Financial Services
Active

Tristan

About Me

Experienced in the Banking and Insurance industry with a special focus on Project Management.

Jurisdiction

Germany | Switzerland

Notable Employer

  • Senior Consultant - Financial Services at PwC GmbH
  • Project Lead Operations at wefox

Experience

Seniority LevelMid-Senior level
Years of Experience6-10 years
Current StatusActive
Senior Consultant - Financial ServicesNotable
2025 - Present

Joined a large-scale, multi-year project transforming the credit processes ofa major German bank with a focus on efficiency gains and automation. Prepared and led client workshops to unite stakeholders acrossdepartments to a common goal and understanding of scope items.

Project Lead OperationsNotable
2017 - 2025

Drove project to create regulatory control framework of service partners inPoland, working with stakeholders from finance, sales, legal and claims. Conducted market research for expansion into two Eastern Europeancountries and created business case for Executive Committee. Translated user needs into technical specifications within Salesforceecosystem, actively identifying areas for improving efficiency. Took project accountability of implementing an automated dunningprocess, resulting in 5,000+ automated dunning cases created in 2023 with€400,000 in insurance premium collected. Supported market entry to Switzerland from Operations side. Performed due diligence of new service partner, drawing up application formarket entry for the Financial Market Authority.

Skills

Core skills0
Languages2

Languages

English
German