Andreas Steinberg Email & Phone Number

Wollerau, Schwyz, Schweiz

Client Projects (examples)• Business Analysis & Work Stream Lead at a large cantonal bank in the implementation of investment compliance in relation to the new portfolio management system to be introduced• Business analysis for the implementation of an investment proposal tool for the systematic and high-quality creation of investment proposals in the client advisory process for a medium-sized Swiss bank.• Strategic advice to the management and in particular the CFO on the… Show more Client Projects (examples)• Business Analysis & Work Stream Lead at a large cantonal bank in the implementation of investment compliance in relation to the new portfolio management system to be introduced• Business analysis for the implementation of an investment proposal tool for the systematic and high-quality creation of investment proposals in the client advisory process for a medium-sized Swiss bank.• Strategic advice to the management and in particular the CFO on the set-up and positioning of the change portfolio of the newly founded IT company. • Setting-up the project portfolio management of the IT provider of a leading Swiss cantonal bank, incl. processes and tools (JIRA and Confluence)• Interim functional head of project portfolio management • Supervision and monitoring of the project portfolio with an average of 80 projects with budgets in the double-digit million range• Management of the sub-project "Processes and Roles" in the agile transformation project of the IT company• Management consulting and especially support in the preparation of the strategic presentation and the storyline of a banking division for the management and the board of directors, including the preparation of presentation documents and preliminary documents. Show less

Bern Und Umgebung

Client Projects (examples)• Project management in a key project of a large cantonal bank with the aim of further developing several existing wealth management applications to include ESG criteria to enable the bank to provide investment advice and wealth management with sustainability aspects. Includes specialist requirements analysis and implementation responsibility with several third parties involved.• Project Management in the fields of tax operations (project for provision of… Show more Client Projects (examples)• Project management in a key project of a large cantonal bank with the aim of further developing several existing wealth management applications to include ESG criteria to enable the bank to provide investment advice and wealth management with sustainability aspects. Includes specialist requirements analysis and implementation responsibility with several third parties involved.• Project Management in the fields of tax operations (project for provision of the e-tax statement with barcode) for one of Switzerlands leading Cantonal Banks• Project Management in migration of a Swiss regional bank including the coordination of several data migrations and designing and documenting the cutover process from the perspective of the current IT-supplier• Implementation coordination to replace the partner management module of the core banking solution• Client management and support of account delivery lead in context of renewal of new contract of one of DXC’s IBIS4D-clients and of termination of existing contract and exit-management of two clients (one private bank and one regional bank) Show less

Bern Und Umgebung, Schweiz

Client Projects (examples)• Project Management in replacement of the international payments-module for a leading Swiss cantonal bank, especially planning and coordinating of all tasks within the bank, including end-to-end testing, training of the bank staff and third-party providers and bank and customer communication.• Project management in data management project in one of Switzerland’s leading cantonal banks, restructuring and reframing the project and developing an approach for… Show more Client Projects (examples)• Project Management in replacement of the international payments-module for a leading Swiss cantonal bank, especially planning and coordinating of all tasks within the bank, including end-to-end testing, training of the bank staff and third-party providers and bank and customer communication.• Project management in data management project in one of Switzerland’s leading cantonal banks, restructuring and reframing the project and developing an approach for data management in partnership with the bank’s architecture department.• IT-Strategy at one of Switzerland’s top 3 facility service providers developing the approach for replacing the current ERP-software after extensively investigating the company’s key business processes and organizing several workshops with the management and evaluating various potential IT-visions for the future ERP-solution.• Business Analysis and test management at the State Secretariat for Migration of the Swiss Federal Administration, especially regarding the development of a new visa vignette system and the implementation into the current national and cantonal system software and hardware landscape. Internal Initiatives (examples)• Project Management in building up and strengthening the digitalization of the APP's course and training services.• Responsible for work package 'Digital Transformation' in internal working group 'Digitalization in Banking' Show less

Bern Und Umgebung, Schweiz

Project experience•Business Analysis and Test Management in PostFinance's Core Banking Transformation Project, especially regarding the TCS BaNCS securities module as well as writing test documentation for 50+ back office testers.•Business Analysis in project regarding the operational implementation of the OECD common reporting standard of automatic exchange of information process ( AEOI) and especially coordinating and implementing the decentralized training courses at 5 locations… Show more Project experience•Business Analysis and Test Management in PostFinance's Core Banking Transformation Project, especially regarding the TCS BaNCS securities module as well as writing test documentation for 50+ back office testers.•Business Analysis in project regarding the operational implementation of the OECD common reporting standard of automatic exchange of information process ( AEOI) and especially coordinating and implementing the decentralized training courses at 5 locations in Switzerland in three languages. • Business Analysis in project regarding the development and implementation of a new operations focused management information system for the department lead of the operations business, monitoring 20+ key performance indicators of the processing of the account services department. Line responsibilities•Management of operations monitoring tools in the account services department.•Data owner and subject matter expert of two core banking applications ZV-IS and TCS BaNCS. Show less

Bern Und Umgebung, Schweiz

• Management of market research projects• Quantitative and qualitative data analysis• Cooperation with internal and external partners

• Academic research• Preparation of academic courses and events• Management of digital program library software

• Customer service within everyday restaurant setting as well as within special events

Geriatric Care, positions in various nursing homes, Germany• Provision of medical, geriatric and dementia care• Coordination of everyday care schedules• Supervision of care assistants and trainees

Master Of Arts (M.A.), Social Research, Merit

Certificate Of Advanced Studies (Cas) In Business Analysis, Business Analysis

- Requirements Engineering - Modeling and solution assessment - Corportate analysis and BA planning - Resilience Engineering

Diploma Banking Fundamentals (Branchenabschluss Bank), Bank- Und Finanzdienstleistungen

- Basics and Contexts of Swiss Banking - Instruments and operation of the investment business - Credit business for private and corporate.

Bachelor Of Arts (B.A.), Sociology & History, Summa Cum Laude (Corresponds To 1St Class Degree)

Abitur, 1,4 (Indicates Excellent Performance)

Degree In Geriatric Care, Various Courses In Geriatric Care

Three-year training in geriatric care at Matthias-Claudius-Haus in Waldshut-Tiengen and Justus von Liebig Schule Waldshut-Tiengen