Date: 19.12.2025 (2025-12-19)
Alexander Pfann (19.12.2025) Context: • https://www.linkedin.com/in/alexander-pfann-89637a15a/ • VP Corporate FP&A at Aviv Group (>1k ppl) • A digital real estate tech company • Berlin • He is in Nuremeberg • My message: • Ich war mit Herrn Hasler in Kontakt - und er hat mir empfohlen Sie zu kontaktieren. • • Wir entwickeln proprietäre KI-Modelle für Controlling & Accounting, die auch für komplexe Fälle trainiert sind - etwa mehrere Purchase Orders auf einer Rechnung, Price-Variance-Tolerances bei Lieferanten etc. • • Ziel ist eine detaillierte Digitalisierung von AP/AR für das Controlling und FP&A - direkt integriert in bestehende Systeme und angepasst an aktuelle Prozesse. • Reply: • Hallo Herr Brandstätter, sorry für die später Rückmeldung. Gerne können wir reden. Nächste Woche Do um 16 Uhr würde gut passen oder auch 17 Uhr. Geht das? Meine Handy Nummer ist 0151 5766 3141. Viel Grüße Alexander Pfann
Notes: • Notes: • He leads Zentralcontrolling • monatlichers reporting und forecast , top mgmt reporintg , ad hoc analysen, value creation, ROI calculation • Difficult to find out how AI can support their work • They work mainly with Gemini with Google • Mainly -> Kommentare schreiben, Reports verschönern • Daten Analysis -> correlations • Routinearbeiten: Präsentationen verschönern, automatische Executive Summaries -> teilweise mit Hilfe von Ki, aber auch noch viel manuell -> a lot of potential; they are trying out and find out - not sure what is best • They use Google Documents (GDoc) -> they have a Pro account; The can upload finance data • They have a young team • He sees reporting, commenting, data analysis is potential for AI • Not so much beschäftigt: forecasting based on Treiberlogik -> could be interesting for AI • Challenges: • They were part of Axel Springer -> carve out beginning of year -> they have a finance tool introduced -> takes a long time to collect the data and analyse • Quality assurance of data -> is data consistent • They want to optimise that • Root cause: different data sources -> local ERP systems, FTE headcount from different system, a lot of operational KPIs, number of listings on their platform (Data Warehouse systems) • Sometimes KPIs contradict between different systems -> a lot of time to check data quality (also HR and operationl KPIs) • FP&A: They are getrieben by change management processes within the company -> Kostenstellenstruktur etc. has to be changed (they also have a new leadership team on board) -> change of chart of account -> accounting impact -> reporting always has to be adapted -> they are always behind / reactive • Magic wand: ganz klar: Kommentierung von monatlicher Performance -> input is data from countries, tool would create a report for the next mgmt meeting -> summary for board with 3 pages, key Aussagen (highlights, lowlights) -> design - input would be Excel and PDF or CSV of metrics and existing comments of the different countries -> they get data from different countries • He checks if he wants to send us data to test with Cursor • Automation: • • Biggest objections / challenges in his daily life? • • Most valuable flows for him? • • Context: team setup? internal and external? • • Which tasks are the biggest pain? With magic wand -> what would he solve? • • Which tasks would he focus on? • • Do they already have automations? Which ones? How well do they work? • • Which companies would he target? • • General feedback to pitch? •