Klaus Schmitt
IT Project Manager and Senior Consultant
Experience
Nov 2024 - Feb 2025
4 months Germany
IT Project Manager and Senior Consultant
Health Insurance Provider
- Analyzed existing business processes and created a specification to describe the digital transformation.
- Collaborated across disciplines with IT coordination, business units, etc.
- Designed a prospective solution to automate analog product processing (AI support, expanding digital contracting and product processing, e.g., for supplementary benefits).
Jan 2024 - Dec 2025
1 yearDigital Operational Resilience Act Training
Oct 2023 - Mar 2024
6 months Halle (Saale), Germany
IT Project Manager and Senior Consultant
City Administration of Halle
- Led and supported the program from initiation to realization.
- Handled communication, organization, project management, etc.
- Prepared replacement of the municipal tax software KommunalMaster Taxes and Fees with KommunalMaster Assessment, focusing on dog tax, second-home tax, property tax, and business tax.
- Defined tax processes, developed tax assessment forms, set up tax mapping tables, etc.
- Built project organization, established project planning, budgeting, etc.
- Organized and ran workshops to identify tax requirements in the mentioned areas.
- Supported at the interface of business units and IT.
Aug 2022 - Apr 2023
9 months Austria
IT Project Manager
AT&S
- Developed and implemented sustainability reporting per CSRD/ESRS (environment–resource use/circular economy; water; climate change; social–employees, supply chain employees, consumers; governance–business conduct/corporate governance).
- Led IT security projects, automated handling of security incidents and service requests in ServiceNow.
- Updated IT security architecture (core firewall, production firewall, etc.) as part of modernizing corporate network security tech.
- Built and executed recovery and BCM tests.
- Introduced Zero Trust policy and implemented an ISMS per ISO 27001.
- Created and implemented a structured invoice format to establish an e-invoicing process.
Sep 2021 - Mar 2022
7 monthsSenior IT Security Consultant
Telefonica
- Analyzed and coordinated IT security and data protection requirements.
- Ensured understanding and implementation of requirements at process and application levels through consulting and support.
- Captured requirements in Jira via epics, features, business user stories, user stories, and acceptance criteria.
- Structured, defined, and introduced an ISMS per ISO 27001.
- Developed e-invoice format and electronic invoicing process for mass-market (retail) and business customers.
- Managed tests, conducted recovery and BCM tests.
- Implemented real-time payments for prepaid products via SMS, email, and e-payment service.
Apr 2021 - Jun 2021
3 months Germany
Requirements Management Consultant
Bauhaus
- Analyzed and evaluated requirement requests for internal and external feasibility, cost, and timeline.
- Selected applications and vendors, analyzed impacts and interactions with other projects and programs.
- Created requirements and functional specifications.
- Established an overarching requirements process.
- Integrated review of regulatory requirements (IT security, data protection) during project initiation.
- Optimized and standardized O2C processes.
- Coordinated with business units on decision-making, planning, implementation, and support.
- Implemented agile project approach using Scrum.
Oct 2018 - Apr 2019
7 months Munich, Germany
Project Manager
Münchner Hypothekenbank
- Defined project scope.
- Created project charter.
- Built project organization and planning.
- Defined relevant data types and identified them in processes and systems.
- Analyzed processes and systems handling personal data and compiled a processing register.
- Developed a deletion concept per DIN 66398 (retention periods, general deletion rules, data types, grouping into deletion classes, protection needs, deletion rules by data type, implementation rules, responsibilities, data protection documentation).
- Showed system dependencies to avoid redundancies.
- Collected all retention periods (commercial code, labor law, GDPR, tax law, etc.).
- Produced weighing of interests analysis for deleting data against business interests.
- Defined general and specific deletion processes (relevance for commercial law, labor law, etc.).
- Implemented deletion processes in systems like SAP FI/CO, SAP CML considering dependencies.
- Deployed SAP ILM for statistical preparations with monthly production copy.
- Established and implemented risk management and systemic risk monitoring.
- Prepared and coordinated planned deletion processes with the Bavarian Data Protection Authority in Ansbach.
Jun 2018 - Sep 2018
4 months Bern, Switzerland
Project Manager and Business Analyst
Mobiliar Bern
- Created functional concept for new data protection requirements (objectives, DPO tasks, affected IT systems, interfaces, processes, etc.).
- Prepared insurance contract portfolio for IFRS requirements – classified contracts as onerous, potentially non-onerous, and other contracts at initial recognition.
- Measured contracts at fulfillment value (fulfillment cash flows) plus contractual service margin.
- Established an ISMS per ISO 27001.
- Used Kanban (backlog, upcoming tasks, in progress, done) and Hermes methodology.
- Derived FCF estimates of future cash flows including time value adjustments considering financial and non-financial risks.
Jun 2017 - Sep 2018
1 year 4 months Bern, Switzerland
Project Manager
Cantonal Bank of Bern
- Set up FIDLEG (MiFID II) reports on execution reasons and details of executed financial transactions (trading venue, volume, price, time, identifiers like ISIN) to FINMA.
- Created product flyers to inform customers about total costs and returns per investment product.
- Handled project documentation (reporting, controlling, budget application, cost control) and coordinated BA for system upgrade to Abacus 2017/easyHR 7.0.
