Our Background

Yuliana Fritz

Founder and Managing Partner

How would others describe you?

Clients and colleagues most often describe me as enthusiastic, strategic, dynamic, creative problem solver and change driver.

What gives you purpose in life?

I love a good laugh. I value authentic connections built on trust. And I feel the most fulfilled accomplishing something together that makes a difference and has a positive impact in organizations and in people`s lives.

How do you spend time outside of work?

I live in Zurich, Switzerland with my husband, my daughter and our family dog. I read every chance I get, and also enjoy traveling, fine dining, skiing and golf.

Experience

2021 - 2023 (2+ years)

ABB, Finance

ARIC

About ABB: ABB is a technology leader in electrification and automation, enabling a more sustainable and resource-efficient future. The company’s solutions connect engineering know-how and software to optimize how things are manufactured, moved, powered and operated. Building on more than 130 years of excellence, ABB’s 105,000 employees are committed to driving innovations that accelerate industrial transformation.

Core Responsibilities: Led the Group`s global financial compliance program as part of Assurance, Risk and Internal Controls (ARIC) group that acts as a Second Line of Defense. Managed a large global team to deliver ABB assurance program over 10,000+ controls executed in 50+ countries. Led a series of change initiatives to significantly reduce the cost of financial compliance, including initiatives under Finance Transformation Program. Reported into the Group Assistant Controller at a CEO-4 level.

Competencies: Assurance, Financial Regulatory Compliance, Finance Transformation, US GAAP, SOX, PCAOB standards, GRC, CFIN S/4HANA, Anti-Bribery and Anti-Corruption Measures (FCPA), ESG, global internal controls remediations, financial operations excellence.

Skills:

Driving transformational change as well as incremental improvements
Leading with agile leadership style that helps teams adjust quickly to rapidly shifting priorities
Navigating large and complex matrix organization
Managing stakeholders with conflicting interests in high-stakes situations
Building content and delivering trainings and presentations to large audiences (500+ participants)
Managing the work of Global Delivery Centers and Outsourced Providers (Big 4).

2019 - 2021 (2 years)

PwC CH, Deals Advisory

CMAAS

About PwC: PwC is the second-largest professional services network in the world and is considered one of the Big Four accounting firms, along with Deloitte, EY and KPMG.

PwC firms are in 157 countries, across 742 locations, with 328,000 people. PwC defines its purpose as building trust in societies and solving important problems.

Core responsibilities: US GAAP/PCAOB expert and senior manager within Capital Markets and Accounting Advisory Services (CMAAS) team as part of the broader Deals Advisory. Supported clients during major change events such as M&A transactions, capital raising, IPO, divestitures, regulatory accounting change.

Competencies: Deals accounting, post-deal accounting, purchase price allocation, carve outs, GAAP conversion, accounting standards change, financial due diligence, capital markets assurance, IPO readiness, valuation and financial modeling.

Skills:

Preparing financial statements and disclosures, as well as supporting documents and calculations
Providing independent and objective advice on transaction accounting, accounting change and accounting problem solving
Interpreting complex regulations and sorting through interpretive guidance to find solutions that are practical and cost-effective to the client without compromising regulatory compliance
Post-merger integration and playbook development
Drafting new accounting policies and doing a gap assessment of existing policies
Running a vendor selection process for a financial system and delivering system implementation
Managing projects and technically complex workstreams.

2016 - 2019 (3 years)

Premise Health

CCO/CFO Office

About Premise Health: Premise Health is the world’s leading direct healthcare company and one of the largest digital providers in the United States. Premise Health operates over 800 healthcare centers in 45 states and Guam for more than 2,500 of the largest organizations in the U.S., serving 11 million people with fully connected care – in-person and in the digital environment. Premise Health is a portfolio company of OMERS Private Equity.

Core Responsibilities: Led cross-functional projects within Finance with the main objective to protect firm value and mitigate regulatory, operational and financial risks, minimize slow leakage of financial value and aiding executive leadership team to the areas that needed their attention. Held a Director role reporting directly into the executive management team (First to the Group CCO, and then to the Group CFO).

Competencies: Operational quality and excellence as value drivers, Medical Credentialing, Coding, HIPAA, Financial Operations Excellence, Operational and Financial Risk Management, Private Equity Finance.

Skills:

Cross functional collaboration between Finance, Medical Operations and HR functions at a healthcare provider
Interacting with the E-team and connecting firm strategy to operations to achieve results
Finding solutions that are EBITDA-friendly
Building an internally developed risk management system in collaboration with Medical Operations and IT; rolling it out to 500 locations nationwide (in the US)
Using analytical methods and implementing innovative digital solutions to solve problems.

2009 - 2016 (7 years)

PwC US, Assurance

Health Industries

About PwC: PwC is the second-largest professional services network in the world and is one of the Big Four accounting firms, along with Deloitte, EY and KPMG. PwC firms are in 157 countries, across 742 locations, with 328,000 people. PwC defines its purpose as building trust in societies and solving important problems.

Core Responsibilities: Led a team of auditors through all stages of the PCAOB compliant audit of a Fortune 40 company in the US, ($80Bn in revenues). Led other audits for multiple publicly listed Fortune 100 clients primarily in the Healthcare Industries. Started my career with KPMG in 2009, was promoted to Senior Associate after 2 years and transitioned from KPMG US to PwC US. Spent all 7 years serving mostly US Healthcare clients.

Competencies: US GAAP, SOX, PCAOB Auditing Standards, Statutory Accounting & Reporting (NAIC), HIPAA, Financial Operations Excellence.

Skills:

Integrating advanced analytical and statistical methods into the audit strategy
Implementing innovative digital solutions to solve complex problems
Developed and supervised execution of audit strategies for first-year PCAOB clients when no prior year audit workpapers were available
Leading and developing high-performing expert teams, managing up and down organizationally
Overseeing and supervising the work of specialists (e.g. data scientists, IS specialists, tax accountants, valuation specialists, and actuaries)
Working with and interpreting complex regulations to drive financial regulatory compliance
Managing large and complex projects and workstreams
Performing under pressure in high-stakes situations and delivering high quality work under tight deadlines
Developing training content and delivering trainings to small audiences (50+ participants).

Education

University of Chicago, Booth School of Business

Master`s in Business Administration (MBA)

CeDiploma Validation Code: 19UW-JLZJ-YKF1

University of Louisville

Diploma in Accounting, Summa Cum Laude

Certified Public Accountant (US CPA), KY State Board of Accountancy (ID 11736)

Kentucky Christian University

Bachelor`s Degree, double-majored in Business and Theology, Cum Laude