Strategic Partner for Compliance, IT & Business Projects

Markus R.

Bachelor of Science (Business Informatics) having multiple years of experience in international corporate insurance business as business analyst and IT requirements engineer

Expert in analyzing business processes and private and corporate data flows, transferring business requirements into structured IT specification

Core Competencies

  • Data Flow & Business Process analysis & optimization
  • Process Documentation (via ADONIS)
  • Corporate Insurance Business
  • Know Your Customer / Customer Due Diligence integration
  • Big Data and Advanced Analytics in Finance & Compliance Data
  • PEGA Design, Built & Test


  • ADONIS GPM-Suite
  • Certified PEGA Business Architect
  • Certified Requirements Engineering (IREB Standard)
  • Certified SAFe 5 Agilist (Scale Agile)
  • SCRUM Master


  • Building bridges between Business and IT
  • Forward-thinking in Artificial Intelligence Solutions 
  • Strategist and Analyst
  • Chess state champion

Project history


  • 2020/01 – 2020/09 – 20%
  • Support to Program Manager in a global rollout project on behalf of Group Compliance
  • Documentation & Steering global rollouts of an Economic Sanctions Solution based on NICE Actimize
  • Customer Data analysis and tuning of SAN & PEP watch lists
  • Interface between Group Compliance, local Compliance, Program manager and IT provider

Project lead

  • 2020/04 – 2020/10 – 80%
  • App concept design (Assets app) & Design team steering
  • Business requirements gathering and IT specification documentation
  • Definition Operating Model (Change, Problem, Incident processes)

Business Analyst

  • 2018/10 – 2020/03
  • Business Process and Data flow Analysis (As-Is) and Should-Be Design in an international corporate insurance environment (based on PEGA)
  • Change Request Management & business requirement gathering (SalesForce Implementation)
  • Data cleansing activities for client data, premiums and policy information as part of the underwriting process (Customer Due Diligence for corporate clients prior to onboarding)
  • Optimization of the Names Clearing process 
  • Project documentation (e.g. User Stories, Test cases, BRS/FRS) according Prince2 standard

Business Analyst

  • 2018/04 – 2018/09
  • Requirement Engineering for implementing an access mgmt. via MS Azure for an external customer platform
  • Application design (based on PEGA) and certificate creation via Thunderhead
  • Responsible for the customer data quality and clearing for the customer screening prior to onboarding
  • Steering maintenance teams as work stream lead

Subject Matter Expert

  • 2017/10 – 2018/03
  • Global Program System 2.0 integration for Liability and Engineering in Corporate Insurance (based on PEGA)
  • Lead BA for the Clinical Trials Rollout to France (based on PEGA)
  • General Aviation fleet enhancements and document generation (based on PEGA)
  • Report Design for an Underwriting data in an so-called Enterprise Information Management