Joachim A.-HubSpot Project Manager, Tracking + Analytics Expert
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Experience
HubSpot Project Manager, Tracking + Analytics Expert
Swiss Post
- Create a tracking concept for Google Tag Manager and Google Analytics, including the data layer, events, triggers, and reporting
- Manage the project team (developers, designers, performance)
- Communication interface between stakeholders and digital specialist departments
Digital Business Analyst, Digitization
Major Bank, Frankfurt/Main, Germany
- Prepare a market comparison of providers for Mobile Authentication
- Prepare an as-is analysis based on customer and change management requirements for the software token
- Prepare a detailed business analysis taking market requirements and change management requirements into account
- Prepare the functional and technical documentation
- Prepare the implementation concept with the provider Transmit Security
- Prepare the concept for standardizing transactions across four risk levels (PSD2)
- Prepare the matrix with use cases, UML charts, and user flow charts for login variants, transaction signing variants, and device binding variants
Result: The goal was to reduce the onboarding time from two to three days to ten to fifteen minutes; the project was terminated before completion because the retail banking business in Germany was discontinued.
Excel Expert, Business Analyst, Digitization
Solar Company, Mainz, Germany
- Design, develop, and implement an Excel application for consolidated controlling of solar plants in Germany and Italy
- Develop billing processes and testing methods
- Create forms for input, master data, and the control board
- Validate energy volumes, billing, and cash flows including variances
- Take different tariffs and legal requirements into account
- Create reports for each solar plant and an overall report
Result: Reduced the monthly controlling effort from 40 hours to one hour.
Business Analyst
Bank, Munich, Germany
- Prepare the functional concept for replacing the existing software (Bank 21, Abit Receivables Management, Abit Dunning) in the Claims department
- Analyze, structure, complete, and specify the requirements
- Present them as use cases with UML charts
- Create the requirements in Confluence for insolvencies, seizures, dunning, investigation requests, guardianships, and estates
- Functional and methodological contact person for software testing in the Claims sub-project
- Create the test case matrix with all variants
- Represent the Claims sub-project management and transfer know-how to internal employees
Result: The project was cancelled because the selected provider did not meet expectations.
Test Manager and Release Manager
Bank, Wiesbaden, Germany
- Test management and coordination of UAT tests between the service provider and the bank
- Management of an overarching defect list for UAT and production
- Process and structure improvements in communication and documentation
- Conduct and establish status calls and defect calls
- Release management and coordination of releases in Jira
- Internal coordination of RFCs, change requests, issues, and incidents
- Create the release documentation
- Process and structure improvements in Collections (Dunning/Operations)
- Member of the Joint Steering Group and the Production Taskforce
Result: The project was cancelled because the provider did not meet expectations.
Digital Business Analyst
Online Broker Major Bank, Frankfurt, Germany
- Creation of requirements (BRD) based on EPICs, User Stories, Issues and Backlog in Jira
- Bug testing on responsive devices
- Execution of regression testing and UAT
- Creation of the operations manual
- Preparation for the go-live
Result: New website successfully went live at the end of December.
Business Analyst
Major Bank, Frankfurt, Germany
- Creation of the Business Requirements Description (BRD)
- Analysis and integration of existing banking systems and processes (online product applications, workflow systems, document management)
- Integration of video identification from WebID Solutions
- Development of the process chain from the website through video identification to the completed application
- Management and tracking of open points in Excel and SharePoint
- Creation of the product matrix with rollout plan in HP ALM
- Development of the test case matrix and test coordination for regression testing, UAT and end-to-end testing
- Creation of the operations manual and preparation for the go-live
- Point of contact (SPOC) between business units, IT and service providers
Result: Onboarding time was reduced from three working days to ten to fifteen minutes.
Business Analyst
Major Bank, Frankfurt, Germany
- Establishment of SLAs with a focus on a horizontal customer view of the processes
- Development of a roadmap for SLA implementation
- Creation of requirements and analysis of relevant jobs and processes
- Analysis of possible tools for route measurement and tools for evaluating availability
- Communication interface between the governance area and application owners for compliance and audit tracking
- Coordination of Application Management (PlanningIT) and maintenance of the Functional Landscapes
Result: Project was discontinued after twelve months.
