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Robert L.-Senior IT Project & Program Manager | Cloud, Data, AI

Robert L. - Senior IT Project & Program Manager | Cloud, Data, AI - profile avatar
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Available
Munich, Germany

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Experience

May 2026 - Present

Senior Project Manager AI & Data

Large German energy provider

Position summary
Senior Project Manager AI & Data at Large German energy provider
Industries
Energy
Utilities
Business areas
Business Intelligence
Information Technology
Product Development
Project Management

AI Assistance and Target Vision for Partially Autonomous Energy Portfolio Management

Building an AI control layer directly on the up-to-date daily live portfolio of a large energy provider — not as an isolated pilot, but as an operational extension of the existing DB1 and portfolio management. The goal is the gradual development from assistance through monitoring/alerting to analysis agents with Human-in-the-Loop approvals, supplemented by a role-specific System of Engagement alongside the BI System of Record. At the same time, the business case, target vision and management pitch compared with static monthly reporting are being developed.

  • AI control layer: Design and build on the existing live portfolio data product (several million contracts) — development stages assistance → monitoring/alerting → agents with Human-in-the-Loop approvals.
  • LLM-supported data analysis: Semantic queries, SQL/tool integration and additional RAG components based on portfolio, plan-versus-actual and data quality data (Azure OpenAI, Snowflake), with drill-downs to individual contract level.
  • Analysis agents: Multi-stage agents for variance and driver analyses of churn, price adjustments, volumes and procurement costs.
  • Views concept: Role-specific interfaces for business units, management and C-level as a System of Engagement alongside the BI System of Record.
  • Business case & pitch: Target vision and cost-benefit argumentation compared with static monthly reporting.
  • LLM setup (privacy & security): Coordination with IT Security and Data Protection — EU region, data separation and approval processes.
  • Agent architecture: Multi-stage agent pipelines (analysis → validation → summary) with documented data sources, tool calls, review steps and source references for each statement.
  • Data foundation: Built on the up-to-date daily DB1 data product (Snowflake, dbt) — portfolio, plan-versus-actual and data quality metrics as the common basis for all AI analyses.
  • Guardrails & evaluation: Evaluation and approval processes for LLM responses relating to management-relevant statements — test sets, metrics and human review.
  • Prototyping & validation: Iterative validation of agent responses with the business unit — test question catalogue, feedback loops and response quality for each release.
  • Roadmap & development stages: Detailed stages from assistance → monitoring/alerting → partially autonomous management, including transition criteria and governance for each stage.
  • Integration: Integration into the existing BI and data landscape — BI remains the System of Record, while the AI layer provides interactive drill-down paths as the System of Engagement.
  • Enablement: Enablement of business users — prompting guides, training and an operating model for ongoing use.
  • Management: Coordination of business units, Data Engineering, IT Security and Data Protection.
  • Change Management: Communication and expectation management with business units and management throughout the development stages.

Results:

  • Built on an existing up-to-date daily data product with several million contracts
  • Established an LLM setup coordinated with Data Protection and IT Security in the EU region, including data separation and approvals
  • Defined three development stages through to partially autonomous management
  • Designed role-specific views for business units, management and C-level
  • Developed the business case and management pitch for the development stages
  • Established an iterative response-quality validation process with the business unit
  • Designed the operating model for assistance operations and initiated validation

Stack: Azure OpenAI, Azure AI Foundry, Snowflake, dbt, React, TypeScript, Entra ID, RAG, Agentic AI, analysis agents, Human-in-the-Loop, Prompt Engineering, LLM Evaluation, LLMOps, GDPR / EU region, Azure DevOps, Python, SQL, Change Management

Mar 2026 - Present
Munich, Germany

Managing Director · Senior Management Consultant

Lackner Consulting GmbH

Position summary
Managing Director · Senior Management Consultant at Lackner Consulting GmbH
Industries
Professional Services
Jul 2025 - Present

Senior IT Project Manager

Elevator company

Position summary
Senior IT Project Manager at Elevator company
Industries
Information Technology
Business areas
Information Technology
Product Development
Project Management

Cloud-Native Multi-Tenant SaaS Platform for Service Management

Development of a multi-tenant, cloud-native SaaS platform for service management at an elevator company — from order planning and dispatching through mobile service recording to invoicing, including ZUGFeRD-compliant e-invoicing. The platform is designed to run API-first, production-ready and GDPR-compliant on Azure, with a multi-tenant role and permission model and strict separation of tenant data.

