Klaus P. - Business Analyst: IT Requirements and Process Management, Finance

Go to Website

Aachen, Germany

Experience

Aug 2025 - Sep 2025

2 months

Mönchengladbach, Germany

IT Project Manager, Groupware

Q-Business

Built and developed a web-based groupware package; requirements concept and specification.
Described processes, data, architecture, navigation, and content.
Tools: Word, PowerPoint, draw.io.
(paused by the client due to illness)

Feb 2025 - May 2025

4 months

Würselen, Germany

Project Manager, Organizational Handbook

Designkomplex

Documented the organizational manual based on ISO 9001:2015 (for supplier audit).
Tasks: content in Word, process diagrams in PowerPoint.

Oct 2024 - Dec 2024

3 months

Frankfurt, Germany

Interim Head of Process Governance: BPMN & Signavio

Siemens

Interim setup and rollout of the process organization.
Led, coached, and standardized BPMN semantics, process management, implementation of automation potentials, rollout project management, development of process management guidelines at Siemens SI.
Tools: Signavio Process Manager, ArchiMate, Collaboration Hub, UiPath.

Mar 2023 - Jun 2023

4 months

Cologne, Germany

Business Analyst / Process Owner

SwissLife AM

Project: “IT Governance according to KAIT / DORA”.
Wrote policies and implemented IT for KAIT and DORA.
Team: about 20 members.
Wrote IT policies (KAIT, DORA, BSI IT Baseline Protection, information security), coordinated legal and regulatory requirements for UCITS management company and IT, designed and modeled critical processes of the policies.
Tools: JIRA, PowerPoint UML, Teams, Adonis workflows.

Aug 2021 - Dec 2023

2 years 5 months

Bonn, Germany

Business Analyst / Product Owner / Process Manager

Bechtle / BAFin

Project: “HERA” AI System.
Developed an AI tool for risk management review of banks, insurers, and KAGs.
Team: approx. 30 members, developers: approx. 15.
Agile requirements management for software development in AI / digitization for BaFin's risk management, product owner for overall product / features and UX, risk and process management (modeling, conceptual design, design, BPMN), legal requirements (Solvency II, MaRisk, VAIT, BAIT, EIOPA DORA, ISO 27000 etc.), epics and user stories.
Tools: Atlassian Jira, Confluence, Gliffy, Camunda, Sparx Enterprise Architect.

Mar 2021 - Jun 2021

4 months

Duisburg, Germany

Process Manager / Business Analyst

Sanvartis

Project: "Demand Management".
Recording IT infrastructure and proposing data modeling and software procurement.
Demand and requirements management, modeling and documenting administrative processes (data flow redundancy, demand software procurement), process design.
Tools: camunda, draw.io, Confluence, RPA, solution design.

Nov 2020 - Mar 2021

5 months

Leipzig, Germany

Process Manager / Business Analyst

Aerologic DHL/Lufthansa Cargo

Concept and requirements document for new billing process software.
Capturing, modeling, process design, describing cost, billing and provisioning processes (mathematical formulas) to replace the outdated application (process manual), solution options.
Know-how: accounting, organization, use cases.
Tools: Excel, SQL, Flowcharter, DWH.

Jul 2020 - Aug 2020

2 months

Aachen, Germany

Process Manager

Social Association

Recording processes and suggesting solutions.
Analyzing and modeling real estate and administrative processes, optimized processes / BPMN.

Oct 2019 - May 2020

8 months

Aachen, Germany

Process Manager

Streetscooter

Project: "Stable Processes".
Modeling processes and deriving solution proposals.
Modeling & optimizing processes: risk, compliance, administration, audit.
Tools: ServiceNow, draw.io, signavio BPMN Archimate.

May 2018 - Jul 2018

3 months

Leverkusen, Germany

Interim PMO

Lanxess

Project: "Replacement to SAP GLM".
Introducing labeling in SAP EHS.
Project office, communication, closing tasks during the implementation of SAP EHS GLM.
Skills: Excel, ISO 27000, ServiceNow, camunda, English.