- Developed and implemented real estate price risk model—calculated VaR using variance-covariance approach, conducted validation analyses, and produced reports.
- Implemented Risk Master: reporting, budget management, prepared and ran stress tests (defined macroeconomic drivers; unemployment, real estate price, interest rate developments, GDP projections), defined stress test data and validation.
- Established and implemented an ISMS per ISO 27001.
- Created a communications model and plan.
- Digitalized HR management with AxonIvy and Abacus, upgraded to latest versions, integrated into Windows Server environment, and connected to core banking system IBIS 3G.
- Drafted business specification for legal reporting in FiRe and prepared IT landscape redesign (introducing SAP S/4HANA, FiRe, and upgrading IBIS core banking system).
Jul 2015 - Dec 2016
1 year 6 monthsConsultant
Miles & More GmbH
- Assessed existing IKS-relevant issues, defined approach model, built checklists for core areas (accounting, procurement, sales), and established a risk-control matrix.
- Planned and executed projects with the CFO.
- Focus areas: data protection; document management via DMS, liquidity planning and control, bank authorizations and payments, general ledger and financial year-end closing, IT compliance.
- Implemented continuous deployment processes for IT audit evidence and archiving.
- Built and implemented electronic invoicing process for webshop sales.
- Supported and implemented IKS requirements during ERP Navision rollout.
- Conducted IKS audits per COBIT.
- Enhanced IT compliance security and audit trails.
Mar 2014 - Jul 2015
1 year 5 monthsConsultant
Fernfachhochschule
- Prepared and introduced course materials in IT management, project management, business and economics.
- Prepared and led tutorials and exercises in financial accounting, controlling, financial reporting, IT management, project management, and process management.
Feb 2014 - Jul 2014
6 monthsSenior Consultant
Migros Cooperative Federation
- Optimized AP invoice intake and AR invoice issuance e-workflow management system.
- Developed software to automatically process incoming and outgoing invoices (AR and AP).
- Evaluated, analyzed, defined, and implemented a new electronic workflow system.
- Reviewed all relevant business processes and translated them into the application architecture.
Oct 2013 - Apr 2014
7 monthsSenior Consultant
Johnson & Johnson
- Conducted a system technical retrospective validation for the FDA.
- Set up and executed test cases in HPQC as the basis for CSV of SAP implementations (ECC 6.0 SD, MM, etc.).
- Mapped business requirements and differentiated test protocols by business areas (delivery, return, source, loans).
- Modeled business processes using ARIS.
Jan 2013 - Sep 2013
9 months Munich, Germany
Project Manager
FMSW Asset Management
- Built a Middle Office as a central competence center for finance and accounting processes.
- Introduced SOX standards, reporting, process planning, cost planning, and cost control.
- Harmonized the chart of accounts for correct booking of loans and derivatives.
Mar 2012 - Jul 2012
5 months Zürich, Switzerland
Senior Consultant
Zurich Insurance
- Established a global fixed assets register.
- Documented and implemented global standardization of fixed assets posting.
- Developed and rolled out cost center and cost type accounting.
- Set up product and customer profitability accounting.
Oct 2011 - Jul 2012
10 months Basel, Switzerland
Senior Consultant
Novartis
- Defined and implemented an internal control framework.
- Planned and conducted maturity assessments based on the internal compliance framework.
- Validated per ISO 13485 and ISO 9001.
Jun 2011 - Sep 2011
4 months Münster, Germany
Senior Consultant
GAD
- Developed processes and methods to optimize portfolio management.
- Facilitated subject matter workshops to ensure quality of portfolio optimization processes.
- Prepared reporting to BaFin (capital investment evidence).
Feb 2011 - Aug 2011
7 months Zürich, Switzerland
Project Manager
UBS
- Created, analyzed, and adapted test cases and scenarios to introduce a new fee model.
- Aligned operational risk processes with regulator recommendations.
- Developed software to implement the new fee model.
May 2009 - Oct 2010
1 year 6 months Zürich, Switzerland
Senior Project Manager
Swiss Re
- Advanced and maintained the in-house accounting platform BIS.
- Introduced cost center and cost type accounting.
- Aligned IT strategy to Solvency II and regulatory requirements.
Jan 2009 - May 2009
5 monthsSenior Project Manager and Business Engineer
Xerox
- Documented macro and micro design processes.
- Developed an investment strategy.
- Migrated legacy systems to SAP ECC 6.
Jun 2008 - Oct 2008
5 monthsProject Manager and Business Consultant
Credit Suisse
- Created project documents on tax-relevant international taxabilities.
- Illustrated synergies from tax structures to implement a digital solution.
Aug 2004 - Dec 2006
2 years 5 months Zürich, Switzerland
Senior Business Project Leader
Credit Suisse
- Built a data consolidation platform for legal reporting requirements.
- Integrated regulatory reporting tasks (Basel II).
Languages
German
Native
English
Advanced
French
Intermediate
Education
Oct 1984 - Jun 1989
University of Trier
Diploma in Economics · Economics and Law · Trier, Germany
Certifications & licenses
Digital Operational Resilience Act Training
ISO 27001 Information Security Management System Introduction
ISO 27001 Information Security Management System Introduction
ISO 27001 Information Security Management System Introduction
ISO/IEC 27001 Risk Management
ISO 13485 Validation
ISO 9001 Validation
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