Business-IT consultants to shape the future of global financial service providers.

International Merger of 2 major banks
Service/Role
Senior Business Analyst and Substream Lead
Period
12/2023 - Ongoing

• Support the merger of 2 major swiss banks, with a focus on Non-Core and Legacy transactions
• Enable business and IT to migrate trading activities and decommission the legacy IT stack to meet cost targets

Client
International full-service bank
Country
Switzerland, UK, US
Europabank Merger
Service/Role
Senior Business Analyst
Period
01/2023 - 07/2023

• Analysis of existing trading flows and implementation of migration procedure.
• Execute the trade migration in close alignment with trading desks and wealth management

Client
International full-service bank
Country
Germany, France
LIBOR transition
Service/Role
Project lead and Senior Business Analyst
Period
01/2020 and ongoing

• Global lead of the transition/migration of LIBOR referencing funding and hedging products in the Treasury function towards Alternative Reference Rates (ARR)
• Modelling, specification, implementation, and testing of ARR related flows where the respective legal entity/desk combination does not have these flows yet
• Coordination with funding and hedging counterparties to coordinate an orderly migration of the trades

Client
International full-service bank
Country
Switzerland, United Kingdom
Redesign of internal risk transfer and funds transfer pricing (FTP)
Service/Role
Senior Business Analyst and Substream Lead
Period
01/2021 - 11/2023

• Fundamental redesign of internal booking models to allow for a real-time internal risk transfer to allow for better risk management
• Implementation and testing of new applications to enable the project scope
• Migration of trading activities from old booking model to new booking model, with a volume of several thousand trades with a notional of >1bn EUR

Client
Internal full-service bank
Country
Switzerland, Germany, UK
Brexit implementation – Merger of 2 legal entites
Service/Role
Senior Business Analyst and PMO
Period
04/2018 - 03/2020

• Local representative of the Treasury function in Germany
• Introducing new products/platforms to support the Brexit related merger of 2 legal entities
• Plan migration activities of existing flows and positions for a consolidation in the resulting legal entity
• Responsible for the migration of all OTC transaction of the Treasury function incl. F2B coordination with all stakeholders (5 products, 6 locations)

Client
International full-service bank
Country
United Kingdom, Germany
FINMA/Swiss “Too big to fail” regulatory initiative
Service/Role
Senior Business Analyst
Period
04/2018 – 12/2019

• Implementation of an independent market access to be prepared for a crisis scenario in which the primary market counterparty is not available anymore
• Project representative for Treasury
• Responsible to collect and formulate business requirements and support testing activities.

Client
International full-service bank
Country
Switzerland
Implement Treasury function in a merged legal entity
Service/Role
Senior Business Analyst and PMO
Period
11/2016 – 03/2018

• Implementation of an enhanced Treasury function in a merged Investment Bank (roll-out of new trading products, e.g. bonds, repos, interest rate derivatives, fx derivatives)
• Support of finance (FinRep and RegRep) to process new products in regulatory reporting systems (BearingPoint – Abacus/DaVinci)
• Ad hoc technical and business specification and implementation of Excel based applications including an interface between internal risk systems and regulatory reporting and ledger systems

Client
International full-service bank
Country
Germany, Switzerland
Merger of several wealth management entities
Service/Role
Senior Business Analyst and PMO
Period
01/2016 - 10/2016

• Analysis and specification of changes for wealth management client flows of branches of a to be merged the bank
• Coordination of local project teams (Germany, Luxembourg, Italy, Spain) and tracking of project activities to ensure timely delivery

Client
International full-service bank
Country
Germany, Switzerland
Re-routing of market making activities
Service/Role
Project manager
Period
07/2015 - 12/2015

• Re-routing of the market making flows to a new exchange membership and decommissioning of a B2B process via the exchange membership of another broker
• Responsible for specification, implementation, test, and migration of the exchange membership change

Client
International full-service bank
Country
Switzerland
Re-routing of client flows due to a de-merger
Service/Role
Senior Business Analyst
Period
02/2014 - 06/2015

• Specification and implementation of order flows due to the de-merger of a Swiss Investment Bank (carve out of Wealth Management business)
• Focus on market making activities incl. the specification of the target account and risk book setup

Client
International full-service bank
Country
Switzerland
IT transformation roadmap
Service/Role
Business Analyst and PMO
Period
11/2012 – 01/2014

• Planning of a transformation roadmap for the controlled conversion of the process and IT landscape of a regional state bank
• Compiling and managing the transformation plan with overall budget > 500m EUR

Client
Regional state bank
Country
Germany
Implement Bundesbank “Emissionsstatistik” requirements
Service/Role
Business Analyst
Period
11/2012 – 01/2014

• Specification, implementation, and test coordination of an application to fulfil “Emissionsstatistik” reporting requirements for a regional state bank.
• Interacting with various stakeholders (Business, IT, Regulatory Reporting, Operations) and managing the project implementation

Client
Regional state bank
Country
Germany