Operational Excellence Expert with 12+ yrs Experience in Global Transformation Projects

Led and supported 11 global transformation projects in the finance andenergy sectors, improving front, middle, and back-office process efficiencyand effectiveness. Specialized in operational excellence and process optimization includingautomation and digitization, achieving savings of over €3 million andhalving process durations and error rates.
Trained over 300 employees to promote a continuous improvementculture, establishing cross-functional teams and OpEx centers ofexcellence. Experienced in system selection, expansion, and post-carve-outintegrations.

Project List:

Customer Lifecycle Program at a Top 5 Global Energy Corporation
Project Manager / Baringa Partners LLP / Duration: 12 months / London (UK)

• Led and implemented initiatives to enhance customer experience and compliance requirements within the trading organization of the energy corporation. Established standardized processes, procedures, management information, workflows, training, and organizational structures for the onboarding and offboarding of business partners.

E2E Process Optimization at a Norwegian Energy Corporation
Lead Consultant / Baringa Partners LLP / Duration: 10 months / Düsseldorf

• As an OpEx expert, conducted end-to-end process optimization in financial reporting. This included mapping current and target processes including system architecture, pain points analysis, problem solving, and development of improvement initiatives. Designed and introduced an agile cross-functional team structure.

Trade Finance System Migration at a Leading Technology Corporation
Project Manager / Baringa Partners LLP / Duration: 6 months / Munich

• Supported the system migration as part of the carve-out of the energy division of the corporation. Analyzed system interfaces, planned User Acceptance Tests (UAT), and assumed the PMO role. Ensured a smooth transition and successful implementation through effective project control and coordination.

E2E and TbT Process Optimization at an Insurance Company
Project Manager / Baringa Partners LLP / Duration: 8 months / Brighton (UK)

• Led the assessment of improvement opportunities in the finance department to identify cost-saving potentials. Carried out end-to-end process improvement projects for the monthly and yearly financial close. Identified opportunities for automation through Robotic Process Automation (RPA).

OpEx Capability Building in Procurement for a Global Energy Company
Workstream Lead / Baringa Partners LLP / Duration: 11 months / Düsseldorf

• Operational Excellence training across the entire procurement unit, through workshops and one-on-one mentoring for over 100+ employees and team leaders. Tactical implementation support for customer requirements, process improvements, and KPI structure development. Introduction of physical and virtual performance boards.

EBITDA Optimization Program for a Global Family Office
Workstream Lead / Baringa Partners LLP / Duration: 2 months / Cape Town (RSA)

• Identified cost reduction and profitability enhancement opportunities within the private clients business unit. This includes strategy for location selection, operating model, shared services, and capability building. Focus on increasing efficiency and effectiveness through operational processes and structures.

Trade Surveillance Program for a Leading German Bank
Workstream Lead / Baringa Partners LLP / Duration: 10 months / Frankfurt

• Defined a global compliance monitoring approach, analyzed the regulatory landscape for trade surveillance, and derived detailed business requirements. Conducted a gap analysis of the current trade surveillance system and supported system selection. Analyzed and planned training requirements.

Investment Banking Simplification at a Swiss Investment Bank
Workstream Lead / Baringa Partners LLP / Duration: 11 months / London (UK)

• Analyzed the front-to-back trade lifecycle regarding processes and system architecture. Health check of the target operating model and standardization of the global Trade Capture TOM. Set up and completion of complexity analysis for selected product classes. Identified opportunities for automation through Robotic Process Automation (RPA).

E2E Process Optimization of Trading at a Swiss Investment Bank
Workstream Lead / Baringa Partners LLP / Duration: 4 months / New York

• Optimized the trading value chain. Developed a management dashboard for Trade Capture focusing on error rates, streamlining of end-of-day processes, and creation of checklists and Standard Operating Procedures (SOPs) for trading and sales teams. Data analysis of error reports.

Audit Remediation for an Internal Trading System of a Leading German Bank
Consultant / Baringa Partners LLP / Duration: 5 months / Frankfurt

• Created an audit remediation plan detailing the solution design for the bank's internal trading system. Feasibility study of transferring user access management to an independent system. Documentation of the entire application for end-users in the form of a user manual.

“Team by Team” Optimization of the Settlement Team at a Swiss Investment Bank
Workstream Lead / Baringa Partners LLP / Duration: 5 months / Zurich

• Lead change agent for the McKinsey Lean 5 Lenses Team-by-Team optimization approach. Responsible for the "Mindsets & Behaviors" lens, coaching team leaders in the business area (e.g., Huddleboards, KPIs, RCPS, Sit-ins), and conducting bootcamps for capacity building in Operational Excellence.

Advanced from Associate to Assistant Manager at KPMG's Financial Services, Munich, honing exceptional core consulting skills.

• Spearheaded regulatory compliance projects within the financial services domain, driving initiatives that led to a 50% reduction in report generation time.
• Managed the successful technical implementation of RWA calculation software, ensuring Basel III/CRR compliance for international financial institutions.
• Gained extensive experience in system selection, expansion, and post-carve-out integration, including test management and functional specifications.

Project List:

Documentation of Reputational Risk Management of a Large German Bank
Auditor / KPMG / Duration: 1 month / Frankfurt

• Documented the current setup of reputational risk management of a leading German bank to support a special audit.

Analysis of Regulatory Reporting and RWA Requirements
Consultant / KPMG / Duration: 3 months / Frankfurt

• Analyzed regulatory reporting and RWA (Risk Weighted Assets) requirements according to Basel III and their implications for the client. Specified functional requirements for the in-house reporting system of a German leasing bank. Additionally, I took on the PMO role.

CRD IV Gap Analysis for a Division of a German Automotive Corporation's Bank
Business Analyst / KPMG / Duration: 1 month / Munich

• Conducted a CRD IV gap analysis for the banking division to understand change requirements for compliance with new regulatory standards.

Credit Risk Management Setup Post-Carve-Out for a Real Estate Financier
Workstream Lead / KPMG / Duration: 4 months / Munich

• Led the setup of a credit risk team and processes post-carve-out of a German financial institution. Optimized processes regarding credit risk analysis and monitoring post-carve-out and assisted in selecting a new credit risk system.

Adaptation of Regulatory Reporting According to CRD IV & EMIR for a Specialized Bank
Business Analyst / KPMG / Duration: 11 months / Munich

• Consultant for enhancing reporting software ABACUS DaVinci and the internal liquidity system to align with CRD IV and EMIR regulatory requirements. Wrote functional requirement documents and served as an intermediary between functional units and IT. Supported test management in JIRA.

Implementation of a New ICAAP Framework for an Italian Major Bank
Business Analyst / KPMG / Duration: 2 months / Munich

• Consulted on implementing new ICAAP frameworks to comply with regulatory requirements, especially MaRisk, aligning with the bank's management requirements and policies.

Concept Study for Optimization of Reputational Risk Management at a large Italian Bank
Business Analyst / KPMG / Duration: 2 months / Munich

• Conducted a concept study for optimizing reputational risk management. Designed to-be processes and organizational structure for the bank's reputational risk management function.