Turning financial complexity
into investor-grade decisions.

CFO, Controlling, and BI expertise. Integrated from day one.

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Insight

We identify the levers that actually move your EBITDA and separate them from the noise that fills most management reports.

Vision

We translate strategic goals into financial targets that your organization can actually plan and steer towards, not just report against.

Visibility

We build the dashboards, models, and routines that give management and investors a clear, real-time view of where performance stands and where it's heading.

Why INVIZIO

The discipline, speed, and pragmatism
that high-stakes situations require.

INVIZIO's founding team spent years inside the same PE-backed company. Leading finance. Running controlling and reporting. Building the data and BI backbone. We know where the handoffs break. Because we've worked through them firsthand.

Aligned on day one

Most advisors spend the first weeks aligning internally. We spend them delivering results. The CFO, controlling, and BI perspectives come fully aligned from day one.

Senior delivery, no layers

Every engagement is scoped, led, and delivered by senior practitioners. The people who scope the work are the people who do it. Start to finish. No junior-heavy delivery layer.

Designed for use, not for show

Every model, every dashboard, every routine: built to be used daily, not to be presented quarterly. We stay until the tools work in your team's hands and the next steering cycle runs without us.

We've been on your side of the table

Before founding INVIZIO, we ran finance under PE ownership. Covenants, board pressure, investor reporting cycles. We don't have to learn these for your engagement. They are the conditions that shaped our careers.

What We Do

Three capabilities.
One integrated finance perspective.

The situations below are the ones we know best. Not from textbooks, but from having worked inside them.

Situation 01

The board asks why EBITDA missed. Finance spends a week building the answer. And it still gets questioned.

When the numbers take days to produce and still don't hold up to scrutiny, confidence erodes. In finance, and in the room.

Situation 02

Monthly reporting tells you what happened last month. Nobody in the room knows what to do differently next month.

Reporting that describes the past without enabling action isn't steering. It's history.

Situation 03

The budget took six weeks to build. By February it's already wrong. And the forecast isn't much better.

When planning consumes the team for weeks and the output loses credibility within the first quarter, something in the process is fundamentally broken.

Situation 04

You only know the cash position after a call to accounting. Covenant headroom is anyone's guess. By the time the investor asks, the answer is days late.

Liquidity problems rarely arrive overnight. They build up quietly until someone asks a question you can't answer with confidence.

This is what we do about it.

01

Strategic Financial Steering & Value Creation

We build the planning and scenario models, KPI frameworks, cash visibility, and investor reporting that PE-backed leadership teams use to steer financial performance.

  • Value-driver frameworks and performance logic
  • KPI systems aligned with strategic and investor priorities
  • Scenario-based planning, budgeting, and forecasting
  • Liquidity planning and cash flow steering
  • Board and investor reporting structures
  • Performance review routines and accountability rhythms
Management and investors work from the same numbers, forecasts hold up to scrutiny, and the next board meeting starts from a position of clarity rather than damage control.
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02

Financial Operations & Controlling Design

We rebuild the forecasting cycles, month-end close, accounting integration, and reporting processes that finance teams use to produce reliable numbers on time, every month.

  • Budgeting, forecasting cycles, and rolling reforecasts
  • Month-end close and performance review routines
  • Accounting and controlling integration
  • Process standardization and governance structures
  • Operational reporting rhythms and KPI implementation
  • Training and operational enablement for finance teams
Month-end closes on time, numbers don't get questioned, and finance stops being the bottleneck between results and decisions.
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03

Data & BI Enablement

We build the data models, automated dashboards, data pipelines, and governance standards that deliver a single source of truth to management and investors on demand.

  • Integrated financial data models and system connections
  • Management and investor dashboards in Power BI
  • Automated reporting workflows and refresh cycles
  • KPI calculation logic and metric ownership
  • Data governance and documentation standards
  • Internal enablement and handover plans
A single source of truth, available to the people who need it, without a team spending three days in Excel to produce it.
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Transaction Support & Special Situations

Finance advisory in transactions, carve-outs, and restructurings where rapid clarity and senior judgment are required.

CFO- & Controlling-as-a-Service

Interim finance leadership and embedded controlling support for companies that need senior finance capacity without a permanent hire.

AI-Enabled Finance Solutions

We develop analytics solutions and AI applications that automate reporting and get finance teams to reliable decisions faster.

Explore all services in detail
Who You'll Work With

One contact. Specialist delivery.

Sebastian is Managing Director and primary point of contact. Every engagement is scoped and staffed with senior specialists in controlling, finance operations, and business intelligence. All have experience in PE-backed environments and have worked together successfully on prior engagements.

