freiberufler Project Lead for international transformation, digitization and merger projects in banking auf freelance.de

Project Lead for international transformation, digitization and merger projects in banking

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  • auf Anfrage
  • 59556 Lippstadt
  • Weltweit
  • de  |  en  |  pt
  • 22.04.2023

Kurzvorstellung

Owner of BANCALIS, a Mgmt. Consulting company with broad experience in the program mgmt of Corporate Transactions of European subsidiaries into branches to build a Europe SE for banks and digital transformation and change projects in banking.

Auszug Referenzen (6)

"J. hat uns durch seine strukturierte Arbeit als Product Owner sehr geholfen."
Product Owner
Julian Metzler
Tätigkeitszeitraum

10/2020 – 9/2022

Tätigkeitsbeschreibung

Definition of Target Operational Model; Creation and maintenance of the product backlog in JIRA as well as prioritization of requirements and categorization; Technical specification of the requirements in JIRA; Analysis of legal or regulatory requirements for the product; Technical management of regulatory or auditing tasks (eIDAS certification, auditor) with regard to the product and coordination of implementation; Implementation planning of the technical requirements as well as regular progress checks in sprint reviews; Setup of the company wide internal control system (IKS); Overall planning of the product development along the product vision developed together with the management; Release planning based on prioritization by stakeholders and documentation in JIRA to ensure traceability and transparency; Technical documentation of the product in Confluence (Atlassian); Ensuring quality management and review of test management as well as management of feedback from test cycles and customer feedback; Communication and reporting to Mgmt. and other stakeholders such as investors and the advisory board on development progress and planning.

Eingesetzte Qualifikationen

Agile Entwicklung, Product Owner, Projektleitung / Teamleitung (IT), Regulatory Affairs Management, Software Design

"J. managed to hire 30 employees and rebuild the colonial house in such a short timeframe including transportation of 40 tons of material to Ibo."
Project Lead: Rehabilitation of a colonial house in Mozambique on Ibo Island in
Ania Valério
Tätigkeitszeitraum

7/2019 – 8/2019

Tätigkeitsbeschreibung

Rehabilitation of a colonial house in Mozambique on Ibo Island in the Quirimbas archipelago after cyclone Kenneth: Rehabilitate our colonial house which was half destroyed by the cyclone Kenneth in May 2019 within 4 weeks and build a new roof, new bathroom and kitchen and completely new electricity in the house: Project Lead to rebuild our own house; logistic to transport material from Maputo to Ibo Island via two 20 tons trucks including shipment; hiring and management of 25 local employees to rehabilitate the house within 4 weeks; 3D software planning of the roof construction; strengthening of the house foundation; complete new house electricity with pipes in the walls; new bathroom and kitchen design and building in cement; new veranda construction and roof; inside and outside painting with traditional lime. Reconstruction of the public playground including painting, construction of new swings, a bamboo house and a soccer wall.

Eingesetzte Qualifikationen

Bedarfsplanung, Beschaffungsmanagement, Planung / Kontrolle Auslandsaktivitäten, Vorbereitung Auslandsinvestitionen, Logistikplanung, Budgetierung, Lohn- / Gehaltsabrechnung, Krisenmanagement, Recruiting, Programm Management, Interkulturelle Kommunikation, Baumanagement

"Starke Projektmanagement Skills und aktivesTreiben der Themen auch in einem schwierigen Umfeld"
Project Lead: Design, development and implementation of a new digital account op
Guido Spratte
Tätigkeitszeitraum

9/2018 – 6/2019

Tätigkeitsbeschreibung

Design, development and implementation of a new digital account opening software for high net worth clients incl. digital signature.
Project goal: Digital opening of a bank portfolio on an iPad including an automated risk profiling to conclude a wealth management contract
Role: Project Lead and product owner of electronic account opening application to external software provider; Management of design, specification and development of software from scratch, including acceptance test phase and internal roll-out to private bankers; Specification of further use cases to enhance software and develop interface to core banking system; handover to line organization.

