Ronny Herold
Senior Business, IT and Data Analyst, Portfolio Analyst
Experience
Förderbank Deutschland
- Extraction and transformation of relevant data from the SAP system developed for the bank and consolidation into the existing reporting environment
- Integration of the data into the existing BI model (extending the star schema to a galaxy schema) for generating the funding committee report and the business development report
- Ensuring data quality
- Knowledge transfer to department staff (SAP, SQL database, Power Pivot, DAX)
Förderbank Deutschland
- Extraction and transformation of relevant data from the bank's core systems and consolidation into the new reporting environment under development
- Providing the data in a BI model (star schema) to generate the funding committee report and the business development report (including new business, follow-up financing, portfolio, exits, write-downs) and introducing the corresponding software
- Setting up an automated information dashboard and making information available for ad-hoc analysis
- Ensuring data quality by reconciling core systems
- Knowledge transfer to department staff (SQL database, Power Pivot, DAX)
Industriekunde Metall
- Conducted requirements analysis and subsequent implementation to establish a new tool/system for sales controlling and materials purchasing on the topic of "Metal Management"
- Created a feasibility study document as a basis for decision-making on further steps, including technology consulting
- On-premise implementation of the solution chosen by the client
- Implementation project using agile project management as a mediator between software provider and client
- Visualization using PowerBI Desktop with the PowerBI Server environment (Infor LN, MS SQL Server, PowerBI, Engomo low-code tool)
Förderbank Deutschland
- ETL process, data modeling, analysis and visualization of calculated interest rate sensitivities/sensitivity measurement in the portfolio
- ETL process, data modeling, analysis and visualization for cross-product portfolio reporting including historical functionality for the capital markets and municipal finance area
- Integration of ESG data from various external providers (MSCI, ISS) and linking it with the business portfolios of the capital markets division
- Creating interactive dashboard visualizations and reports (Automic, GitLab CI/CD pipeline, Microsoft SQL Server, Microsoft Integration Services, Microsoft Analysis Services, Microsoft PowerBI Server, PowerBI Desktop)
Förderbank Deutschland
- Feasibility study aiming to analyze the optimization potential of the "Neartime Sensitivity Measurement" tool in the capital markets division
- Developed a business concept and prototype based on the front-office system (standard sensitivity functionalities) and optimized use of the existing sensitivity tool to improve result transparency and increase calculation speed
- Feasibility study providing the technical basis for deciding on the use of business intelligence tools for standard and ad-hoc reporting in the capital markets division
- Business concept creation and agile development of a BI solution using Microsoft technology (Microsoft Business Intelligence, PowerBI, Front Arena)
Business Law Firm
- Reviewing the existing product backlog
- Defining new and refining existing functional, technical, and non-functional requirements
- Defining acceptance criteria
- Analyzing the import/export functionality of existing standalone solutions
- Developing business rules to identify relevant data records
- Identifying and documenting test cases
- Developing test management for UAT
- Creating complex SQL queries and extracting data dumps
- Developing strategies to improve data quality in existing database solutions
- Performing automated data cleansing activities (Microsoft SQL Server, Microsoft Azure)
Fintech Bank/Online Broker
- Creating system and process documentation, as well as data center concepts, to meet external audit requirements for backup strategies, disaster recovery test documentation, data protection policies, technical operation manuals, and emergency recovery procedures
- Implementing company-wide password management software
- Designing a Docker development concept
- Business continuity management
Loan Portfolio Servicer
- Analyzing and modeling business processes for loan administration and asset/loan portfolio management
- Creating system documentation, user manuals, change management methodology, user help desk procedures, and data processing and security process descriptions (Microsoft SQL Server, Microsoft DevOps)
Medical Technology
- Requirements analysis
- Data modeling
- Database development
- Data migration
- Developing a Windows desktop application
- Developing reports
- Corporate website with feedback function
- Importing service reports from PDF format (Docker, MySQL Server, VB.Net, MS Access)
Pension Fund
- Requirements analysis
- Creating user stories and maintaining the product backlog
- Data modeling: technical concept and implementation support
- Designing and supporting BI model implementation
- Designing and supporting report implementation
- Prioritizing and aligning business and technical topics with the asset manager
- Conducting workshops
- Training, documentation, and handover to operations (Microsoft SQL Server, Microsoft Analysis Services, Microsoft Reporting Services)
Service IT in the Settlement Operations Company
- Analysis of current systems vs. existing processes in administrative operations
- Acting as mediator between the business department, internal IT and IT provider
- Clarification of archiving requirements
- Review and technical approval of IT system shutdown plans (Summit, LoanIQ, SAS)
Credit Evaluation Services Company - Balance Sheet Management
- Design and conceptualization of the credit evaluation tool
- Identification and definition of key evaluation parameters for various credit structures (e.g., term loans, revolving facilities, project financing)
- Development of the tool based on a MS SQL Server architecture and integration of a Bloomberg market data feed
- Regular execution of credit evaluations, ongoing calibration, and monitoring of portfolio-relevant credit risk drivers
- Analysis and commentary on resulting value changes
- Creation and review of documentation for the evaluation methodology
