Skip to main content
Top expert badge
Recommended expert
Profile header background

Joachim (B.) Auster-Project Manager HubSpot, Tracking + Analytics Expert

Joachim (B.) Auster - Project Manager HubSpot, Tracking + Analytics Expert - profile avatar
Profile header overlay
Frankfurt am Main, Germany

Check rate

Experience

May 2022 - Nov 2022

Project Manager HubSpot, Tracking + Analytics Expert

Swiss Post

Position Summary
Project Manager HubSpot, Tracking + Analytics Expert at Swiss Post
Industries
Transportation
Business Areas
Business Intelligence
Information Technology
Project Management
  • 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
Jan 2020 - Apr 2021

Digital Business Analyst, Digitalization

Large bank, Frankfurt am Main, Germany

Position Summary
Digital Business Analyst, Digitalization at Large bank, Frankfurt am Main, Germany
Industries
Banking and Finance
Business Areas
Business Intelligence
Information Technology
  • 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.

Sep 2019 - Apr 2020

Excel Expert, Business Analyst, Digitalization

Solar company, Mainz, Germany

Position Summary
Excel Expert, Business Analyst, Digitalization at Solar company, Mainz, Germany
Industries
Energy
Business Areas
Business Intelligence
Finance
  • 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.

Jun 2018 - Oct 2018

Business Analyst

Bank, Munich, Germany

Position Summary
Business Analyst at Bank, Munich, Germany
Industries
Banking and Finance
Business Areas
Information Technology
Project Management
Quality Assurance
  • 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.

Aug 2017 - May 2018

Test Manager and Release Manager

Bank, Wiesbaden, Germany

Position Summary
Test Manager and Release Manager at Bank, Wiesbaden, Germany
Industries
Banking and Finance
Business Areas
Information Technology
Quality Assurance
  • 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.

Aug 2015 - Dec 2015

Digital Business Analyst

Online Broker Major Bank, Frankfurt, Germany

Position Summary
Digital Business Analyst at Online Broker Major Bank, Frankfurt, Germany
Industries
Banking and Finance
Business Areas
Information Technology
Quality Assurance
  • 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.

Nov 2014 - Jul 2015

Business Analyst

Major Bank, Frankfurt, Germany

Position Summary
Business Analyst at Major Bank, Frankfurt, Germany
Industries
Banking and Finance
Business Areas
Information Technology
Quality Assurance
  • 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.

Oct 2013 - Sep 2014

Business Analyst

Major Bank, Frankfurt, Germany

Position Summary
Business Analyst at Major Bank, Frankfurt, Germany
Industries
Banking and Finance
Business Areas
Audit
Information Technology
  • 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.

Apr 2012 - Mar 2013

Business Analyst

Major Bank, Frankfurt, Germany

Position Summary
Business Analyst at Major Bank, Frankfurt, Germany
Industries
Banking and Finance
Business Areas
Finance
Quality Assurance
Research and Development
  • 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.

Jan 2010 - Jun 2011

Business Analyst

Major Bank, Frankfurt, Germany

Position Summary
Business Analyst at Major Bank, Frankfurt, Germany
Industries
Banking and Finance
Business Areas
Finance
Information Technology
Quality Assurance
  • 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

See where this freelancer has spent most of their professional time.

Experienced in Banking and Finance, Transportation, and Energy.

Banking and Finance
Transportation
Energy
Profile match chart

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.

Information Technology
Quality Assurance
Finance
Business Intelligence
Project Management
Audit
Profile match chart

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

German
Native
English
Advanced
French
Elementary

Education

Oct 2007 - Jun 2008

FH Schmalkalden

Finance Specialist (FH) · Finance Specialist · Schmalkalden, Germany

Oct 1989 - Jun 1992

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

Total positions 10
Experience in Banking and Finance 7 y
Avg length 9 m
Longest experience 1 y 5 m

Expertise

Recent roles Project Manager HubSpot, Tracking + Analytics Expert, Digital Business Analyst, Digitalization, Excel Expert, Business Analyst, Digitalization
Main industries Banking and Finance, Transportation, Energy
Main business areas Information Technology, Quality Assurance, Finance

Qualifications

Certifications earned 3

Profile

Created
Last Update

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: Project Manager HubSpot, Tracking + Analytics Expert, Digital Business Analyst, Digitalization, Excel Expert, Business Analyst, Digitalization.
Joachim's most recent position is Project Manager HubSpot, 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 Finance 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.
Joachim's rate depends on the specific project requirements. Please use the Meet button on the profile to schedule a meeting and discuss the details.
To hire Joachim, click the Meet button on the profile to request a meeting and discuss your project needs.

Average rates for similar positions

Rates are based on recent contracts and do not include FRATCH margin.

1000
750
500
250
Rate comparison chart
Market avg: 776-936 €
The rates shown represent the typical market range for freelancers in this position based on recent contracts on our platform.
Actual rates may vary depending on seniority level, experience, skill specialization, project complexity, and engagement length.