MiFID II Experts in Germany

• Analyzed, structured, and documented business requirements for digital investment solutions, such as robo-advisors.
• Designed applications for new retirement products, including user flows, UX requirements, and functional specifications.
• Modeled and optimized business processes and coordinated with stakeholders while taking regulatory requirements in the financial sector into account.

Time-limited interim assignment filling a vacant program leadership position: joint leadership of a complex software project and orchestration of several agile teams (business, development, and DevOps teams), as well as actively driving change processes.

• Program Management & Planning: Responsibility for creating and updating milestone, resource, and budget plans to ensure project objectives using agile and hybrid methods.
• Cross-functional Collaboration: Promoting cooperation and knowledge sharing across teams; resolving blockers through proactive conflict management and targeted facilitation.
• Stakeholder Management & Transparency: Ensuring transparent and audience-appropriate communication within and outside the project organization using modern project management tools.

Tasks & results:

• Developed measures to improve management steering during a restructuring program (approx. 80 participants)
• Set up a PMO to ensure transparency, reporting and data-driven decisions
• Created an integration template to transfer team s...

Further development & digitalization of key sales and application processes in a regulated banking environment, including requirements structuring, roadmap development and AI-supported use case assessment

Responsibilities & Impact:

• Management of existing digital products to ensure stable operations (Keep the lights on) amid growing regulatory complexity
• Product vision and development of a consistent, implementable roadmap
• Strategic backlog prioritization based on business goals, dependencies and technical feasibility
• Coordination of release planning, backlog, quality assurance and go-live readiness with business departments, IT, implementation teams and management
• Identification, structuring and assessment of AI-supported use cases at the interface of business departments, IT and the regulatory environment
• Analysis, structuring and translation of complex business requirements into epics and user stories
• Facilitation of team, stakeholder & alignment formats to ensure clarity of objectives, collaboration and decision-making ability
• Transparency on capacities, dependencies, delivery status and KPI/status aspects as a basis for product & management decisions
• Compliance with transparent structures and documentation (LeanIX, application profiles, runbooks)

Contribution to results:

Stabilization and further development of key financial processes under high regulatory and technical complexity. Improved transparency, decision-making ability and implementability through structured requirements, auditable documentation and AI-supported ways of working.

• Project Manager for banking projects
• Management and coordination of the projects 'XONTRO T7 Migration' and 'UNO – Unified for New Opportunities'. Management of international stakeholders, preparation and leadership of steering committees, and coordination between departments, exchanges, and external partners.
• Project management of the strategic projects 'XONTRO T7 Migration' and 'UNO – Unified for New Opportunities'
• Management of international stakeholders including exchanges, custodians, and external project partners
• Coordination of functional and technical test activities at the exchanges between trading, IT, accounting, and mid-/back office
• Facilitation of steering committees at management level
• Preparation of decision papers, status reports, and risk analyses
• Conduct analyses in the areas of reporting (compliance, regulatory reporting, etc.), taxes on securities transactions & custody accounts, process analysis
• Enforcement of required requirements/specifications
• Coordination between business, IT, operations, and external market participants
• Coordination and alignment with external market participants, service providers, exchanges, and other project stakeholders

• Devised a new Domain-Driven Design architecture for a core system: reverse-engineered a central component, refactored the data-access layer to minimise database round-trips (improving scalability) and migrated processing to async.
• Decomposed the platform into independent .NET Core microservices (database-per-service) with RabbitMQ pub/sub using the Outbox Pattern + Saga choreography, behind an Ocelot API Gateway (JWT, rate limiting, CORS, health checks).
• Delivered on .NET Core / Angular / SQL Server / EF Core with Docker and Azure DevOps CI/CD; implemented health checks and CORS; contributes technical designs for stories in agile Scrum.
• Sole ADR owner; mentored 3 engineers and presented architecture decisions directly to the Director of Corporate IT.

• DORA consulting and system optimization
• Process analysis of existing business processes that are complex from both a business and technical point of view
• Analysis of the individual business processes in the relevant business areas Trading, Back Office, Settlement, Custodian Bank
• Interface between the business units and IT to understand and define requirements
• Creation of a business concept incl. adjustments and implementation of software applications and their interfaces to the systems
• Preparation of a decision template for the management board for project approval
• Setting up and running project meetings with the relevant stakeholders and documenting them
• Close collaboration with the stakeholders
• Coordination and control of the analysis
• Creation and planning of resources and budget
• Onboarding of large banks (Asia and Eastern Europe) for Depot B
• Migration of portfolio holdings (volume around EUR 70-100 million)