Feb 2018 - Apr 2018

3 months

Cologne, Germany

Business Analyst

ks quadrat

Writing a “User Scenario” guide and a functional specification for software relaunch, finance software QlikView, agile approach.

Jan 2018 - May 2018

5 months

Cologne, Germany

Controller

m.doc

Accounting, year-end closing: programming a controlling system.

Jul 2017 - Nov 2017

5 months

Luxembourg, Luxembourg

Business Analyst

DZ Bank LUX

Project: “IP.System 2 Compliance/Order Tool”.
Implementing new software for compliance checking (Business Rules Engine) in transactions.
Project and requirements management, IT interfaces, project documentation, master data migration, information security, international financial regulation.
Tools: Adonis, Scrum, SharePoint, ticketing systems, user stories, English/French.

Apr 2017 - Jun 2017

3 months

Bonn, Germany

Business Analyst

DHL Post AG

Project: “gogreen environmental metrics”.
Documenting the future results of the group's emissions.
Functional specification documentation/process description for environmental metrics application, ISO 14000, ISO 50000, ISO 45000, ISO 27000, UML data model, BPMN, Word.

Oct 2016 - Nov 2016

2 months

Munich, Germany

Business Analyst

curanum AG

Project: “Data Migration”.
Migration after merger, master data to SAP using Excel.

Mar 2016 - Jun 2016

4 months

Bonn, Germany

Business Analyst

Postbank AG

Project: "Future Securities".
Implementation of a web-based advisory platform for banking products for online, branch and call center.
Documenting requirement specifications and business concepts for securities for the IT development of service website, risk management, process design with workflow UML, Axure click dummy, change requests, architecture, ITIL, stakeholder management, SAP data models UML, BIC BPMN, testing (use cases), MiFID, MaRisk, BSI, information security.

Dec 2015 - Feb 2016

3 months

Cologne, Germany

Process Manager

Royal Sun Alliance Industrial Insurance

Project: "Transfer of operations to the UK".
Transferring the SAP/banking application from the German company to the UK Ltd.
Business Analyst, process design and documentation, onboarding English employees to the German processes, BPMN and UML, risk and process management, documentation, use cases, training, workshops in English, SAP FI/CO/insurance.

Jul 2015 - Sep 2015

3 months

Aachen, Germany

Project Controller

Freight Forwarding Company

Project controlling, process changes for freight billing in WinSped.

Sep 2014 - Dec 2014

4 months

Düsseldorf, Germany

Process Manager

Lebara Telecommunication London Ltd

Project: "Project Light".
Process handbook in BPMN and implementation across all departments.
Business cases for optimizations, support on economic and contract law issues, risk management, solving logistics problems (consignment versus sale).
Tools: Excel, PowerPoint, Camunda, ISO, BPMN, SAP, English.

Mar 2013 - Feb 2014

1 year

Aachen, Germany

Project Manager, Commercial Manager, Business Analyst, Document Author

FIR solution group

Project: "Office, ERP and QM".
Day-to-day operations, restructuring internal processes to introduce an ERP system.
Industry: agency/software house, software and consulting.
Consulting on various external projects, e.g. for the rail company; creating a use-case scenario for selecting the ERP system with requirements management (ITIL change, inductive email, versioning), business concept, requirements specification, and process documents in UML and BPMN: cost-benefit analysis; price calculation; taking over commercial activities until ERP implementation, including creating the organization and operations manual (based on ISO 9000, testing, with guidelines, organizational and procedural structure) for all areas; internal projects, quality assurance.
Tools: open source ERP web technology, Office, Scrum, Atlassian Jira.

Jul 2012 - Dec 2012

6 months

Cologne, Germany

Project Manager, ERP IT Coordinator

RPM tremco illbruck

Project: "Navision 2009 DACH Project Office".
Upgrade NAV 2.6 to 2009.
Industry: Building equipment, M&E.
Planning and coordination of the upgrade (including tracking, schedules, business cases), setup of project management with handbook (incl. guidelines, PM methodology, templates); change and requirements management and visualization of IT and business processes (modeling, functional design, intercompany), business analysis of locations, risk assessment, status reviews, dashboard, testing.
Tools: agile project management, MS Project, Office, viflow, English, ticketing tool, MS Dynamics Navision, ITIL.