Eingesetzte Qualifikationen

Bankwesen (allg.), Software Design, Softwareentwicklung (allg.), Online Banking, Projektmanagement, Business Analyse, Business Development, Projektmanagement - Softwaretool-Schulung

"Sehr professionelle Ausführung der Funktion Programm Management im Rahmen der Umsetzung des Programms Progress (Renewal of Front Office Applications)"
Program Mgmt.: Implementation of a new Portfolio Management System and Client Re
Martin Deckert
Tätigkeitszeitraum

3/2018 – 9/2020

Tätigkeitsbeschreibung

Role: Program Mgmt. Office, Design Authority, Target Operating Model
Project goal: Enable growth strategy and business plan by implementing a new modern portfolio management system
Lead of the Program Management Office; Development of the Target Operating Model and future set up of the private bank; Lead of the Design Authority and governance of the program scope; Project planning and Reporting

Eingesetzte Qualifikationen

Reporting, Projektleitung / Teamleitung (IT), Projektmanagement (IT), Programm Management, Projektplanung / -vorbereitung, Projektsteuerung (Projektcontrolling), Business Analyse, Unternehmensberatung, Unternehmensstrategie

"His professional behavior, project management skills and trustful cooperation was a key successful factor. 100% positive recommendation."
Strategic Program Management as Management Consultant: Corporate Transaction of
Martin Deckert
Tätigkeitszeitraum

10/2016 – 3/2018

Tätigkeitsbeschreibung

Project goal: Corporate Transaction and set up of a Europe SE
Advisory of the Management Board to transform European onshore markets into fully licensed branches of an EU passported entity; Development of the Target Operating Model across key dimensions to control the complexity; Overall program management and planning with focus on corporate transaction (down-stream merger of current Headquarter into Germany and subsequent cross-border merger with a simultaneous closure of operations in one European market); Operational and legal readiness for the future European Head Office; Definition of overall program scope for implementing the target state and corresponding responsibilities; Manage and coordinate implementation across functions and locations; Planning and coordination of a closure of all banking activities in one European market by clearance of the balance sheet; Advise and support in the regulatory engagement with ECB, BaFin and Deposit Protection Fund; Analysis, preparation and resolution of specific topics allocated from the Management Board. Corporate transaction and operational merger have been successfully implemented on planned merger date within approved budget.

Eingesetzte Qualifikationen

Bankwesen (allg.), Internationales Recht, Regulatory Affairs Management, Change Management, Organisationsentwicklung, Transformation Management, Programm Management, Projektplanung / -vorbereitung, Internationalisierung, Mergers / Acquisitions, Strategische Unternehmensplanung, Unternehmensberatung, Unternehmensstrategie, Interkulturelle Kommunikation

"His professional behavior, project management skills and trustful cooperation was a key success factor. 100% positive recommendation."
Sub-Project lead (external) as Management Consultant: Corporate Transaction of E
Martin Deckert
Tätigkeitszeitraum

6/2016 – 12/2016

Tätigkeitsbeschreibung

Role: Sub-Project lead (external) as Management Consultant
Project goal: Operational and legal readiness for merger
Overall project management office Germany to ensure operational and legal readiness for the future European Head Office; Creation of a complete and approvable business case within new business initiatives process; Project planning for the implementation of a common outsourcing framework within target operating model; High level impact assessment of the regulatory framework for the future Europe SE; Monitoring of regulatory initiatives and concessions; Coordination of the international roll-out for creating a dependency report acc. WpHG and AktG; Analysis and roll-out of an automated wage tax deduction process for international business trips in a European branch network; Enrolment of a common CID access handling: Control Framework acc. to MaRisk and implementation of pre-merger Data Processing Agreements. Successful merger of six full licensed subsidiaries into one Pan-European Europe SE with branches in seven countries.

