Recommended expert

Ronny Herold

Senior Business, IT and Data Analyst, Portfolio Analyst

Ronny Herold
Langenfeld, Germany

Experience

Mar 2025 - Jun 2025
4 months
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Förderbank Deutschland

  • Extraction and transformation of relevant data from the bank's SAP system and consolidation into the existing reporting environment
  • Integration of the data into the existing BI model (extending the star schema to a galaxy schema) to produce the funding committee report and the business development report
  • Data quality assurance
  • Knowledge transfer to department staff (SAP, SQL database, Power Pivot, DAX)
Dec 2023 - Apr 2024
5 months
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Förderbank Deutschland

  • Extraction and transformation of relevant data from the bank's main systems and consolidation into the new reporting environment
  • Providing the data in a BI model (star schema) for the funding committee report and the business development report (including new business, refinancing, portfolio, exits, write-downs) and implementing the corresponding software
  • Establishing an automated information dashboard and making information available for ad-hoc analysis
  • Ensuring data quality by reconciling leading systems
  • Knowledge transfer to department staff (SQL database, Power Pivot, DAX)
May 2022 - Present
3 years 9 months
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Industriekunde Metall

  • Conducting a requirements analysis and subsequent implementation to establish a new tool/system for sales controlling and material procurement on "Metal Management"
  • Creating a feasibility study document as a decision basis for the next steps, including technology consulting
  • On-premise implementation of the solution chosen by the client
  • Implementation project using agile project management as the liaison between software provider and client
  • Visualization using PowerBI Desktop within the PowerBI Server environment (Infor LN, MS SQL Server, PowerBI, Engomo low-code tool)
Jan 2022 - Dec 2024
3 years
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Förderbank Deutschland

  • ETL process, data modeling, analysis and visualization of calculated interest rate sensitivities/sensitivity measurements in the portfolio
  • ETL process, data modeling, analysis and visualization for cross-product portfolio reporting including historical functionality for capital markets and municipal financing
  • Integration of ESG data from various external providers (MSCI, ISS) and linking with the capital markets business portfolio
  • 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)
Dec 2020 - Sep 2021
10 months
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Förderbank Deutschland

  • Feasibility study aimed at analyzing the optimization potential of the "Neartime Sensitivity Measurement" tool in the capital markets department
  • Creating a functional concept and prototype development based on the front office system (standard sensitivity features) and optimizing the use of the existing sensitivity tool to improve result transparency and increase calculation speed
  • Feasibility study as the basis for the decision on using business intelligence tools for standard and ad-hoc reporting in the capital markets department
  • Creating a functional concept and agile development of a BI solution using Microsoft technology (Microsoft Business Intelligence, PowerBI, Front Arena)
Mar 2020 - Jan 2021
11 months
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Business Law Firm

  • Reviewed the existing product backlog
  • Defined new and refined existing functional, technical and non-functional requirements
  • Defined acceptance criteria
  • Analyzed the import/export functionality of existing standalone solutions
  • Developed business rules to identify relevant data sets
  • Identified and documented test cases
  • Developed test management for UAT
  • Created complex SQL queries and extracted data dumps
  • Developed strategies to improve data quality in existing database solutions
  • Performed automated data cleansing activities (Microsoft SQL Server, Microsoft Azure)
Nov 2019 - Dec 2022
3 years 2 months
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Fintech Bank/Online Broker

  • Created system and process documentation as well as data center concepts to meet external audit requirements for backup concepts, disaster recovery test documentation, data protection policies, technical operation manuals, and emergency recovery process
  • Implemented company-wide password management software
  • Designed Docker development concept
  • Business continuity management
Feb 2019 - Nov 2020
1 year 10 months
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Loan Portfolio Servicer

  • Conducted business process analysis and process modeling for loan administration and asset/loan portfolio management
  • Created system documentation, user manual, change management methodology, user help desk procedures, data processing and security process descriptions (Microsoft SQL Server, Microsoft DevOps)
Mar 2018 - Present
7 years 11 months
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Medical Technology

  • Requirements analysis
  • Data modeling
  • Database development
  • Data migration
  • Developed a Windows desktop application
  • Developed reports
  • Corporate website with feedback function
  • Imported service reports from PDF format (Docker, MySQL Server, VB.Net, MS Access)
Jan 2018 - Jun 2018
6 months
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Pension Fund

  • Requirements analysis
  • Created user stories and maintained the product backlog
  • Data modeling: technical concept and implementation support
  • Designed and supported implementation of BI model
  • Designed and supported implementation of reports
  • Prioritized and coordinated business and technical topics with the asset manager
  • Conducted workshops
  • Training, documentation, handover to operations (Microsoft SQL Server, Microsoft Analysis Services, Microsoft Reporting Services)
Jan 2016 - Dec 2017
2 years
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Service IT at Settlement Operations Company

  • Analysis of current systems vs. current processes in the administration
  • Acting as liaison between business units, internal IT, and IT providers
  • Clarifying archiving requirements
  • Reviewing and providing professional approval of IT system shutdown plans (Summit, LoanIQ, SAS)
Jan 2013 - Dec 2017
5 years
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Service Company Credit Assessment - Balance Sheet Management

