Recommended expert

Thomas Schulze

Business Analyst, Partial Project Lead, Testing

Thomas Schulze
Kirchheim bei München, Germany

Experience

Apr 2024 - Jul 2024
4 months

Business Analyst, Partial Project Lead, Testing

IDS GmbH - Analysis and Reporting Services (Allianz SE)

  • Extension of the web app for regulatory content (PRIIPs) in insurance
  • Process adjustments and automation for report creation and text and cost changes
  • Display and verification of current performance and risk values
  • Functional and regression testing with Micro Focus ALM
  • UAT
Feb 2023 - Jan 2025
2 years

Business Analyst, Partial Project Lead

Bayerische Landesbank

  • Consolidation of trading platforms (KITT)
  • Quality assurance: matching OTC derivatives cash flows between Summit and Front Arena
  • Adjustments in X-Gen
  • Decommissioning the Summit trading system and OneSumX reporting platform
  • Archiving in compliance with tax regulations
  • Defining and tracking tasks in Jira
  • Reducing interfaces, including IBM MQ, SWIFT
  • Outsourcing to external service providers
  • Technical documentation (operations, processes) in Confluence
  • Designing and executing tests, test management
Jul 2021 - Jun 2023
2 years

Business Analyst, Regulations

IDS GmbH - Analysis and Reporting Services (Allianz SE)

  • Implementation of PRIIPs extensions for funds and insurance across Europe
  • Creating documents and checking performance and risk figures
  • IDD documents for German insurance companies (Insurance Distribution Directive)
  • SFDR documents for funds and insurance across Europe, pre-contractual and periodic
  • TCFD documents for UK funds (Climate Related Financial Disclosures)
  • Web app for entry, display and editing of texts for the above documents
  • Data management in the data warehouse, implementation in Oracle
  • Go-live and post-go-live support
Feb 2021 - Oct 2021
9 months

Business Analyst, Test Manager

Bayerische Landesbank

  • Consolidation of trading platforms (KITT)
  • Migration of counterparty master data and payment transaction data (accounts, settlement instructions) to Front Arena
  • Migration of money market, FX transactions and derivatives
  • Business analysis and design
  • Export of customer and account data via SQL
  • Automated MTM and cash flow reconciliation
  • Export of business data via SQL to FpML target format
  • Test planning and execution
Aug 2020 - Mar 2021
8 months

Business Analyst, Fund Reporting

IDS GmbH - Analysis and Reporting Services (Allianz SE)

  • Fund reporting for key accounts
  • Position lists and fund valuation
  • Performance and risk reporting
  • Quality assurance and analysis of IT issues
  • Creating a tutorial to train new staff
  • Training internal staff
  • Interface management for production feeds into the data warehouse
  • Data analysis, test management, provider management
Feb 2019 - Mar 2020
1 year 2 months

Data Analyst

IDS GmbH - Analysis and Reporting Services (Allianz SE)

  • Connecting new back office and middle office feeds to the data warehouse (funds and their instruments: stocks and stock options, bonds and bond options, interest rate futures)
  • Analyzing incoming data and comparing it to requirements
  • Defect management and tester support
  • Functional and technical support for migrations
  • Interface management for production feeds to the data warehouse
  • Data analysis, data modeling, ETL, ELT
  • Provider management, process optimization and process documentation
  • Specifying and testing interface changes
Dec 2011 - Aug 2020
8 years 9 months

Business Analyst, Test Manager, Sub-Project Lead

Bayerische Landesbank

  • Selection and implementation of the B&S STP Trader with a web-based front end for savings banks (SaaS)

  • FX, money market and interest rate derivatives

  • Regulatory design (EMIR, MiFID II and PRIIPs)

  • Sub-project lead, business analysis, migration and test concept

  • Interfaces for confirmation, booking and payment

  • Test automation

  • Interface to the pricing tool for interest rate derivatives

  • Functional and technical documentation

  • Replacement of the confirmation matching system: system selection, business analysis, parameter setup, master data migration, release upgrade (Summit Release 6.0 and 6.2)