Eingesetzte Qualifikationen

Regulatory Affairs Management, Datenschutz, Personalinformationssystem (allg.), Mehrprojektmanagement, Programm Management, Projektmanagement, Projektplanung / -vorbereitung, Business Plan, Mergers / Acquisitions, Outsourcing, Strategische Unternehmensplanung, Unternehmensberatung, Unternehmensstrategie

Qualifikationen

  • Business Analyse
  • Business Plan
  • Europe SE - EU Passporting
  • Outsourcing
  • Programm Management
  • Projektleitung / Teamleitung (IT)
  • Projektmanagement (IT)
  • Projektplanung / -vorbereitung
  • Regulatory Affairs Management
  • Software Design
  • Unternehmensberatung

Projekt‐ & Berufserfahrung

Program Lead / PMO
Kundenname anonymisiert, Frankfurt/remote
10/2020 – 2/2023 (2 Jahre, 5 Monate)
Banken
Tätigkeitszeitraum

10/2020 – 2/2023

Tätigkeitsbeschreibung

Analysis opening a branch in Germany; RfP-process to select software provider for core banking system, payroll services, back-office services and payment provider; Development of Target Operating Model and Business Case; Project planning and management of implementation over two countries as full remote project; Budget tracking; Status Reporting to Mgmt. Board; Test-Management; Regulatory management of branch application.

Eingesetzte Qualifikationen

Budgetierung, Business Plan, IT-Outsourcing-Konzepte, Outsourcing, Programm Management, Projektplanung / -vorbereitung, Regulatory Affairs Management

Product Owner
Qundo Technology GmbH, remote
10/2020 – 9/2022 (2 Jahre)
Finanzdienstleister
Tätigkeitszeitraum

10/2020 – 9/2022

Tätigkeitsbeschreibung

Definition of Target Operational Model; Creation and maintenance of the product backlog in JIRA as well as prioritization of requirements and categorization; Technical specification of the requirements in JIRA; Analysis of legal or regulatory requirements for the product; Technical management of regulatory or auditing tasks (eIDAS certification, auditor) with regard to the product and coordination of implementation; Implementation planning of the technical requirements as well as regular progress checks in sprint reviews; Setup of the company wide internal control system (IKS); Overall planning of the product development along the product vision developed together with the management; Release planning based on prioritization by stakeholders and documentation in JIRA to ensure traceability and transparency; Technical documentation of the product in Confluence (Atlassian); Ensuring quality management and review of test management as well as management of feedback from test cycles and customer feedback; Communication and reporting to Mgmt. and other stakeholders such as investors and the advisory board on development progress and planning.

Eingesetzte Qualifikationen

Agile Entwicklung, Product Owner, Projektleitung / Teamleitung (IT), Regulatory Affairs Management, Software Design

Project Lead: Rehabilitation of a colonial house in Mozambique on Ibo Island in
Privat, Ibo Island
7/2019 – 8/2019 (2 Monate)
Wohnungswirtschaft
Tätigkeitszeitraum

7/2019 – 8/2019

Tätigkeitsbeschreibung

Rehabilitation of a colonial house in Mozambique on Ibo Island in the Quirimbas archipelago after cyclone Kenneth: Rehabilitate our colonial house which was half destroyed by the cyclone Kenneth in May 2019 within 4 weeks and build a new roof, new bathroom and kitchen and completely new electricity in the house: Project Lead to rebuild our own house; logistic to transport material from Maputo to Ibo Island via two 20 tons trucks including shipment; hiring and management of 25 local employees to rehabilitate the house within 4 weeks; 3D software planning of the roof construction; strengthening of the house foundation; complete new house electricity with pipes in the walls; new bathroom and kitchen design and building in cement; new veranda construction and roof; inside and outside painting with traditional lime. Reconstruction of the public playground including painting, construction of new swings, a bamboo house and a soccer wall.

