Joachim (B.) Auster

Project Manager HubSpot, Tracking + Analytics Expert

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Frankfurt am Main, Germany

Experience

May 2022 - Nov 2022
7 months

Project Manager HubSpot, Tracking + Analytics Expert

Swiss Post

  • Develop tracking concept for Google Tag Manager, Google Analytics including data layer, events, triggers, and reporting
  • Manage the project team (developers, designers, performance)
  • Act as the communication interface between stakeholders and digital teams
Jan 2020 - Apr 2021
1 year 4 months

Digital Business Analyst, Digitization

Major Bank, Frankfurt/Main, Germany

  • Conducted market comparison of mobile authentication providers
  • Conducted current state analysis based on customer and change management requirements for the software token
  • Conducted detailed business analysis considering market and change management requirements
  • Prepared functional and technical documentation
  • Developed the implementation concept with Transmit Security
  • Created a concept to standardize transactions into four risk levels (PSD2)
  • Created a matrix of use cases, UML diagrams, and user flow charts for login variants, transaction signing variants, and device binding variants

Result: The goal was to reduce onboarding time from two to three days to ten to fifteen minutes; the project was ended before completion because the retail business for Germany was discontinued.

Sep 2019 - Apr 2020
8 months

Excel Expert, Business Analyst, Digitization

Solar Company, Mainz, Germany

  • Designed, developed, and implemented an Excel application for consolidated controlling of solar installations in Germany and Italy
  • Developed billing processes and validation methods
  • Created templates for input, master data, and control dashboard
  • Validated energy volumes, billing, and cash flows with variances
  • Considered different tariffs and legal requirements
  • Generated reports per solar installation and an overall report

Result: Reduced monthly controlling effort from 40 hours to one hour.

Jun 2018 - Oct 2018
5 months

Business Analyst

Bank, Munich, Germany

  • Developed functional specification to replace existing software (Bank 21, Abit claims management, Abit dunning) in the Claims department
  • Analyzed, structured, completed, and refined requirements
  • Represented as use cases with UML diagrams
  • Recorded requirements in Confluence for insolvencies, foreclosures, dunning, investigation requests, custodianships, and estates
  • Acted as the functional and methodological contact for software testing in the Claims subproject
  • Created test case matrix with all variants
  • Represented the subproject management for Claims and transferred know-how to internal staff

Result: The project was canceled because the chosen vendor did not meet expectations.

Aug 2017 - May 2018
10 months

Test Manager and Release Manager

Bank, Wiesbaden, Germany

  • Managed test management and coordination of UAT tests between vendor and bank
  • Managed a comprehensive defect list for UAT and production
  • Improved processes and structure in communication and documentation
  • Conducted and established status calls and defect calls
  • Managed releases and coordination of releases in Jira
  • Coordinated internally with RFCs, change requests, issues, and incidents
  • Created release documentation
  • Improved processes and structure in the Collections area (dunning/operations)
  • Member of the Joint Steering Group and the Production Taskforce

Result: The project was canceled because the vendor did not meet expectations.

Aug 2015 - Dec 2015
5 months

Digital Business Analyst

Online broker major bank, Frankfurt, Germany

  • Create requirements (BRD) based on epics, user stories, issues and backlog in Jira
  • Perform bug tests on responsive devices
  • Perform regression tests and UAT
  • Create the operations manual
  • Prepare the go-live

Result: New website went live successfully at the end of December.

Nov 2014 - Jul 2015
9 months

Business Analyst

Major bank, Frankfurt, Germany

  • Create the Business Requirements Description (BRD)
  • Analyze and integrate existing bank systems and processes (online product applications, workflow systems, document management)
  • Integrate video identification from WebID Solutions
  • Develop the process chain from the website through video identification to the completed application
  • Manage and track open issues in Excel and SharePoint
  • Create the product matrix with activation plan in HP ALM
  • Develop the test case matrix and coordinate tests for regression testing, UAT and end-to-end tests
  • Create the operations manual and prepare for go-live
  • Serve as the single point of contact (SPOC) between business units, IT and service providers

Result: Onboarding time was reduced from three working days to ten to fifteen minutes.

Oct 2013 - Sep 2014
1 year

Business Analyst

Major bank, Frankfurt, Germany

  • Establish SLAs focusing on the customer view across processes
  • Develop a roadmap for SLA implementation
  • Create the requirements and analyze relevant jobs and processes
  • Analyze possible tools for path measurement and availability reporting
  • Act as communication interface between the governance area and application owners for compliance and audit tracking
  • Coordinate application management (PlanningIT) and maintain the functional landscapes

Result: Project ended after twelve months.

Apr 2012 - Mar 2013
1 year

Business Analyst

Major bank, Frankfurt, Germany

  • Create the functional specification for implementing the French financial transaction tax (FFTT) for phases I and IV
  • Conduct meetings with tax experts to create the product matrix
  • Develop and create the product matrix as a basis for FFTT-relevant transactions
  • Manage and track open issues in Excel
  • Develop the test case matrix in Excel
  • Review and file publications on the FFTT
  • Implement and produce the first FFTT report to France
  • Act as communication interface between business units, IT, service providers and customers
  • Review, file and manage tests for the Italian financial transaction tax and withholding tax delta correction

Result: First FFTT report to France was completed on time in four months.