  • Functional concept & requirements analysis: Recording the core processes for maintenance reports, service records and asset management together with the elevator company.
  • Mobile recording: Mobile recording optimized for technicians in the field — maintenance report, service record, asset and route data for each order.
  • Master data & asset management: Elevator and factory numbers, locations and tenant structure as the basis for dispatching and billing.
  • Platform functions: Multi-tenant SaaS for order planning, dispatching, mobile service recording and invoicing, including ZUGFeRD.
  • API-first architecture: Flask REST backend, PostgreSQL with tenant separation, React/TypeScript frontend, Docker on Azure.
  • Role & permission model: Role- and package-based feature model for cross-tenant operations.
  • Security & compliance: Permission/tenant concept, audit logging, backup/recovery and GDPR-compliant data storage.
  • CI/CD & QA: Automated tests in GitHub Actions as part of the delivery pipeline.
  • AI-supported delivery: Personally implemented: architecture, backend/frontend components and CI/CD with coding agents under my own review and quality control; additionally, as Senior IT Project Manager, managed requirements, roadmap and stakeholders.
  • Reporting & analyses: Dashboards for order status, technician utilization and maintenance history by asset.
  • Billing workflow: Automated derivation of invoice items from service records with an approval process.
  • Scaling & roadmap: Further development toward additional tenants and services beyond the elevator company.
  • Self-service portal: Customer portal for viewing order status and digital commissioning by the elevator company.
  • Monitoring & observability: Logging, alerting and operational dashboards for the productive SaaS platform.
  • Rollout & enablement: Introduction at the elevator company, including technician training and establishment of the support process.

Results:

  • Implemented multi-tenant SaaS architecture with a multi-tenant role and permission model
  • Mobile recording for technicians in productive daily use
  • Integrated ZUGFeRD-compliant e-invoicing
  • Automated billing workflow reduces manual effort in invoicing
  • Self-service portal for the elevator company in productive use
  • Established API-first stack with Flask REST, PostgreSQL and React/TypeScript

Stack: Azure, Docker, PostgreSQL, Python, Flask, React, TypeScript, GitHub Actions, REST APIs, Multi-Tenancy, role & permission model, ZUGFeRD, CI/CD, audit logging, backup & recovery, GDPR, AI coding agents, review gates, mobile recording, asset management, reporting & dashboards, billing workflow, self-service portal, monitoring & observability

Jan 2025 - Oct 2026

Senior Project Manager / Product Manager Data

Large German energy provider

Position summary
Senior Project Manager / Product Manager Data at Large German energy provider
Industries
Energy
Business areas
Finance
Information Technology
Product Development
Project Management

Live Portfolio: Daily DB1 Management in Energy Sales

Building a central data product for DB1 management in energy sales — as a central and auditable actual-data basis instead of decentralized Excel processes. For several million contracts in six segment portfolios, the complete operational DB1 logic is to be mapped through to P&L management, including go-live governance through auditor approval.

  • Data product: Daily, contract-specific DB1 calculation for several million contracts in six segment portfolios.
  • Portfolio differentiation: Six PM portfolios, including standard and individual load profiles, iMSys and RLM, each with its own data quality and usability logic.
  • Management logic: Operational P&L at contract/market-location level — sales volume, revenue, grid usage/levies, procurement, bonuses (HGB vs. IFRS 15), DB1 through EBITDA.
  • Pipeline: dbt/Snowflake four-layer architecture, Data Contracts; CI/CD with GitLab and Azure DevOps; EDW via Data Vault.
  • DQ engine: 50+ automated tests per portfolio, with a three-stage approval logic for Finance.
  • Data quality transparency: Usability matrix per portfolio (revenue/DB1 reliable vs. under clarification) as the basis for Finance approval decisions.
  • Go-live governance: Nine-stage model per portfolio, including auditor approval; SAFe delivery.
  • Program management: Planning in Program Increments with milestones per portfolio through production go-live and handover to line operations.
  • Risk management: Traffic-light reporting on architecture, data and schedule risks per portfolio for management and steering committees.
  • Pipeline layering: Multi-layer dbt architecture from raw data through functional intermediate calculations and quality assurance to live portfolio output for each environment (Dev, Test, QAS, Prod).
  • Go-live criteria: Four-block model per portfolio — functional acceptance, technical run, governance/permissions and operations — before production deployment.
  • Stabilization & HyperCare: Several error-free automated runs, including rollback concept, before go-live; followed by a multi-week HyperCare phase with daily check-ins.
  • Permission concept: Access control and historization/snapshot concept for Finance, Procurement, Forecast Team, Reporting and auditors.
  • Forecast integration: Provision of the live portfolio as the actual-data basis for downstream forecasting and planning systems.
  • Operating model: Runbook, escalation process and incident communication with recipients in line operations.
  • E2E responsibility: Management of Sales ↔ Finance/Controlling ↔ Data Engineering.
  • Source systems: Integration of SAP IS-U and Powercloud.

