Philipp Siegenthaler
Business Information Systems Specialist (IT Consultant, IT PM, PMO, Portfolio Manager)
Experience
Equity Portfolio Manager - Digital Wealth Management
Interactive Brokers LLC
- Solely responsible for two portfolios totaling USD 1 million with an average monthly performance of 2%
- Responsible for the investment strategy, specializing in US equities and ETFs (exchanges: NASDAQ and NYSE)
- Market, trend, data, and technical chart analysis
- Risk management – diversification, daily/weekly risk mitigation measures (rebalancing) to ensure optimal portfolio profitability
Senior Consultant (Roles: PMO, Test Manager and Business Analyst)
IET SA
- Supported the program, Product Owners, and project managers (6 stream leads) in general project management and coordination tasks. Project approach was a hybrid Agile Scrum (road and feature map)
- Set up, organized, and executed test management for the strategically important project 'My Zurich Invest' (DWP - Digital Wealth Platform) with an MVP (Rel.1 / 3a/Fz) by 31.12.22. Conducted business testing (UAT), created and executed test cases; E2E testing, bug fixing (JIRA board). Aligned with suppliers (Additiv & Lienhardt and Partner Private Bank)
- Co-lead for the epic with the PO on role concept & permissions, legal & compliance (AML clarifications), test management, product configuration (3a, Fz, Fz Premium, AZP, ZIC, private account)
- Helped describe business requirements using Confluence/Jira for 'My Zurich Invest'. Worked closely with SMEs (Head of Customer Service, Head of Product Management)
- Stakeholder management, monthly program reporting, support for the lead product manager (products: 3a, Fz, Fz Premium, AZP, ZIC, private account), as well as the product and relationship management teams
- Contributed to and supported the stream lead on the epics: 3b application & advisory process, and AML
- Planned and conducted workshops with project stakeholders (core team, business owners, SMEs, software supplier (Additiv), and custodian bank partner (LPZ))
- Daily PMO standup. General PMO tasks, as well as preparation of STC reporting to C-level at ZIAG
- Daily alignment meetings with stream leads, suppliers, CTO (PMO team)
- Responsible for the weekly 'Status Stream Lead' meeting, and involved in delivery, sprint planning & sprint review meetings
- General tasks (onboarding new employees, test training, permissions), event organization
Senior Consultant - PMO
Hays AG/Ernst & Young AG
- Supported program and project managers (6 stream leads), as well as MDRs, in general project management and coordination tasks. Department CCO (Chief Compliance Officer)
- Acted as deputy to the program management, Head of GSCV & HRT (High Risk Transactions)
- Established and maintained program governance, DTPL (minimum standards, quality management)
- Ensured weekly reporting for senior management (DIR, MDR)
- Held daily alignment meetings with stream leads, daily 1:1s with program management, weekly lifecycle delivery meetings, and a weekly team meeting (approx. 35 staff)
- Budget and resource planning, updating key documents on SharePoint (Teams)
- Prepared risk management meetings, proposed mitigation actions
- Team member of the 'Risk Flags' project, PMO and support in quality assurance according to minimum standards
- Responsible for the on- and offboarding process, onboarding new employees
CEO & Founder, ICT Project Manager, Business Developer
Porcini Trading
- Founded and organized the startup company (10 employees) in Switzerland and Serbia: performed market analysis, concept development, business plan creation, agile project management, and coordination with authorities/institutions
- Supply chain management (SCM), financial and resource planning (budget control), structuring, strategy development, planning (IT, digital solutions), goal setting, creating business cases and decision templates, as well as implementing process management optimizations
- Business development (B2B, Hogashop.ch/wholesalers), new customer acquisition (online marketing concept)
Senior PMO, IT Consultant
Hays AG
- Supported program and project managers (175 stakeholders) in general project management and coordination tasks. Acted as deputy to the program manager and global PMO
- Daily alignment of project management with external D365 implementation partners (HSO, EPG, LFS): progress tracking, status and planning updates, information exchange on data migration and test strategy
- Led the weekly status update meeting (approx. 50 core team members)
- Weekly update of finances (internal/external bookings, budget control)
- Compiled monthly reports for top management (CIO and CEO), presentations for the STC
- Established and optimized program governance (templates, workflow, deliverables, heatmap)
- Resource planning (updating resource allocation), monthly program cost control
- DevOps coach (up to C-level), and onboarding and coaching new employees in the ERP program
CEO & Founder, IT Project Manager, Business Developer
Porcini Trading
- Founded and organized the startup (10 employees) in Switzerland and Serbia, market analysis, concept development, creating business plan, agile project management, liaising with authorities/institutions
- Supply Chain Management (SCM), financial and resource planning (budget control), structuring, strategy development, planning (IT, digital solutions), goal setting, developing business cases and decision documents, as well as implementing process management measures (optimizations)
- Business development (B2B, Hogashop.ch/wholesalers), acquiring new customers (online marketing concept)
Senior Consultant, Project Manager, Business Developer
Deep Impact AG
- Analysis, consulting, planning, strategy, coordination, and concept for client projects (performance marketing, internet platforms), creating business cases & decision documents, financial and resource planning (budget control)
- Member of the senior project management team using agile methods, project monitoring (budget, ROI)
