Projektleiter, PMO und Business Analyst mit über 10 Jahren Erfahrung im Bankenumfeld, sowhl in traditionellen als auch agilen Projekten
Aktualisiert am 20.05.2025
Profil
Freiberufler / Selbstständiger
Remote-Arbeit
Verfügbar ab: 01.07.2025
Verfügbar zu: 100%
davon vor Ort: 100%
Projektleitung
Geschäftsprozessanalyse
Regulatory Affairs
Projektmanagementoffice
Agile Softwareentwicklung
Scrum Master
SAFe
Analysefähigkeit
Problemanalyse
PMO
Statusreporting
Meilensteinplanung
Projektmanagement/Projektleitung
Budgetplanung
Kapitalmarktgeschäft
Business Analyse
Meldewesen
Datenmigration
Einkommensteuer
German
Muttersprache
English
Fluent
Vietnamese
Grundkenntnisse

Einsatzorte

Einsatzorte

Frankfurt am Main (+100km)
Deutschland
möglich

Projekte

Projekte

1 year 8 months
2023-09 - now

Overall project management

Overall Project Leader Project status Geschäftsprozessanalyse Projektmanagement ...
Overall Project Leader
  • Responsible for the overall project management for the implementation of the legal tax requirement Abzugssteuerentlastungsmodernisierungsgesetz /  AbzStEntModG (Project size: approx. 10 million Euro in 2024 to 2025)
  • The project is responsible for the development of a comprehensive and new regulatory reporting system to the German Federal Tax Office (BZSt) and requires the sourcing of new securities master data, customer master data, transaction data and their processing and enrichment via various applications of the bank
  • Since 2025, the project scope has been significantly expanded to include requirements from the European Commission?s FASTER Directive regarding reporting obligations
  • Successfully set up the project governance and regular reporting of the project status to management and steering committee
  • Responsible for annual budget and resource planning
  • Created a robust and detailed waterfall project plan and put it into use for steering the project
  • Took on the role of business analyst for several requirements in the event of resource bottlenecks and created several functional concepts
  • Achieved efficiency gains through the introduction of agile working methods and tools within the waterfall framework
  • Provided significant impetus in key strategic and architectural issues
Atlassian JIRA Kanban MS Excel
Project status Geschäftsprozessanalyse Projektmanagement Ressourcenplanung Meilensteinplanung Kapitalmarktgeschäft Budgetplanung Securities Services Datenmigration Testautomatisierung FASTER AbzStEntModG Post Trade
Deutsche Bank
Frankfurt am Main
6 months
2023-03 - 2023-08

PMO Workplace Transition

Manager (Project assignment at Helaba) Projektmanagementoffice PMO Projektreporting ...
Manager (Project assignment at Helaba)
  • PMO Workplace Transition (Transition of the bank's workplace infrastructure structure from Computacenter to Kyndrill)
  • Managing approval process for all functional and techical requirements, preparing top management comittees, special assignments
  • Preparing responses to enquiries from the bank?s management board
  • Preparing top management comittees and other special assignments
MS Excel Powerpoint
Projektmanagementoffice PMO Projektreporting Helaba Managed Workplace
Helaba
1 year 5 months
2021-11 - 2023-03

Managemer in a scaled agile project

Manager (Project assignment at DekaBank) Scrum Master SAFe Agile Softwareentwicklung ...
Manager (Project assignment at DekaBank)
  • Participating in management of a scaled agile project for developing a sales platform for Sparkassen to drive Deka products sales
  • Took over various tasks and roles within different SCRUM teams (SCRUM Master, Shadow Product Owner and Business Analayst)
  • Taking the lead in setting up new SCRUM teams and in difficult project situations
  • Steering of communities of practices, esp. to build up a test organisation and test automation
  • Participation in sprint planning, sprint reviews and sprint retrosprectives
  • Participation in contract preparations with external data providers and steering of sub-project for data integration
  • Involved in customer acquisition
  • Successfully completed an intensive team leader seminar (>10 days of training) and took over team leadership
ALM Octane Conceptboard MS Excel Kanban
Scrum Master SAFe Agile Softwareentwicklung Etappenplanung Sprintplanung Testautomatisierung PSM I Plattformentwicklung Sparkassenfinanzgruppe DekaBank
DekaBank
2 years 5 months
2019-06 - 2021-10

Coordination of the tax migration

Project Manager Wertpapiergeschäft dwpbank Bankmigration ...
Project Manager

Coordination of the tax migration within the legal and technical merger of Deutsche Bank and Postbank (Transition of securities processing and capital gains taxation from dwp Bank to DB Investment Services)