Business Analyst
Major Bank, Frankfurt, Germany
- Creation of the business concept for implementing the French Financial Transaction Tax (FFTT) for Phase I and IV
- Meetings with tax experts to create the product matrix
- Development and creation of the product matrix as a basis for FFTT-relevant transactions
- Management and tracking of open points in Excel
- Development of the test case matrix in Excel
- Evaluation and filing of publications on FFTT
- Introduction and production of the first FFTT report to France
- Communication interface between business units, IT, service providers and customers
- Evaluation, filing and test management for the Italian Financial Transaction Tax and capital gains tax delta correction
Result: First FFTT report to France completed on time within four months.
Business Analyst
Major Bank, Frankfurt, Germany
- Development and creation of test case matrices in Excel
- Mapping between different income and revenue types in two banking systems
- Review and testing of annual tax certificates (JSTB) and income types with a focus on business customers
- Creation of work templates based on template I/III and development of an Access database to manage the tranches
- Creation of Excel tools for testing the test cases
- Management and tracking of open points in Excel
- Analysis and preparation of data volumes for selections
- Development of the automated plausibility check for JSTB template I/III
- Support for the Dresdner Bank/Commerzbank merger
Result: Annual tax statements for 2010 and 2011 successfully delivered.
Industry experience
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Experienced in Banking and Finance, Transportation, and Energy.
Business area experience
See which departments and functions this freelancer has contributed to most.
Experienced in Information Technology, Quality Assurance, Finance, Business Intelligence, Project Management, and Audit.
Summary
Senior Business Analyst and Project Manager with more than 15 years of experience in the financial services industry. Specialized in requirements analysis, business process digitization, and the implementation of regulatory requirements. Joachim Auster supports projects from the initial concept phase through successful operational launch, ensuring smooth implementation.
Digitization and Business Analysis
Business Processes | Requirements | Digitization | Testing | Agile
As a Senior Business Analyst, Mr. Auster takes on, manages, and supports all relevant activities. This includes analyzing requirements, comparing market options, designing solution proposals, presenting results and interim updates, testing, and supporting go-live through successful commissioning and operational launch.
Mr. Auster has many years of practical experience in classic, agile, and hybrid project environments, providing a strong basis for the best possible implementation. He has worked with agile software such as Jira and Confluence in almost all projects.
During the implementation and testing phase, Mr. Auster reliably and transparently plans, delegates, monitors, and manages the full range of testing activities and tasks. These include creating and developing test case matrices (including test case and test procedure descriptions), adapting plans to test results and progress, initiating all required measures (e.g. escalation, training) in the event of problems (bug tracking), and reporting (evaluation, documentation, reporting).
For go-live and operational launch, Mr. Auster centrally checks whether all required systems and interfaces are available. For the operational launch, Mr. Auster prepares the operations manual and the necessary training.