  • Functional design and concept of the credit evaluation tool
  • Identifying and defining key evaluation parameters for various credit structures (e.g., term loans, revolver facilities, project financings)
  • Developing the tool based on a Microsoft SQL Server architecture and integrating a Bloomberg market data feed
  • Performing recurring credit evaluations, ongoing calibration, and monitoring of portfolio-relevant credit risk drivers
  • Analyzing and commenting on resulting value changes
  • Creating and reviewing documentation of the evaluation methodology
  • Deriving discount curves for credit risk using the Bloomberg Curve Builder and documenting the steps
  • Modeling discount curves and assigning 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)
Jan 2013 - Dec 2013
1 year
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Slovenian Development Bank

  • Analyzing current processes in credit analysis, credit portfolio management, controlling/IT, and data warehouse
  • Conducting a gap analysis of internal banking processes vs. international banking standards
  • Developing an action plan and initiating its implementation
Jan 2012 - Dec 2013
2 years
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Internationally Active State Bank (Credit BPO)

  • Contributing to the business case
  • Functional design and ensuring services for credit analysis, credit rating, and credit monitoring
  • Adapting software packages to client requirements (.NET application, Microsoft SQL Server, Cognos)
Jan 2008 - Dec 2010
3 years
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Internationally Active State Bank (Active Credit Portfolio Management)

  • Creating portfolio analyses and cyclic 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
  • Rolling out credit portfolio management activities across the bank
  • Ensuring an adequate portfolio structure considering risk/return aspects and capital consumption by defining, implementing, and monitoring transaction-specific KPIs
  • Improving the tradeability/liquidity of the credit portfolio
  • Providing proactive management insights based on forward-looking portfolio analysis
  • Ensuring discipline in customer relationship investments and adherence to business and risk strategy (ASP.NET, Microsoft SQL Server, SAS)
Jan 2004 - Dec 2007
4 years
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Internationally active Landesbank (Credit Portfolio Management)

  • Initial design and ongoing development of the Early Warning System (EWS)
  • Supporting implementation
  • Test management and documentation
  • Operational line activities: creating portfolio-related analyses of individual and portfolio risks considering market parameters/market data
  • Operational line activities: daily creation of the management briefing (market overview) (ASP.NET, MS SQL Server, SAS, Bloomberg, Reuters, MarkIT)
Jan 2001 - Dec 2003
3 years
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Internationally active Landesbank (Asset Securitization and Credit Derivatives)

  • Administration of trade receivable asset-backed transactions for corporate clients
  • Design, setup, and development of the credit derivatives data warehouse, including business, market, and credit-related data with a web-based frontend
  • Planning and development of a front-to-back office system (MS Access) for managing credit derivatives (CDS, Basket CDS, TRS) linked to external data providers and internal customer data
  • IT specification, testing, and test documentation
  • Project management and reporting (MS Access, SAS, Bloomberg, Reuters, proprietary systems)

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 Concept Design

  • It Development

  • Process Designer

  • Stakeholder Management

  • Change Management

  • Test Management

  • Over 30 Years Of Engineering And Implementation Experience In The Financial Sector, Especially In Managing Business Requirements And Their Implementation In It Systems And Infrastructure

  • Design Of The Related Business Processes

  • Methodology Expertise

  • Excellent Banking Knowledge And Strong It Affinity

  • Requirements Management: Gathering, Structuring, And Aligning Business Requirements In Capital Markets And Credit Markets

  • Design And Implementation Of Business Intelligence (Bi) Solutions

  • Agile Project Management (Creating Functional Specifications In An Agile Environment / User Stories, Acceptance Criteria)

  • Design And Implementation Of Data Interfaces

  • Coordination With Product Owners/stakeholders, Business Units, And It Architects

  • Strong 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, Execution, Automating Recursive Test Evaluations, Documentation

  • Many Years Of Independent Design And Development Of Various It Solutions Specializing In Ms Bi, Vba, Sql

  • Financial Engineering

  • Capital Markets It

  • Bank-wide Control

  • 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 Moderating Workshops At The Business & It Interface

  • Business Design For Process And Methodology Development In System Implementations And Migrations

  • Strong Communication Skills In Stakeholder Management When Coordinating With Involved Departments And Related Projects

  • Solid Methodological Expertise In Both Quantitative And It Architecture Topics As Well As Operational Project Management

  • Test Management And Documentation

  • Development Of Idv Tools (Ms Excel, Ms Access, Vba, Sql, Powerbi), Business And It 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 Services/ssis, Powerbi)

  • Engomo

  • Docker

  • Structured Approach

  • Initiative

  • Motivation

  • Team Player With A Sense Of Humor

  • Very Open To New Ideas

  • Goal-oriented

  • Resilient

  • Flexible And Calm Even Under Heavy Workloads

  • Leadership Skills With And Without Formal Supervisory Responsibilities

  • Ability To Independently Learn New Subjects

Languages

German
Native
English
Advanced
Italian
Intermediate

Certifications & licenses

Certified Scrum Master

Certified Scrum Product Owner

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