Joachim (B.) Auster-Project Manager HubSpot, Tracking + Analytics Expert
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Experience
Project Manager HubSpot, Tracking + Analytics Expert
Swiss Post
- Create a tracking concept for Google Tag Manager and Google Analytics including data layer, events, triggers, and reporting
- Manage the project team (developers, designers, performance specialists)
- Serve as communication interface between stakeholders and digital departments
Digital Business Analyst, Digitalization
Large bank, Frankfurt am Main, Germany
- Conducted market comparison of providers for mobile authentication
- Created current state analysis based on customer and change management requirements for the software token
- Developed detailed business analysis considering market and change management requirements
- Prepared functional and technical documentation
- Developed implementation concept with the provider Transmit Security
- Designed concept to unify transactions into four risk levels (PSD2)
- Created 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 onboarding time from two to three days to ten to fifteen minutes; the project was ended before completion as the retail business in Germany was discontinued.
Excel Expert, Business Analyst, Digitalization
Solar company, Mainz, Germany
- Designed, developed, and implemented an Excel application for consolidated controlling of solar plants in Germany and Italy
- Developed billing processes and validation methods
- Created input forms, master data screens, and a control board
- Validated energy amounts, billing, and cash flows with deviations
- Considered different tariffs and legal regulations
- Generated reports for each solar plant and a consolidated report
Result: Reduced monthly controlling effort from 40 hours to one hour.
Business Analyst
Bank, Munich, Germany
- Developed the functional concept to replace existing software (Bank 21, Abit receivables management, Abit dunning) in the claims department
- Analyzed, structured, completed, and refined the requirements
- Presented use cases with UML charts
- Created requirements in Confluence for insolvencies, garnishments, dunning, investigation requests, custodial accounts, and estates
- Served as functional and methodological contact for software testing in the claims subproject
- Created the test case matrix with all variants
- Represented the claims subproject management and transferred know-how to internal staff
Result: The project was canceled because the selected provider did not meet expectations.
Test Manager and Release Manager
Bank, Wiesbaden, Germany
- Managed test activities and coordinated UAT tests between service provider and bank
- Maintained a comprehensive defect list for UAT and production
- Improved processes and structure in communication and documentation
- Conducted and established status calls and defect calls
- Managed releases and coordinated them in Jira
- Aligned internally on RFCs, change requests, issues, and incidents
- Prepared release documentation
- Improved processes and structure in collections (dunning/operations)
- Member of the Joint Steering Group and the Production Taskforce
Result: The project was canceled because the provider did not meet expectations.
Digital Business Analyst
Online Broker Major Bank, Frankfurt, Germany
- Create requirements (BRD) based on EPICs, user stories, issues and backlog in Jira
- Perform bug tests on responsive devices
- Conduct regression tests and UAT
- Create the operations manual
- Prepare for go-live
Result: The new website successfully went live at the end of December.
Business Analyst
Major Bank, Frankfurt, Germany
- Create the Business Requirements Description (BRD)
- Analyze and integrate existing banking systems and processes (online product applications, workflow systems, document management)
- Integrate WebID Solutions video verification
- Develop the process chain from the website through video verification to the created application
- Manage and track open issues in Excel and SharePoint
- Create the product matrix with the activation plan in HP ALM
- Develop the test case matrix and coordinate tests for regression testing, UAT, and end-to-end tests
- Create the operations manual and prepare for go-live
- Act as single point of contact (SPOC) between business units, IT, and service providers
Result: Onboarding time was reduced from three business days to ten to fifteen minutes.
Business Analyst
Major Bank, Frankfurt, Germany
- Establish SLAs with a focus on a horizontal customer view of processes
- Develop a roadmap for SLA implementation
- Create requirements and analyze relevant jobs and processes
- Analyze possible tools for path measurement and availability reporting
- Serve as communication interface between governance area and application owners for compliance and audit tracking
- Coordinate application management (PlanningIT) and maintain the functional landscapes
Result: The project was discontinued after twelve months.
Business Analyst
Major Bank, Frankfurt, Germany
- Create the functional specification for implementing the French financial transaction tax (FFTT) for phases I and IV
- Hold meetings with tax experts to create the product matrix
- Develop and create the product matrix as the basis for FFTT-related transactions
- Manage and track open issues in Excel
- Develop the test case matrix in Excel
- Review and file publications on FFTT
- Introduce and run the first FFTT report to France
- Act as communication interface between business units, IT, service providers, and clients
- Review, file, and manage testing for the Italian financial transaction tax and the withholding tax delta correction
Result: The first FFTT report to France was delivered on time within four months.
