Klaus Schmitt

IT Project Manager and Senior Consultant

Schwyz, Switzerland

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 year

Digital 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 months

Senior 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 months

Consultant

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 months

Consultant

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 months

Senior 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 months

Senior 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 months

Senior 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 months

Project 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