ALEXANDER KIEL · FREELANCE BUSINESS ANALYST
Where Theory
Meets Execution.
Business Analyst in banking and wealth management.
SERVICES
Process Optimisation
Business Integration
Data Migration
Project Support
CERTIFICATIONS
Certified Scrum Master
Lean Six Sigma Green Belt
GenAI for Business Consultants
TRACK RECORD
VERIFIED OUTCOMES
10+
years in financial services
EXPERIENCE
300+
test cases for user access to
archived data
DATA MIGRATION
3
bank integrations supported
BUSINESS INTEGRATION
−64%
fewer portfolio reconciliation
breaks
PROCESS OPTIMISATION
Delivery
On-site, remote or hybrid
Domain
Private banking, wealth management, capital markets
Languages
German, English
SERVICES
What I Bring to Your Team
Practical expertise and hands-on support for banking and
wealth management projects.
01
Process Optimisation
→
02
Business Integration
→
03
Data Migration
→
04
Project Support
→
01
Process Optimisation
Root-cause analysis and structural fixes for recurring operational issues in
banking, from portfolio reconciliation and performance calculation to data
quality across multi-system landscapes.
Reconciliation
Root-cause analysis
Lean Six Sigma
PROOF POINT · LEADING SWISS BANK, LUXEMBOURG
Reduced portfolio reconciliation breaks by 64% and recurring issues by 57% in 2025
through root-cause analysis and structural improvements. Used VBA to accelerate
workflows and automate recurring tasks, improving data quality, operational
efficiency and consistency across banking systems through automated reporting and
stronger controls.
01
Process Optimisation
→
02
Business Integration
→
03
Data Migration
→
04
Project Support
→
02
Business Integration
Post-merger integration of banks and wealth managers. I work on the target
operating model, the processes, and the transfer of clients and data from one
bank to the other.
Post-merger integration
Operating model
Client transfer
PROOF POINT · THREE BANK INTEGRATIONS
Supported three bank integrations. The integration of a leading Scandinavian bank’s
Zurich branch into its Luxembourg head entity in 2018 and the transfer of its
Luxembourg wealth management business to a leading Swiss bank that same year.
Plus the merger of two large Swiss banks in 2025–2026.
01
Process Optimisation
→
02
Business Integration
→
03
Data Migration
→
04
Project Support
→
03
Data Migration
Migration, archiving and reconciliation of client data across banking
platforms, including legacy application decommissioning, backed by
hands-on technical and operational expertise in banking.
Datenmigration
Reconciliation
Decommissioning
PROOF POINT · LEADING SWISS BANK, LUXEMBOURG
Supported the decommissioning of 17 legacy banking applications during the
2026 merger of two major Swiss banks, writing 300+ test cases to validate data
access and integrity in the enterprise archive. Used AI-assisted coding to
develop scripts and automate recurring processes, data quality checks and
reconciliation controls.
01
Process Optimisation
→
02
Business Integration
→
03
Data Migration
→
04
Project Support
→
04
Project Support
Keeping programmes on track behind the scenes: coordinating workstreams,
tracking progress and dependencies, and preparing the reporting and decision
papers management needs to steer.
Programme coordination
Status reporting
Decision support
PROOF POINT · MANAGEMENT SUPPORT OFFICE IN A BANK INTEGRATION
Member of the management support office within a leading Scandinavian bank’s
international private banking unit, supporting strategic projects for the integration
of its Luxembourg wealth management business into a leading Swiss bank.
Prepared management reports, ensured client data completeness and supported
compliance requirements throughout the transition in 2018.
CASE STUDIES
Impact Delivered
Challenges addressed, actions taken and measurable results achieved.
ORGANISATION
Leading Swiss Bank
Luxembourg City, Luxembourg · 2026
CHALLENGE
A Swiss–Swiss banking merger required secure legacy
application decommissioning whilst maintaining data integrity
and regulatory compliance.
WHAT I DID
Supported the secure decommissioning of legacy
applications, ensuring data integrity and adherence to
regulatory compliance requirements.
RESULT
Supported the successful decommissioning of 17 legacy
applications, maintaining data integrity and regulatory
compliance throughout the merger.
17
Legacy applications
decommissioned
300+
Test cases written
IN BRIEF
Nine-month engagement, supporting the secure
decommissioning of legacy applications whilst maintaining
data integrity and regulatory compliance.
ORGANISATION
Leading Swiss Bank
Luxembourg City, Luxembourg · 2025
CHALLENGE
Inefficient portfolio processes led to recurring reconciliation
issues, reducing data quality, reliability and operational
efficiency.
WHAT I DID
Supported improvements to portfolio processes, addressing
reconciliation discrepancies and performance issues to
strengthen data reliability and operational efficiency.
RESULT
Reduced portfolio reconciliation issues by 64% and recurring
issues by 57%, improving data reliability and operational
efficiency.
−64%
Portfolio reconciliation issues
−57%
Recurring issues
IN BRIEF
Eight-month engagement, applying Lean methods to
root-cause analysis and structural fixes to reduce recurring
portfolio reconciliation and performance issues.
ORGANISATION
Leading Scandinavian Bank
Zurich, Switzerland · 2018
CHALLENGE
Closure of the Zurich branch required seamless client and
asset transfers to Luxembourg, maintaining service continuity
across €3–20m portfolios.
