Joachim Schmidt
Inhaber, Geschäftsführer, BANCALIS GmbH
Lippstadt, Deutschland
Über mich
Project Lead for international transformation, digitization and merger projects in banking. Broad experience in market entry of banks in Germany and software development as product owner.
Werdegang
Berufserfahrung von Joachim Schmidt
Project Lead for international transformation, digitization and merger projects in banking. Broad experience in the transformation and corporate transaction of European subsidiaries of international banks into branches of a Pan-European (EU pass porting) entity. Overall program management for two successful cross-boarder merger to form a Europe SE with a branch network. Experience in digitalization projects in Wealth-Management and product owner in software development projects.
Definition of Target Operational Model; Product specification and technical specification in JIRA, Analysis of legal or regulatory requirements for the product; Technical management of regulatory or auditing tasks (eIDAS certification, auditor) and coordination of implementation; Setup of the company wide internal control system (IKS); Overall planning of the product development along the product vision developed together with the management; Release planning based on prioritization by stakeholders; QM
Senior Consultant im Bereich Financial Services
1 Jahr und 9 Monate, Nov. 2010 - Juli 2012
Academic associate (Research)
University of Bayreuth
Academic associate at the chair of international accounting (Prof. Dr. Rolf Uwe Fülbier)
3 Monate, Feb. 2012 - Apr. 2012
Assistant Portfoliomanagement (Global Equities)
Union Investment Privatfonds GmbH
2 Monate, März 2011 - Apr. 2011
Assistant Audit Financial Services
KPMG AG Wirtschaftsprüfungsgesellschaft9 Monate, Feb. 2009 - Okt. 2009
Assistant Management Control
Volksbank Lippstadt eG
2 Jahre und 6 Monate, Aug. 2006 - Jan. 2009
Apprentice / Bank Clerk
Volksbank Lippstadt eG
Ausbildung von Joachim Schmidt
3 Monate, Okt. 2019 - Dez. 2019
Innovation in the Age of Disruption
INSEAD Business School
2 Monate, Mai 2018 - Juni 2018
M&As and Corporate Strategy
INSEAD Business School
Executive Education Strategy: Strategical assessment of business portfolio options; Select, value and successfully integrate M&As; Selection of the right mix of internal and external corporate development tools; Foster active ownership and compare strategic vs. financial buyers (LBOs)
2 Jahre und 11 Monate, Okt. 2009 - Aug. 2012
Business Administration
University of Bayreuth
International Accounting, Capital Market Theory and Risk Management
Sprachen
Deutsch
Muttersprache
Englisch
Fließend
Chinesisch
Grundlagen
Portugiesisch
Grundlagen