Senior Banking Business Analyst, Requirements Manager and Project Manager with over 20 years’ experience across financial services, private banking, securities services, fund administration and information technology. Expertise in depositary oversight, asset management, and digital transformation.
Bank RegulationsBank RunsBanking SoftwareInvestment BankingBanking LawSQL Server Business IntelligenceSAP BankingBank ControllingCore BankingBank Management
Senior Business Analyst with 25 years of professional experience acquired at 21 different financial institutions.
Core Competencies
Business analysis, BA, requirements elicitation, requirements gathering, stakeholder interviews, workshop facilitation, business requirements documentation, BRD/FRD, functional specifications, use cases, gap analysis, business process modelling, process mapping and stakeholder management
Project management, product ownership, backlog management, user stories, acceptance criteria, sprint planning, prioritisation, delivery steering, release coordination and change requests
Data analysis, SQL, data mapping, data warehouse solutions, datamarts, KPI reporting, management information, regulatory reporting, risk reporting, dashboard requirements, financial reporting and ESG data models
Test management, test case design, UAT coordination, defect management, traceability matrix, test status reporting, business sign-off and implementation support
Digital transformation, digital banking, process optimisation, system migration, interface analysis, solution design, operational risk reduction and business process improvement
Methods: Agile, Scrum, Kanban, SAFe, Waterfall, ITIL, CMMI, PMBOK, PRINCE2, HERMES, BPMN 2.0, BABOK, ISTQB, SDLC, user experience, UAT, test management, requirements management, change management, implementation steering, workshop facilitation, stakeholder engagement, stakeholder analysis, process modelling and traceability.
Banking and Fund Systems: Avaloq, Olympic, eFront, SimCorp Dimension, Multifonds FA/TA/Infocenter, SunGard GP3, PM1e, Murex, Charles River, FinanceKit, MIG21, SWIFT, Bloomberg, Reuters, Telekurs.
Databases, Data Analysis and Reporting: Oracle, DB2, SQL, M‑Code, VBA, Python, XML, Informatica, SAP Datasphere, SAP CALM, SAP FSDP, Business Objects, Tableau, Cognos, Crystal Reports, Power Query, TOAD, Access.
Project, Testing and Development Tools: Jira, Confluence, Bitbucket, ServiceNow, HP ALM, Micro Focus ALM Octane, HP Quality Center, Bugzilla, Microsoft Visio, Adonis, Miro, SharePoint, PowerDesigner.
Communication, Market Data and Collaboration: Microsoft 365, Word, Excel, PowerPoint, Teams, OneDrive, SWIFT, Bloomberg, Reuters, Telekurs.
Languages: German: native | English: business fluent | Luxembourgish: business fluent | French: advanced.
Experience
Professional experience10+ years
Freelancer since2007
Languages
GermanNative speakerEnglishFluentFrenchGood
Project history
Senior Business Analyst for Depositary Oversight | Bank Pictet & Cie (Europe) AG, Luxembourg Branch
Senior Business Analyst supporting depositary oversight operations, regulatory control frameworks, digital transformation, process optimisation, risk management and efficient governance processes.
Analysed, structured and optimised business and technical processes in depositary oversight, focusing on digitalisation, regulatory control requirements and robust operational governance.
Led technology-enabled initiatives to increase efficiency by analysing core processes and control activities, assessing internal tools and external solutions, and preparing make-or-buy recommendations.
Defined requirements, use cases and target operating models for scalable software solutions supporting the monitoring of depositary functions.
Identified quick-win improvements and designed tactical solutions using Microsoft Office, Power Query automation, AI-enabled technologies, data management and analytics for structured and unstructured data.
Managed requirements for control measures aligned with the control plan and documented work packages, implementation roadmap, RACI matrix, progress tracking and change management in Jira and Confluence.
Supported escalation processes, regulatory due diligence, management reporting, supervisory authority reporting, risk assessment, feasibility analysis, compliance monitoring and regulatory oversight under AIFMD and UCITS.
