Management Consultant
Schlagwörter
Agile Methodologie
Künstliche Intelligenz
Data Analysis
Analyse von Finanzdaten
Confluence
Jira
Finanzdienstleister
Business Intelligence
Business Development
Business Analysis
Skills
Project management, change management, scrum master, agile methods, business transformation, business analysis, business analyst, business intelligence, business development, requirements management, reporting, controlling, NRCR, CRR, EBA guidelines, MS office, artificial intelligence, Business modelling, Confluence, data analytics, JIRA, SAP BI, MS Access, Excel, Outlook, Powerpoint, MS Project, SharePoint, MS Word, Prince2 Foundation, robotic process automation
Projekthistorie
01/2021
-
08/2021
NRCR related EBA "Guideline on PD estimation, LGD
estimation and the treatment of defaulted exposures":
* Set-up and alignment of an overall Credit Risk &
PD/LGD Guideline related Target Operating Model
* Preparation & moderation of weekly project working
group meetings
* Preparation & presentation of status reports and
focus topics needed for Senior Management decision
taking within Operating and Steering Committees
* Prioritization, alignment and implementation of
sourcing activities including data gaps within FDW
* Set-up and coordination of taskforce activities in
order to mitigate risks, secure business adoption and
regulatory compliance in given timeline
* Coordination of all sub-workstreams related to the
project across Finance, Risk, Business and IT
* Reporting of project status, risks and issues in
dbClarity
* Documentation of all workstream deliverables / work
packages within Confluence for knowledge sharing
Project management / Scrum master for a groupwide
estimation and the treatment of defaulted exposures":
* Set-up and alignment of an overall Credit Risk &
PD/LGD Guideline related Target Operating Model
* Preparation & moderation of weekly project working
group meetings
* Preparation & presentation of status reports and
focus topics needed for Senior Management decision
taking within Operating and Steering Committees
* Prioritization, alignment and implementation of
sourcing activities including data gaps within FDW
* Set-up and coordination of taskforce activities in
order to mitigate risks, secure business adoption and
regulatory compliance in given timeline
* Coordination of all sub-workstreams related to the
project across Finance, Risk, Business and IT
* Reporting of project status, risks and issues in
dbClarity
* Documentation of all workstream deliverables / work
packages within Confluence for knowledge sharing
Project management / Scrum master for a groupwide
04/2020
-
12/2020
Management Consultant
* Preparation & moderation of weekly workstream
reports, jour fixes, daily stand-ups, retrospectives
* Coordination of sprint plannings based on prioritized
user stories/ backlog
* Collection & alignment of business requirements
across Finance, Risk, Treasury, Business & IT
* Sprint, budget and resource planning based on given
business requirements
* Set-up of user stories via JIRA relevant to the
groupwide strategic, financial planning &
performance management harmonization across
Finance, Risk & Treasury
* Senior Management reporting of status,
achievements, risks, issues and benefits
reports, jour fixes, daily stand-ups, retrospectives
* Coordination of sprint plannings based on prioritized
user stories/ backlog
* Collection & alignment of business requirements
across Finance, Risk, Treasury, Business & IT
* Sprint, budget and resource planning based on given
business requirements
* Set-up of user stories via JIRA relevant to the
groupwide strategic, financial planning &
performance management harmonization across
Finance, Risk & Treasury
* Senior Management reporting of status,
achievements, risks, issues and benefits
01/2019
-
12/2019
Management Consultant
deposits product of a leading bank:
* Performance of various client, data & KPI analyses
and derivation of recommendations for action
* Development & set-up of a common reporting
dashboard for product banks & senior management
* Set-up of business cases for the validation of
marketing measures & sales initiatives
* Development of a marketing & sales concept
* Preparation & moderation of internal workshops
* Conception of the governance process for the
onboarding of new product banks
* Documentation of the onboarding process for new
product banks & development of an onboarding
guide
* Development of customer journeys
Business analysis and PMO for the Digital 2.0 BI
09/2018 - 12/2018 reporting project and CDO during a bank merger:
* Risk requirements analysis and specification on
behalf of the CDO and BI Reporting for the set-up of
a centralized/ harmonized BI platform and DWH
* Risk variable definition, specification and alignment
of future infrastructure and data sourcing with IT BI
* Preparation, execution and moderation of
workshops for a joint alignment on variable
definitions for finance, risk and sales datamarts
* Preparation, definition and alignment of future, joint
business lines with finance, risk and sales
* Project management, milestone planning, status
controlling, tasks and responsibilties allocations for
the fincance, risk and sales workstream
* Performance of various client, data & KPI analyses
and derivation of recommendations for action
* Development & set-up of a common reporting
dashboard for product banks & senior management
* Set-up of business cases for the validation of
marketing measures & sales initiatives
* Development of a marketing & sales concept
* Preparation & moderation of internal workshops
* Conception of the governance process for the
onboarding of new product banks
* Documentation of the onboarding process for new
product banks & development of an onboarding
guide
* Development of customer journeys
Business analysis and PMO for the Digital 2.0 BI
09/2018 - 12/2018 reporting project and CDO during a bank merger:
* Risk requirements analysis and specification on
behalf of the CDO and BI Reporting for the set-up of
a centralized/ harmonized BI platform and DWH
* Risk variable definition, specification and alignment
of future infrastructure and data sourcing with IT BI
* Preparation, execution and moderation of
workshops for a joint alignment on variable
definitions for finance, risk and sales datamarts
* Preparation, definition and alignment of future, joint
business lines with finance, risk and sales
* Project management, milestone planning, status
controlling, tasks and responsibilties allocations for
the fincance, risk and sales workstream
12/2016
-
08/2018
Senior Consultant, Corporate Excellence & Transformation
Capgemini Consulting
development of a central DWH and harmonized
reporting & BI platform during a bank merger:
* Performance of workshops and interviews with all
reporting stakeholders (sales, finance, risk) to
identify gaps and document business requirements
* Inventory of the existing reports for the finance, risk,
sales and operations departments of both banks
* Documentation of as-is reporting processes (report
description, KPIs, reporting frequency, etc.)
reporting & BI platform during a bank merger:
* Performance of workshops and interviews with all
reporting stakeholders (sales, finance, risk) to
identify gaps and document business requirements
* Inventory of the existing reports for the finance, risk,
sales and operations departments of both banks
* Documentation of as-is reporting processes (report
description, KPIs, reporting frequency, etc.)