Results:

  • 50+ automated DQ tests per portfolio
  • Audit-relevant data, control and approval records provided as part of a nine-stage go-live model
  • Six segment portfolios mapped in the data product
  • Transparent traffic-light management established for each portfolio as the basis for decisions
  • First portfolio successfully transferred to line operations based on the four-block criteria
  • Live portfolio established as the actual-data basis for forecasting systems

Stack: Snowflake, dbt, Airflow, Azure Data Factory, GitLab CI, Azure DevOps, SAP IS-U, Powercloud, Power BI, SAC, SAFe, Data Vault, Data Contracts, DQ engine HGB / IFRS 15, EDW, Python, SQL, CI/CD, audit-proof data processes, Program Increments, risk reporting, go-live criteria, HyperCare, permission concept, forecast integration, runbook & escalation

Sep 2024 - Dec 2025

Subject Matter Expert / Business Analyst

EU financial institution

Position summary
Subject Matter Expert / Business Analyst at EU financial institution
Industries
Banking and Finance
Business areas
Information Technology
Product Development

App & SDK Concept for a Digital Central Bank Payment Solution

Functional consulting and requirements support for a European digital central bank payment solution with an end-user app and SDK for integration into the apps of banks and payment service providers. Supporting the functional detailing of publicly documented components, processes and standards for the digital euro.

  • App and banking SDK: Requirements for the independent end-user app and the SDK for integrating digital euro functions into existing banking apps.
  • Onboarding and account linking: Requirements for user registration, identification, activation and linking with an existing payment account.
  • Wallet and payment overview: Detailing wallet functions, available balances, payment history, status information and user interactions.
  • Funding and defunding: Processes for transferring money between a bank account and the digital euro, including waterfall/reverse-waterfall mechanisms and holding amounts.
  • P2P payments: Requirements for payments between individuals, including via alias services, contacts or QR codes.
  • POS and e-commerce payments: Payment processes in physical retail, online commerce and mobile usage scenarios.
  • Offline payments: Functional description of payments without an active internet connection, including device binding, limits and later synchronization.
  • Merchant acceptance: Requirements for connecting merchants, point-of-sale systems, terminals and digital acceptance points.
  • Alias lookup: Functional classification of services for mapping user-friendly identifiers to digital euro accounts or wallets.
  • Distributing and acquiring PSPs: Separation of roles and processes between customer-side and merchant-side payment service providers.
  • APIs and integration: Requirements for interfaces between the app, banking SDK, payment service providers and central services.
  • Interoperability and standards: Publicly documented standards and specifications, including ISO 20022, as well as European payment and acceptance standards.
  • Security and privacy: Requirements for authentication, authorization, fraud prevention, data minimization, pseudonymization and traceability.
  • Accessibility and user experience: Publicly formulated requirements for intuitive, inclusive and accessible use.

Contribution:

  • Functional structuring and refinement of functional and non-functional requirements
  • Description of end-to-end processes for the app and SDK
  • Coordination of user, PSP, merchant and integration requirements
  • Preparation of roles, components, interfaces and process dependencies
  • Evaluation and consolidation of different solution approaches
  • Documentation based on publicly available rulebook and architecture specifications

Topics & Technologies: Digital Euro, CBDC, end-user app, banking SDK, wallet, onboarding, account linking, funding, defunding, waterfall, reverse waterfall, holding limits, P2P, POS e-commerce, offline payments, merchant acceptance, alias lookup, distributing PSP, acquiring PSP, APIs, ISO 20022, interoperability, authentication, fraud prevention, privacy, pseudonymization, accessibility, requirements management

Jun 2024 - Aug 2024

Strategy Consultant

Cooperation project with Porsche Consulting

Position summary
Strategy Consultant at Cooperation project with Porsche Consulting
Industries
Banking and Finance
Insurance
Business areas
Sales
Strategy

Omnichannel Sales Strategy for a Bancassurance Solution

Cooperation project with Porsche Consulting to develop an omnichannel sales strategy for a bancassurance solution — focusing on the interaction between digital, telephone-based, and in-person sales channels.