Senior Business Analyst, Advisory mandate for VP Bank AG Liechtenstein
VP Bank AG Liechtenstein
Banking & Financial Services
1000-5000 team member
23.06.2025 – current - Advisory mandate for VP Bank AG Liechtenstein
Senior Business Analyst
Business Analysis Group Controlling & Finance:
Methodology: Scrum
Business structure tree for money flows
Development of business definitions and requirements for money flows
Business analysis of net new money, new loans, new money custody, new money from third-party banks, product turnover with Avaloq (ClassIf, Classes, Meta Type, Order Type)
Data analysis of client revenues with Avaloq Feedesigner, fee profiles, special conditions, fees container and accrual pillar-based collections
Conducting regular stakeholder workshops with specialists from the Group Controlling team
Functional analysis with the Avaloq core banking system
Technical workshops with Avaloq specialists
Data mapping with Avaloq
Description of technical models (Group Controlling) and functional Avaloq models
Avaloq test parameterization classes/ClassIf at BP, position, container and asset level
Obtaining and documenting business approvals
Documenting business requirements in SAP CALM
Creating test cases in SAP CALM
Pre in and conducting weekly Metis Business Table meetings
Participating in and reporting on Metis project meetings
DPS Engineering GmbH, Leinfelden-Echterdingen. Short-term assignment for LBBW Landesbank Baden-Württemberg in Stuttgart to conduct a business impact analysis of the T+1 transition across securities settlement, clearing, matching, corporate actions and foreign exchange processes.
Analysed the organisational and technical impacts of shortening the settlement cycle from T+2 to T+1 for securities settlement.
Assessed affected process steps from trading and matching through clearing and settlement to foreign exchange transactions, corporate actions and asset management.
Provided business assessment of dependencies, interfaces, implementation risks and regulatory-driven adjustment requirements within the securities value chain.
Project Manager - Advisory mandate for Bank Frick AG Liechtenstein
Bank Frick AG Liechtenstein
Banking & Financial Services
250-500 team member
12.05.2025 – 31.10.2025 - Advisory mandate for Bank Frick AG Liechtenstein
Project Manager
Projekt Management OLYMPIC-Refresh Concept phase:
Methodology: Scrum
Concept development and creation of a concept document including a presentation and management summary, as well as a management proposal for the implementation phase to the Executive Board
Collection, analysis, and graphical representation of the requirements and the current situation regarding the contracts and components used
Demonstration of what is possible and sensible with the customizations programmed in Cobol, SQL, and RPG
Detailed breakdown of expected project costs and operating expenses (OPEX), as well as investments (CAPEX)
Creation of a detailed project plan
Definition of the release process (including the number of release cycles per year) according to Bank Frick's requirements
Detailed design of the technical architecture for 24/7 availability and zero-downtime patching
Planning, facilitation, and participation in workshops and meetings with Miro
Summary of project results regarding impacts, deteriorations, and improvements on the business side
Authorization concept (need-to-know principle), user groups, roles, and access rights on Olympic
Catalog of measures with options, grouped by business organization (including costs and Impact per option).
Lead Business Functional Analyst Data and Analytics - Advisory mandate for Deutsche Bank Luxembourg
Deutsche Bank Luxembourg
Banking & Financial Services
>10.000 team member
01.10.2023 – 09.05.2025 - Advisory mandate for Deutsche Bank Luxembourg
Lead Business Functional Analyst Data and Analytics CTB
Business Analysis / Data Analysis Services:
Methodology: Scrum
RDM DWH and CCO Datamart requirements engineering for AML, Transaction monitoring, AFC, Compliance, KYC, Risk management, regulatory reporting
Analysis of static data, fact- and dimension data, metadata (XML, JSON), data governance and quality assurance controls
Data mapping to the Avaloq core banking system as the data source
Test case creation and development of expected results in Avaloq
Test data selection with Avaloq and Oracle SQL
Requirements engineering for the Avaloq core banking system
Test documentation and defect registration in Jira
Regional Datamart team, monitoring and installation support Unix
Change requests and service request lifecycle in ServiceNow.
Business Analyst - Advisory mandate for BNP PARIBAS Luxembourg
BNP PARIBAS Luxembourg
Banking & Financial Services
>10.000 team member
01.06.2023 - 30.09.2023 - Advisory mandate for BNPPARIBAS Luxembourg
Business Analyst
Business Analyst Business Analysis / Business Testing UAT Project LHS for Global BCM TA:
Methodology: Scrum
Migration of SWIFT, as well as sFTP and CFT reporting from Luxembourg to Paris
Analysis and requirements engineering of TA reporting processes (Temenos Multifonds, eStars), SWIFT message routing and data flows
Workshops with BCM, Application Support and IT
Configuration of HP ALM Quality Center
Test case creation and development of expected results
Test data selection with SQL, test data creation with Multifonds order processes
Test execution, test documentation and defect registration
Design and automation of daily test status reporting
Business Analyst - Advisory mandate for NORD/LB Norddeutsche Landesbank Hannover
NORD/LB Norddeutsche Landesbank Hannover
Banking & Financial Services
>10.000 team member
01.01.2023 – 30.04.2023 è Advisory mandate for NORD/LBNorddeutsche Landesbank Hannover
Business Analyst
Business Analysis - SPOT Data Model DWH:
Methodology: Scrum
Analysis and requirements engineering in the areas of securities, loan, facility, deposits, collateral, regulatory- and taxreporting and bank control
Close collaboration with DataStage developers in SCRUM sprints
Consulting in the design of test portfolios and support of development and business tests
Consulting in migration tests and regression tests
Analysis of errors and development of solution proposals.
