Open to opportunities

Claus Bartl

@clausbartl

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Senior finance manager with expertise in high-growth companies.

Austria

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What I'm looking for

I am looking for a role that challenges me and allows for growth, ideally in a dynamic environment focused on innovation and value creation.

I am a seasoned finance professional with over 9 years of experience in high-growth environments, currently serving as a Senior Finance Manager at Adapa/Apollo. My role involves setting up finance departments for portfolio companies, focusing on M&A, FP&A, Treasury, and Investor Relations. I thrive on driving value creation and executing investment strategies through close collaboration with sales, operations, and procurement teams.

Previously, I co-founded an e-commerce retail brand, successfully selling it for six figures after nearly two years. My experience also includes working as an Investment Banking Analyst at UBS, where I contributed to significant green finance transactions, including Europe’s largest green bond issuance. I am passionate about leveraging my financial expertise to foster growth and innovation in dynamic organizations.

Experience

Work history, roles, and key accomplishments

Current

Senior Finance Manager

Current

Adapa/Apollo

Jan 2021 - Present (5 years 5 months)

Established and managed finance departments at a portfolio company of Apollo, encompassing M&A, FP&A, Treasury, and Investor Relations. Drove significant 8- and 9-figure financing and fundraising initiatives, while also overseeing pan-European M&A activities from deal sourcing to post-integration.

M&A FP&A Treasury Management Investor Relations Financial Modeling Fundraising Budgeting Cash Flow Management MA Deal Sourcing Valuation

Co-founder and CEO

Futura

Jan 2019 - Dec 2021 (2 years 11 months)

Co-founded and successfully exited an e-commerce retail brand, achieving a 6-figure sale within two years. Spearheaded product and graphic design, managed online shop development, and executed various marketing campaigns including Meta & Alphabet ad funnels.

Product Design Graphic Design Digital Marketing Supply Chain Management Brand Development Sales Strategy

Investment Banking Analyst

UBS

Jan 2017 - Dec 2019 (2 years 11 months)

Provided advisory on CHF 3.5bn worth of transactions for European sustainability leaders, including facilitating Europe's largest green bond issuance. Constructed comprehensive financial models, pitch books, and investment memos for M&A, private placements, and convertible notes.

Investment Banking M&A Financial Modeling Capital Markets Convertible Notes Wealth Management Private Placement

Research Assistant

Oxford University

Jan 2016 - Dec 2017 (1 year 11 months)

Served as a part-time research assistant at the University’s Future of Humanity Institute, primarily focusing on data analysis using financial models. Additionally, managed the organization, execution, and reporting of interviews for research initiatives.

Data Analysis Financial Modeling Research Methodology Interviewing Data Reporting Research Quantitative Analysis Statistical Analysis