  • Strategy Development: Omnichannel approach for selling the bancassurance solution.
  • Channel Concept: Interaction between digital, telephone-based, and in-person sales channels.

Results:

  • Developed a strategy paper for omnichannel sales of the bancassurance solution

Stack: Omnichannel Sales, Bancassurance, Strategy Consulting, Cooperation Project

Feb 2024 - Feb 2026

(IT-) Program Manager · Product Owner

Self-employed Management Consultant

Position summary
(IT-) Program Manager · Product Owner at Self-employed Management Consultant
Industries
Information Technology
Business areas
Information Technology
Product Development
Project Management
Feb 2024 - Dec 2024

Senior Project Manager / PMO / Scrum Master / PO

Major German Energy Company

Position summary
Senior Project Manager / PMO / Scrum Master / PO at Major German Energy Company
Industries
Energy
Information Technology
Business areas
Information Technology
Product Development
Project Management

IT Project Portfolio Management & Agile Delivery Structures

Structuring and managing the IT project portfolio of a major energy company across the acquisition, planning, and procurement of electricity & gas — with strategic prioritization, capacity planning, and progress tracking. At the same time, built two agile development teams and took product ownership for reporting tools supporting new customer acquisition.

  • Portfolio Management: >20 IT projects — prioritization, capacity planning, and progress tracking against corporate goals.
  • Team Building: Set up two agile development teams, including role model, Jira/Confluence, and training.
  • Tooling & Enablement: Governance and reporting structure; Scrum ceremonies.
  • Product Ownership: Reporting tools for new customer acquisition from requirements through rollout.
  • Prioritization Model: Evaluation logic for value, risk, and capacity as the basis for portfolio prioritization.
  • PMO: Coordination between the PMO and newly established agile teams.

Results:

  • 20 IT projects managed in the portfolio

  • Built two agile development teams from the ground up
  • Improved delivery reliability and alignment of project selection with objectives
  • Managed reporting tools for new customer acquisition through rollout

Stack: Jira, Confluence, Scrum, Portfolio Governance, Product Ownership, PMO, SAFe, Capacity Planning, Prioritization, Progress Tracking, Reporting Tools, Agile Teams, Role Model, Stakeholder Management

Jul 2023 - Jan 2024

Senior Project Manager / Product Owner

Allianz Deutschland AG

Position summary
Senior Project Manager / Product Owner at Allianz Deutschland AG
Industries
Banking and Finance
Insurance
Business areas
Marketing
Product Development
Project Management

Sales Strategy for Integrated Corporate Business

Development of an integrated sales strategy for the corporate business (Mid-Corp / Large-Corp) at Allianz Deutschland AG.

  • Assignment & Sales Model for Borderline Cases: Integrated product/process framework including assignment logic for borderline cases between Mid-Corp and Large-Corp.
  • Process & Data: Harmonization of accounting-relevant processes and data flows.

Results:

  • Defined an integrated product and process framework for Mid-Corp/Large-Corp

Stack: B2B, Product Strategy, Accounting, Segmentation

Jan 2022 - Jun 2022

Project Manager / Strategy Consultant

Allianz Deutschland AG

Position summary
Project Manager / Strategy Consultant at Allianz Deutschland AG
Industries
Banking and Finance
Insurance
Business areas
Project Management
Sales

Omnichannel Sales Strategy for Bancassurance with a Banking Partner

In parallel with the lead engine: omnichannel sales strategy for bancassurance sales with Commerzbank as the banking partner — consistently integrating digital, remote consulting, and branch channels, with seamless channel switching throughout the customer journey.

  • Channel Strategy: Designed a consistent sales model across digital (app/online), remote consulting, and branch channels.
  • Seamless Channel Switching: Handover points and data continuity so customers can switch without friction — e.g., start online and complete the process in a branch.
  • Partner Management: Coordination with Commerzbank on roles and joint management of the omnichannel journey.
  • Customer Journey Design: Touchpoints across consulting, completion, and after-sales support across all channels.

