// Freelance Management Consultant · Munich
Business Analyst and Workstream Lead for operational excellence, system implementation and AI automation. 14+ years of transformation projects with Baringa Partners and KPMG – focus on financial services and energy, national and international.
End-to-end analysis, as-is/to-be design, KPI systems and performance boards. Lean-certified, 300+ employees and team leaders coached.
Requirements management, vendor steering, data migration, UAT, cut-over and go-live – most recently a SaaS rollout across four countries with 30,000+ users.
RPA potentials identified in banks and insurers – and AI agents developed in-house for commercial use in my own company and run productively.
Many AI initiatives fail not because of the technology, but because of unclear processes and requirements. That is exactly where I come in: understand the process, sharpen the requirement, introduce automation so that it holds up in day-to-day operations.
Eliciting and sharpening requirements, process mapping, translator between business and IT.
Accountability for a clearly scoped sub-area – from analysis through to delivery.
Portfolio and milestone tracking, steering-committee reporting, escalation management.
Team-leader coaching, training and bootcamps, embedding new ways of working into day-to-day practice.
The full cycle accompanied multiple times – as Business Analyst, Workstream Lead and Project Lead.
Focus on financial services and energy – for global major banks, energy groups and DAX-listed companies as well as mid-market and PE-backed businesses. Client names paraphrased for reasons of confidentiality.
World-leading Swiss major bank
INVESTMENT BANKING · ZRH · LDN · NYC
Leading German major banks
BANKING · FRANKFURT
Finance arm of a German premium car manufacturer
AUTO FINANCE · MUNICH
German property and public-sector lender
REAL ESTATE FINANCE · MUNICH
British financial services provider and insurer
INSURANCE · BRIGHTON
Trading arm of a top-5 energy group
ENERGY TRADING · LONDON
DAX-listed energy technology group
ENERGY · MUNICH
State-owned Norwegian energy group
ENERGY · DÜSSELDORF
Europe's leading car-park operator
MOBILITY · PE-BACKED
International family office
WEALTH · CAPE TOWN
References and contacts available on request.
at a British consultancy (Baringa Partners)
project assignments abroad: UK, USA, South Africa
on-site: DE, UK, USA, Switzerland, South Africa
in one rollout: DE, UK, USA, Singapore
A selection from more than 20 projects. I'm happy to send the full project list on request.
Leading German major bank
Interim Senior Manager
Rollout across DE, UK, USA and Singapore: vendor steering, configuration, data migration, cut-over and go-live, agile delivery.
State-owned Norwegian energy group
Lead Consultant
As-is/to-be processes incl. system architecture, root-cause analysis and introduction of an agile, cross-functional team structure.
World-leading Swiss major bank
Workstream Lead
Front-to-back analysis of the trade lifecycle, standardisation of the global trade-capture target model, RPA potentials identified.
Global energy group
Workstream Lead
100+ employees and team leaders trained, KPI structure developed, physical and virtual performance boards introduced.
Leading technology group
Project Manager / PMO
Analysis of system interfaces, planning of user acceptance tests, PMO role for a smooth transition.
evolutionswerk – own company
Founder
Design, build and operation of AI agents for enquiry handling, lead qualification and review management. Process mapped and cleaned up first, then automated. Go-live in 5–21 days.
World-leading Swiss major bank
Workstream Lead · Lead Change Agent
Lean approach across five dimensions, coaching of team leaders (huddle boards, KPIs, problem-solving), bootcamps for capability building.
British financial services provider and insurer
Project Manager
Savings potential in the finance department analysed, end-to-end improvements implemented, RPA potential identified.
Trading organisation of a top-5 energy group
Project Manager
Standardised processes, management information and organisational structure established across the full customer lifecycle.
Europe's leading car-park operator
PMO Lead
PMO set up, portfolio and milestone tracking, reporting to steering committee and C-level, workstreams from operations, finance and sales coordinated.
International family office
Workstream Lead
Cost-reduction and profitability levers in private-client business, incl. location strategy, operating model and shared services.
Baringa Partners LLP · 2020
Fastest by email – feel free to include the role, start, duration and utilisation straight away.