Strategic Partner for Compliance, IT & Business Projects

Markus R. - Business Analyst

Expert in analyzing business processes and regulatory requirements, transferring them into structured IT specification according to BAIT/VAIT and moving it into RUN mode

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

Core competencies

  • Data flow & business process analysis, optimization & modeling
  • ADONIS business process management
  • Corporate Insurance Business
  • Identity & access management via MS Azure
  • Business solution conception & As-Is / To-Be analysis
  • IT requirement engineering (design, built, test)


  • Certified SAFe 5 agilist (Scale agile)
  • The Pega Certified Business Architect (PCBA – Pega Academy)
  • Certified Requirements Engineering (IREB Standard)
  • ADONIS NP® Process Modeller (BOC Gruppe)
  • Identification and Transformation of regulatory requirements (BAIT, VAIT, KAIT)


  • Multiple successful projects done in financial institutions
  • SW Skills – Salesforce, Pega, SQL Developer, HP ALM, ServiceNow, Adonis, MS Azure Access Management, C++
  • Used to work in international environments
  • Building bridges between business, governance and IT
  • Strategist and analyst
  • Chess state champion

Project history

Project lead

  • 2020/04 – 2021/03
  • Conceptional & functional design of an financial asset app (collecting, monitoring and benchmarking various financial asset classes)
  • Business requirements gathering and IT specification documentation acc. to IREB
  • Defining a role based access model (identity & access management for end customers & IT support), incl. privileged account management
  • Restriction of user rights depending on the provision of personal information
  • Definition of a full operating model (service description, run documentations e.g. IT-security assessment & privacy impact assessment, change- problem and incident processes)

Business analyst

  • 2018/10 – 2020/04
  • Business process and data flow analysis (As-Is) and Should-Be design in an international corporate insurance environment (based on PEGA)
  • Access rights optimization by customizing the different views of Underwriting, Operations and Salesforce members on the Salesforce platform
  • 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 affecting the central database
  • Project documentation (e.g. user stories, test cases, BRS/FRS) according Prince2 standard

Business analyst

  • 2018/04 – 2018/09
  • Requirement engineering for implementing an identity & access management platform via MS Azure for external customers (eCertificate)
  • Creation of an authorization concept
  • Implementation of an information risk management concept for external brokers, considering network security, authentication and logging
  • Creation of an user identification and access management for underwriters, brokers and IT support
  • Application design (based on PEGA) and certificate creation via Thunderhead
  • Training for internal Operation employees and external brokers

Subject matter expert

  • 2017/10 – 2018/03
  • Global Program System 2.0 integration for liability and engineering between the leading insurance company (LOE) and its subsidiaries (SOE)
  • Definition of the access rights and views for all underwriters of the lead operating entity and subsidiary operating entity depending on their location and role
  • Definition of problem & incident processes on behalf of the global service desk (password resets, add, change and removal of roles/rights)
  • Definition of an approval procedure in ServiceNow
  • Lead BA for the clinical trials rollout to France (based on PEGA)