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MK

Mathis Kordy

Corporate finance and portfolio management student focused on analytics and AI-driven automation

Lengerich, GermanyActively looking

I am a working student in Corporate Finance & Financial Advisory, building and maintaining complex financial models for mid-term planning, budgeting, and CapEx forecasts. I help translate financial statements into clear reporting and strategy, supporting executive decision-making with risk-focused insights. In portfolio management, I have analyzed 90+ branch locations and developed concrete optimization measures to improve overall portfolio efficiency. I also support investment and site expansion decisions through profitability analyses, KPI evaluation, and decision-ready materials. I am currently pursuing a Master of Science in Controlling & Finance with a Digital Business focus, including a semester abroad at EM Normandie and coursework across risk management, financial markets, and advanced business analytics. On my own, I am developing skills in Python and Large Language Models to automate parts of my financial analysis and make corporate finance faster and more strategic.

Experience

TH

Working Student, Corporate Finance & Financial Advisory

Topp Holding

Feb 2026 – Present

Bremen, GermanyPart time

As a Working Student in Corporate Finance & Financial Advisory, I built and maintained complex financial models for mid-term financial planning, budgeting, and CapEx forecasts to support C-level decision-making. I analyzed and interpreted monthly and quarterly financial statements (P&L, Balance Sheet, Cash Flow) and created ad-hoc reports to identify operational risks and action items. I also monitored daily cash flows and supported treasury activities to optimize capital allocation across group subsidiaries.

Financial modelingFP&AMid-term planningBudgetingCapEx forecastingFinancial statement analysisP&LBalance sheetCash flowAd-hoc reportingOperational risk analysisTreasury managementDaily cash flow monitoringCapital allocationFinancial reporting
LI

Working Student, Portfolio Management

Lidl Immobilien Dienstleistung GmbH & Co. KG

Oct 2025 – Jan 2026

Heilbronn, GermanyPart time

As a Working Student in Portfolio Management, I analyzed and evaluated 90+ existing branch locations to derive concrete optimization measures that improved overall portfolio efficiency. I collaborated on profitability analyses and prepared comprehensive decision-making materials for investment and portfolio strategy discussions.

Portfolio optimizationPortfolio efficiencyBranch location analysisProfitability analysisInvestment strategyDecision-making materialsPortfolio management
LI

Dual Student, Portfolio Management

Lidl Immobilien Dienstleistung GmbH & Co. KG

Oct 2022 – Sep 2025

Heilbronn, GermanyApprenticeship

As a Dual Student in Portfolio Management, I conducted economic efficiency analyses and site evaluations, preparing profitability calculations to support expansion planning decisions. I assessed key performance indicators (KPIs) to evaluate site profitability and formulated strategic recommendations that I presented to regional management.

Economic efficiency analysisSite evaluationProfitability calculationsExpansion planningKPI analysisSite profitability assessmentStrategic recommendationsRegional management

Education

OU
Osnabrück University of Applied Sciences

Master of Science in Controlling & Finance, Digital Business

Oct 2025 – Aug 2027

1.9 (Current GPA)

Semester Abroad: EM Normandie Business School (09/2026 – 12/2026) – Focus: Banking, Finance and FinTech

Major: Digital Business. Relevant Coursework: Advanced Corporate Finance, Financial Markets & Instruments, Risk Management, Advanced Business Analytics.

BC
Baden-Württemberg Cooperative State University (DHBW) Stuttgart

Dual Bachelor of Arts in Business Administration, Real Estate Management

Oct 2022 – Sep 2025

2.3 (Final Grade)

Major: Portfolio Management

Relevant Coursework: Corporate Accounting, Financial Accounting, Capital Market Theory, Business Mathematics, Statistics.

Skills

Financial modelingBudgetingCapEx forecastingFinancial statement analysisRisk managementFinancial reportingTreasury managementCash flow monitoringCapital allocationPortfolio optimizationInvestment strategy analysisSite evaluationKPI analysisPythonSQLTableauSAPLucanetMS ExcelMS PowerPointFinancial Markets & InstrumentsAdvanced business analyticsData-driven decision support

Languages

German
Native or bilingual proficiency
English
Full professional proficiency