CSV Expert in Hamburg

Freelance work for a large German family office

Built and further developed a modular B2B SaaS platform for professional wealth management and family offices, alongside freelance delivery of production-ready AI, data management, and automation solutions for the wealth management sector.

• Developed an AI governance framework for regulated finance and asset management workflows, aligned with DORA, BaFin-related governance expectations, and data protection requirements, including role definitions, access levels, and decision rules.
• Designed an agentic system with a locally operated open-source language model, including Qwen2.5 via Ollama, for secure querying of an asset database through text-to-SQL-to-text workflows.
• Built AI-supported analysis and reporting capabilities that generate structured answers, tables, and charts from asset data, with domain validation through resolver logic and RAG elements.
• Developed production-grade data import workflows for financial service provider data from CSV, PDF, and API sources, including validation, plausibility checks, and reconciliation with existing asset data.
• Solved the asset matching problem without a cross-system primary key through multi-stage validation rules and human-in-the-loop approvals.

Results:

• Secured EUR 250,000 in SaaS revenue in 2024, exceeding the forecast by 20%.
• Acquired family office clients with EUR 1.6bn in assets under management.
• Reduced manual effort for the largest client by approx. 3 days per month through automated data import and reconciliation processes.
• Reduced operational error risk through structured data validation, multi-stage asset matching, and human-in-the-loop approvals.

• Responsible for the new development of billing and auditing software for prescriptions (prescriptions) to fully check and evaluate e-prescriptions for correctness (content, billing)

• The system consists of several contexts that run as services (Docker containers):

• Checking and processing data deliveries via FTP and email

• Managing invoices, clearings, advance payments and deductions

• Managing and running audit rules and audit folders

• Evaluations based on Metabase

• Developer Stack: Kotlin, Vue 3 / Vuetify 3, ANTLR, Spring Boot 3, REST API, Gradle, Docker, GitLab, PostgreSQL, Kafka, Keycloak, Scrum, Grafana, Loki, Testcontainers, Prometheus

• Collaborated closely with key users, business analysts and product owners to understand requirements, define priorities and derive solutions
• Managed external service providers
• Oversaw and executed updates, patches and release management
• Handled incident, problem and change management according to ITIL
• Analyzed and evaluated incidents and changes for operational impact and business processes
• Monitored systems and interfaces, ensuring IT security and compliance requirements
• Supported IT planning, cost monitoring and contract management
• Created and executed tests for maintenance and projects
• Assisted in designing technical solutions and contributed to projects such as IT landscape harmonization and modernization
• Independently led operations-related projects and continuously optimized processes
• Achieved significant cost savings through supplier negotiations, rightsizing and decommissioning of legacy systems
• Technologies: Azure DevOps, ServiceNow, icinga, metalogic mPE/mPX, FIS, inubit, Oracle, LeanIX, One Identity, Confluence, Copilot, XML, JSON, SQL, RabbitMQ, Python, BPMN, OKR, ITIL, Kanban

• Pilot testing local AI environments to explore local AI use cases and cloud-based AI solutions
• Evaluation of AI tools and techniques
• Use of local AI tools with own data sovereignty
• Prompt engineering
• Creation of example environments for speech-to-text, text-to-speech, text-to-image, text-to-video, and image-to-video

Tools: Grok, Perplexity, ChatGPT, Elevenlabs, Github, Ollama, HuggingFace, Open WebUI, Faster Whisper, LibreTranslate, WSL, Docker Desktop, Shotcut, Audacity, Sound eXchange, Ffmpeg, Coqui TTS, Pinokio, Stable Diffusion Web UI, ComfyUI, OWL, Void Editor

• Migration of POS and back-office systems in the IAM environment
• Deployment using Intragen Deployment Manager and partial rollout planning with Test Accelerator
• Implementation and extension of the sync project (data copy) for working copies at branches for special hardware
• Migration and support of the SuccessFactors integration with the IAM system; switch from the old data import to the new SuccessFactors interface

• My main task was to update and further develop the newly acquired Adesso Sports Platform
• Took over project and team leadership
• Adjusted the cloud infrastructure to reduce costs
• Led the technical takeover of the project
• Trained new employees
• Oversaw and supported mobile development