Datamapping from Murex, WMDaten, OBS to SAP FSDP
Business Analyst - Advisory mandate for Baader Bank AG Munich
Baader Bank AG Munich
Banking & Financial Services
>10.000 team member
01.09.2021 – 30.09.2022 - Advisory mandate for Baader Bank AG Munich
Business Analyst
Regulatory Reporting:
Methodology: Scrum
Error analysis reporting tool
Creation of an error analysis of the errors occurring in the reporting tool in the existing backlog and in Jira
Creation of an error log of the previously analysed errors
Correction of the errors by adjustments to the regulatory requirements according to Article 26, Article 27, ESMA RTS and handover to the customer
Creation of requirements analyses, epics, stories, features and tasks for the further development of the reporting tool developed in-house.
Elaboration of new functionalities and specifications of the Regulatory Reporting GUI-proto-type.
Interviews with stakeholders from the Regulatory Reporting department
Preparation of a recommended course of action for dealing with future errors in the reporting environment on the basis of the previous error and requirements analyses
Code review of the in-house developed reporting tool with regard to new functionalities, specifications and adaptations to the regulatory requirements on FCA, SIX, OeKB, CSDR, SFTR, LCR and CRR (BAIS-) reporting
Creation of detailed documentation of the changes made
Test scenario and test case creation.
Senior Business Engineer - Advisory mandate for ZKB Zürcher Kantonalbank Zürich
Analysis of regulatory requirements in the investment area on the topics of AEOI (AIA), FATCA and QI for ZKB-Connect.
Preparation and conducting of workshops to determine requirements
Preparation of requirement and detail specifications, as well as the implementation of the acceptance process with all stakeholders
Organisation and moderation of kick-off meetings with all stakeholders
Creation of requirement and detail specifications, epics, user stories, features, as well as the execution of the acceptance process with all stakeholders
Design of functional & technical problem-oriented solution proposals, sketches, user interaction design, user flow, taking into account all relevant interfaces and surrounding systems of the IT architecture
Creation of test cases and their implementation (incl. defect management)
Creation of training documents and user documentation.
Business Analyst - Advisory mandate for DekaBank S.A. Luxembourg
DekaBank S.A. Luxembourg
Banking & Financial Services
1000-5000 team member
13.10.2014 - 31.03.2020 - Advisory mandate for DekaBank S.A. Luxembourg
Business Analyst
In-house development:
Methodology: SCRUM
CI/CD-Pipeline of the objects DWH, interfaces, Datamarts
IBM-DB2 DB, sharpening of technical concepts, SharePoint administration, release management
Project status reporting with HPALM, product backlog management, execution of sprints, Recording and maintenance of project management plan, management of stakeholder management, maintenance of the stakeholder list
management of change management, concretisation of change requests, maintenance of change status lists
Externalised development: methodology SCRUM, MiFID II, ESMA daily transaction data delivery to Deutsche Börse Group, AI reporting XML (CSSF, BaFin), IBM-DB2 DB, system test, acceptance test and implementation E2E distribution chain via CETREL SOFiE - SIX Payment Services via CSSF to ESMA incl. confirmations.
Requirements engineering of periodic client output, tax reporting, capital gains-, withholding tax and exemption order for capital gains.
Management of requirements and test cases with Micro Focus ALM Octane, defect management with JIRA.
Support of the department in the acceptance test customer output, test data extraction OLYMPIC with SQL, test automation with VBA SendKeys scripts for DOLL, PM1e and OLYMPIC.
Project Manager - Advisory mandate for European Stability Mechanism Luxembourg
European Stability Mechanism Luxembourg
Banking & Financial Services
250-500 team member
01.06.2014 - 10.10.2014 - Advisory mandate for European Stability Mechanism Luxembourg
Project Manager
ESM Reporting Solution:
Methodology: ITIL, CMMI
Commissioning and steering of the initialisation phase by developing the project basis, -charta and obtaining the decision for project approval.