WHAT I DID
Supported client and asset transfers, monitored compliance
documentation and provided senior management with
insights to support an orderly branch closure.
RESULT
Maintained service continuity for high-value clients during the
transfer, improved data completeness and supported the
integration of client relationships into Luxembourg.
€3–20m
Client portfolio value range
IN BRIEF
Supported the 2018 closure of the bank’s Zurich branch and
the transfer of its clients and assets to the Luxembourg head
office.
ORGANISATION
Leading Scandinavian Bank
Luxembourg City, Luxembourg · 2018
CHALLENGE
The Swiss–Scandinavian banking merger required accurate,
complete and compliant client data to support integration
activities and meet regulatory requirements.
WHAT I DID
Worked with relationship managers and Compliance to
retrieve, validate and align client data. Supported ad hoc
projects to improve data quality and integration.
RESULT
Improved client data completeness and accuracy, supported
compliance requirements and provided reliable data to
facilitate the merger and associated integration activities.
≈10bn
Client assets
IN BRIEF
Supported the 2018 transfer of a leading Scandinavian bank’s
Luxembourg wealth management business to a leading Swiss
bank, working with relationship managers and Compliance on
client data.
HOW I WORK
Ways of Working
Methods, working principles and practical delivery in banking projects.
AGILE DELIVERY
Certified
Scrum Master
Backlog refinement, user
stories and acceptance criteria
within Scrum roles, events and
artefacts.
LEAN
Lean Six Sigma
Green Belt
Root-cause analysis and
structural fixes, for example
recurring reconciliation issues
reduced by 57%.
GENERATIVE AI
GenAI for
Business Consultants
Certified in 2026. Advanced
use of internal AI tools for
coding and technical support,
making delivery more efficient.
ENGAGEMENT
Time &
material
Time & material, on-site,
remote or hybrid. Through
consultancies and integrators,
or directly with banks.
AGILE DELIVERY
Certified
Scrum Master
Backlog refinement, user
stories and acceptance criteria
within Scrum roles, events and
artefacts.
LEAN
Lean Six Sigma
Green Belt
Root-cause analysis and
structural fixes, for example
recurring reconciliation issues
reduced by 57%.
GENERATIVE AI
GenAI for
Business Consultants
Certified in 2026. Advanced
use of internal AI tools for
coding and technical support,
making delivery more efficient.
ENGAGEMENT
Time &
material
Time & material, on-site,
remote or hybrid. Through
consultancies and integrators,
or directly with banks.
AGILE DELIVERY
Certified
Scrum Master
Backlog refinement, user
stories and acceptance criteria
within Scrum roles, events and
artefacts.
LEAN
Lean Six Sigma
Green Belt
Root-cause analysis and
structural fixes, for example
recurring reconciliation issues
reduced by 57%.
GENERATIVE AI
GenAI for
Business Consultants
Certified in 2026. Advanced
use of internal AI tools for
coding and technical support,
making delivery more efficient.
ENGAGEMENT
Time &
material
Time & material, on-site,
remote or hybrid. Through
consultancies and integrators,
or directly with banks.
AGILE DELIVERY
Certified
Scrum Master
Backlog refinement, user
stories and acceptance criteria
within Scrum roles, events and
artefacts.
LEAN
Lean Six Sigma
Green Belt
Root-cause analysis and
structural fixes, for example
recurring reconciliation issues
reduced by 57%.
GENERATIVE AI
GenAI for
Business Consultants
Certified in 2026. Advanced
use of internal AI tools for
coding and technical support,
making delivery more efficient.
ENGAGEMENT
Time &
material
Time & material, on-site,
remote or hybrid. Through
consultancies and integrators,
or directly with banks.
TESTIMONIALS · 01/05
“He provided excellent support to our clients and our
team to best possible implement the restructuring
decision by our management.”
Acquisition Manager, Switzerland
TESTIMONIALS · 02/05
“He consistently demonstrated strong problem-solving
skills, taking initiative to investigate issues thoroughly
and propose practical, sustainable solutions.”
Deputy Head of IT, Luxembourg
TESTIMONIALS · 03/05
“His ability to calmly interact with people in demanding
situations made him a pleasant colleague and enjoyable
to work with.”
Head of Insurance Desk, Luxembourg
TESTIMONIALS · 04/05
“… a reliable point of reference for the team, with his
outcomes consistently meeting the project’s operational,
compliance and governance standards.”
Project Lead, Luxembourg
TESTIMONIALS · 05/05
“He strengthens collaboration and communication across
delivery teams and consistently follows up to ensure
projects stay on track.”
IT Engineer, Luxembourg
ARTICLES
Insights from Banking Projects
Lessons, observations and ideas grounded in real-world project
experience.
PROCESS OPTIMISATION
17 OCT 2026 · 7 MIN READ
Simplify the Process
Before You Automate
Ford cut accounts payable head count by 75% by redesigning work.
Read article →
PMO SUPPORT
3 OCT 2026 · 8 MIN READ
Close a Project and
Keep the Lessons
How banks close a project properly.
Read article →
DATA MIGRATION
5 SEP 2026 · 8 MIN READ
Delta Migration After
the Initial Load
How banks move the changes made after the initial load.
Read article →