Eingesetzte Qualifikationen

Bedarfsplanung, Beschaffungsmanagement, Planung / Kontrolle Auslandsaktivitäten, Vorbereitung Auslandsinvestitionen, Logistikplanung, Budgetierung, Lohn- / Gehaltsabrechnung, Krisenmanagement, Recruiting, Programm Management, Interkulturelle Kommunikation, Baumanagement

Project Lead: Design, development and implementation of a new digital account op
Private bank (EU), Frankfurt am Main, München
9/2018 – 6/2019 (10 Monate)
Banken
Tätigkeitszeitraum

9/2018 – 6/2019

Tätigkeitsbeschreibung

Design, development and implementation of a new digital account opening software for high net worth clients incl. digital signature.
Project goal: Digital opening of a bank portfolio on an iPad including an automated risk profiling to conclude a wealth management contract
Role: Project Lead and product owner of electronic account opening application to external software provider; Management of design, specification and development of software from scratch, including acceptance test phase and internal roll-out to private bankers; Specification of further use cases to enhance software and develop interface to core banking system; handover to line organization.

Eingesetzte Qualifikationen

Bankwesen (allg.), Software Design, Softwareentwicklung (allg.), Online Banking, Projektmanagement, Business Analyse, Business Development, Projektmanagement - Softwaretool-Schulung

Program Mgmt.: Implementation of a new Portfolio Management System and Client Re
Private bank (EU), Frankfurt am Main, München
3/2018 – 9/2020 (2 Jahre, 7 Monate)
Banken
Tätigkeitszeitraum

3/2018 – 9/2020

Tätigkeitsbeschreibung

Role: Program Mgmt. Office, Design Authority, Target Operating Model
Project goal: Enable growth strategy and business plan by implementing a new modern portfolio management system
Lead of the Program Management Office; Development of the Target Operating Model and future set up of the private bank; Lead of the Design Authority and governance of the program scope; Project planning and Reporting

Eingesetzte Qualifikationen

Reporting, Projektleitung / Teamleitung (IT), Projektmanagement (IT), Programm Management, Projektplanung / -vorbereitung, Projektsteuerung (Projektcontrolling), Business Analyse, Unternehmensberatung, Unternehmensstrategie

Sub-Project lead (external) as Management Consultant: Development of a future Eu
International Swiss Bank (TOP 3 EU), Zürich
12/2016 – 2/2017 (3 Monate)
Banken
Tätigkeitszeitraum

12/2016 – 2/2017

Tätigkeitsbeschreibung

Role: Sub-Project lead (external) as Management Consultant
Project goal: European Footprint Strategy 2020
Feasibility assessment of a further transformation of the branch network in Europe; Analysis of a conversion of current IT platforms into EU Advisory branches on one international wealth management platform; Development of a business scenario and service model for two countries under the considerations of the regulatory framework; Regulatory scenario analysis to implement Advisory Offices / Booking Branches in Italy and Spain under the European Passporting scheme.

Eingesetzte Qualifikationen

Bankwesen (allg.), Regulatory Affairs Management, Transformation Management, Projektmanagement, Unternehmensstrategie

Strategic Program Management as Management Consultant: Corporate Transaction of
International Russian Bank (TOP 3 World), Frankfurt am Main
10/2016 – 3/2018 (1 Jahr, 6 Monate)
Banken
Tätigkeitszeitraum

10/2016 – 3/2018

Tätigkeitsbeschreibung

Project goal: Corporate Transaction and set up of a Europe SE
Advisory of the Management Board to transform European onshore markets into fully licensed branches of an EU passported entity; Development of the Target Operating Model across key dimensions to control the complexity; Overall program management and planning with focus on corporate transaction (down-stream merger of current Headquarter into Germany and subsequent cross-border merger with a simultaneous closure of operations in one European market); Operational and legal readiness for the future European Head Office; Definition of overall program scope for implementing the target state and corresponding responsibilities; Manage and coordinate implementation across functions and locations; Planning and coordination of a closure of all banking activities in one European market by clearance of the balance sheet; Advise and support in the regulatory engagement with ECB, BaFin and Deposit Protection Fund; Analysis, preparation and resolution of specific topics allocated from the Management Board. Corporate transaction and operational merger have been successfully implemented on planned merger date within approved budget.