Sep 2010 - Mar 2011

7 months

Salzgitter, Germany

Business Analyst, Project Controller, Change Management

Alstom AG

Project: "Work Package Project Controlling".
Profitability analysis for design, certification, and direct purchasing.
Industry: Train manufacturer, rail vehicles.
Controlling (expense estimation, resource planning, risk assessment, cost calculations) and general optimization consulting (analyses, risks, issues, opportunities, reporting: status reviews, templates), support for technical project managers on organizational and cost-related questions.
Tools: Excel (Solver, Pivot, VBA), Kanban & Mix, UML, BPMN, English.

Jan 2007 - Sep 2009

2 years 9 months

Aachen, Germany

Project Manager, Project Controller, PMO, Business Analyst

ISRA Vision Parsytec

Project: "Project Office".
Commercial and organizational execution of technical projects.
Industry: Software and construction of optical surface quality management systems.
Organizational and financial coordination of technical project managers and stakeholders, PM methodology, project controlling (effort estimates, risk management), scheduling and tracking milestones of all ongoing projects (180–220) with status reviews, implementation of processes for technical project managers (in English) due to restructuring after acquisition (change of project life cycle) in coordination with finance department and executive board, training, support of the executive board in ISO 9.000 preparation, process documentation and improvement with Visio VBA (guidelines, artefacts), support for the finance department during SAP to Axapta migration as part of the merger (consolidation), collection of project data with Excel, project support from kick-off to project closure (ERP, workflows, dashboard, profitability), special projects.

Jun 2006 - Jul 2006

2 months

Aachen, Germany

Project Lead and Programmer, Business Analyst

AachenMünchener Lebensversicherung

Project: "3-Star Broker Website".
Creation of information pages for broker distribution.
Project lead and programmer for the broker portal content, architecture concept and implementation in the CMS, testing.
Tools: Lotus Notes, HTML.

Jul 2005 - Apr 2006

10 months

Cologne, Germany

Organizational Project Manager, PMO, Project Marketing, Document Creator

Bertrandt + Ford

Project: "PMO C3PNG".
Implementation of Teamcenter (company-wide development environment: transition from CATIA, CAM, CAE, simulation).
Industry: Automotive.
Project planning (business cases, tracking, schedule coordination), organizational project management (change management and PMO: requirement management, case modeling, resource planning, methodologies), coordination and communication for technical project managers, coordination of external service providers for documentation of artefacts (storyboards, guidelines: Surf'n'Learn operations manual online), presentations, project history, special projects, Ford project methodology.
Tools: Flowcharter, Office, SID methodology mix, English, ticketing tool.

Jan 2003 - Mar 2003

3 months

Aachen, Germany

Concept Developer

AachenMünchener LebensVersicherung

Project: "A browser interface for life insurance offers".
Comparison of competitor offers (merging several life insurance formulas into one app, calculations); concept and coordination of tables in PHP, plus some process diagrams for marketing.
Tools: Flowcharter, Excel.

Mar 2002 - Jun 2002

4 months

Bad Homburg, Germany

Project Manager, Marketing and Banking Consultant

Fund Company

Project: "Fund Supermarket".
Marketing and banking consultant for setting up a fund supermarket; online fund market analysis (customer retention, expert input on banking-related fund knowledge), architecture and concept of 'customer behavior', controlling.
Tools: SAS, Excel, Banking.

