Klaus S. - IT Project Manager and Senior Consultant

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Schwyz, Switzerland

Experience

Nov 2024 - Feb 2025

4 months

Germany

IT Project Manager and Senior Consultant

Health Insurance Provider

Analyzing existing business processes and drafting a specification to describe the digital transformation.
Collaborating across disciplines with IT coordination, business units, etc.
Designing a forward-looking solution to automate analog product workflows (AI support, expanding digital contracting and product processing, e.g., for add-on services).

Jan 2024 - Dec 2024

1 year

Digital Operational Resilience Act Training

Oct 2023 - Mar 2024

6 months

Halle (Saale), Germany

IT Project Manager and Senior Consultant

City of Halle Administration

Leading and supporting the program from initiation to implementation.
Communication, organization, project management, etc.
Preparing the replacement of the municipal tax processing software KommunalMaster Taxes and Fees with KommunalMaster Assessment, focusing on municipal taxes: dog tax, secondary residence tax, property tax, and business tax.
Defining tax processes, developing tax assessment forms, defining tax allocation tables, etc.
Setting up the project organization, establishing project planning, budgeting, etc.
Organizing and facilitating workshops to identify tax requirements in the mentioned areas.
Providing support at the interface between business units and IT.

Aug 2022 - Apr 2023

9 months

Austria

IT Project Manager

AT&S

Establishing and implementing sustainability reporting according to CSRD/ESRS (Environment - resource use/circular economy; water; climate change, etc.; Social - own employees; employees in the value chain; consumers and end users; Governance - business conduct/corporate management).
Leading IT security projects, automating the handling of security incidents and security service requests based on ServiceNow.
Updating the IT security architecture (core firewall, production firewall, etc.) as part of modernizing company-wide network security technology.
Setting up and conducting recovery and BCM tests.
Implementing a Zero Trust policy and establishing an ISMS according to ISO 27001.
Developing and implementing a structured invoice format to establish an e-invoicing process.

Sep 2021 - Mar 2022

7 months

Senior IT Security Consultant

Telefonica

Analyzing and coordinating requirements for IT security and data protection.
Ensuring understanding and implementation of the requirements at the process and application levels through consulting and support.
Mapping requirements in Jira using epics, features, business user stories, user stories, and acceptance criteria.
Structuring, defining, and implementing an ISMS according to ISO 27001.
Developing an e-invoice format and defining and implementing an electronic invoicing process for mass market (retail customers) and business customers.
Test management, setting up and conducting recovery and BCM tests.
Implementing real-time payments for prepaid products via SMS, email, and e-payment services.

Apr 2021 - Jun 2021

3 months

Germany

Requirements Management Consultant

Bauhaus

Analyzed and assessed requirements for internal and external feasibility, costs, and time scope.
Selected supplier applications, analyzed impacts and interactions with other projects and programs.
Created requirements specifications and functional specifications.
Established an overarching requirements process.
Integrated checks for regulatory requirements (IT security, data protection) into project initiations.
Optimized and standardized processes such as O2C, etc.
Coordinated with departments on decision-making bases, planning, implementation, and execution support.
Implemented an agile project approach following Scrum.

Oct 2018 - Apr 2019

7 months

Munich, Germany

Project Manager

Münchner Hypothekenbank

Defined project scope.
Created project charter.
Established project organization and planning.
Defined relevant data types and their process/system identification.
Analyzed processes and systems processing personal data and consolidated them in a processing register.
Developed a deletion concept according to DIN 66398 (retention periods, general deletion rules, data types, aggregation into deletion classes, protection needs, deletion rules by data type, implementation rules, responsibilities, data protection documentation).
Identified system dependencies to avoid redundancies.
Collected all retention periods (commercial law, labor law, GDPR, tax law, etc.).
Conducted a balancing test of deletion against conflicting business interests.
Defined general and specific deletion processes (relevance of commercial law, labor law, etc.).
Implemented general and specific/systemic deletion processes, e.g., for SAP FI/CO, SAP CML, considering system dependencies.
Implemented SAP ILM for statistical processing with a monthly production copy.
Built and implemented risk management and systemic risk monitoring.
Prepared and aligned planned deletion processes with the Bavarian State Data Protection Officer in Ansbach.

Jun 2018 - Sep 2018

4 months

Bern, Switzerland

Project Manager and Business Analyst

Mobiliar Bern

Developed a functional specification for implementing new data protection requirements (objectives, DPO tasks, affected IT systems, interfaces to consider, processes, etc.).
Prepared the insurance contract portfolio for IFRS requirements – classification of contracts into onerous contracts at initial recognition, potentially non-onerous contracts, and other insurance contracts.
Measured insurance contracts at fulfillment value (Fulfillment Cash Flows) plus service margin (Contractual Service Margin).
Established an ISMS according to ISO 27001.
Used Kanban methodology (backlog, upcoming tasks, in progress, done) and the Hermes project approach.
Derived FCF estimates of future cash flows, including fair value adjustments considering financial and non-financial risks.

