation of quarterly and annual reports / Preparation of Board Presentations: Plan,Forecast and Cost Reporting / Conceptual design and development of Allianz SE Closing Book (a comprehensive analysis tool, which was established as standard tool at Allianz SE) / Project lead for BilMoG implementation in all German Group companies / Participation in implementation project of SAP-FI/CO at Allianz SE

  • 9 months, Aug 2007 - Apr 2008

    Private Equity Fund Analyst

    von Braun und Schreiber Private Equity Partners GmbH

    Analysis of Private Equity Funds / Preparation of investment proposal papers

  • 5 months, Apr 2006 - Aug 2006

    Private Customer advisory

    Horbach Wirtschaftsberatung GmbH

    Preparation of private financial strategies / Leading seminars (rhetoric, assessement)

  • 2 months, Jul 2002 - Aug 2002

    Equity Brokerage Management

    HypoVereinsbank München (UniCredit)

    Introduction market model “Xetra Best” / Order entry, trade system control

Ausbildung von Tobias Bartl

  • 8 months, Sep 2006 - Apr 2007

    Accounting and Taxation

    Università di Bologna, Italy

  • 4 years and 11 months, Oct 2003 - Aug 2008

    Accounting and Taxation

    Ludwig-Maximilians-University Munich

    Accounting (Prof. Ballwieser) / Taxation (Prof. Theisen) / Diploma thesis (grade 1.0): Financial Reporting of Research & Development in annual reports – an empirical analysis

  • 8 years and 11 months, Sep 1993 - Jul 2002

    Franz-Marc-Gymnasium Markt Schwaben

    Economics and English

Sprachen

  • German

    C2 (Verhandlungssicher / Muttersprachlich)

  • English

    C1 (Fließend)

  • Italian

    B1-B2 (Gute Kenntnisse)

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