Results:

  • Aligned the omnichannel target vision for bancassurance sales with Commerzbank
  • Developed a concept for seamless channel switching without data loss

Stack: Omnichannel Sales, Bancassurance, Commerzbank, Customer Journey, Channel Strategy, Partner Management, Digital Sales, Remote Consulting, Branch Sales, Sales Management

Jan 2021 - Jan 2024

Engagement Manager Bancassurance

Allianz Consulting · Allianz Technology SE

Position summary
Engagement Manager Bancassurance at Allianz Consulting · Allianz Technology SE
Industries
Banking and Finance
Insurance
Jan 2021 - Jul 2023

Project Manager / Product Owner

Allianz Deutschland AG

Position summary
Project Manager / Product Owner at Allianz Deutschland AG
Industries
Banking and Finance
Insurance
Business areas
Business Intelligence
Marketing
Product Development
Project Management
Sales

Data-driven lead engine in bancassurance sales

Development and operation of a data-driven lead engine in digital banking (B2B2C) for Allianz Deutschland AG — integration of relevant banking partner data sources (including Commerzbank), master data and TAA processes, as well as scoring and qualification logic for event-based customer outreach.

  • Overall project management: Lead engine in digital banking, including banking partner data sources (including Commerzbank) and TAA processes.
  • Analytics: Scoring and qualification logic for event-based outreach during banking moments.
  • Master data & TAA processes: Consolidation of master data and transaction/activity analyses as the basis for the scoring models.
  • Data protection & consent: Coordination of consent and data usage processes with banking partners for GDPR-compliant outreach.
  • Management: Functional leadership of the data analytics team; E2E from concept to operations.
  • Stakeholder management: Coordination with sales, IT and banking partners on roadmap and prioritization.
  • Scaling: Expansion of the lead engine to additional banking partners and sales channels.
  • Product ownership: Project Manager / Product Owner with team responsibility.

Results:

  • Significant increase in lead volume and conversion rate
  • Consent and data protection process established with banking partners
  • Smooth integration and optimization of the lead engine in bancassurance sales

Stack: Data Analytics, Lead Scoring, Commerzbank, Banking Partner Integration, B2B2C, Product Ownership, Scoring Logic, Event-Based Outreach, TAA Processes, Master Data Management, Consent Management, Bancassurance, Digital Banking, Team Leadership, E2E Delivery, Scaling

Apr 2019 - Jun 2021

Overall Project Manager / Program Management

Allianz / HypoVereinsbank

Position summary
Overall Project Manager / Program Management at Allianz / HypoVereinsbank
Industries
Banking and Finance
Insurance
Business areas
Information Technology
Procurement
Product Development
Project Management
Quality Assurance

Insurance manager app & digital sales integration in banking

Program management for the Allianz Insurance Manager app and parallel digital sales integrations in HypoVereinsbank’s online/mobile banking — from concept and Insurtech selection through SSO integration to go-live without critical production issues and operations.

  • App project: Concept → go-live with SSO for HVB customers; RfP, Insurtech selection (Buy), contract negotiations.
  • Functional design: Requirements for insurance overview, claims reporting and contract management in the app.
  • Program management: Parallel integration projects for sales journeys — SSO, sales funnel, conversion optimization.
  • Stakeholder management: Coordination between Allianz business units, HVB and the Insurtech provider on scope and timeline.
  • Quality assurance: Test concept for SSO and sales journeys before go-live.
  • Launch & operations: SSO testing, Family-&-Friends go-live, sales/support training.
  • Rollout planning: Preparation for rollout to additional banking partners after the Family-&-Friends phase.
  • Vendor management: Management of Allianz, HVB and the Insurtech platform.
  • Build-vs.-Buy: Structured provider evaluation with a time-to-market focus.
  • Operational handover: Establishment of support processes and knowledge transfer to the line organization after go-live.
  • Monitoring: Usage and error monitoring of the app for continuous quality assurance in operations.
  • Data protection & consent: Coordination of consent and data flows between Allianz and HVB for the app integration.
  • Multi-bank roadmap: Architecture concept for reusability of the integration with additional banking partners.
  • Communication & marketing: Coordination of rollout communication with sales and marketing for the Family-&-Friends phase.

Results:

  • Go-live without critical production issues in 9 months (concept to Family-&-Friends go-live)
  • Seamless SSO access for HVB customers
  • Test concept for SSO and sales journeys successfully completed
  • Rollout preparation for additional banking partners
  • Buy decision for the Insurtech platform with a time-to-market focus
  • Support process and knowledge transfer for line operations established
  • Reusable integration concept created for additional banking partners

Stack: SSO, Insurtech Platform, Digital Sales, Online Banking, Mobile Banking, RfP, Vendor Management, Program Management, Sales Funnel, Conversion Optimization, Build-vs.-Buy, Go-Live Management, SSO Testing, Stakeholder Management, Rollout Planning, Training & Enablement, Operational Handover, Monitoring, Consent Management, Multi-Bank Architecture, Rollout Communication

May 2018 - Dec 2020

Senior Consultant Bancassurance

Allianz Consulting · Allianz Technology SE

Position summary
Senior Consultant Bancassurance at Allianz Consulting · Allianz Technology SE
Industries
Banking and Finance
Insurance
Sep 2017 - Apr 2018

Project Manager

HypoVereinsbank

Position summary
Project Manager at HypoVereinsbank
Industries
Banking and Finance
Business areas
Information Technology
Project Management

Implementation of corporate customer portal

Implementation management of a corporate customer portal for HypoVereinsbank — integration with core banking applications and SSO for central access to cash management, payment transactions and FX through security approval.