Jun 2017 - Sep 2018

1 year 4 months

Bern, Switzerland

Project Manager

Kantonalbank Bern

Prepared reports according to FIDLEG (MiFID II) on execution reasons and details of executing dealers for completed financial transactions, including sale price, volume, time of execution, and identification (ISIN, etc.) to FINMA (Swiss Financial Market Supervisory Authority).
Created product flyers to inform clients about total costs of investment products and return impacts per product.
Managed project documentation (project reporting, project controlling, budget planning, cost control, etc.), supported and coordinated business analysts for the system upgrade to Abacus 2017/easyHR 7.0.
Developed and implemented a model for real estate price risk – derived Value at Risk of asset positions based on a normal distribution (variance-covariance approach), designed and conducted validation analyses, and produced validation reports.
Implemented Risk Master: project reporting, budget management, prepared and conducted stress tests (defined macroeconomic drivers; unemployment development, real estate price trends, interest rate development, GDP projection), defined stress test data and validation.
Built and implemented an ISMS according to ISO 27001.
Created a communication model including a communication plan.
Digitalized personnel administration with AxonIvy connected to Abacus, upgraded to the latest versions, integrated into a Windows Server environment and linked to the core banking system IBIS 3G.
Developed a business specification to describe requirements for legal reporting in FiRe and prepared for the rebuild of the IT landscape (introduction of SAP S/4HANA, FiRe, and upgrade of the core banking system IBIS).

Jul 2015 - Dec 2016

1 year 6 months

Consultant

Miles & More GmbH

Recorded current ICS-related issues, defined the approach model, created checklists for core areas (accounting, procurement, sales, etc.), and built and implemented a risk control matrix.
Planned and executed projects with the commercial management team.
Focus areas: data protection; document management via DMS; liquidity planning and control; bank authorizations and payments; business accounting closing; financial accounting closing; IT compliance.
Implemented continuous deployment processes for IT audit evidence and their archiving.
Built an electronic invoice generation process for sold items in the MMG webshop and implemented it.
Supported and implemented ICS requirements during the introduction of ERP Navision.
Conducted ICS audits according to COBIT.
Strengthened IT compliance security and auditing.

Mar 2014 - Jul 2015

1 year 5 months

Consultant

Fernfachhochschule

Preparation and introduction of course materials in IT management, project management, business administration/economics, etc.
Preparation and running of tutorials and exercises in finance and accounting, controlling, financial reporting, IT management, project management, and process management.

Feb 2014 - Jul 2014

6 months

Senior Consultant

Migros Genossenschaftsverbund

Optimization of the invoice receipt and issuance workflow in the e-workflow management system.
Software development for automatic processing of incoming and outgoing invoices (AR and AP).
Evaluation, analysis, definition, and implementation of a new electronic workflow system.
Review of all relevant business processes and translation into the application architecture.

Oct 2013 - Apr 2014

7 months

Senior Consultant

Johnson & Johnson

Conducting a retrospective system validation for the FDA.
Setting up and executing test cases in HPQC as the basis for CSV of SAP implementations (ECC 6.0 SD, MM, etc.).
Mapping business requirements and differentiating test protocols by business areas (delivery, returns, sourcing, loans).
Business process modeling with ARIS.

Jan 2013 - Sep 2013

9 months

Munich, Germany

Project Manager

FMSW Wertmanagement

Setting up a middle office as the central center of competence for finance and accounting processes.
Implementation of SOX standards, reporting, process planning, cost planning, cost control.
Harmonization of the chart of accounts for correct processing of loans and derivatives.

Mar 2012 - Jul 2012

5 months

Zürich, Switzerland

Senior Consultant

Zurich Versicherung

Setting up a global fixed assets register.
Documentation and implementation of a global standard for fixed assets posting.
Development and implementation of cost type and cost center accounting.
Product and customer profitability accounting.

Oct 2011 - Jul 2012

10 months

Basel, Switzerland

Senior Consultant

Novartis

Definition and implementation of an internal control framework.
Planning and carrying out maturity assessments based on the internal compliance framework.
Validation according to ISO 13485 and ISO 9001.

Jun 2011 - Sep 2011

4 months

Münster, Germany

Senior Consultant

GAD

Development of processes and methods to optimize portfolio management.
Facilitating system workshops to ensure the quality of portfolio optimization processes.
Preparing reports for BaFin (capital investment records).

Feb 2011 - Aug 2011

7 months

Zürich, Switzerland

Project Manager

UBS

Setting up, analyzing and adapting test cases and test scenarios for the introduction of a new fee model.
Adapting operational risk processes to supervisory authority recommendations.
Software development to implement the new fee model.

May 2009 - Oct 2010

1 year 6 months

Zürich, Switzerland

Senior Project Manager

Swiss Re

Further development and support of the in-house developed accounting platform BIS.
Implementation of cost type and cost center accounting.
Aligning the IT strategy with Solvency II and regulatory requirements.

Jan 2009 - May 2009

5 months

Senior Project Manager and Business Engineer

Xerox

Documentation of the macro and micro design process.
Development of an investment strategy.
Migration of legacy systems to SAP ECC 6.

Jun 2008 - Oct 2008

5 months

Project Manager and Business Consultant

Credit Suisse

Created project documents on the tax relevance of international tax liabilities.
Illustrated synergies of tax structures for implementing a digital solution.

Aug 2004 - Dec 2006

2 years 5 months

Zürich, Switzerland