12/2016
-
07/2018
Senior Consultant, Corporate Excellence & Transformation
automation (RPA) and data management:
* Contribution to the POV on "Agile Organizations - an
approach for a successful journey towards more
agility in daily business "
* Evaluation and identification of RPA potential for the
KYC domain
* Publication of the analysis results within the blog
article "Next Generation KYC: Why RPA constitutes a
crucial success factor for financial institutions' KYC
digitization "
* Development of a best practice methodology for
efficient data sourcing
* Development of a data management maturity
assessment and transformation map
* Publication of the analysis results within the PoV
"How the Data Management Flywheel accelerates
proper data sourcing in the Digital Era"
* Contribution to the POV on "Agile Organizations - an
approach for a successful journey towards more
agility in daily business "
* Evaluation and identification of RPA potential for the
KYC domain
* Publication of the analysis results within the blog
article "Next Generation KYC: Why RPA constitutes a
crucial success factor for financial institutions' KYC
digitization "
* Development of a best practice methodology for
efficient data sourcing
* Development of a data management maturity
assessment and transformation map
* Publication of the analysis results within the PoV
"How the Data Management Flywheel accelerates
proper data sourcing in the Digital Era"
04/2018
-
06/2018
Senior Consultant, Corporate Excellence & Transformation
central, harmonized reporting/ BI platform and DWH
for a leading regional bank:
* Performance of interviews with department heads
and reporting representatives for the documentation
of use cases and business requirements with respect
to data import, export and processing
* Requirements analysis, modelling of the as-is and
target reporting processes
* Alignment on release and publication processes for
standard and ad-hoc reporting
* Development of a governance concept for the
central reporting platform
for a leading regional bank:
* Performance of interviews with department heads
and reporting representatives for the documentation
of use cases and business requirements with respect
to data import, export and processing
* Requirements analysis, modelling of the as-is and
target reporting processes
* Alignment on release and publication processes for
standard and ad-hoc reporting
* Development of a governance concept for the
central reporting platform
06/2017
-
03/2018
transmission services operator
* IT PMO for the implementation, testing and roll-out
of all IT components and equipment in scope of the
open office workplace concept for the new
headquarter (construction, network, access control,
media technology, room booking, workplace
hardware, output management)
* Project and milestone planning (MS project)
* Budget (> 3 million €) and resource planning
* Risk, status, cost controlling and Mgt. reporting
* Project management for the access control
harmonization of all on- and offshore affiliates
* External stakeholder and provider management
* Set up of service level agreements and new Campus
roles and responsibilities concept
of all IT components and equipment in scope of the
open office workplace concept for the new
headquarter (construction, network, access control,
media technology, room booking, workplace
hardware, output management)
* Project and milestone planning (MS project)
* Budget (> 3 million €) and resource planning
* Risk, status, cost controlling and Mgt. reporting
* Project management for the access control
harmonization of all on- and offshore affiliates
* External stakeholder and provider management
* Set up of service level agreements and new Campus
roles and responsibilities concept
03/2017
-
05/2017
Senior Consultant, Corporate Excellence & Transformation
German bank for the realization of a multibanking
platform for corporate & business clients:
* Status and risk controlling
* Collection and consolidation of workstream reports
* Preparation of presentations and decision
documents for the Steering Committee
* Organisation of daily stand-ups, sprint plannings /
reviews and retrospectives
* Collection of business requirements for the
development of the MVP (minimum viable product)
* Alignment with product owner on PSD2 features for
further MVP development
* Preparation and moderation of workshops with
control functions
platform for corporate & business clients:
* Status and risk controlling
* Collection and consolidation of workstream reports
* Preparation of presentations and decision
documents for the Steering Committee
* Organisation of daily stand-ups, sprint plannings /
reviews and retrospectives
* Collection of business requirements for the
development of the MVP (minimum viable product)
* Alignment with product owner on PSD2 features for
further MVP development
* Preparation and moderation of workshops with
control functions
03/2013
-
03/2015
Business Development Manager
PASS Consulting Group
IT project management and business development for
financial services:
* Sales of financial solutions (SEPA, corebanking, asset
management)
* IT project management for the implementation of
SEPA solutions
* Contract negotiations (framework agreements,
service level agreements)
* Expansion of the group's asset management
portfolio focusing on the roll-out of an artificial
intelligence based investment advisory system
* Collection of business requirements, requirements
engineering and change request management
* Acquisition of investors, customers and cooperation
partners
* Business modelling, market and peer analyses
* Marketing and campaign planning
* Key account management
financial services:
* Sales of financial solutions (SEPA, corebanking, asset
management)
* IT project management for the implementation of
SEPA solutions
* Contract negotiations (framework agreements,
service level agreements)
* Expansion of the group's asset management
portfolio focusing on the roll-out of an artificial
intelligence based investment advisory system
* Collection of business requirements, requirements
engineering and change request management
* Acquisition of investors, customers and cooperation
partners
* Business modelling, market and peer analyses
* Marketing and campaign planning
* Key account management
Reisebereitschaft
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EU-DSGVO OK
