Experienced banking professional with a wide knowledge of financial technologies. Working area preference as an agile coach or scrum master
Aktualisiert am 25.04.2024
Profil
Freiberufler / Selbstständiger
Remote-Arbeit
Verfügbar ab: 25.04.2024
Verfügbar zu: 60%
davon vor Ort: 30%
Banking Technology
Agile Coach
Scrum Master
Risk & Quality Management
Project & Process Management
Project Portfolio Management
MS-Office Tools incl. VBA Scripting
Economics & Business Administration
IT Architectures: J2EE
SOA
BPM
UBS IT Architecture
Mainframes
Spanish
Native
German
Native
English
Fluent (Cambridge Certificate in Advanced English)

Einsatzorte

Einsatzorte

Zürich (+20km) St. Gallen (+10km)
Schweiz
möglich

Projekte

Projekte

2021 - 2023: Supporting the UBS Agile Transformation as an Agile Coach

Customer: UBS Business Solutions AG, Zurich

2017 - 2021: Global Lending Program

Role: SCRUM PO (Product Owner)
Customer: UBS Switzerland AG, Zurich

Tasks:
  • Mortgage Prolongation Process
  • Mortgage Pricing & Refinancing Services
  • Lending Document Management
  • LIBOR decommissioning by ARRs
  • Annual credit review process for CIC
  • Real Estate Valuation Centre

2015 - 2016: Lending Products

Role: Project- & Process Manager for Lending Products
Customer: UBS Switzerland AG, Zurich

Tasks:
  • Overseeing the document digitalization project E-Dossier
  • Setting up the new Real Estate Valuation Center

2007 - 2015: P&S Banking Products

Role: Project Portfolio Manager & IT-Consultant
Customer: UBS Switzerland AG, Zurich

Tasks:
  • Setting up and operating a Project Portfolio Management infrastructure
  • Representing divisional interests in IT initiatives
  • Advice on process optimization for a subsidiary
  • Ensuring proactive development of IT architecture
  • Coordinating holistic front- and back-end-oriented IT initiatives

2006 - 2007: Representing the Business Area

Role: Operational Risk Manager in Products & Services
Customer: UBS AG, Zurich

Tasks:
  • Acting as a coordinator for ORF & SOX404 on Wealth Management Solutions, as well as for Legal Structure Database
  • Representing the Business Area in the Records Management steering committee

2001 - 2006: Introducing electronic delivery of customer documents

Role: Project Manager within e-Banking and the Workbench Program
Customer: UBS AG, Zurich

Tasks:
  • Establishing a secure electronic communication channel between the bank and its customers (Secure Messaging)
  • Introducing electronic delivery of customer documents
  • Working on e-portfolio to consolidate online summary of assets and liabilities

1999 - 2001: Enabling more cost transparency and customer orientation in the BA-IT

Role: Leader of the team IT Service Support
Customer: UBS AG, Zurich

Tasks:
  • Coordination of the Projects IT Cost Transparency & IT-Process-ReEngineering

1998 - 1999: Representing The IT-Operations sector

Role: Head of the Relationship Management department
Customer: UBS AG, Zurich

Tasks:
  • Representing The IT-Operations sector in the merger project from the Swiss Bank Corporation with the Union Bank of Switzerland

1996 - 1998: Evaluation and introduction of new IT technologies

Role: Head of the New Mainframe Technologies section at Swiss Bank Corporation (SBC) in Basel
Customer: Swiss Bank Corporation (SBC), Basel

1994 - 1996: Worldwide support

Role: Senior Information Manager in the group division Finance and Controlling
Customer: CIBA GEIGY AG, Basel

Tasks:
  • Worldwide support and further development of the financial MIS (Management Information Systems)

1989 - 1994: Operating Management

Role: Operating manager of the Pharma-Medicine department's data processing centre
Customer: CIBA GEIGY AG, Basel

1987 - 1989: Software engineering

Role: Software engineer
Customer: INOVIS GmbH & Co. in Karlsruhe (D)

1983 - 1985: Administration

Role: Database administrator
Customer: BAVARIA SISTEMAS S.A. (EDP Services) in Bogotá

1982 - 1983: Application programming

Role: Application programmer
Customer: OLCSAL Ltd. (construction company) in Bogotá

Aus- und Weiterbildung

Aus- und Weiterbildung

1985-1987
Economics Faculty of the Universität Karlsruhe (TH)
Supplementary study in the in Applied Information Technology for Finance (Wirtschaftsinformatik)

Focus:

  • Finance and Accounting
  • International financial management
  • Software solutions for investment support
  • Capital markets applications

1977 - 1982
Universidad de los Andes, Bogotá
Studied IT
Graduated as Systems and Computing Engineer

CERTIFICATIONS
08/2022
Professional Scrum Master I

10/2021
Professional Scrum Product Owner I

07/2023
Professional Scrum Product Owner II

10/2023
Certified SAFe 6 Agilist


Kompetenzen

Kompetenzen

Top-Skills

Banking Technology Agile Coach Scrum Master Risk & Quality Management Project & Process Management Project Portfolio Management MS-Office Tools incl. VBA Scripting Economics & Business Administration IT Architectures: J2EE SOA BPM UBS IT Architecture Mainframes

Produkte / Standards / Erfahrungen / Methoden

Profile
Experienced banking professional with a wide knowledge of financial technologies. Main areas of interest and expertise include agile ways of working, project management, risk management, process optimization and software engineering

