freiberufler Project Manager / Business Analyst / Regulatory Reporting Specialist auf freelance.de

Project Manager / Business Analyst / Regulatory Reporting Specialist

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  • 84180 Loiching
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  • en  |  ms  |  de  |  ko
  • 09.04.2026

Kurzvorstellung

Senior consultant with strong experience in trade and transaction reporting, regulatory compliance, and data quality frameworks across banking and financial services.

Geschäftsdaten

 Freiberuflich
 Steuernummer bekannt

Qualifikationen

  • Aufseher2 J.
  • Buchhaltung
  • Budgetierung
  • Business Analyst5 J.
  • Cash Management
  • Customer Success Manager1 J.
  • Kundendienst2 J.
  • Marktforschung
  • Mitarbeiter IT-Helpdesk3 J.
  • Nachhaltigkeit
  • PMO1 J.

Projekt‐ & Berufserfahrung

Client Success Director
Kundenname anonymisiert, München
6/2024 – offen (1 Jahr, 11 Monate)
Finanzdienstleister
Tätigkeitszeitraum

6/2024 – offen

Tätigkeitsbeschreibung

Own the Client Success strategy and execution across onboarding, adoption, retention, and long-term account growth for enterprise RegTech clients.
• Serve as the executive point of contact for key stakeholders, ensuring delivery of regulatory reporting outcomes and high client satisfaction.
• Lead cross-functional alignment across Product, Engineering, Compliance, and Operations, translating client needs into scalable delivery and roadmap priorities.
• Drive onboarding and implementation governance, including milestone planning, risk management, and executive escalation management.
• Establish client success operating rhythm including QBRs, service performance reporting, issue triage, and renewal readiness.
• Identify and drive continuous improvement initiatives to increase platform adoption, reduce reporting issues, and improve time-to-value.

Eingesetzte Qualifikationen

Business Analyst, Customer Success Manager, PMO

Director Of Operations
Kundenname anonymisiert, Sydney
10/2020 – 3/2024 (3 Jahre, 6 Monate)
Finanzdienstleister
Tätigkeitszeitraum

10/2020 – 3/2024

Tätigkeitsbeschreibung

Led the Operations function for a global transaction reporting fintech, accountable for end-to-end service delivery, client onboarding, reporting operations, and operational governance.
• Owned operational performance across multiple regulatory jurisdictions, ensuring accurate and timely transaction reporting in line with client and regulatory requirements.
• Acted as senior liaison between clients and internal teams (Product/Tech/Compliance), driving resolution of complex reporting issues and improving client outcomes.
• Designed and implemented operational process improvements to strengthen controls, reconciliation workflows, exception management, and reporting quality assurance.
• Built scalable operating procedures and service frameworks to support company growth, improving delivery consistency and reducing operational risk.
• Partnered with leadership team to define operational strategy, team priorities, and execution roadmap, ensuring alignment with business expansion goals.

Eingesetzte Qualifikationen

Business Analyst, Compliance Manager, Operations Manager

Senior Client and Implementation Service Executive
Kundenname anonymisiert, Penang
7/2018 – 10/2020 (2 Jahre, 4 Monate)
Finanzdienstleister
Tätigkeitszeitraum

7/2018 – 10/2020

Tätigkeitsbeschreibung

Managed client servicing and implementation delivery for an Integrated Reporting Solution (IR) supporting cross-asset regulatory reporting.
• Supported reporting connections and workflows across multiple trade repositories and jurisdictions.
• Delivered regulatory reporting coverage including DTCC GTR, HKMA, CME ASIC, EMIR, and TRAX MiFID II.
• Coordinated system enhancements and implementation improvements to strengthen client reporting outcomes.
• Acted as key interface between clients, internal delivery teams, and technology stakeholders.

Eingesetzte Qualifikationen

Aufseher, Kundendienst

Assistant Manager
Citi, Penang
9/2013 – 5/2017 (3 Jahre, 9 Monate)
nicht angegeben
Tätigkeitszeitraum

9/2013 – 5/2017

Tätigkeitsbeschreibung

Schnell befördert durch eine Reihe von zunehmend verantwortungsvollen Managementpositionen basierend auf starker finanzieller, operativer und Teamführungsleistung. Managte 6 Mitarbeiter an 3 regionalen Standorten.

Eingesetzte Qualifikationen

Forschung, Online-Banking, Mitarbeiter IT-Helpdesk

Ausbildung

The Australian National University
Bachelor of Actuarial Studies, Actuarial Science

Disted-Stamford College (DISTED)
Cambridge A-Levels, Science

Über mich

I support banks, asset managers, and financial institutions in delivering and optimizing trade and transaction reporting under regulatory frameworks such as ASIC, MAS, CFTC, SEC, CSA MiFID II / MiFIR and EMIR, to name the few.

My focus is on bridging business and technology: translating regulatory requirements into clear operational processes, ensuring reporting accuracy, improving data quality, and supporting remediation programs. I work closely with Compliance, Operations, Risk, Front Office, and IT teams to implement sustainable reporting solutions.

Weitere Kenntnisse

Transaction reporting analysis and remediation
• Regulatory reporting process design & target operating model
• Trade lifecycle analysis and reporting field mapping
• Reconciliation frameworks and exception handling
• Data quality checks, completeness and accuracy monitoring
• Reporting governance and control frameworks
• Business analysis for reporting hubs and downstream systems
• UAT coordination, test case creation, defect triage
• PMO support for regulatory programs and audits

I am comfortable working in international environments with senior stakeholders and regulators, and I can deliver both strategic advisory and hands-on execution.

Persönliche Daten

Sprache
  • Englisch (Muttersprache)
  • Malaysisch (Muttersprache)
  • Deutsch (Gut)
  • Koreanisch (Grundkenntnisse)
Reisebereitschaft
auf Anfrage
Arbeitserlaubnis
  • Europäische Union
Home-Office
unbedingt
Profilaufrufe
40
Alter
36
Berufserfahrung
16 Jahre und 2 Monate (seit 02/2010)

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