- Deriving discount curves for credit risk using Bloomberg Curve Builder and documenting the steps
- Modeling discount curves and mapping them to illiquid credit transactions
- Presenting results and portfolio developments to senior management and downstream decision-making bodies
- Presenting and aligning the model with external auditors and consultants (Microsoft SQL Server, Bloomberg)
Slovenian Development Bank
- Analysis of current processes in credit analysis, credit portfolio management, controlling/IT, and data warehouse
- Conducting a gap analysis of internal processes vs. international banking standards
- Developing an action plan and initiating implementation
International Regional Bank (Credit BPO)
- Collaboration on the business case
- Functional design and ensuring services for credit analysis, credit rating, and credit monitoring
- Customizing software packages to customer needs (.NET application, MS SQL Server, Cognos)
International Regional Bank (Active Credit Portfolio Management)
- Creating portfolio analyses and periodic reporting to the bank's committees
- Establishing a consolidated data repository through functional and technical planning and development of the ACPM credit portfolio analysis environment
- Automating information preparation
- Implementing credit portfolio management activities bank-wide
- Ensuring an adequate portfolio structure by defining, implementing, and monitoring transaction-specific KPIs, considering risk/reward aspects and capital usage
- Improving the tradability/liquidity of the credit portfolio
- Providing proactive management insights based on forward-looking portfolio analysis
- Ensuring discipline in investing in client relationships and compliance with business and risk strategy (ASP.NET, MS SQL Server, SAS)
Internationally active Landesbank (Credit Portfolio Management)
- Initial conception and ongoing development of the Early Warning System (EWS)
- Support the implementation
- Test management and documentation
- Operational line tasks: preparing portfolio-related analyses of individual and portfolio risks, considering market parameters/market data
- Operational line tasks: daily preparation of the management briefing (market overview) (ASP.NET, MS SQL Server, SAS, Bloomberg, Reuters, MarkIT)
Internationally active Landesbank (Asset Securitization and Credit Derivatives)
- Administration of trade receivable asset-backed transactions for corporate clients
- Conception, setup and development of the credit derivatives data warehouse, consisting of business, market and credit-related data, with an internet-based frontend
- Planning and development of a front-to-back office system (MS Access) for managing credit derivatives (CDS, basket CDS, TRS) with links to external data providers and internal client data
- IT specification, testing and test documentation
- Project management and reporting (MS Access, SAS, Bloomberg, Reuters, proprietary systems)
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 (22.5 years), Healthcare (8 years), Metals and Mining (4 years), and Professional Services (1 year).
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 Business Intelligence (22 years), Information Technology (21 years), Finance (14.5 years), Project Management (7 years), Operations (6 years), and Procurement (4 years).
Skills
Senior Business Analyst
Financial Engineering
Requirements Management
Project Management (Classical And Agile Methods; Role As Scrum Product Owner, Scrum Master)
It Business Analyst
It Conceptual Design
It Development
Process Designer
Stakeholder Management
Change Management
Test Management
Over 30 Years Of Engineering And Implementation Experience In The Finance Sector, Especially In Managing Business Requirements And Implementing Them In It Systems And It Infrastructure
Designing The Related Business Processes
Methodology Skills
Excellent Banking Domain Knowledge And High It Affinity
Requirements Management: Gathering, Structuring, Aligning Business Requirements In The Areas Of Capital And Credit Markets
Designing And Implementing Business Intelligence (Bi) Solutions
Agile Project Management (Writing Functional Specs In An Agile Project Environment / User Stories, Acceptance Criteria)
Designing And Implementing Data Interfaces
Coordination With Product Owners/stakeholders, Business Units And It Architects
Solid Banking Process And Methodology Knowledge In Capital And Credit Markets
Planning The Integration Of New Processes Into Ongoing Operations
Test Management: Deriving Test Cases, Planning, Coordinating, Executing, Automating Recursive Test Evaluation, Documentation
Many Years Of Independent Design And Creation Of Various It Solutions Focusing On Ms Bi, Vba, Sql
Financial Engineering
Capital Markets It
Enterprise-wide Bank Management
Process Optimization
Credit Risk
Credit Portfolio Management
Strong Affinity For Working With Data, Databases, Processes And It-related Issues
Analysis And Modeling Of Front-to-back Business Processes And Data Flows As Well As Redesign, Optimization And Definition
Organizing And Facilitating Workshops At The Business & It Interface
Business Conceptual Design For Process And Method Development In System Implementations And Migrations
Strong Communication Skills In Stakeholder Management, Coordinating With Involved Business Units And Adjacent Projects
Strong Methodology Skills In Both Quantitative And It Architecture Topics As Well As Operational Project Management
Test Management And Documentation
Creating End-user Tools (Ms Excel, Ms Access, Vba, Sql, Powerbi), Business And It Conceptual Design, Prototyping, Documentation
Sprint Planning With The Development Team In Scrum Project Organizations
Ms Office
Jira
Confluence
Summit
Markit
Devops
Bloomberg
Market Data Providers
Proprietary Banking Systems, Tools And Databases
T-sql (Ms Sql Server)
Vba
Sql
Dax
Ms Excel
Ms Access
Ms Visual Studio
Mysql
Microsoft .Net Visual Basic And Vba
Microsoft Business Intelligence (Analysis Server, Integration Server/ssis, Powerbi)
Engomo
Docker
Structured Approach
Initiative
Motivation
Team Player With Humor
Very Open To New Ideas
Goal-oriented
Resilient
Flexible And Calm Even Under Heavy Workloads
Leadership Skills With And Without Formal Supervisory Role
Independent Learning Of New Topics
Languages
Certifications & licenses
Certified Scrum Master
Certified Scrum Product Owner
Profile
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