Location: Munich - regular travel required
Lead strategic finance transformation across an international investment group.
As Head of Group Controlling, you will shape and lead the group-wide controlling and performance management agenda across Viessmann Generations Group’s portfolio. You will build scalable structures, drive transparency, and act as a key interface between portfolio companies, the investment team, and top management.
As a globally active, independent family business in its fourth generation, we have been shaping living spaces for generations to come since 1917. Under the leadership of Max Viessmann, we pursue our mission with a long-term perspective and entrepreneurial spirit. Today, the Viessmann Generations Group supports over 30 mid-sized companies and family businesses across Europe and the US – all united by their active contribution to the energy transition. We invest capital, expertise, and passion in three core impact areas:
Climate: Renewable energy, carbon reduction, and green infrastructure
Water: Solutions for water scarcity, quality, and efficiency
Food: Sustainable agriculture, supply chain innovation, and food technology
Our goal: to create impact – ecological, societal, and entrepreneurial.
The Viessmann Way supports how we work, lead, and create value together - whether as a team member, entrepreneur or partner in our ecosystem. It is not a rulebook, but a compass: a living set of principles shaped by over a century of entrepreneurship and guided by our long-term purpose.
This is a high-impact opportunity to build and professionalize the group-wide controlling function within a dynamic investment holding. You will design a scalable controlling architecture that brings cost transparency, process consistency, and performance steering across both Holding and portfolio companies. Balancing strategic design with operational execution, you’ll define core governance standards, lead advanced reporting initiatives, and partner closely with leadership to make controlling a true driver of value.
Construction & Transformation
Design and implement a scalable, future-proof financial reporting and controlling blueprint across existing and future portfolio companies.
Lead the introduction and governance of modern BI, planning, and performance management tools, replacing manual, Excel-heavy processes with automated, high-quality data flows.
Define, harmonize, and continuously evolve group-wide KPIs and reporting standards to ensure data integrity and comparability across the portfolio.
Own the finance integration playbook for new acquisitions, including “First 100 Days” onboarding, reporting setup, and alignment with group standards.
Strategy & Portfolio Management
Lead value creation monitoring across the portfolio, tracking performance against Value Creation Plans and investment theses.
Drive deep-dive financial and operational analyses (e.g. margins, cash conversion, capital efficiency) to identify improvement levers and support strategic decision-making.
Own the quarterly and annual portfolio valuation process, including governance, methodologies, and documentation.
Stakeholder Management & Sparring
Act as the central finance and controlling interface for the investment team, providing scenario analyses, sensitivity models, and performance insights.
Serve as a trusted sparring partner to portfolio company CFOs, supporting them in scaling and professionalizing their finance organizations.
Lead and contribute to high-quality investor reporting, ensuring clarity, accuracy, and strong financial storytelling.
5+ years of experience in group controlling, ideally within a holding, family-owned, or PE-backed structure
Business fluency in German and English
Strong proficiency in ERP systems (SAP S/4HANA), BI tools and financial modeling
Proven track record in designing and leading cross-entity controlling processes and cost management programs
Demonstrated success in driving finance transformation, implementing harmonized standards, and introducing modern finance tooling/automation
Exceptional communication skills and stakeholder management experience across matrix environments