- Support and migration in collaboration with internal experts and clients, managing internal applications, deputy administrator, aligning project progress with C-level
- Acquiring clients in digital transformations (scalable platforms), preparing proposals
Senior IT Consultant, Project Manager, Business Developer (Freelancer)
Adelmann Consulting GmbH
- Conducting IT assessments, suggesting optimizations, working closely with clients, internal business units, and IT teams
- Gathering requirements (user stories) for Scrum events (Siemens, Mobiliar), acting as deputy Scrum Master, project controlling (budget management)
- Managing and monitoring with ERP solutions from SAP (S/4HANA, PPM), ABACUS, and Bexio
- Agile framework (team and program level), consulting and strategy on process optimizations, financial and resource planning (budget control)
- Identifying new potentials with existing and new clients
COO, Senior IT Consultant, Project Manager
enjoy your dream AG
- Full responsibility for the operational business (three branches, 10 employees), managing vehicle usage and partial maintenance of the fleet (20 vehicles)
- Leading internal IT projects, implementing new website & online reservation systems, as well as ERP solution (ABACUS)
- Supporting the owner with expansion (IT & online marketing strategies), executing implementations
- Renting luxury and sports cars, handling weekly reservations
Online Business Advisor
Local.ch (Swisscom Directories AG)
- Selling online and mobile products on-site at clients (Zurich region)
- Analyzing and designing online marketing, preparing proposals and solution suggestions
- Acquiring new clients (cold calling) and supporting existing ones
- Achieving weekly sales targets, daily reporting, client presentations
Senior Business/IT Consultant, Business Developer (Freelancer)
enjoy your dream AG
- Co-founded and organized the startup, conducted market analysis, developed concept (creating the business plan)
- Supported the owner in strategy planning (IT, digital solutions), setting goals, preparing business cases and decision papers
- Implemented measures in process management, organization and marketing of the company, acquired new clients (online marketing concept, SEM/SMM)
Senior IT Consultant, Assistant Manager (PMO/PM, CM)
Cognizant Technology Solutions / ITECH Consult AG
- Deputy PM/PO, Senior PMO and CM in over 20 IT projects, project management (initialization to deployment), project organization, structuring, cost control, strategy development, work planning (MS Project), effort estimation, creating business cases, resource management, risk & quality management
- Acted as deputy project/program lead, held team meetings, daily whiteboard sessions with project teams, monitored and coordinated follow-up work
- Financial and budget control of project tasks (product/development lifecycle management) in collaboration with all stakeholders
- Responsible for change request meetings, capturing CRs and ensuring their compliance
- Offshore management: managing, planning, coordinating, preparing as well as quality assurance of offshore activities, compliance with internal data protection policies (data governance)
- Configuration management, documentation, consulting & support for the IT projects “Change the Bank”
Project Assistant / Tester for eWP (electronic Workplace) project
IET SA
Consulting, Sales and Organization of Corporate Courses
Digicomp Academy AG
PC/LAN-Supporter
Alstom Power AG
Intern / Onsite Support Staff
UBS AG
Commercial Clerk in the Fuel Department
Oel-Brack AG
All-round Commercial Clerk / Assistant to the Managing Director
Decorado/BLB AG
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 (11.5 years), Information Technology (10.5 years), Retail (2.5 years), Professional Services (2 years), Automotive (2 years), and Advertising (1.5 years).
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 (16 years), Information Technology (12.5 years), Quality Assurance (10 years), Operations (4.5 years), Marketing (3.5 years), and Finance (2 years).
Summary
I am an entrepreneurial-minded, analytical, and highly service-oriented Senior PMO with a great passion for project management (Waterfall, Prince2, SAFe/SCRUM), finance, organization, structures, communication, coordination, and processes. I am used to working with people in a global and highly professional environment every day. I am an extroverted person, open to criticism, proactive, extremely self-organized, stress-resistant, and I have strong communication and problem-solving skills. With over 25 years of professional experience, especially in IT consulting (more than ten years in IT banking & finance), I would like to support your company with my expertise, dedication, and positive mindset to successfully tackle the challenges of the fast-paced digital age.
Skills
Very Good Knowledge Of:
- Office 365 (Word, Excel, Powerpoint)
- Jira/confluence
- Ms Sharepoint
- Google Workspace (G Suite)
- Web Apps
- Ms Project
- Prince2
- Cmmi
- Oneppm
- Sap Modules (S4/hana)
- Trello
- Ms Teams
- Slack
- Windows 10
- Itsm (Omnitracker)
- Apple Os
- Remedy
- Quality Center
- Subversion
- Clearcase
Good Knowledge Of:
- Azure Devops (Ado)
- Agile Framework (Safe)
- Scrum
- Tableau
- Power Apps
- Power Bi
- Ms Dynamics 365
- Sap Ppm
- Abacus
- Acrobat Pro
- Adobe Pro
- Ms Access
- Hubspot
- Harvest
- Figma
- Visio
- Google Analytics
Knowledge Of:
- Salesforce (Crm)
- Adobe Analytics
- Adobe Experience Cloud
- Javascript
- Vba
- Sql
- Mysql
- Html5
- Unix
- Linux
Languages
Education
WISS School
Business Information Systems Specialist (HF) · Zürich, Switzerland
Commercial Vocational School
Commercial Apprenticeship · Aarau, Switzerland
Secondary School
Secondary School · Aarau, Switzerland
Certifications & licenses
SAFe® 4 Leading SAFe
Adelmann Consulting
SAFe® 4 Scrum Master (SSM)
Adelmann Consulting
SAFe® 4 Product Owner/Product Manager (POPM)
Adelmann Consulting
Profile
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