Jan 2002 - Present

23 years 9 months

Aachen, Germany

IT and Business Consultant

SMEs and Agencies

Consulting, concepts and programming of invoicing, billing and controlling systems, integration into other information systems (e.g., energy, environment), metrics / KPIs.
Process management, documentation, business cases, concepts and implementation for office automation, programming and organization, e.g. labor law / safety diagrams for a lawyer, environmental consultant and drywall contractor, flowcharts for a coach in food retail training, using EPC, BPMN, flowcharts, use case concepts for ERP (e.g., Designkomplex, Thoma) with Visio, BIC, iGrafx, yEd, draw.io, etc.
Business analysis in accounting, requirements documentation, cost-effectiveness, master data management, functional concepts / specifications in SMEs.
Website programming (web technologies: HTML, CMS, JavaScript, e.g. oekonomic environmental consulting, lawyer Böttner, Heer Consulting), expert system interactive flowchart (flowchart VBA, oekonomic), online questionnaires and checklists (content / jQuery/CSS: Bidovsky, Albath Consulting), integrating e-invoicing (SQL, XML, PDF) into systems.
Copywriter for website content or advertising (e.g. Thoma environmental consulting, Heer Consulting).
Instructor, running training and corporate sports coaching for various groups, e.g. self-defense, soccer, breathing training and brainstorming.

Oct 1998 - Dec 2001

3 years 3 months

Bonn, Germany

Online Securities Product Manager

Deutsche Bank - maxblue

Responsible project leader for employee share programs (external communication, organization, order management, e.g. Honeywell, GE, IBM – monthly volume > €5M), tools: bank host, project planning.
Product support for funds and securities (building external partnerships, processes, delivery of website content, risk management, governance, pricing calculations).
Sub-project management in creating the brokerage data warehouse (requirements, functional concept, business analysis, subject matter input on securities and coordination, business cases), tools: SAS, DB2, MicroStrategy, waterfall.
Product development team for the DepotSparplan product (request implementation to DB, calculation of pricing models), working language: English.

May 1998 - Jun 1998

2 months

Alsdorf, Germany

Business Analyst, Project Manager

Unternehmensberatung Kals

Project: "Documentation of Berlin Residential Structural Analysis".
Responsible as author of the study for investment projects for the city of Berlin: history and current state assessment and outlook of future district developments (division, reunification, scenarios).

May 1998 - May 1998

1 month

Stolberg (Rhineland), Germany

Project Manager, Business Coordinator

Integrated Design Group

Project: "Pilot telework project".
Business coordinator at an advertising agency (business analysis, project management); funding project "Telework" (DLR), creating tables and processes for strategic and operational controlling, coordination.

Oct 1993 - Apr 1998

4 years 7 months

Aachen, Germany

Project Manager / Consultant / Business Analyst / Controller

Wasserberg Controlling Systems

Co-founder of a spin-off.
Industry: specialized business consultancy / software house: controlling, projects.
Acquisition, business analysis, and responsible project management for financial and IT-technical design (requirements management, cost/benefit analysis) of information and performance indicator systems for production, finance, and environment (requirements, historization, calculations, testing), various legal aspects (German Commercial Code, Civil Code, HOAI, EU regulations, etc.), e.g. project manager for a KPI model and process simulation of landfill leachate and gas plant, flowcharting, data modeling in MS Access.
Project manager for implementing environmental protection measures; interim manager/project leader in developing and implementing decision and controlling tools, TQM for small businesses, Excel programming, coordination of internal and external programmers.
IT officer, 1st/2nd level support, troubleshooting, hardware installations, software infrastructure, worked in various engineering firms and agencies as internal IT manager.
Clients, including French-speaking: SMEs, agencies, energy, waste management, IT; documentation: technical concepts, requirement/specification documents, operations manuals, change management (done with 'old' methods, today it would be ITIL, agile, change processes, etc.).

Jan 1991 - Sep 1998

7 years 9 months

Independent brokerage of ecological investments

Selling bank-like products (cooperation agreement); independently selling shares (stock, silent and limited partnership contributions), fully responsible for acquisition and accounting; support for an IPO.

Jun 1990 - Jul 1993

3 years 2 months

Aachen, Germany

Student Assistant

German Wastewater Treatment GmbH

Student assistant for office work and construction site tasks, building engineering industry, preparing tender documents from templates in software, using AVA software on various construction sites (wastewater treatment plants), bills of quantities, HOAI, software training, special projects, documentation.