Preparation of ESM project charter, preliminary study, situation analysis
Specification of system requirements Murex and system architecture
Preparation of procurement planning, RFI documentation, RFP supplier pre-selection
Project plan draft for solution implementation “Analysis ESM solution”, strategic reporting for risk management committee, SaaS cloud solution SAP, tableau, Microsoft DB
PM2 project management methodology, organisation of project meetings, creation of project status reporting, SharePoint administration.
Business Analyst - Consulting mandate for Internationale Kapitalanlagegesellschaft (Inka) Düsseldorf
HSBC INKA Düsseldorf
Banking & Financial Services
250-500 team member
01.09.2013 - 30.04.2014 - Consulting mandate for HSBC Internationale Kapitalanlagegesellschaft (Inka) Düsseldorf
Business Analyst
Project "Reporting Innovations"
Methodology: Scrum
Take-over after phase release realisation, concretisation and sharpening of requirements from the SCD fund / KAG migration specialist area "Reporting Innovations"
Creation of a migration concept for INKA e-Reportings
UX mock-ups, technical description of XML structures and reporting components from Business Objects and e-Reporting GUI
Management of the product backlog, development of the sprint backlogs
Elaboration of the configuration concept for the AIM-Bloomberg configuration
Creation of an introduction concept for organisational transition Pre- and post-trade controls for "KAGB" implementation, SimCorp Dimension (Oracle DB) for risk management AIFM-UmsG and "DerivateV" regulation
The definition of test strategy, creation of test concept, coordination with stakeholders, organisation of periodic stakeholder meetings, delegation test recording Business Tester departments, defect management (Excel open items list) and development of test status reporting with Cognos.
Business Analyst - Advisory mandate for DekaBank S.A. Luxembourg
Advisory mandate for DekaBank S.A. Luxembourg
Banking & Financial Services
1000-5000 team member
01.03.2011 - 31.08.2013 - Advisory mandate for DekaBank S.A. Luxembourg
Business Analyst
Projects customer on-boarding and customer output:
Methodology: Waterfall, ITIL
Evaluation of options and cost-effectiveness, securing resource usage, planning of work packages in accordance with the project plan
Analysis of migration concept for customer migration onto OLYMPIC and satellite systems for LBBW Luxemburg S.A., VM Bank International S.A.
Requirements analysis for customer, tax reporting and year-end portfolio reporting
Strategy performance features FVV product line DVK
Prototype IBM-DB2 DB, SWIFT MT and MX messages F2E for settlements and confirmations XML data
Regression-testing OLYMPIC, defect management and defect status reporting with Bugzilla Extract (CSV) via MS Access and Cognos.
Project: "New Output Tool", SCRUM implementation, microservices, reporting tool web frontend, web services, messaging bus and XML-based communication with web APIs
Load and performance tests with VBA SendKeys to simulate the simultaneous mass call of user groups with web browsers and automated user input into core banking system OLYMPIC.
Defect management and defect status reporting, workflow development with Bugzilla extract (CSV), and partial automation via VBA MS Access and Cognos reports.
Business Analyst - Advisory mandate for BNP Paribas Securities Services Luxembourg
Beginning of the concept phase, securing of written documentation, concretisation of technical concept
Status reports and project artefacts
Communication with suppliers exclusively in English, internal communication with project management in Luxembourg in French, with departments in Frankfurt in German, with departments in Luxembourg in Luxembourgish, with departments in Brussels in French and with business units in London in English
Central multi-region (London, Brussels, Luxembourg, Frankfurt, Paris) DWH (Oracle DB) iGates developed in Chennai, database Multifonds FA mapping, XML schema creation user manuals
Test scenario configuration, test lab setup, test case capture, test execution, status monitoring and test status reporting with HP Quality Center
Mass tests in 3-shift operation
Daily video conference training for external developers and software testers in Chennai
Documentation of Multifonds User manuals, training materials, organisation and delivery of Multifonds user training and software training for departments and test teams.
Business Analyst - Advisory mandate for ING Investment Management The Hague
ING Investment Management The Hague
Banking & Financial Services
>10.000 team member
01.01.2009 - 31.12.2009 - Advisory mandate for ING Investment Management The Hague
Business Analyst
Project Business Processes Multifonds:
Methodology: CMMI, Prince2
Preparation of a feasibility study for the implementation of business processes for mortgage-backed securities
Description of fallback scenarios, contingency solutions and business continuity, as well as disaster recovery
Creation of an interdependency matrix, release planning for the Front2Back application landscape, Wall Street FinanceKit, Charles River, TMS, Multifonds FA, SimCorp Dimensions
Implementation planning for go-live activities outside regular business hours on weekends
User training for business organisation, as well as operations and maintenance organisation
Conducting change management and concretisation of change requests, maintenance of change status lists
Stakeholder management of business and IT areas, IT Operations, IT Project Management, Front Office, Middle Office, Fund Accounting Department and Corporate Actions Team.