  • Secured compliance with tax withholding and reporting requirements in the highly complex environment of a bank migration
  • Negotiated on tax issues with external stakeholders and providers as well as the tax office and the Federal Central Tax Office (BZSt)

MS Excel
Wertpapiergeschäft dwpbank Bankmigration Anforderungsanalyse
Deutsche Bank, Frankfurt
3 years 11 months
2016-02 - 2019-12

Implementation of Investment Tax Reform

Project Lead Wertpapiergeschäft Kapitalmarktgeschäft Einkommensteuer ...
Project Lead
  • Project size: approx. 20 million Euro in three years
  • Analysed the new investment tax law and derivation of the requirements for the bank
  • Concepted several project requirements documents for the fund outbound side as well as the inbound side (global custody and proprietary trading)
  • Reviewed and approved all technical concepts in the overall project
  • Represented the bank on the subject of investment tax in meetings of banking associations and in meetings with customers (foreign banks)
MS Excel Powerpoint
Wertpapiergeschäft Kapitalmarktgeschäft Einkommensteuer Regulatory Affairs Anforderungsanalyse Projektleitung Securities Services Meldewesen
Deutsche Bank, Frankfurt
3 years 4 months
2012-10 - 2016-01

PMO and project management

Business Consultant Projektmanagementoffice PMO Geschäftsprozessanalyse ...
Business Consultant
  • PMO and project management in regulatory projects
  • Analysed and defined business and regulatory requirements
  • Created management reports and project manuals
  • Contributed to the further development of the organization
Projektmanagementoffice PMO Geschäftsprozessanalyse Business Analyse
Deutsche Bank
Frankfurt am Main

Aus- und Weiterbildung

Aus- und Weiterbildung

5 years 4 months
2006-10 - 2012-01

Business Administration

Diplom-Kaufmann; B.Sc. in Business Administration, University of Augsburg
Diplom-Kaufmann; B.Sc. in Business Administration
University of Augsburg
Focus: Finance & Information
5 months
2010-03 - 2010-07

Exchange Semester

Udayana Universitas, Indonesia
Udayana Universitas, Indonesia
International Business Studies Program

Kompetenzen

Kompetenzen

Top-Skills

Projektleitung Geschäftsprozessanalyse Regulatory Affairs Projektmanagementoffice Agile Softwareentwicklung Scrum Master SAFe Analysefähigkeit Problemanalyse PMO Statusreporting Meilensteinplanung Projektmanagement/Projektleitung Budgetplanung Kapitalmarktgeschäft Business Analyse Meldewesen Datenmigration Einkommensteuer

Schwerpunkte

  • Waterfall Project Management
  • Agile Project Management
  • Business Analysis
  • Functional Leadership

Produkte / Standards / Erfahrungen / Methoden

Scrum

Profile

  • I am a motivated and hands-on business analyst and project manager with a high level of comprehension, a structured approach, in-depth understanding of technical requirements (also as a project manager) and a good sense for both details and the big picture. I am able to work under high pressure and prioritize independently. Throughout my career, I have developed a reputation as a problem solver and initiator with excellent organizational and planning skills. I always take responsibility. My communication is focused on balance and adapts easily to different corporate cultures. My personality is characterized by integrity, appreciation for everyone and great openness - not to mention a good sense of humour.
  • Through my involvement in my parents? family business, I learned early on what it means to think and act like an entrepreneur. As a co-founder and shareholder of a limited company for a tea house and a tea trade as well as my freelance work, I have also put this into practice myself.
  • In my free time, I dedicate myself to mindfulness practice, reading, traveling and backpacking, intercultural exchange and, above all, my family.


Overview Experience

+10 years in banking industry as external consultant and internal employee with experience in project management, business analysis, PMO, capital markets (post trade), regulatory (Einkommensteuergesetz, Tax Reporting, Jahressteuerbescheinigung, Investmentsteuerreform, AbzStEntModG, Abzugsteuerentlastungsmodernisierungsgesetz, FASTER), bank mergers, platform development, Tributum, Deutsche Bank, Sparkassenfinanzgruppe, DekaBank, Helaba, project management, agile, Scrum Master, PSM I, SAFe Agilist, Jira, ALM Octane, Workplace Transition.