• Holistic responsibility for modernizing and expanding federal networks and upgrading critical data center and telecom infrastructure in the high-security agency environment of BDBOS
• Planning and management of the expansion of national BOS network infrastructure in the VS-NfD/KRITIS environment with technical decision authority at the architecture and component level (Cisco, Layer 2/3, WAN redundancy)
• Planning, tendering (EVB-IT/UVgO) and oversight of the upgrade of security-critical telecom infrastructure for emergency call 110/112 (ACD)
• Capacity planning, rack integration, structured cabling, power supply, cooling concept (CRAC/In-Row) and DCIM monitoring for data center expansion
• Building the IT department from scratch: structures, governance, processes, team recruiting, vendor selection and long-term IT strategy
• Planning and managing infrastructure and application migrations: migration strategies, batch planning, hypercare stabilization and rollback concepts
• Creating vendor-neutral specifications (telecom systems, signature solutions) according to EVB-IT and UVgO; contract award and vendor management
• Setting up a secure IT environment according to BSI basic protection, ISO 27001 and VS-NfD; developing IT security concepts and CMDB analyses
• Hands-on program leadership: decision papers for management and steering committees, risk management, reporting and change request control

• Introducing 5 different process applications for various teams

• Release planning: scope and time management

• Resource/capacity planning

• Conducting sprint planning / retrospectives

• Increment planning (multiple sprints)

• Preparing steering committee meetings / reporting to the executive board

• Coordinating / aligning with external suppliers / deliveries

• Multi-project resource planning

• Aligning with the business unit and development team

• Identifying best practices with IBM BAW

• Cost control and planning for the project team and external service providers

• Collecting KPIs using LogScale

• Analyzing application errors with LogScale / queries

• Defining user stories / aligning requirements with the business unit and development team

• Testing and defect tracking

• UI/UX design of the application

• Preparing and facilitating brown-paper workshop

• Test concept, test data, test organization, test execution

• Recording team velocity / metrics

• Executing tests

• Scripts for automated testing

• Organizing tests with the business unit and IT

• Recording and prioritizing defects

• Setting up and operating the application

• Setting up application monitoring with LogScale dashboards

• Checking health endpoints with PowerShell

• Post mortem analysis

• Setting up incident management

• Setting up problem management

• Analyzing errors using LogScale queries and dashboard

• Pre-processing data for AI

• Conducting evaluation with AI language models (Meta Llama 3.3 LLM and deepset Haystack) and RAG

• Installing runtime environments for LLMs (large language model)

• Evaluating various LLMs

• Installing RAG (retrieval augmented generation) and integrating with LLM

• Extracting unstructured data with LLM and RAG

• Project based on IBM BAW (Business Automation Workflow), WebSphere Liberty, Domea, d.3, REST, LogScale (formerly Humio), Swagger, PowerShell, JIRA, Confluence, Lucom Interaction Platform (LIP), Mattermost, Jabber

• Introduction of methods for developing and automated deployment of cloud-native software and machine learning applications in OpenShift clusters
• Development of various programs in Python
• Technologies: Kubernetes, OpenShift, Kustomize, ArgoCD, Tekton, Docker, PodMan, Airflow, IntelliJ, PyCharm, Git, Bitbucket, Jira, Confluence, Python

• Managing TPA Manager and a team of 10 Claims Operation Assistants.

• Designing and implementing processes and workstreams using Guidewire from the ground up with European claims teams across all lines of business.

• Establishing service level agreements (SLAs) and detailed key performance indicators (KPIs) with new business intelligence (BI) reporting, payment and performance analysis.

• Developing, steering and analysing 50+ strategic, operational and IT initiatives, driving digital change and AI automation in payments while meeting DORA, GDPR, ACM and BAIT MaRisk regulatory compliance.

• Increasing customer satisfaction scores by 80%.

• Attracting and mentoring market-leading operational and TPA talent.

• Demonstrating strong stakeholder leadership and swift decisional influence.

• Responsible for business development, sales, partnerships, and marketing
• Project management and business analysis for regulatory and strategic projects
• Test management
• Expert in digitalization strategies
• Expert in new EU regulations and legislative changes
• Expert in client-related projects
• Implementations in asset management and in the banking sector

• Project management
• Coordination of the rollout of 148 firewalls (Palo Alto) for 74 buildings at more than 14 locations in EMEA
• Management of the team (8 employees)
• Communication with senior management (local) and site managers (EMEA)
• Ensuring work packages were completed on time and according to requirements, including formal acceptance
• Extensive use of the relevant Microsoft tools
• Wrike (project management)

• Understanding of bank’s fundamentals throughout analysis and writing specifications

• Deep analysis of security measurements to be transferred into new environment

• Process design and optimization

• Collecting requirements from different areas and processing them into agreement documentation, concepts and process description for internal and external partners

• Analysis of data delivery sources and transformation of relevant functions into new environment

• Analysis and prioritisation of value and benefits resulting from introducing smart data tools

• Mapping and migrating data within Power BI upgrade

• Change management support and evaluation

• Marketing automation and technology enablement

• Executing test and release support

• Creating training documentation for the client’s employees to understand value and benefits by using new technologies when acquiring new or creating benefits to their existing customers

• Creating a complete database of existing firewalls supporting the security of the client’s infrastructure

• Migration and re-architecture of reporting systems from multiple data sources into the cloud environment