01.10.2026 aktualisiert
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PMO, Operational Consultant, Post-Merger Integration Framework, Interim Manager, Broking
Neuried, Deutschland
Weltweit
Master of Arts, Albert-Ludwigs-University Freiburg, Germany (2004-2008)Über mich
With over 15 years of experience in project management and consulting, I specialize in delivering tailored solutions for insurance brokers. I am passionate about driving operational excellence across teams to achieve business goals. I support clients with relevant and effective implementation.
Skills
Fusionen und ÜbernahmenBusiness IntelligenceMaklergeschäftBusiness Process MappingBusiness Performance ManagementChange ManagementKostenreduzierungPerformance ManagementVersicherungenInterim ManagementManagementprozessPost-merger IntegrationsNorwegischOperationalisierungPortfolio-Optimierung
Portfolio and carrier management
migration and integration for Lift & Shift, assessments, KPI development controlling panels, prioritization, and initiative ranking (e.g., cross-selling, carrier panel, service level, workstream), PMO development for operationalization. Target Operating Model development and running model.
Framework for ongoing broker and MGA on-boarding and consolidation.
Project & Process Management
Extensive experience in establishing and implementing company-wide project and process management frameworks, including agile methodologies, PMO setup, and cross-company project management structures across various industries.
M&A Integration & Change Management
Proven track record in designing end-to-end M&A processes, from pipeline identification to post-merger integration, including harmonization of processes, data, tools, model evaluation and organizational restructuring.
ESG & Supply Chain Compliance
Implementation of supply chain solutions to fulfill ESG reporting compliance requirements.
Financial Process Management
Streamlining of financial processes such as debt collection to optimize cash management, as well as financial concept development and business-case-driven project leadership.
Microsoft 365 & Power BI
Proficient use of Microsoft 365, MS SharePoint, Power Query, and Power BI for data visualization, collaboration, and operational management.
ERP & CRM Systems
Hands-on experience with ERP systems including Business Central, Navision, MS Axapta, and OASIS, as well as CRM tools such as Salesforce and Microsoft 365.
HR Tools & Document Management
Practical knowledge of HR tools including Datev (Lodas), HRworks, and Tisoware, as well as document management systems such as ELO and d.velop d.3.
HR Process Analytics & Optimization
Deep expertise in HR process analytics, stabilization, standardization, implementation, and improvement, including KPI development, HR-cost budgeting, HCM-suite selection, and compliance management for outsourcing payroll.
Operations Management
Leadership of operational departments including onboarding, contract management, after-sales, hardware procurement, license administration, IT security, and data protection.
Machine Learning & Data Visualization
Certified in Machine Learning (University of London, February 2026) and Microsoft Data Visualization (Microsoft, April 2026).
Erfahrung
Berufserfahrungmehr als 10 Jahre
Freelancer seit2014
Sprachen
DeutschMutterspracheEnglischverhandlungssicherNorwegischgutSpanischgut
Projekthistorie
International Insurance Broker
- Harmonization, change and implementation of KPI affecting processes, data and tools after M&A and organic growth
- Portfolio assessments, Lift & Shift, KPI derivation, prioritization, and initiative ranking (e.g., cross‑selling, portfolio validation and uplift), PMO development for operationalization
- hidden costs, risks, compliance issues
- Development and implementation of PMO frameworks.
- Analysis of business and portfolio data.
- Support, organization, and analysis of initiatives and business development in brokerage and MGA (Managing General Agent/Underwriting Agent) operations.
- Preparation and facilitation of Steering Committees and Management Reviews.
- Target Operating Model for integration logic
- Onboarding framework for unified carrier management
Analyses and Projects
- Harmonization, change and implementation of KPI affecting processes, data and tools after M&A and organic growth
- Portfolio assessments, KPI derivation, prioritization, and initiative ranking (e.g., cross‑selling), PMO development for operationalization
- hidden costs, risks, compliance issues
- HR process analytics, stabilization, standardization, implementation, improvement
- hidden costs, risks, compliance issues, RFP/RFQ for outsourcing payroll
- Harmonization, change and implementation of KPI affecting processes, data and tools (time-tracking, contract-management) after M&A and organic growth
International Insurance Broker
Led strategic and business-case-driven projects including business model reviews, process optimization, and financial concept development. Planned and coordinated full post-merger integration with focus on teams and processes. Designed the end-to-end M&A process from pipeline identification to post-merger templates. Advised, developed, and implemented successful HR-cost budgeting and planning. Developed an RFP for HCM-suite and led the selection process. Streamlined financial processes such as debt collection to optimize cash management.
Evaluation of the sales target operating model