Further Experiences

2019 ? 2022

Role: Freelance translator for the Deutsche Gesellschaft für Internationale Zusammenarbeit within the framework of development cooperation


2016 ? today

Role: Shareholder in a Chinese teahouse

Customer: Chá Dào - China Tea & Art GmbH, Frankfurt


01/2004 ? 09/2010

Role: Supporting the family business, Augsburg


Internships

10/2011 - 06/2012

Role: Interim management of fleet management

Customer: NCR Deutschland GmbH, Augsburg


09/2010 - 10/2010

Role: Assistant to the Global Procurement Director

Customer: NCR Deutschland GmbH, Augsburg


07/2010 - 08/2010

Role: Assisting a private exporter

Customer: Shanghai, P.R. China


08/2009 - 10/2009

Role: Internship

Customer: Deutsche Bank AG, Augsburg

Einsatzorte

Einsatzorte

Frankfurt am Main (+100km)
Deutschland
möglich

Projekte

Projekte

1 year 8 months
2023-09 - now

Overall project management

Overall Project Leader Project status Geschäftsprozessanalyse Projektmanagement ...
Overall Project Leader
  • Responsible for the overall project management for the implementation of the legal tax requirement Abzugssteuerentlastungsmodernisierungsgesetz /  AbzStEntModG (Project size: approx. 10 million Euro in 2024 to 2025)
  • The project is responsible for the development of a comprehensive and new regulatory reporting system to the German Federal Tax Office (BZSt) and requires the sourcing of new securities master data, customer master data, transaction data and their processing and enrichment via various applications of the bank
  • Since 2025, the project scope has been significantly expanded to include requirements from the European Commission?s FASTER Directive regarding reporting obligations
  • Successfully set up the project governance and regular reporting of the project status to management and steering committee
  • Responsible for annual budget and resource planning
  • Created a robust and detailed waterfall project plan and put it into use for steering the project
  • Took on the role of business analyst for several requirements in the event of resource bottlenecks and created several functional concepts
  • Achieved efficiency gains through the introduction of agile working methods and tools within the waterfall framework
  • Provided significant impetus in key strategic and architectural issues
Atlassian JIRA Kanban MS Excel
Project status Geschäftsprozessanalyse Projektmanagement Ressourcenplanung Meilensteinplanung Kapitalmarktgeschäft Budgetplanung Securities Services Datenmigration Testautomatisierung FASTER AbzStEntModG Post Trade
Deutsche Bank
Frankfurt am Main
6 months
2023-03 - 2023-08

PMO Workplace Transition

Manager (Project assignment at Helaba) Projektmanagementoffice PMO Projektreporting ...
Manager (Project assignment at Helaba)
  • PMO Workplace Transition (Transition of the bank's workplace infrastructure structure from Computacenter to Kyndrill)
  • Managing approval process for all functional and techical requirements, preparing top management comittees, special assignments
  • Preparing responses to enquiries from the bank?s management board
  • Preparing top management comittees and other special assignments
MS Excel Powerpoint
Projektmanagementoffice PMO Projektreporting Helaba Managed Workplace
Helaba
1 year 5 months
2021-11 - 2023-03

Managemer in a scaled agile project

Manager (Project assignment at DekaBank) Scrum Master SAFe Agile Softwareentwicklung ...
Manager (Project assignment at DekaBank)
  • Participating in management of a scaled agile project for developing a sales platform for Sparkassen to drive Deka products sales
  • Took over various tasks and roles within different SCRUM teams (SCRUM Master, Shadow Product Owner and Business Analayst)
  • Taking the lead in setting up new SCRUM teams and in difficult project situations
  • Steering of communities of practices, esp. to build up a test organisation and test automation
  • Participation in sprint planning, sprint reviews and sprint retrosprectives
  • Participation in contract preparations with external data providers and steering of sub-project for data integration
  • Involved in customer acquisition
  • Successfully completed an intensive team leader seminar (>10 days of training) and took over team leadership
ALM Octane Conceptboard MS Excel Kanban
Scrum Master SAFe Agile Softwareentwicklung Etappenplanung Sprintplanung Testautomatisierung PSM I Plattformentwicklung Sparkassenfinanzgruppe DekaBank
DekaBank
2 years 5 months
2019-06 - 2021-10

Coordination of the tax migration

Project Manager Wertpapiergeschäft dwpbank Bankmigration ...
Project Manager

Coordination of the tax migration within the legal and technical merger of Deutsche Bank and Postbank (Transition of securities processing and capital gains taxation from dwp Bank to DB Investment Services)

  • Secured compliance with tax withholding and reporting requirements in the highly complex environment of a bank migration
  • Negotiated on tax issues with external stakeholders and providers as well as the tax office and the Federal Central Tax Office (BZSt)

MS Excel
Wertpapiergeschäft dwpbank Bankmigration Anforderungsanalyse
Deutsche Bank, Frankfurt
3 years 11 months
2016-02 - 2019-12