  • Business analysis, test case creation, support for interface tests, error analysis

  • Back office system for FX and money market: business analysis, interface design (confirmation, booking, payment), test management, test automation, UAT, functional and technical documentation, defect management, functional and regulatory enhancements, release upgrades, process analysis and adjustments

Nov 2010 - Dec 2011
1 year 2 months

Lead Business Analyst, Test Manager

Deutsche Pfandbriefbank AG

  • Consolidation of trading systems
  • Business migration (interest rate derivatives, money market, FX, bonds, bond options, CDS, promissory notes) from Front Arena, Acumen and Paris to Summit
  • Implementation of the Summit promissory note module
May 2009 - Nov 2010
1 year 7 months

Project Manager, Lead Business Analyst, Test Manager

Hypo Real Estate Bank AG

  • Implementation of the Summit collateral module: project management, requirement analysis, parameterization, test case definition, go-live support
  • Consolidation of trading systems: business migration (interest rate derivatives, money market, FX, futures, bonds, bond options, CDS, promissory notes) from Front Arena, Acumen and Paris to Summit
  • Lead business analyst and implementation of the Summit promissory note module
Sep 2008 - Apr 2009
8 months

Business Analyst, Test Manager

HypoVereinsbank – UniCredit – Germany

  • Enhancements to Front Arena
  • Specification of adjustments and enhancements
  • Test management and documentation
Jan 2006 - Sep 2008
2 years 9 months

Senior Business Analyst, Test Manager, Project Manager

Commerzbank AG

  • Risk and P&L reporting in the middle office: project management, requirements analysis and IT specification, defining test cases and test support, user training
  • Migration from Front Arena to Summit: sub-project management of migration of structured securities and asset swaps, specification of Summit extensions, analysis of differences between Front Arena and Summit
  • Market data reporting for risk controlling and MaRisk: specification and implementation
Jul 2005 - Dec 2005
6 months

Senior Business Analyst, Project Manager

Aareal Bank AG

  • Effective interest rate posting in Summit: analysis of requirements and Summit functionality, analysis of the interface to SAP, specification of required extensions
  • Trade confirmations for interest and credit derivatives in Summit: requirements analysis for SWIFT and email confirmations, programming in Summit SDL
Oct 2004 - Jan 2005
4 months

Business Analyst, Project Manager

BayernLB

  • Improvement of FX disposition: project management, requirements analysis and alignment with standard reports in Summit, specification, test support
Feb 2002 - May 2002
4 months

Business Analyst

Aareal Bank AG

  • Pricing and risk calculation of interest rate derivatives: analysis of Summit parameter settings, review of static and market data, suggestions for improving pricing and risk calculations
Sep 2000 - Jun 2005
4 years 10 months

Business Analyst, Project Manager, Test Manager

Landwirtschaftliche Rentenbank

  • Implementation of the Summit trading system: rollout and migration concept, parameter configuration, specification and programming of interfaces, definition of test cases, test support, provider management, training, release changes
  • Collateral management: requirements analysis, process organization, specification of interfaces to the trading system, implementation and training
Nov 1998 - Jul 2002
3 years 9 months

Business Analyst

BayernLB

  • Implementation of the Summit trading system: analysis of existing trades, specification and testing of the migration from the legacy system, configuration, user training, trade and fixing confirmations
  • Implementation of Summit in the interest rate derivatives back office: analysis of back office interest rate derivatives processes, process optimization
  • Euro conversion in Summit: project responsibility, functionality testing
  • Implementation of commodity trading system: selection of the trading system, support for the Endur implementation
Apr 1998 - Nov 1998
8 months

Business Analyst

Commerzbank AG

  • Summit interfaces: connecting the Summit trading system to the client's data warehouse, analysis of products to be connected, interface specification, project leadership during implementation
Oct 1993 - Mar 1998
4 years 6 months

Project Manager, Product Manager

Genossenschaftlicher Informationsservice GIS GmbH (DZ Bank)

  • New development of a financial information system for Volks- und Raiffeisenbanken across Germany: project lead, development of the training concept, rollout management
  • DZ Bank trading system: project lead, functional extension of the trading system, rollout management, provider management

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 (29.5 years), Agriculture (5 years), and Insurance (4 years).

