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.

Fähigkeiten und Kenntnisse

Strategic Project Management
Mergers & Acquisitions
International Business Strategy
Business Transformation
Target Operating Model
Internationales Projektmanagement
Change Management
Europabank
Managementberatung
Strategieberatung
Business Development
Internationale Projekte
Führungserfahrung
Projektmanagement
Produktinnovation
Banking Operations
EU-Passporting
Leitung von Projekten
Banking
Restrukturierung von Unternehmen
Geschäftsprozessoptimierung
Sitzverlagerung Europa
Qualified Holding Procedure
Project Experience Mozambique
Unternehmensführung
Internal Control System

Werdegang

Berufserfahrung von Joachim Schmidt

  • Bis heute 9 Jahre und 8 Monate, seit Okt. 2014

    Geschäftsführer

    BANCALIS GmbH

    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.

  • 2 Jahre, Okt. 2020 - Sep. 2022

    Product Owner

    Qundo

    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

  • 2 Jahre und 1 Monat, Sep. 2012 - Sep. 2014

    Senior Consultant

    Severn Consultancy GmbH

    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 Wirtschaftsprüfungsgesellschaft
  • 9 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

Interessen

Photography
Travelling to remote countries
Economy & Finance
Entrepreneurship

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