Test concept production ABS/MBS trade lifecycle, UML modelling, use case definition, test data criteria catalogue, resharpening of technical concepts, description and definition of technical requirements for the test environments (DEV, INT, UAT, PreLive)
Test status reporting, test scenarios, test case documentation, test execution and defect management with Mercury Test Director, as well as an in-house IT ticket system.
Business Analyst - Advisory mandate for UBS Fund Services S.A. Luxembourg
UBS Fund Services S.A. Luxembourg
Banking & Financial Services
>10.000 team member
15.03.2007 - 31.10.2008 - Advisory mandate for UBS Fund Services S.A. Luxembourg
Business Analyst
Tax reporting and regulatory reporting projects fonds:
Methodology: ITIL
Drafting of business cases for investor tax reporting CRS, FATCA
GTA (global tax application) tax reporting for investment funds domiciled in DE, AT, CH
Reporting system reporting based on GP3 Global Portfolio Sungard, Reuters and Bloomberg for financial supervisory authorities and central banks ECB, BCL, OeKB, BDI, BaFin, FMA, MFSA, FINMA, FSA, HKMA and CSSF
Support of the business departments during the acceptance test.
Business Analyst - Employee at IQ Solutions S.à.r.l. Luxembourg
IQ Solutions S.à.r.l. Luxembourg
Banking & Financial Services
250-500 team member
15.06.2006 - 14.03.2007 - Employee at IQ Solutions S.à.r.l. Luxembourg
Business Analyst
Employee consultant with mandates at BNP Paribas and Union Investment IT-Services GmbH in Frankfurt in the Federal Republic of Germany, as well as at BNP Securities Services and State Street Bank in Luxembourg
Methodology: SDLC
Projectsupport in the areas of solvency regulation, fund tax figures, GroMiKV, BVI- and DPG
Analysis of MIG21 interface changes
Refinement of functional concepts and interface descriptions
Creation of test case portfolio, documentation of test cases, test execution with Multifonds FA upgrade (Oracle DB)
Control data mapping GTS application (Microsoft DB)
Configuration concept definition
Description of test requirements and definition of the characteristics of test environments
Organisation of test meetings, time zone restrictions as functional test teams are in India and business test teams in Luxembourg
Test execution, test status reporting and defect management with HP Quality Tester and Cool tester
Documentation of test case execution with Excel, Word and Chrystal Reports.
Business Analyst - Employee at Citigroup International Ltd Luxembourg
Citigroup International Ltd Luxembourg
Banking & Financial Services
>10.000 team member
15.10.2002 - 14.06.2006 - Employee at Citigroup International Ltd Luxembourg
Business Analyst
Employee Operation Support Team:
Writing business requirements documents and stakeholder meetings in English
Release management and operational support Multifonds TA/FA (Oracle DB), SDLC methodology
Prototyp build of Investment restrictions DB (Access VBA)
Data mapping (MFFA, Bloomberg API, MSCI index, benchmark, rating tables)
System migration MIG21, Data mapping MFFA (AMS, Infocenter), Transfer Agency Reporting Multifonds
Interim project management data delivery (Euroclear Fundsettle, Clearstream Vestima) and SWIFT migration
Test execution UAT with Mercury Test Director.
Fund Administrator - Employee at Union Investment Asset Management AG Luxembourg
Union Investment Luxembourg
Banking & Financial Services
1000-5000 team member
01.03.1999 - 14.10.2002 - Employee at Union Investment Asset Management AG Luxembourg
Transfer Agent
Attrax S.A.:
Multifonds TA master data maintenance
KYC check and system parameterisation of contractual distribution fee agreements
Fund price and exchange rate interfaces
STP distribution statistics and reports with Oracle ODBC, MS Access VBA, MS Query SQL and Excel.
Bank Officer
DZ Bank International S.A.:
Fund registration procedures investment funds
Daily stock/ sight deposit, lending and cash accounts with core banking system OLYMPIC, AML, control NAV with Multifonds FA and asset class coherence securities, contracts (FX, EUREX, OTC)
Reporting of active investment limit infringements to regulatory authorities.
Fund Accountant
Unico Financial Services S.A.:
NAV valuation of funds of funds (in-house and third-party funds in Excel)
Funds of funds migration from Excel to Multifonds FA
Unit certificate transactions, capital movements, stock exchange transactions, corporate actions and reconciliations (fund management, broker, market maker, custodian bank and transfer agent)
