Klaus S.-Senior Finance Consultant and Project Manager

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Experience
Senior Finance Consultant and Project Manager
Start Up
- Establishment of a licensing model
- Preparation of the documents required to attract investors (business plan, liquidity calculation, ROI etc.)
- Marketing simulation of market development, evaluation of market potential etc.
- Definition and implementation of KPIs to measure market penetration
- Establishment of project planning, project controlling and business processes
IT Project Manager and Senior Consultant
Health Insurance Provider
- Analysis of existing business processes and preparation of a specification describing the digital transformation
- Interdisciplinary cooperation with IT coordination and specialist departments
- Design of a forward-looking solution to automate the processing of analog products (AI support, digital contracting and product processing for supplementary benefits)
- Working with systems including OsCare, SAP S/4Hana, GKV FI
IT Project Manager and Senior Consultant
Halle City Administration
- Management and support of the program from initiation to implementation: communication, organization, project management
- Preparation for replacing the tax processing software KommunalMaster Steuern und Abgaben with KommunalMaster Veranlagung for dog tax, second-home tax, property tax and trade tax
- Definition of tax processes, preparation of tax assessment forms, definition of allocation tables
- Establishment of risk management taking regulatory requirements into account and adaptation of business processes for compliance
- Establishment of the project organization, implementation of project planning, budgeting and workshops to identify tax requirements
IT Project Manager
AT&S
- Setup and implementation of sustainability reporting in accordance with CSRD/ESRS (environmental, social, governance)
- Management of IT security projects and automation of the processing of security incidents and service requests based on ServiceNow
- Updating of the IT security architecture (Core-Firewall, Production Firewall)
- Setup and execution of recovery and BCM tests
- Process adjustments and updating of compliance guidelines for compliance
- Adaptation of risk management to regulatory requirements (ESG, ISO 27000 ff.), risk mitigation and training
- Introduction of Zero Trust Policy and setup of an ISMS according to ISO 27001
Senior IT Security Consultant
Telefonica
- Analysis and coordination of requirements relating to IT security and data protection
- Consulting on implementation at process and application level
- Mapping of requirements in Jira via Epics, Features, Business User Stories and Acceptance Criteria
- Structuring, definition and introduction of an ISMS according to ISO 27001 and integration into the internal control system according to COSO
- Process adjustments, updating of compliance guidelines
- Adaptation of risk management to requirements (KRITIS, data protection, ISO 27000 ff.), employee training
- Introduction of Zero Trust Policy
- Setup of e-invoice format and implementation of electronic invoicing processes for private and business customers
- Test management and execution of recovery/BCM tests
- Implementation of real-time payments for prepaid products via SMS, email, 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 lie in delivering projects that require analytical, creative, solution-oriented and interdisciplinary skills to achieve strategic or operational objectives. I am interested in complex business challenges and innovative IT technologies/methods and their integration into any IT landscape.
Skills
Completed Tertiary Education
Sound Practical Knowledge Of Project Management For It And Product Development Projects
Experience In Financial Services / Banking (Customer Onboarding/Kyc/Aml/Backend)
Structured And Results-Oriented Approach
Open And Empathetic Personality
User Knowledge Of Navision, Further Training In The Rup (Rational Unified Process) Project Methodology And Uml (Unified Modelling Language)
Ongoing “On The Job” Training In Work Processes And Internal Training 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, Audit, Controlling, Setup Of Controlling Systems (Mis/Ics), Preparation Of Forecasts, Actual-To-Target Comparisons, Cost-Effectiveness Calculations And Analyses, Cost Allocation 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
Introduction Of Sox Standards, Lean Management
Reporting, Process Planning, Inventory Management, Cost Planning, Cost Control
Payments, Outsourcing Of Payments, Automation Of Payments (E-Workflow), Sepa
Internal Cost Allocation (It Services, Invoice Processing, Provision Of Services In Finance And Accounting, Recharges For Services Provided Domestically And Abroad), Establishment Of Corresponding Processes And Inclusion In Slas
Setup And Introduction Of Sustainability Reporting In Accordance With 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
Universität Trier
Diplom-Volkswirt · Economics · Trier, Germany · Gut
Certifications & licenses
Digital Operational Resilience Act
Statistics
Experience
Expertise
Qualifications
Frequently asked questions
Have questions? Find more information here.
Klaus is based in Mümliswil-Ramiswil, Switzerland.
Klaus speaks the following languages: German (Native), English (Advanced), French (Intermediate).
Klaus has at least 3 years of experience. During this time, Klaus has worked in at least 4 different roles and for 5 different companies. The average length of individual experience is 1 year and 7 months. Note that Klaus may not have shared all experience and actually has more experience.
Based on recent experience, Klaus would be well-suited for roles such as: Senior Finance Consultant and Project Manager, IT Project Manager and Senior Consultant, IT Project Manager.
Klaus's most recent position is Senior Finance Consultant and Project Manager at Start Up.
In recent years, Klaus has worked for Start Up, Health Insurance Provider, Halle City Administration, AT&S, and Telefonica.
Klaus is most experienced in industries like Professional Services, Manufacturing, and Telecommunication. Klaus also has some experience in Government and Administration and Insurance.
Klaus is most experienced in business areas like Project Management, Information Technology, and Finance. Klaus also has some experience in Investments and M&A, Quality Assurance, and Product Development.
Klaus holds a Master in Economics from Universität Trier.
Klaus has 1 certificate: Digital Operational Resilience Act.
Klaus is immediately available full-time for suitable projects.
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Calculated based on our freelancers’ daily rates as of 5 Nov 2026. Actual rates may vary depending on seniority level, experience, skill specialization, project complexity, and engagement length.
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