Klaus Schmitt-Senior Financial Consultant and Project Manager
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Experience
Senior Financial Consultant and Project Manager
Start Up
- Establishment of a licensing model
- Preparation of investor documents (business plan, cash flow forecast, ROI, etc.)
- Marketing simulation of market development, market potential assessment, etc.
- Definition and implementation of KPIs to measure market entry
- Setting up project planning, project controlling, and business processes
IT Project Manager and Senior Consultant
Health Insurance Company
- Analysis of existing business processes and preparation of a specification for digital transformation
- Interdisciplinary collaboration with IT coordination and business units
- Design of a forward-looking solution for automating manual product processing (AI support, digital contracting and product processing for add-on services)
- Working with systems such as OsCare, SAP S/4Hana, GKV FI
IT Project Manager and Senior Consultant
City Administration of Halle
- Leading and supporting the program from initiation through realization: communication, organization, project management
- Preparing to replace the tax processing software KommunalMaster Steuern und Abgaben with KommunalMaster Assessment for dog tax, second home tax, property tax, and business tax
- Defining tax processes, creating tax assessment forms, defining mapping tables
- Building risk management considering regulatory requirements and adapting business processes for compliance
- Establishing project organization, setting up project planning, budgeting and workshops to gather tax requirements
IT Project Manager
AT&S
- Setting up and implementing sustainability reporting according to CSRD/ESRS (environment, social, governance)
- Leading IT security projects and automating the handling of security incidents and service requests using ServiceNow
- Updating the IT security architecture (core firewall, production firewall)
- Setting up and conducting recovery and BCM tests
- Process adjustments and updating compliance guidelines
- Adapting risk management to regulatory requirements (ESG, ISO 27000 ff.), risk mitigation and training
- Implementation of a Zero Trust policy and establishment of an ISMS according to ISO 27001
Senior IT Security Consultant
Telefonica
- Analysis and coordination of requirements for IT security and data protection
- Consulting on implementation at the process and application level
- Mapping requirements in Jira via epics, features, business user stories and acceptance criteria
- Structuring, defining and implementing an ISMS according to ISO 27001 and embedding it into the internal control system based on COSO
- Process adjustments and updating compliance guidelines
- Adapting risk management to requirements (critical infrastructure, data protection, ISO 27000 ff.), employee training
- Introduction of Zero Trust policy
- Development of e-invoice format and implementation of electronic invoicing processes for private and business customers
- Test management and performing recovery/BCM tests
- Implementing real-time payments for prepaid products via SMS, e-mail, ePayment
Industry Experience
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Experienced in Professional Services, Insurance, Government and Administration, Manufacturing, and Telecommunication.
Business Area Experience
See which departments and functions this freelancer has contributed to most.
Experienced in Project Management, Information Technology, Finance, Investments and M&A, Product Development, and Quality Assurance.
Summary
My core competencies are in executing projects that require analytical, creative, problem-solving, and interdisciplinary skills to achieve strategic or operational goals. I'm interested in complex business challenges and innovative IT technologies/methods and their integration into any IT landscape.
Skills
Completed Tertiary-Level Education
Solid Practical Experience In It And Product Development Project Management
Experience In Financial Services / Banking (Client Onboarding/Kyc/Aml/Backend)
Structured And Result-Oriented Work Style
Open And Empathetic Personality
User-Level Knowledge Of Navision, Further Training In Rup (Rational Unified Process) Project Methodology And Uml (Unified Modeling Language)
Continuous On-The-Job Training In Work Processes And Internal Trainings On Rup, Uml, V-Model, Sap, Etc.
Project Management, Processes, Business Analysis/Requirements Engineering, Implementation Of Business Requirements In It Landscapes
Health Economics/Hospital Management
Auditing, Controlling, Building Control Systems (Mis/Ics), Creating Forecasts, Variance Analysis, Profitability Calculations And Analyses, Chargeback Allocation, Etc. In Business And It Projects, Frs Global; Fire
Preparation Of Annual Financial Statements Under Swiss Fer, Hgb, Us Gaap, Ifrs 9, 13, 15, 16, 17
Emir, Asset Management, Investment Management
Mifid, Fatca, Tax And Legal Compliance, Emir, Basel Ii/Iii Reporting
Implementation Of Sox Standards, Lean Management
Reporting, Process Planning, Inventory Management, Cost Planning, Cost Control
Payments, Outsourcing Of Payment Processing, Automation Of Payments (E-Workflow), Sepa
Internal Chargebacks (It Services, Invoice Processing, Financial And Accounting Services, Settlements For Internal And Cross-Border Chargebacks), Setting Up Related Processes And Including Them In Slas
Set-Up And Introduction Of Sustainability Reporting According To The Corporate Sustainability Reporting Directive/European Sustainability Reporting Standards
Methods/Processes Cmmi, Itil, Scrum, V-Model, Rup, Uml, Cascading
Operating Systems: Windows, Ms-Dos, Linux, Android
Databases: Access, Db2, Oracle Financials, Tax
Tools: Sap Fi Co Cml, Ms Office, Hp Quality Center V10, Csv, Tds
Business Process Modeling With Ms Visio, Aris
Languages
Education
University of Trier
Diploma in Economics · Economics · Trier, Germany · Good
Certifications & licenses
Digital Operational Resilience Act
Statistics
Experience
Expertise
Qualifications
Profile
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