Implementation of Investment Tax Reform

Project Lead Wertpapiergeschäft Kapitalmarktgeschäft Einkommensteuer ...
Project Lead
  • Project size: approx. 20 million Euro in three years
  • Analysed the new investment tax law and derivation of the requirements for the bank
  • Concepted several project requirements documents for the fund outbound side as well as the inbound side (global custody and proprietary trading)
  • Reviewed and approved all technical concepts in the overall project
  • Represented the bank on the subject of investment tax in meetings of banking associations and in meetings with customers (foreign banks)
MS Excel Powerpoint
Wertpapiergeschäft Kapitalmarktgeschäft Einkommensteuer Regulatory Affairs Anforderungsanalyse Projektleitung Securities Services Meldewesen
Deutsche Bank, Frankfurt
3 years 4 months
2012-10 - 2016-01

PMO and project management

Business Consultant Projektmanagementoffice PMO Geschäftsprozessanalyse ...
Business Consultant
  • PMO and project management in regulatory projects
  • Analysed and defined business and regulatory requirements
  • Created management reports and project manuals
  • Contributed to the further development of the organization
Projektmanagementoffice PMO Geschäftsprozessanalyse Business Analyse
Deutsche Bank
Frankfurt am Main

Aus- und Weiterbildung

Aus- und Weiterbildung

5 years 4 months
2006-10 - 2012-01

Business Administration

Diplom-Kaufmann; B.Sc. in Business Administration, University of Augsburg
Diplom-Kaufmann; B.Sc. in Business Administration
University of Augsburg
Focus: Finance & Information
5 months
2010-03 - 2010-07

Exchange Semester

Udayana Universitas, Indonesia
Udayana Universitas, Indonesia
International Business Studies Program

Kompetenzen

Kompetenzen

Top-Skills

Projektleitung Geschäftsprozessanalyse Regulatory Affairs Projektmanagementoffice Agile Softwareentwicklung Scrum Master SAFe Analysefähigkeit Problemanalyse PMO Statusreporting Meilensteinplanung Projektmanagement/Projektleitung Budgetplanung Kapitalmarktgeschäft Business Analyse Meldewesen Datenmigration Einkommensteuer

Schwerpunkte

  • Waterfall Project Management
  • Agile Project Management
  • Business Analysis
  • Functional Leadership

Produkte / Standards / Erfahrungen / Methoden

Scrum

Profile

  • I am a motivated and hands-on business analyst and project manager with a high level of comprehension, a structured approach, in-depth understanding of technical requirements (also as a project manager) and a good sense for both details and the big picture. I am able to work under high pressure and prioritize independently. Throughout my career, I have developed a reputation as a problem solver and initiator with excellent organizational and planning skills. I always take responsibility. My communication is focused on balance and adapts easily to different corporate cultures. My personality is characterized by integrity, appreciation for everyone and great openness - not to mention a good sense of humour.
  • Through my involvement in my parents? family business, I learned early on what it means to think and act like an entrepreneur. As a co-founder and shareholder of a limited company for a tea house and a tea trade as well as my freelance work, I have also put this into practice myself.
  • In my free time, I dedicate myself to mindfulness practice, reading, traveling and backpacking, intercultural exchange and, above all, my family.


Overview Experience

+10 years in banking industry as external consultant and internal employee with experience in project management, business analysis, PMO, capital markets (post trade), regulatory (Einkommensteuergesetz, Tax Reporting, Jahressteuerbescheinigung, Investmentsteuerreform, AbzStEntModG, Abzugsteuerentlastungsmodernisierungsgesetz, FASTER), bank mergers, platform development, Tributum, Deutsche Bank, Sparkassenfinanzgruppe, DekaBank, Helaba, project management, agile, Scrum Master, PSM I, SAFe Agilist, Jira, ALM Octane, Workplace Transition.


Further Experiences

2019 ? 2022

Role: Freelance translator for the Deutsche Gesellschaft für Internationale Zusammenarbeit within the framework of development cooperation


2016 ? today

Role: Shareholder in a Chinese teahouse

Customer: Chá Dào - China Tea & Art GmbH, Frankfurt


01/2004 ? 09/2010

Role: Supporting the family business, Augsburg


Internships

10/2011 - 06/2012

Role: Interim management of fleet management

Customer: NCR Deutschland GmbH, Augsburg


09/2010 - 10/2010

Role: Assistant to the Global Procurement Director

Customer: NCR Deutschland GmbH, Augsburg


07/2010 - 08/2010

Role: Assisting a private exporter

Customer: Shanghai, P.R. China


08/2009 - 10/2009

Role: Internship

Customer: Deutsche Bank AG, Augsburg

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