  • Corporate customer portal: Implementation management at HypoVereinsbank — cash management, payment transactions, FX, SSO.
  • Requirements analysis: Gathering business requirements with the business unit and IT for cash management, payment transactions and FX in the new portal.
  • Interface integration: Connection to core banking applications and backend systems for consistent account data and transaction history.
  • Stakeholder coordination: Coordination between the business unit, IT, external software provider and Security throughout the implementation.
  • Design, testing & change: UI design, testing through security approval, training.
  • Release management: Coordination of acceptance and release processes.

Results:

  • Corporate customer portal implemented for HypoVereinsbank
  • Consolidated access to cash management, payment transactions and FX in one portal
  • Go-live after security approval

Stack: Core Banking, SSO, Cash Management, FX, Payment Transactions, Requirements Analysis, Interface Integration, Stakeholder Management, UI Design, Security Approval, Release Management, Training

Feb 2017 - Aug 2017

Senior Business Analyst

Credit Suisse

Position summary
Senior Business Analyst at Credit Suisse
Industries
Banking and Finance
Business areas
Information Technology
Project Management
Quality Assurance

Digitization of Core Banking Processes

End-to-end digitization of core banking processes at a major Swiss bank — integration with core banking applications and consolidation onto a central process platform through to security approval.

  • Core Banking Processes: E2E digitization at a major Swiss bank; central process platform.
  • Requirements Analysis: Gathering and documenting existing core banking processes as the basis for digitization.
  • Migration Concept: Planning the consolidation of legacy processes onto the central process platform, including cutover planning.
  • Team & Suppliers: Coordination of development teams and external software suppliers.
  • Design, Testing & Change: UI design, testing through to security approval, training.
  • Quality Assurance: Test concept and test case creation for the new process platform before security approval.
  • Release Management: Coordination of acceptance and release processes.

Results:

  • All processes within the agreed scope migrated to the new platform
  • Go-live after security approval
  • Central process platform established for core banking processes

Stack: Core Banking, Vendor Management, Requirements Analysis, Migration Concept, Testing, Test Concept, Change Management, Release Management, UI Design, Security Approval, Process Platform, Supplier Management, Training

Feb 2016 - Apr 2018

Consultant Financial Services

Accenture GmbH

Position summary
Consultant Financial Services at Accenture GmbH
Industries
Banking and Finance
Feb 2016 - Jan 2017

(Senior) Business Analyst

Deutsche Bank

Position summary
(Senior) Business Analyst at Deutsche Bank
Industries
Banking and Finance
Business areas
Finance

Process Optimization and Automation of Payment Processing Exception Handling

Process optimization and automation of payment processing exception handling for a major European bank in Frankfurt. Focus areas: SEPA/ISO 20022 and target vision/feasibility studies for Instant Payments.

  • Process Re-engineering: E2E payments for a major bank in Frankfurt — from order capture through clearing and settlement to returns.
  • SEPA & ISO 20022: SCT/SDD using pain/pacs/camt; EPC Rulebook compliance.
  • Exception Handling Processes: Automated routing and processing of SEPA payment data, as well as analysis of error and transaction data to identify recurring exception reasons.
  • Real-time Payments: Target vision/feasibility studies for Instant Payments — 24/7, timeout/limit logic, TARGET2/STEP2/RT1.
  • Analysis: (Senior) Business Analyst in the Frankfurt project team.

Results:

  • Exception handling processes in payments largely automated at a major bank in Frankfurt
  • Less manual rework and fewer returns through automated data processing
  • Target vision and feasibility studies for Instant Payments developed

Stack: SEPA SCT, SEPA SDD, ISO 20022, TARGET2, EBA STEP2, RT1, Instant Payments, European Instant Payment Infrastructures, pain / pacs / camt, EPC Rulebooks, Exception Handling Processes, Process Re-engineering

Oct 2013 - Jan 2016

(Senior) Business Analyst

Credit Suisse

Position summary
(Senior) Business Analyst at Credit Suisse
Industries
Banking and Finance
Business areas
Information Technology

Automation and Harmonization of Payment Processing Platform

Process re-engineering, automation and harmonization of the payment processing platform for a major Swiss bank — from order capture through clearing and settlement to returns. Focus areas: SEPA/ISO 20022 and automation of R-transactions.