Business Analyst
Major Bank, Frankfurt, Germany
- Develop and create test case matrices in Excel
- Map different types of income and revenue in two banking systems
- Review and test the annual tax certificate (JSTB) and income types with a focus on corporate clients
- Create templates according to form I/III and develop an Access database to manage the tranches
- Build Excel tools to verify test cases
- Manage and track open issues in Excel
- Analyze and prepare data sets for selections
- Develop automated plausibility checks for JSTB forms I/III
- Support the Dresdner Bank/Commerzbank merger
Result: Delivered annual tax statements for 2010 and 2011 successfully.
Industry Experience
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Experienced in Banking and Finance, Transportation, and Energy.
Business Area Experience
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Experienced in Information Technology, Quality Assurance, Finance, Business Intelligence, Project Management, and Audit.
Summary
Senior Business Analyst and Project Manager with over 15 years of experience in the financial services industry. Specialized in requirements analysis, digitalizing business processes, and implementing regulatory requirements. I guide projects from the initial concept phase to a successful go-live and ensure seamless execution.
Digitalization and Business Analysis
Business Processes | Requirements | Digitalization | Testing | Agile
As a Senior Business Analyst, I take on, lead, and support all relevant tasks. From analyzing requirements, comparing market options, drafting solution proposals, and presenting results and status updates, to testing and going live with successful operational launch.
I have many years of experience in classic, agile, and hybrid project environments as a foundation for the best possible execution. I have worked with agile tools like Jira and Confluence in almost all projects.
During the implementation and testing phase, I plan, delegate, monitor, and control the full range of testing activities and tasks reliably and transparently. This includes creating and developing test case matrices (including test case and test flow descriptions), adjusting the plan to test results and progress, initiating all necessary actions (e.g. escalation, training) when issues arise (bug tracking), and reporting (analysis, documentation, reporting).
For the go-live and operational launch, I centrally check that all necessary systems and interfaces are available. For the operations launch, I prepare the operations manual and necessary training.
Skills
Professional Skills – Business Processes + Agile
- Business Analysis (+++)
- Requirements Engineering (+++)
- Data Analysis (++)
- Data Cleaning (+++)
- 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 (++)
- Databases/Sql (++)
- Development/Programming (+)
- Document Management Systems Dms (+)
- Knowledge Management Systems Kms (+)
Professional Skills – Banking
- Digital Authentication With Tokens (+++)
- Customer Onboarding And Offboarding (++)
- Video Identification (+++)
- Online Product Applications And Application Processes (+++)
- Bank Websites (+++)
- Claims (Dunning, Garnishments, Insolvencies, Etc.) (+++)
- Credit Card Processing (++)
- Securities Processing (++)
- Corporate Actions (++)
- Withholding Tax (++)
- Financial Transaction Tax (Ftt) (++)
- Psd2, Sca, Fido (++)
- Privacy And Data Protection (++)
- Kyc (Know Your Customer), Aml (Anti-Money Laundering) (+)
- Investment Funds, Closed-End Funds, Building Savings Contracts (++)
- Financial Mathematics (++)
- Application Portfolio Management (Apm) (+)
- General Governance And Compliance (+)
Professional Skills – Insurance
- Property Insurance (Liability, Accident, Etc.) (+++)
- Life Insurance, Term Life, Unit-Linked Policies, Pension Insurance (+++)
- Health Insurance (Full Private, Supplementary, Long-Term Care) (+++)
- Insurance Brokerage As A Broker (+++)
- Investment Funds, Building Savings 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/Ad Text Writing (++)
- Email Marketing (++)
- Search Engine Marketing (Sem, Seo, Sea) (++)
- Web Tracking, Tag Manager, And Analytics (++)
- Content Management Systems (Cms) (+++)
- User Experience (+++)
- Data Privacy (Gdpr) (++)
Languages
Education
FH Schmalkalden
Finance Specialist (FH) · Finance Specialist · Schmalkalden, Germany
IHK Frankfurt/Main
Data Processing Clerk (IHK) · Data Processing Clerk · Frankfurt, Germany
Certifications & licenses
Professional Product Owner
Professional Scrum Master
ISTQB Certified Tester CTFL
Statistics
Experience
Expertise
Qualifications
Profile
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