Independent Project Manager

Project: Investment and construction cost controlling

As part of a private equity transaction, responsible for operational management of the company. The project is one of Europe’s largest real estate portfolios. Timing of execution. Industry: Real Estate / Retail. Team size: about 90 people. Project value: approx. €800,000,000.

• Budget and cost planning

• Weekly cash flow planning

• Managing invoicing and payment processes

• Overall leadership and responsibility for controlling

• Microsoft Excel

• SAP R3

Project: Software due diligence for an M&A transaction

In-depth analysis as part of a software due diligence for two technical assets to support decision-making for the M&A deal. The goal was to evaluate and present possible transition scenarios to support the transaction. Industry: Automotive/Banking. Team size: 15–20 people. Project value: approx. €220,000.

• Budget and cost planning

• Identifying, uncovering, and evaluating risks for each software

• Identifying and assessing strengths and weaknesses of both software solutions

• Market and competitor analysis

• Comparing software architectures at a high and technical level

• Microsoft Excel

• Confluence

Project: Process and test management for core banking system migration

Leading the preparation, creation, and execution of process and test management for the core banking system migration. This includes defining relevant test cases in close collaboration with the new system provider. The goal was also to define cross-departmental processes for various units (asset management, securities back office, private banking, payments, etc.) and automate them. By linking the customer database, it was possible to use plausibility checks and preventive controls to ensure KYC (Know Your Customer) compliance. Industry: Banking. Team size: 40–50 people. Project value: approx. €400,000.

• Test design, coordination, and controlling of test activities

• Developing and setting suitable test methods

• Leading the test team

• Creating and managing the test setup

• Documenting test activities and preparing results

• Defining go-live scenarios

• Process analysis and optimization

• Monitoring quality objectives

• JIRA

• Tambas

• kdPrevent

• MS Excel

Project: Audit of the core banking system migration

Reviewing whether the company’s operations remained compliant during the migration of the core banking system. This included project documentation, logging, test management, approval processes, data migration, and sign-off by departments and the board. Industry: Insurance. Team size: 15–20 people. Project value: approx. €30,000.

• Auditing the new system

• Auditing technical details of the migration

• Auditing change management during the migration

• Risk assessment according to IDW PS 850 as a basis for the external auditor

• MS Excel

Project: Ongoing audit of the migration from SAP BYD to S/4HANA

Ensuring the proper governance of the financial accounting system during the migration project. This involved auditing each project phase, approval processes, project documentation, logging, test management, data migration, and sign-off by departments and the board. Industry: Automotive/Industrial. Team size: 20 people. Project value: approx. €100,000.

• Auditing the new system

• Auditing technical details of the migration

• Managing change control during the migration

• Risk assessment according to IDW PS 850 as a basis for the external auditor

• Microsoft Excel

• Audicon IDEA

• SAP BYD

• SAP S/4HANA

Project: Conducting data analyses and annual financial audits

In various projects, main and sub-ledger data analyses were performed. Data was exported and processed for analysis. Data sources (SAP, S/4HANA, Navision & other ERP systems) varied. Industry: Various. Team size: 5–10 people. Project value: approx. €200,000.

• Conducting data analyses

• Auditing data sets

• Reconciling record counts and calculating control totals

• Validating hash values

• Converting data

• Auditing individual data records

• Merging data

• Analyzing data consistency

• Statistical analysis of master and transactional data

• Auditing according to standards: IDW PS 330, IDW PS 261, IDW PS 880, IDW PS 850, BAIT, VAIT, COBIT

• Microsoft Excel

• Audicon IDEA

• Qlik Sense

Project: Designing and implementing a lead generation chatbot

The goal was to design and implement a Facebook chatbot to generate qualified leads for marketing private real estate. The chatbot needed to reflect the company’s strategy and brand values and integrate with existing systems. Industry: Real Estate. Team size: 5–10 people. Project value: approx. €30,000.

• Analyzing, evaluating, and classifying the chatbot for existing stakeholder management

• Analyzing current sales processes

• Designing and implementing the chatbot based on a standard solution with custom adjustments

• Microsoft Excel

• Facebook Ads Manager

• Zapier

• Google Sheets