  • Process Re-engineering: E2E payments for a major bank in Zurich.
  • SEPA & ISO 20022: SCT/SDD using pain/pacs/camt; EPC Rulebook compliance.
  • Automation & Harmonization: Consolidation of heterogeneous payment processing workflows onto a single, automated platform; R-transactions and bulk payments with a higher STP rate.
  • Expert Groups: Capco Payments & Banking Expert Groups DACH.
  • Analysis: (Senior) Business Analyst in the Zurich project team.

Results:

  • Standardized, harmonized payment processing platform established for a major bank in Zurich
  • Less manual rework through a higher STP rate
  • Functional support provided for the design and implementation of an end-to-end ISO 20022 messaging chain (pain/pacs/camt)

Stack: SEPA SCT, SEPA SDD, ISO 20022, STP, pain / pacs / camt, EPC Rulebooks, R-transactions, Platform Harmonization, Process Re-engineering, Expert Groups

Oct 2013 - Jan 2016

(Jr.) Consultant Financial Services

The Capital Markets Company (Capco) GmbH

Position summary
(Jr.) Consultant Financial Services at The Capital Markets Company (Capco) GmbH
Industries
Banking and Finance
Business areas
Finance
Jul 2012 - Aug 2012
Munich, Germany

Consulting Internship (Public Sector)

IBM Deutschland GmbH

Position summary
Consulting Internship (Public Sector) at IBM Deutschland GmbH
Industries
Government and Administration
Mar 2010 - Apr 2010
Munich, Germany

Corporate Audit Internship

KPMG AG

Position summary
Corporate Audit Internship at KPMG AG
Industries
Professional Services
Business areas
Audit

Industry experience

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

Experienced in Banking and Finance, Insurance, Energy, Information Technology, Utilities, and Professional Services.

Banking and Finance
Insurance
Energy
Information Technology
Utilities
Professional Services
Profile match chart

Business area experience

See which departments and functions this freelancer has contributed to most.

Experienced in Information Technology, Project Management, Product Development, Finance, Business Intelligence, and Marketing.

Information Technology
Project Management
Product Development
Finance
Business Intelligence
Marketing
Profile match chart

Summary

Senior IT Project and Program Manager with over 12 years of experience in complex corporate and regulated environments. Roles at Allianz, Accenture, Credit Suisse and Deutsche Bank — most recently as an Engagement Manager with leadership responsibility for 20+ consultants. Self-employed since 2024, since 2026 through Lackner Consulting GmbH.

I manage programs and projects, PMO and Product Ownership in initiatives where business units, IT, Finance/Controlling and Data Engineering come together — from requirements through architecture and governance decisions to productive operations. My focus is on data platforms and cloud architectures based on Microsoft Azure, as well as audit-proof, auditable data products and AI-supported analyses on live data in regulated industries — from classic PMO management to agile delivery (SAFe, Scrum), including management and executive board level.

  • 12+ years of experience
  • 25+ projects
  • Led 20+ consultants

Skills

Service Portfolio

Program & Delivery

  • Program & Project Management
  • Pmo & Governance
  • Portfolio Prioritization
  • Product Ownership

Architecture & Solution Design

  • Business & Solution Architecture
  • Requirements Management
  • Integration & Api Design
  • Security & Iam Concepts

Data & Analytics

  • Data Strategy & Target Vision
  • Data Platforms & Lakehouse
  • Data Quality & Governance
  • Bi & Self-Service

Cloud & Ai

  • Cloud Target Vision & Governance
  • Ai Use Cases & Roadmap
  • Operating & Approval Models
  • Enablement & Change

Skill & Technology Stack

Methods & Tools

  • Safe
  • Scrum
  • Prince2
  • Jira
  • Confluence
  • Azure Devops
  • Portfolio Management
  • Risk & Traffic-Light Reporting
  • Change Management

Architecture & Engineering

  • Solution Design
  • Requirements Engineering
  • Bpmn
  • Rest / Api Integration
  • Ci/Cd
  • Github Actions
  • Gitlab Ci
  • Docker
  • Security & Iam

