I support banks, financial institutions, and other financial-services organizations on complex projects around capital markets, trading, and treasury, as well as adjacent transformation and IT topics, including platforms, content management systems, and cloud migrations. My involvement can range from a clearly defined, ad hoc task to an extended project phase.
Depending on your needs, I take on functional, conceptual, governance, or operational responsibility. I combine industry and platform expertise with project management, business analysis, and quality assurance, complemented, on request, with AI-enabled methods in analysis, testing, and documentation.
Project Leadership and Delivery
Drawing on more than 18 years of experience in project management, I step in wherever leadership capacity is missing or additionally needed, whether building structure, providing ongoing coordination, or managing a critical phase. I take on responsibility for planning, coordinating, and leading traditional, hybrid, or agile initiatives, including as project lead, Product Owner, or Scrum Master, from structuring through to operational delivery.
Possible Tasks
Project and workstream leadership
Setting up project structure, roadmap, and work packages
Managing dependencies, risks, and decisions
Stakeholder and governance body management
Building and optimizing project portfolio management and PMO structures
Product Owner tasks and product ownership
Scrum Master tasks and facilitation of agile ways of working
Coordination between business, IT, test, and external partners
Typical Results
Project plan and roadmap
Project charter
Governance and decision structure
Risk, action, and dependency register
Status and management communication
Business Analysis and Design
Drawing on extensive experience in business analysis, I step in whenever business or technical requirements are unclear, spread across multiple stakeholders, or not yet translated into an actionable concept, helping to clarify, structure, and translate them into sound processes, concepts, specifications, and implementation options, including AI-enabled analysis methods.
Possible Tasks
Requirements analysis and requirements management
Interviews, workshops, and business alignment
Process analysis and target process design
Development of business and functional-technical concepts
Evaluation of solution options and their impact
Vendor evaluation and selection, including developing the right evaluation approach
Translation between business, IT, vendors, and management
Typical Results
Requirements catalogs and user stories
Concepts and solution outlines
Process models
Gap and impact analyses
Decision papers and scenario comparisons
Vendor comparison and selection recommendation
Test Management and Quality Assurance
Drawing on extensive experience in test management, I step in whenever an initiative needs a test strategy that fits its risk, architecture, and delivery pace, or when ongoing test activities need to be managed. I plan and oversee testing and develop test strategies, from the strategic target state through to operational test coordination, complemented, on request, with AI-enabled test automation.
Possible Tasks
Development of test strategy and test approach
Test planning, test management, and reporting
Definition of test levels, responsibilities, and quality criteria
Building regression-testing and automation approaches
Test data and golden-data concepts
Defect, risk, and acceptance management
Typical Results
Test strategy and test plan
Test calendar and governance model
Quality criteria and KPIs
Defect and risk reporting
Automation or regression-testing roadmap
Platform and Transformation Advisory
Drawing on extensive experience in complex transformation projects, including upgrades and migrations for trading, treasury, or content management platforms, I connect business, technical, and organizational perspectives in the evolution of platforms across financial services, including cloud migrations.
Possible Tasks
Baseline analysis and target state
Upgrade and migration planning
Assessment of standard fit, customization, and interfaces
Cost and effort analysis
Operating and evergreen models
Support across business, technical, or test-related workstreams
Typical Results
Roadmap and scenarios
Scope and dependency analysis
Cost-lever and action register
Delivery and operating model
Management and project decisions
Flexible by task and project phase
Taking on a clearly defined role in the project
Leading a project, workstream, or subproject
Focused analysis or design of a challenging topic
Temporary reinforcement during critical project phases
Review, stabilization, or realignment of an ongoing initiative
Not sure what kind of support fits your initiative? Let’s define the task at hand and the role required together.
I am happy to discuss in an initial, no-obligation conversation which role and scope fit your initiative.