Klaus Schmitt-Senior Financial Consultant and Project Manager
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Experience
Senior Financial Consultant and Project Manager
Start Up
- Established a licensing model
- Prepared documents needed to attract investors (business plan, liquidity forecast, ROI, etc.)
- Conducted market development simulations and assessed market potential, etc.
- Defined and implemented KPIs to measure market penetration
- Set up project planning, project controlling, and business processes
IT Project Manager and Senior Consultant
Health Insurance Provider
- Analyzed existing business processes and created a specification to describe the digital transformation
- Collaborated across disciplines with IT coordination and business departments
- Designed a prospective solution to automate analog product processing (AI support, digital contracting and product handling for add-on services)
- Worked with systems including OsCare, SAP S/4HANA, GKV FI
IT Project Manager and Senior Consultant
City Administration of Halle
- Led and supported the program from initiation to implementation: communication, organization, project management
- Prepared the replacement of the tax processing software KommunalMaster Steuern und Abgaben with KommunalMaster Veranlagung for dog tax, secondary residence tax, property tax, and trade tax
- Defined tax processes, developed tax assessment forms, and determined mapping tables
- Built risk management considering regulatory requirements and adapted business processes for compliance
- Established project organization, set up project planning, budgeting, and workshops to identify tax requirements
IT Project Manager
AT&S
- Developed and implemented sustainability reporting according to CSRD/ESRS (environment, social, governance)
- Led IT security projects and automated the handling of security incidents and service requests using ServiceNow
- Updated the IT security architecture (core firewall, production firewall)
- Established and conducted recovery and BCM tests
- Adjusted processes and updated compliance policies
- Adapted risk management to regulatory requirements (ESG, ISO 27000 series), risk mitigation, and training
- Introduced zero trust policy and built an ISMS according to ISO 27001
Senior IT Security Consultant
Telefonica
- Analyzed and coordinated requirements from IT security and data protection
- Advised on implementation at process and application levels
- Mapped requirements in Jira via epics, features, business user stories, and acceptance criteria
- Structured, defined, and implemented an ISMS according to ISO 27001 and integrated it into the internal control system per COSO
- Adjusted processes and updated compliance policies
- Adapted risk management to requirements (KRITIS, data protection, ISO 27000 series) and trained staff
- Introduced zero trust policy
- Developed e-invoice format and implemented electronic billing processes for private and business customers
- Managed test processes and conducted recovery/BCM tests
- Implemented real-time payments for prepaid products via SMS, email, and ePayment
Industry Experience
See where this freelancer has spent most of their professional time.
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 implementing 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 Project Management Of It And Product Development Projects
Experience In Financial Services / Banking (Customer Onboarding/Kyc/Aml/Backend)
Structured And Result-Oriented Way Of Working
Open And Empathetic Personality
User-Level Skills In Navision; Further Training In The Rup (Rational Unified Process) Project Methodology And Uml (Unified Modeling Language)
Continuous On-The-Job Training In Work Processes And In Internal Trainings On Rup, Uml, V-Model, Sap, Etc.
Project Management, Processes, Business Analysis/Requirements Engineering, Implementation Of Business Requirements Into It Landscapes
Health Economics/Hospital Management
Auditing, Audit Control, Controlling, Building Controlling Systems (Mis/Ics), Preparing Forecasts, Actual Vs. Target Comparisons, Cost-Effectiveness Calculations And Analyses, Service Billing, Etc. In Business And It Projects; Frs Global; Fire
Preparation Of Annual Financial Statements According To Ch-Fer, Hgb, Us Gaap, Ifrs 9, 13, 15, 16, 17
Emir, Investments, Investment Management
Mifid, Fatca, Tax And Legal Compliance, Emir, Regulatory Reporting Basel Ii/Iii
Implementation Of Sox Standards, Lean Management
Reporting, Process Planning, Inventory Management, Cost Planning, Cost Control
Payments, Payment Outsourcing, Payment Automation (E-Workflow), Sepa
Internal Chargeback (It Services, Invoice Processing, Provision Of Financial And Accounting Services, Cross-Border Billing), Establishment Of Related Processes And Integration Into Slas
Development And Implementation 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 Fa, 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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