Klaus Jakob
Senior Management Consultant
Experience
Senior Management Consultant
Anonymous client, financial services industry (Regional Bank GFG)
- Design and manage end-to-end cyber emergency exercises for banks and financial services providers from scenario planning to recovery, including clear RACI matrices
- Operationalize regulatory requirements from DORA, MaRisk, BAIT, and GDPR in emergency and crisis management
- Design and run targeted training programs (simulation exercises, table-top exercises, awareness formats)
- Develop and evolve a phase-based cyber response framework (0-2h / 2-8h / >8h)
- End-to-end ownership of the exercise cycle (Prepare-Execute-Improve) with facilitation, lessons learned, and implementation of improvements
Project manager for access control system on campus grounds including buildings and data center
Anonymous client, financial services industry (Bank / Leasing)
- Implementation and expansion of the ZuBeSy 3 access system with OCMS (IDWare) and AEOS (Nedap)
- Replacement of controllers and card readers at turnstiles, offices, and data center entrances for VWFS GmbH
- Requirements management for ID badges and access controls under data protection and security zone concepts
- Stakeholder management: coordinating internal security departments, facility management, corporate security, and external planning offices
Business continuity management consultant
Anonymous client, financial services industry (Regional Bank)
- Implementation and gathering of around 850 business processes in a business impact analysis per BSI guidelines (BSI 200-4) to meet regulatory requirements (MaRisk AT 7.2 and 7.3, BAIT)
- Development of a documented continuity management framework (sFO) covering strategy, policies, and processes
- Introduction of a new BCM tool and method adjustments for the annual business analysis
- Knowledge transfer and onboarding of new employees
- Support in planning and conducting exercises, coordination with outsourcing partners, and reporting to the board
Project manager for regulatory reporting
Anonymous client, financial services industry (Bank / Leasing)
- Managed and led the implementation project for large exposure reporting at VW Leasing (GroMiKV module § 14 KWG)
- Coordinated external service providers, requirements engineering, design, testing, and rollout of the Fineware software (Deloitte)
- Budget and resource planning according to internal CTB/RTB guidelines for a two-year project duration
- Reviewed and approved business and IT concepts, including the operations manual, test plan, user and training concepts, and service level concept
- Acceptance testing and rollout of the Fineware software
Project manager
Anonymous client, telecommunications
- Led the Windows 10 rollout including hardware replacement for 15,000 clients and shop rollout
- Management, budget planning, and works council negotiations for GDPR implementation
- Implemented data protection impact assessments (DPIA), risk management (ISMS per BSI 100-3/200-3), and emergency management (BSI 100-4/200-4)
- Introduced new IT services and processes (Windows as a Service, WUfB, EDR, Intune)
- Supported the provider changeover and application readiness for around 1,100 applications
Test Manager
Anonymous client, statutory health insurance industry
- Test management for the feasibility study of a release upgrade of the existing system, the commission system and peripheral systems
- Project milestone and activity planning, resource planning, risk management and release planning
Test Manager
Anonymous client, large bank in the financial services industry
- Test management for AML (anti-money laundering) and implementation of EU directives
- Setting up the test environment and test data, technical and functional system and acceptance tests, as well as end-to-end tests
- Consolidation of batch processing of various sanction lists in legacy systems
- Stakeholder management: overseeing external service providers and test teams
Test Manager
Anonymous client, market research industry
- Setup and design of test management
Project Manager
Anonymous client, financial services industry (leasing)
- Restructuring planning and work packages, roles and responsibilities within the project
- Management reporting for the steering committee, creating status reports and decision papers
Test Manager
Anonymous client, large bank in the financial services industry
- Test management, test execution, strategy and planning, defect management and resource planning
- Load and performance testing, as well as acceptance and go-live
Project Manager SEPA
Anonymous client, statutory health insurance fund
- Redesign of payment processes and introduction of new modules in the core application iskv_21
- Setup of rules, guidelines and control checks
- Planning and execution of tests and defect management
- Deployment of SEPA functionalities into production and creation of work instructions
Deputy Project Manager SEPA
Anonymous client, building society financial service provider
- Project and test planning for the corporate management, sales and core systems workstream
- Definition of iteration goals, resource planning and review of business and IT concepts
Project Manager
Anonymous client, financial services provider group data center
- Replacement of network and server infrastructure following the internal VGM model
- Planning and coordination of migrations and alignment of functional approvals with business units, outsourcing partners and end customers
- Moderation of big changes and resource planning for approx. 100 project participants
Deputy Project Manager Data Quality
Anonymous client, building society
- Design of a SolvV IT map and mapping of data flows in the Basel II IRBA project
- Definition of processes to ensure data quality and setup of a metadata repository
Project Controller
Anonymous client, big bank financial services provider
- Project controlling in the GT-KK subproject (integration of Dresdner Bank into Commerzbank)
- Migration of accounts and development of reporting for test progress, error status and migration controlling
Test Manager
Anonymous client, financial services, major bank
- Sub-project leadership for the implementation of new loan products after integration of Dresdner Bank
- Verification of end-to-end tests, customization of the test tool and handover to the migration program
Project Manager
Anonymous client, health insurance industry
- Setup of primary and backup data centers and implementation of restart procedures for 70+ critical applications
- Creation of restart procedures, move planning, data backup and monitoring
- Coordination of all sub-projects and acceptance of functional test scenarios
Industries Experience
See where this freelancer has spent most of their professional time. Longer bars indicate deeper hands-on experience, while shorter ones reflect targeted or project-based work.
Experienced in Banking and Finance (10 years), Insurance (3.5 years), Telecommunication (2.5 years), and Information Technology (1 year).
Business Areas Experience
The graph below provides a cumulative view of the freelancer's experience across multiple business areas, calculated from completed and active engagements. It highlights the areas where the freelancer has most frequently contributed to planning, execution, and delivery of business outcomes.
Experienced in Project Management (14 years), Information Technology (8.5 years), Quality Assurance (4.5 years), Operations (2 years), Finance (2 years), and Business Intelligence (1.5 years).
Skills
- Emergency And Crisis Management
- Ict Risk Management
- Data Protection
- It Consulting (General)
- Crisis Management
- Project Management / Team Leadership (It)
- Quality Management / Quality Assurance / Qa (It)
- Release Management
- Test Management / Test Coordination
Languages
Education
Marketing Specialist (VWA) · Marketing · Stuttgart, Germany
Bank clerk · Bank clerk · Böblingen, Germany
Certifications & licenses
BI project management
PRINCE2
Certified Risk Manager
University of Augsburg
Profile
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