Cloud & Data

  • Microsoft Azure
  • Paas / Iaas
  • Data Platforms
  • Lakehouse
  • Snowflake
  • Dbt
  • Sql
  • Python
  • Data Vault
  • Airflow
  • Power Bi
  • Sap Analytics Cloud

Ai & Analytics

  • Generative Ai
  • Azure Openai
  • Azure Ai Foundry
  • Rag
  • Ai Agents
  • Human-In-The-Loop
  • Prompt Engineering
  • Llm Evaluation
  • Ai Governance

Banking & Payments

  • Digital Banking
  • Sepa
  • Iso 20022
  • Instant Payments
  • Sct Inst
  • Target2
  • Eba Step2 / Rt1
  • Psd2 / Open Banking
  • Digital Euro / Cbdc

Energy

  • Energy Data & Analytics
  • Sap Is-U
  • Powercloud
  • Slp / Rlm / Imsys
  • Grid Costs & Levies
  • Db1 / Controlling
  • Hgb / Ifrs 15

Languages

German
Native
English
Advanced

Education

Oct 2012 - Jun 2013

Maastricht University School of Business & Economics

M.Sc. · International Business (Strategy & Innovation) · Maastricht, Netherlands

Oct 2008 - Jun 2011

Ludwig-Maximilians-Universität München

B.Sc. · Economics · Munich, Germany

Certifications & licenses

L3 Leadership Certificate Allianz

Python – Prototypical Development

Statistics

Experience

Total positions 22
Experience in Banking and Finance 12 y
Avg length 1 y 3 m
Longest experience 3 y

Global experience

Countries worked in 1 (Germany)
Primary country Germany

Expertise

Recent roles Senior Project Manager AI & Data, Managing Director · Senior Management Consultant, Senior IT Project Manager
Main industries Banking and Finance, Insurance, Energy
Main business areas Information Technology, Project Management, Product Development

Qualifications

Highest degree Master
Certifications earned 5

Profile

Member since
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Frequently asked questions

Have questions? Find more information here.

Robert is based in Munich, Germany and can operate in on-site, hybrid, and remote work models.

Robert speaks the following languages: German (Native), English (Advanced).

Robert has at least 13 years of experience. During this time, Robert has worked in at least 21 different roles and for 17 different companies. The average length of individual experience is 1 year and 7 months. Note that Robert may not have shared all experience and actually has more experience.

Based on recent experience, Robert would be well-suited for roles such as: Senior Project Manager AI & Data, Managing Director · Senior Management Consultant, Senior IT Project Manager.

Robert's most recent position is Senior Project Manager AI & Data at Large German energy provider.

In recent years, Robert has worked for Large German energy provider, Lackner Consulting GmbH, Elevator company, EU financial institution, and Cooperation project with Porsche Consulting.

Robert is most experienced in industries like Banking and Finance, Insurance, and Energy. Robert also has some experience in Information Technology, Professional Services, and Utilities.

Robert is most experienced in business areas like Project Management, Information Technology, and Product Development. Robert also has some experience in Finance, Marketing, and Business Intelligence.

Robert has recently worked in industries like Banking and Finance, Insurance, and Energy.

Robert has recently worked in business areas like Product Development, Project Management, and Marketing.

Robert holds a Master in International Business (Strategy & Innovation) from Maastricht University School of Business & Economics and a Bachelor in Economics from Ludwig-Maximilians-Universität München.

Robert has 5 certificates. Among them, these include: L3 Leadership Certificate Allianz, PRINCE2, and Python – Prototypical Development.

Robert is immediately available part-time for suitable projects.

Daily rate distribution

0% 25% 50% 75% 100%
10% of experts charge less than €800 per day.
10% of experts charge between €800 and €880 per day.
20% of experts charge between €880 and €960 per day.
20% of experts charge between €960 and €1040 per day.
10% of experts charge between €1040 and €1120 per day.
30% of experts charge €1120 or more per day.
<€800 €800-​880 €880-​960 €960-​1040 €1040-​1120 €1120+

The rates shown represent the typical market range for freelancers in this position based on recent contracts on our platform.

Average rates for similar positions

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

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Rate comparison chart
Daily rate avg. 990 €

The average daily rate is the mean of all daily rates from recent contracts of comparable freelancers on our platform.

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Rate comparison chart
Median rate 960 €

The median daily rate is the middle value of all daily rates — half of comparable freelancers charge less, half charge more. Unlike the average, it is barely affected by outliers.

Calculated based on our freelancers’ daily rates as of 4 Oct 2026. Actual rates may vary depending on seniority level, experience, skill specialization, project complexity, and engagement length.