Eingesetzte Qualifikationen

Bankwesen (allg.), Internationales Recht, Regulatory Affairs Management, Change Management, Organisationsentwicklung, Transformation Management, Programm Management, Projektplanung / -vorbereitung, Internationalisierung, Mergers / Acquisitions, Strategische Unternehmensplanung, Unternehmensberatung, Unternehmensstrategie, Interkulturelle Kommunikation

Sub-Project lead (external) as Management Consultant: Corporate Transaction of E
International Swiss Bank (TOP 3 EU), Frankfurt am Main
6/2016 – 12/2016 (7 Monate)
Banken
Tätigkeitszeitraum

6/2016 – 12/2016

Tätigkeitsbeschreibung

Role: Sub-Project lead (external) as Management Consultant
Project goal: Operational and legal readiness for merger
Overall project management office Germany to ensure operational and legal readiness for the future European Head Office; Creation of a complete and approvable business case within new business initiatives process; Project planning for the implementation of a common outsourcing framework within target operating model; High level impact assessment of the regulatory framework for the future Europe SE; Monitoring of regulatory initiatives and concessions; Coordination of the international roll-out for creating a dependency report acc. WpHG and AktG; Analysis and roll-out of an automated wage tax deduction process for international business trips in a European branch network; Enrolment of a common CID access handling: Control Framework acc. to MaRisk and implementation of pre-merger Data Processing Agreements. Successful merger of six full licensed subsidiaries into one Pan-European Europe SE with branches in seven countries.

Eingesetzte Qualifikationen

Regulatory Affairs Management, Datenschutz, Personalinformationssystem (allg.), Mehrprojektmanagement, Programm Management, Projektmanagement, Projektplanung / -vorbereitung, Business Plan, Mergers / Acquisitions, Outsourcing, Strategische Unternehmensplanung, Unternehmensberatung, Unternehmensstrategie

Project lead (external) as Management Consultant: Strategic PSD II impact analys
International Russian Bank (TOP 3 World), Frankfurt am Main
4/2016 – 5/2016 (2 Monate)
Banken
Tätigkeitszeitraum

4/2016 – 5/2016

Tätigkeitsbeschreibung

Role: Project lead (external) as Management Consultant
Project goal: Compliance to PSD II and strategic evaluation
Project lead for an impact analysis of the Payment Services Directive II (PSD2) to a global Multi Channel Platform migration; Review of business requirements for internet and mobile banking and assessment of the fulfillment of EU regulatory requirements; Elaboration of strategic options regarding business strategy, technology and integration of FinTechs and third party providers.

Eingesetzte Qualifikationen

Regulatory Affairs Management, Projektmanagement (IT), Mobile Entwicklung (allg.), Online Banking, Compliance management, Business Analyse, Unternehmensstrategie

Zertifikate

INSEAD: Innovation in the Age of Disruption
2020
INSEAD: Mergers & Acquisitions and Corporate Strategy Programme
2018

Ausbildung

Betriebswirtschaftslehre
Business and Finance (B.Sc.), GPA 1.9
2012
Bayreuth
Bankkaufmann
Ausbildung
2009
Lippstadt

Über mich

Currently based in South Africa/Mozambique, ability to work remote or travel world wide on demand.

Weitere Kenntnisse

Team player, high commitment and ambition, leadership ability, high analytical competence, quick perception, endurance, solution-oriented method, high communication skills and ability to deal with conflict.

Persönliche Daten

Sprache
  • Deutsch (Muttersprache)
  • Englisch (Fließend)
  • Portugiesisch (Grundkenntnisse)
Reisebereitschaft
Weltweit
Arbeitserlaubnis
  • Europäische Union
  • Schweiz
Home-Office
bevorzugt
Profilaufrufe
2654
Alter
37
Berufserfahrung
14 Jahre und 6 Monate (seit 09/2009)
Projektleitung
8 Jahre

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