Banking and Finance
Agriculture
Insurance

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 Information Technology (31.5 years), Project Management (27 years), Quality Assurance (20 years), Business Intelligence (4.5 years), Product Development (4.5 years), and Finance (4 years).

Information Technology
Project Management
Quality Assurance
Business Intelligence
Product Development
Finance

Summary

  • Many years of experience advising banks and financial service providers
  • Requirements analysis and design of IT systems and interfaces
  • Process analysis

Skills

Banking And Capital Markets

  • Banking Domain Know-how
  • Bank Products
  • Interest Rate Derivatives (Otc And Etd), Money And Fx Trading, Bonds And Bond Options, Promissory Notes, Investment Funds, Equities And Their Derivatives
  • Front, Middle And Back Office
  • Swift
  • Emir, Mifid, Priips, Sfdr, Tcfd

Software

  • Summit, Front Arena, B+s Banksysteme Ag Stp Trader, Corona

Project Know-how

  • Business Analysis, Test Management, (Partial) Project Leadership

Technical Know-how

  • Programming Languages: C++, Java, Vba, Python, R
  • Databases: Sybase, Oracle, Db2, Sql Server
  • Data Warehouse
  • Ux, Ui

Software

  • Jira, Confluence, Tosca, Hp Alm, Tms, Remedy, Mq Series

Standards

  • Xml, Scrum, Safe, Istqb

Languages

German
Native
English
Advanced

Education

Diploma in Computer Science · Computer Science

Banking and Capital Markets

Profile

Created
Last Update
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Frequently asked questions

Do you have questions? Here you can find further information.

Where is Thomas based?

Thomas is based in Kirchheim bei München, Germany.

What languages does Thomas speak?

Thomas speaks the following languages: German (Native), English (Advanced).

How many years of experience does Thomas have?

Thomas has at least 31 years of experience. During this time, Thomas has worked in at least 15 different roles and for 10 different companies. The average length of individual experience is 2 years and 9 months. Note that Thomas may not have shared all experience and actually has more experience.

What roles would Thomas be best suited for?

Based on recent experience, Thomas would be well-suited for roles such as: Business Analyst, Partial Project Lead, Testing, Business Analyst, Partial Project Lead, Business Analyst, Regulations.

What is Thomas's latest experience?

Thomas's most recent position is Business Analyst, Partial Project Lead, Testing at IDS GmbH - Analysis and Reporting Services (Allianz SE).

What companies has Thomas worked for in recent years?

In recent years, Thomas has worked for IDS GmbH - Analysis and Reporting Services (Allianz SE) and Bayerische Landesbank.

Which industries is Thomas most experienced in?

Thomas is most experienced in industries like Banking and Finance, Agriculture, and Insurance.

Which business areas is Thomas most experienced in?

Thomas is most experienced in business areas like Information Technology (IT), Project Management, and Quality Assurance (QA). Thomas also has some experience in Business Intelligence, Product Development, and Finance.

Which industries has Thomas worked in recently?

Thomas has recently worked in industries like Insurance and Banking and Finance.

Which business areas has Thomas worked in recently?

Thomas has recently worked in business areas like Information Technology (IT), Quality Assurance (QA), and Business Intelligence.

What is Thomas's education?

Thomas holds a Master in Computer Science.

What is the availability of Thomas?

Thomas is immediately available full-time for suitable projects.

What is the rate of Thomas?

Thomas's rate depends on the specific project requirements. Please use the Meet button on the profile to schedule a meeting and discuss the details.

How to hire Thomas?

To hire Thomas, click the Meet button on the profile to request a meeting and discuss your project needs.

Average rates for similar positions

Rates are based on recent contracts and do not include FRATCH margin.

1200
900
600
300
Market avg: 910-1070 €
The rates shown represent the typical market range for freelancers in this position based on recent contracts on our platform.
Actual rates may vary depending on seniority level, experience, skill specialization, project complexity, and engagement length.