Sebastian Falk

Co-Founder & Managing Director
LinkedIn

Sebastian brings 12 years of experience across finance, controlling, and technology in PE-backed environments. He previously worked as a manager at a boutique restructuring advisory, focusing on financial and operational restructuring, with additional project experience in financial due diligence. At a PE-backed group, he built the finance data architecture and led the Power BI rollout across more than 10 legal entities. Earlier, at a Big Four firm, he advised CFOs and CIOs on finance transformation and reporting. He holds an MSc in Information Systems and combines financial insight, controlling discipline, and data architecture in practical delivery.

Financial ReportingBI & Data Architecture RestructuringPE-backed Companies
Careers

We are growing.
Join INVIZIO.

We are not looking for people who want to spend their days producing presentations. We are looking for finance professionals who want to be close to the problem, own the work, and see the impact directly.

If that sounds like you, we should talk.

Send your CV and a brief introduction to careers@invizio-partners.com

Direct senior exposure

There is no pyramid here. From day one, you work directly alongside the partners on client engagements.

PE & growth focus

We work where it matters: PE-backed companies with complex challenges and real pressure to perform.

Broad profile

Finance, controlling, BI, and strategy are not treated as separate disciplines. We integrate them by design.

Career & development

Clear progression from Consultant to Manager. Promotion on capability, not tenure. Annual budget for certifications, courses, and conferences.

Performance-based compensation

Above-market base salary for comparable consulting and finance roles. Variable component tied to engagement contribution and team growth.

Profit share

Early hires participate in a profit-share scheme tied to firm performance. Skin in the game from year one.

Open Positions

INVIZIO is a newly founded boutique with an ambitious growth agenda. Below are our current openings. We are always interested in strong profiles, so feel free to reach out even if your background does not fit a specific role.

(Senior) Finance Consultant
Munich · Hybrid Full-time
Responsibilities
  • Support clients in financial steering, KPI design, and performance reporting
  • Develop planning models, forecasting logic, and budgeting structures
  • Design and improve controlling processes and month-end routines
  • Work directly with management teams and investors on value-creation topics
Requirements
  • 2–6 years of experience in finance, controlling, or advisory
  • Strong analytical skills and solid understanding of financial statements
  • Experience in PE-backed or growth environments is a plus
  • Structured, pragmatic, and comfortable working in fast-paced settings
(Senior) BI & Reporting Specialist
Munich · Hybrid Full-time
Responsibilities
  • Build and maintain Power BI dashboards for management and investors
  • Design KPI frameworks and reporting structures aligned with financial logic
  • Automate reporting workflows and data refresh cycles
  • Enable internal client teams to maintain and extend BI solutions independently
Requirements
  • 2–6 years of experience in BI, reporting, or financial analytics
  • Strong proficiency in Power BI and DAX
  • Solid understanding of financial KPIs and controlling logic
  • Experience with ERP systems and data integration is a plus
(Senior) Data Engineer
Munich · Hybrid Full-time
Responsibilities
  • Design and implement scalable data models and integration pipelines in Microsoft Fabric
  • Connect ERP, finance, and operational systems into unified data architectures
  • Ensure data quality, governance, and consistency across reporting environments
  • Collaborate closely with BI and finance teams to align data flows with reporting needs
Requirements
  • 3–6 years of experience in data engineering or data architecture
  • Solid experience with Microsoft Fabric as the central data platform (our standard stack)
  • Proficiency in SQL, Python, and modern data stack tools
  • Experience with ERP systems (e.g. SAP, Dynamics) and cloud platforms
  • Ability to translate finance and business requirements into technical solutions
Working Student, Brand & Operations
Munich · Hybrid 15–20 hrs/week
Responsibilities
  • Develop pitch materials, presentations, and sales-ready content (one-pagers, client-facing decks, LinkedIn posts)
  • Support brand development across visual identity, design templates, and communication standards
  • Document our methods, approaches, and frameworks: turn partner know-how into reusable assets
  • Work directly with the partners on firm-building initiatives that shape how INVIZIO operates and grows
Requirements
  • Enrolled in a Bachelor's or Master's program (Business, Marketing, Communications, Information Systems, or related)
  • Strong PowerPoint and Excel skills; experience with Power BI is a plus
  • A strong sense of structure and design, with clear written communication skills
  • Ambitious and motivated, with a high standard for quality
  • 15–20 hours per week, Munich-based with hybrid flexibility

High-performing working students receive priority consideration for full-time roles after graduation.

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Get in Touch

Most engagements start with a 30-minute call.

No deck, no pitch. Just a conversation about your situation. If there's a fit, we'll tell you plainly what we think needs to happen and how we'd approach it.

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Office
INVIZIO Partners GmbH
Munich, Germany
Email
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