Skills
Professional Skills – Business Processes + Agile
- Business Analysis (+++)
- Requirements Engineering (+++)
- Data Analysis (++)
- Data Cleansing (+++)
- Data Migration (+++)
- Test Management (+++)
- Release Management (++)
- Process Management (++)
- Bpmn 2.0 (++)
- Uml (+++)
- Agile Methods And Mindset (+++)
- Scrum Master (+++)
- Scaled Agile: Nexus, Spotify, Less, Safe (++)
- Product Owner (++)
Professional Skills - It
- Ms Excel (+++)
- Ms Word (+++)
- Ms Powerpoint (+++)
- Ms Access (++)
- Ms Sharepoint (++)
- Notion (+++)
- Zoom (++)
- Teams (++)
- Jira Atlassian (++)
- Confluence Atlassian (++)
- Hp Qc And Hp Alm (++)
- Customer Support/Customer Service (++)
- Databases/Sql (++)
- Development/Programming (+)
- Document Management Systems Dms (+)
- Knowledge Management Systems Kms (+)
Professional Skills – Banking
- Digital Authentication Via Token (+++)
- Customer Onboarding And Offboarding (++)
- Video Identification (+++)
- Online Product Applications, Application Processes (+++)
- Bank Websites (+++)
- Claims (Dunning, Seizures, Insolvencies, Etc.) (+++)
- Credit Card Processing (++)
- Securities Settlement (++)
- Corporate Actions (++)
- Withholding Tax (++)
- Financial Transaction Tax Ftt (++)
- Psd2, Sca, Fido (++)
- Data Protection Privacy (++)
- Kyc (Knowyourcustomer), Aml (Anti-Money-Laundry) (+)
- Investment Funds, Closed-End Funds, Building Society Contracts (++)
- Financial Mathematics (++)
- Application Portfolio Management (Apm) (+)
- Governance And Compliance In General (+)
Professional Skills – Insurance
- Property And Casualty Insurance (Liability, Accident, Etc.) (+++)
- Life Insurance, Term Life Insurance, Unit-Linked Policies, Pension Insurance (+++)
- Health Insurance (Full Private Health Insurance, Supplementary Private Health Insurance, Long-Term Care Insurance) (+++)
- Insurance Brokerage As An Insurance Broker (+++)
- Investment Funds, Building Society Contracts (++)
- Financial Mathematics (++)
- Actuarial Mathematics (++ )
Professional Skills – Crm Customer Management
- Crm Hubspot (+++)
- Crm Pipedrive (+++)
- Crm Activecampaign (+++)
- Crm Ms Dynamics (+)
Professional Skills – Online Marketing/Sales
- Marketing Automation (+++)
- Revenue Operations Revops (++)
- Sales Funnel, Customer Acquisition (+++)
- Marketing Funnel, Lead Generation (+++)
- Segmentation/Personalization (+++)
- Content Marketing (++)
- Inbound Marketing (++)
- Customer Journey (++)
- Copywriting/Advertising Copy (++)
- Email Marketing (++)
- Search Engine Marketing Sem, Seo, Sea (++)
- Web Tracking, Tag Managers And Analytics (++)
- Content Management Systems Cms (+++)
- User Experience (+++)
- Data Protection Privacy Dsvgo/Gdpr (++)
Languages
Education
FH Schmalkalden
Financial Specialist (FH) · Financial Specialist · Schmalkalden, Germany
IHK Frankfurt/Main
Data Processing Clerk (IHK) · Data Processing Clerk · Frankfurt, Germany
Certifications & licenses
Statistics
Experience
Expertise
Qualifications
Frequently asked questions
Have questions? Find more information here.
Joachim is based in Frankfurt am Main, Germany and can operate in on-site, hybrid, and remote work models.
Joachim speaks the following languages: German (Native), English (Advanced), French (Elementary).
Joachim has at least 8 years of experience. During this time, Joachim has worked in at least 6 different roles and for 7 different companies. The average length of individual experience is 1 year and 9 months. Note that Joachim may not have shared all experience and actually has more experience.
Based on recent experience, Joachim would be well-suited for roles such as: HubSpot Project Manager, Tracking + Analytics Expert, Digital Business Analyst, Digitization, Excel Expert, Business Analyst, Digitization.
Joachim's most recent position is HubSpot Project Manager, Tracking + Analytics Expert at Swiss Post.
In recent years, Joachim has worked for Swiss Post.
Joachim is most experienced in industries like Banking and Finance, Energy, and Transportation.
Joachim is most experienced in business areas like Information Technology, Quality Assurance, and Finance. Joachim also has some experience in Business Intelligence, Audit, and Research and Development.
Joachim has recently worked in industries like Transportation.
Joachim has recently worked in business areas like Business Intelligence, Information Technology, and Project Management.
Joachim attended FH Schmalkalden for Financial Specialist.
Joachim has 3 certificates. These include: Professional Product Owner, Professional Scrum Master, and ISTQB Certified Tester CTFL.
Joachim is immediately available full-time for suitable projects.
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Calculated based on our freelancers’ daily rates as of 24 Oct 2026. Actual rates may vary depending on seniority level, experience, skill specialization, project complexity, and engagement length.
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