SKILLS

  • Banking Technology
  • Agile Ways of Working (Product Owner, Scrum Master, Agile Coach)
  • Economics & Business Administration
  • Risk & Quality Management (SOX 404, EFQM, QFD, BPR, Balanced Scorecards Management)
  • Project & Process Management
  • Project Portfolio Management
  • Software Development
  • Broad IT-Knowledge
    • MS-Office Tools incl. VBA Scripting
    • IT Architectures: J2EE, SOA, BPM, UBS IT Architecture, Mainframes
    • IT- und Internet-Security
    • IT-Operations

Einsatzorte

Einsatzorte

Zürich (+20km) St. Gallen (+10km)
Schweiz
möglich

Projekte

Projekte

2021 - 2023: Supporting the UBS Agile Transformation as an Agile Coach

Customer: UBS Business Solutions AG, Zurich

2017 - 2021: Global Lending Program

Role: SCRUM PO (Product Owner)
Customer: UBS Switzerland AG, Zurich

Tasks:
  • Mortgage Prolongation Process
  • Mortgage Pricing & Refinancing Services
  • Lending Document Management
  • LIBOR decommissioning by ARRs
  • Annual credit review process for CIC
  • Real Estate Valuation Centre

2015 - 2016: Lending Products

Role: Project- & Process Manager for Lending Products
Customer: UBS Switzerland AG, Zurich

Tasks:
  • Overseeing the document digitalization project E-Dossier
  • Setting up the new Real Estate Valuation Center

2007 - 2015: P&S Banking Products

Role: Project Portfolio Manager & IT-Consultant
Customer: UBS Switzerland AG, Zurich

Tasks:
  • Setting up and operating a Project Portfolio Management infrastructure
  • Representing divisional interests in IT initiatives
  • Advice on process optimization for a subsidiary
  • Ensuring proactive development of IT architecture
  • Coordinating holistic front- and back-end-oriented IT initiatives

2006 - 2007: Representing the Business Area

Role: Operational Risk Manager in Products & Services
Customer: UBS AG, Zurich

Tasks:
  • Acting as a coordinator for ORF & SOX404 on Wealth Management Solutions, as well as for Legal Structure Database
  • Representing the Business Area in the Records Management steering committee

2001 - 2006: Introducing electronic delivery of customer documents

Role: Project Manager within e-Banking and the Workbench Program
Customer: UBS AG, Zurich

Tasks:
  • Establishing a secure electronic communication channel between the bank and its customers (Secure Messaging)
  • Introducing electronic delivery of customer documents
  • Working on e-portfolio to consolidate online summary of assets and liabilities

1999 - 2001: Enabling more cost transparency and customer orientation in the BA-IT

Role: Leader of the team IT Service Support
Customer: UBS AG, Zurich

Tasks:
  • Coordination of the Projects IT Cost Transparency & IT-Process-ReEngineering

1998 - 1999: Representing The IT-Operations sector

Role: Head of the Relationship Management department
Customer: UBS AG, Zurich

Tasks:
  • Representing The IT-Operations sector in the merger project from the Swiss Bank Corporation with the Union Bank of Switzerland

1996 - 1998: Evaluation and introduction of new IT technologies

Role: Head of the New Mainframe Technologies section at Swiss Bank Corporation (SBC) in Basel
Customer: Swiss Bank Corporation (SBC), Basel

1994 - 1996: Worldwide support

Role: Senior Information Manager in the group division Finance and Controlling
Customer: CIBA GEIGY AG, Basel

Tasks:
  • Worldwide support and further development of the financial MIS (Management Information Systems)

1989 - 1994: Operating Management

Role: Operating manager of the Pharma-Medicine department's data processing centre
Customer: CIBA GEIGY AG, Basel

1987 - 1989: Software engineering

Role: Software engineer
Customer: INOVIS GmbH & Co. in Karlsruhe (D)

1983 - 1985: Administration

Role: Database administrator
Customer: BAVARIA SISTEMAS S.A. (EDP Services) in Bogotá

1982 - 1983: Application programming

Role: Application programmer
Customer: OLCSAL Ltd. (construction company) in Bogotá

Aus- und Weiterbildung

Aus- und Weiterbildung

1985-1987
Economics Faculty of the Universität Karlsruhe (TH)
Supplementary study in the in Applied Information Technology for Finance (Wirtschaftsinformatik)

Focus:

  • Finance and Accounting
  • International financial management
  • Software solutions for investment support
  • Capital markets applications

1977 - 1982
Universidad de los Andes, Bogotá
Studied IT
Graduated as Systems and Computing Engineer

CERTIFICATIONS
08/2022
Professional Scrum Master I

10/2021
Professional Scrum Product Owner I

07/2023
Professional Scrum Product Owner II

10/2023
Certified SAFe 6 Agilist


Kompetenzen

Kompetenzen

Top-Skills

Banking Technology Agile Coach Scrum Master Risk & Quality Management Project & Process Management Project Portfolio Management MS-Office Tools incl. VBA Scripting Economics & Business Administration IT Architectures: J2EE SOA BPM UBS IT Architecture Mainframes

Produkte / Standards / Erfahrungen / Methoden

Profile
Experienced banking professional with a wide knowledge of financial technologies. Main areas of interest and expertise include agile ways of working, project management, risk management, process optimization and software engineering

SKILLS

  • Banking Technology
  • Agile Ways of Working (Product Owner, Scrum Master, Agile Coach)
  • Economics & Business Administration
  • Risk & Quality Management (SOX 404, EFQM, QFD, BPR, Balanced Scorecards Management)
  • Project & Process Management
  • Project Portfolio Management
  • Software Development
  • Broad IT-Knowledge
    • MS-Office Tools incl. VBA Scripting
    • IT Architectures: J2EE, SOA, BPM, UBS IT Architecture, Mainframes
    • IT- und Internet-Security
    • IT-Operations

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