Jan 2010 - Jun 2011
1 year 6 months

Business Analyst

Major bank, Frankfurt, Germany

  • Develop and create test case matrices in Excel
  • Map different income and revenue types in two banking systems
  • Review and test annual tax certificates (JSTB) and income types with a focus on corporate clients
  • Create working templates based on form I/III and develop an Access database to manage the tranches
  • Create Excel tools for test case validation
  • Manage and track open issues in Excel
  • Analyze and prepare data sets for selections
  • Develop automated plausibility checks for JSTB form I/III
  • Support the Dresdner Bank/Commerzbank merger

Result: Annual tax statements for 2010 and 2011 were delivered successfully.

Summary

Senior Business Analyst and project manager with over 15 years of experience in the financial services industry. Specialized in requirements analysis, digitization of business processes, and implementing regulatory requirements. Joachim Auster supports projects from the initial concept phase through to successful go-live and ensures seamless execution.

Digitization and Business Analysis

Business Processes | Requirements | Digitization | Testing | Agile

As a senior business analyst, Mr. Auster takes on, leads, and supports all relevant activities. From analyzing requirements, comparing market options, designing solution proposals, presenting results and interim reports, to testing and going live with a successful rollout.

Mr. Auster has many years of experience in traditional, agile, and hybrid project environments as a foundation for the best possible outcome. He has worked with agile tools like Jira and Confluence in almost all projects.

During the implementation and testing phase, Mr. Auster plans, delegates, monitors, and controls the full range of test activities and tasks reliably and transparently. This includes creating and developing test case matrices (including test case and test flow descriptions), adjusting plans based on test results and progress, initiating all necessary actions (e.g., escalation, training) in case of issues (bug tracking), and reporting (analysis, documentation, reporting).

For the go-live and rollout, Mr. Auster centrally checks that all required systems and interfaces are available. For the rollout, Mr. Auster creates the operations manual and necessary training.

Skills

Skills – Business Processes + Agile

  • Business Analysis (+++)
  • Requirements Engineering (+++)
  • Data Analysis (++)
  • Data Cleansing (+++)
  • Data Migration (+++)
  • Test Management (+++)
  • Release Management (++)
  • Process Management (++)
  • Bpmn 2.0 (++)
  • Uml (+++)
  • Agile Methods And Mindset (+++)
  • Scrum Master (+++)
  • Scaled Agile: Nexus, Spotify, Less, Safe (++)
  • Product Owner (++)

Skills - It

  • Ms Excel (+++)
  • Ms Word (+++)
  • Ms Powerpoint (+++)
  • Ms Access (++)
  • Ms Sharepoint (++)
  • Notion (+++)
  • Zoom (++)
  • Teams (++)
  • Jira Atlassian (++)
  • Confluence Atlassian (++)
  • Hp Qc And Hp Alm (++)
  • Customer Support (++)
  • Databases/sql (++)
  • Development/programming (+)
  • Document Management Systems Dms (+)
  • Knowledge Management Systems Kms (+)

Skills – Banking

  • Digital Authentication Via Token (+++)
  • Customer Onboarding And Offboarding (++)
  • Video Verification (+++)
  • Online Product Applications, Application Flows (+++)
  • Bank Websites (+++)
  • Claims (Reminders, Foreclosures, Insolvencies, Etc.) (+++)
  • Credit Card Processing (++)
  • Securities Processing (++)
  • Capital Measures (++)
  • Withholding Tax (++)
  • Financial Transaction Tax Ftt (++)
  • Psd2, Sca, Fido (++)
  • Data Privacy (++)
  • Kyc (Know Your Customer), Aml (Anti-money Laundering) (+)
  • Investment Funds, Closed-end Funds, Building Savings Contracts (++)
  • Financial Mathematics (++)
  • Application Portfolio Management (Apm) (+)
  • Governance And Compliance General (+)

Skills – Insurance

  • Property Insurance (Liability, Accident, Etc.) (+++)
  • Life Insurance, Term Life, Unit-linked Policies, Annuities (+++)
  • Health Insurance (Full Private, Supplemental Private, Long-term Care) (+++)
  • Insurance Brokerage As An Insurance Agent (+++)
  • Investment Funds, Building Savings Contracts (++)
  • Financial Mathematics (++)
  • Actuarial Mathematics (++ )

Skills – Crm Customer Management

  • Crm Hubspot (+++)
  • Crm Pipedrive (+++)
  • Crm Activecampaign (+++)
  • Crm Ms Dynamics (+)

Skills – Online Marketing/sales

  • Marketing Automation (+++)
  • Revenue Operations Revops (++)
  • Sales Funnel, Customer Acquisition (+++)
  • Marketing Funnel, Lead Generation (+++)
  • Segmentation/personalization (+++)
  • Content Marketing (++)
  • Inbound Marketing (++)
  • Customer Journey (++)
  • Copywriting/advertising Text (++)
  • Email Marketing (++)
  • Search Engine Marketing Sem, Seo, Sea (++)
  • Web Tracking, Tag Manager And Analytics (++)
  • Content Management Systems Cms (+++)
  • User Experience (+++)
  • Data Privacy Dsvgo/gdpr (++)

Languages

German
Native
English
Advanced
French
Elementary

Education

Oct 2007 - Jun 2008

FH Schmalkalden

Financial Specialist (FH) · Financial Specialist · Schmalkalden, Germany

Oct 1989 - Jun 1992

IHK Frankfurt/Main

Data Processing Clerk (IHK) · Data Processing Clerk · Frankfurt, Germany

Certifications & licenses

Professional Product Owner

Professional Scrum Master

ISTQB Certified Tester CTFL

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