Romi-TC:

Leadership and Transformation in the Financial Sector

Romi-TC (Romi-Transformation Catalyst) stands for focused and effective support for your challenges in the financial sector. With my exceptionally rare first name 'Romansa', which was shortened to 'Romi' over the years, I am not just a name, but a strong brand for transformative changes in your organization.

As an experienced project and interim manager, I have comprehensive expertise in finance and accounting, annual financial statements and regulatory reporting. Thanks to many years of experience in banking, I also have valuable know-how in other back-office areas such as Controlling, Compliance, Risk Management, Internal Control and Banking Operations (Account Services). This broad expertise allows me to work effectively and successfully on challenging and cross-departmental projects.

My strength lies in the structured management of projects through goal-oriented, empathetic team leadership, process optimization and strategic development. I provide the right momentum to efficiently manage your projects and achieve sustainable results – clearly, in a structured way and with clearly defined goals.

As a Transformation Catalyst, I see my role as a trigger and accelerator of change processes and successfully navigating organizations through complex transformation phases.

With Romi-TC, you not only choose a consultant, but also a partner who understands your specific challenges in Finance and drives sustainable change with a strategic and practical approach.

Leading change. Ensuring success.

Romansa Kraemer

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Professional Services

I support by providing expertise in Interim and Project management.

Interim Management

Efficient solutions for temporary management positions in Finance, Regulatory Reporting, Controlling, Operations

Project Management

Strategic planning and implementation of international and cross-departmental projects, in particular transformations

Consulting Expertise

Comprehensive advice on Finance & Regulatory Reporting processes and cross-border M&A projects

Shaping the banking transformation –

Solutions for your challenges

In a constantly changing banking environment, I am at your side to help you successfully manage transformations and effectively leverage new opportunities. With in-depth expertise and a practice-oriented approach, I support your organization in achieving your strategic goals and ensuring sustainable success.

Your challenges – My commitment to your success

Digitization and IT transformation

Introduction of new technologies such as SAP, IT transformation projects and the integration of electronic processes.

I analyze existing processes and identify optimization potential in order to increase efficiency, reduce costs and boost productivity.

I support your teams in adapting to transformations and I promote a positive corporate culture of change that strengthens flexibility and resilience.

I support IT transformation projects, including SAP implementations, and ensure a smooth integration of new technologies into existing infrastructure.

Change management and cultural change

Increasing efficiency and lowering costs

Optimization of processes and workflows in finance and back-office operations to reduce costs and increase productivity, including outsourcing projects.

Preparing the organization and its teams for a changing environment, fostering a flexible and adaptable corporate culture.

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Handling sudden vacancies or critical situations with experienced leaders and managers making quick and strategic decisions.

I ensure that all regulatory requirements are implemented efficiently and accurately in order to ensure compliance and minimize regulatory risks.

I provide expertise in the integration of M&A processes, take over the transfer of balance sheet values and align processes and systems to ensure a smooth merger.

I assume interim management roles as team lead or head of Finance/Operations to immediately bring stability and implement strategic decisions.

Mergers & Acquisitions (M&A)

Regulatory Requirements and Compliance

Adapting to new regulations (e.g. Basel III, MiFID II) and ensuring compliance with complex regulatory standards.

Integration of acquisitions and mergers, transfer of balance sheet values to existing or adapted processes and systems, management of cross-border up- and downstream mergers.

Interim Management and Crisis Management

Risk Management and Resilience

Identification, steering and minimization of risks in the operational areas to ensure the stability of the organization.

As a certified AI manager, I support the integration of AI solutions, optimize existing processes and develop new, data-driven strategies to increase efficiency and reduce costs.

With experience in heading a branch office in Germany, I support you in establishing business relationships with supervisory authorities, managing departments such as Finance, Risk, Compliance, etc., complying with legal requirements and managing regulatory risks.

I develop and implement strategies for the identification and management of operational risks to ensure the resilience and stability of the organization.

Opening and Managing Branches

AI Opportunities and Solutions

Implementation and utilization of AI technologies for process automation, data analysis and decision support.

Supporting foreign companies in setting up and developing branches in Germany, while complying with legal and regulatory requirements.

Consulting Services

My skills and core areas – Your potential for success

Expert in Finance and External Reporting (Accounting /Regulatory Reporting /Tax)

• Many years of in-depth experience in Finance and Accounting, including preparing and compiling annual financial statements (HGB, IFRS, US-GAAP), tax returns and regulatory reporting.

• Professional experience in other back-office areas (back office) such as Treasury, Controlling, Compliance, AML, Risk Management, Internal Audit and HR as Head of a foreign branch in Germany.

• Many years of experience as a permanent and interim

• Head of Finance.

Interim Manager & Project Manager

• Many years of experience in managing international and cross-divisional projects, in particular transformations, implementation of new systems and business models, as well as interface and process automation.

• Over 20 years of experience as Head of Finance in an international banking environment with team responsibility and individual power of attorney.

• Head of Static Data (Banking Operations) with team responsibility (32 employees)

• Change management and organizational transformation in international environments.

Fast and effective assumption and management of projects or teams to ensure smooth operations and achieve strategic business goals.

Expert knowledge in the realization and management of projects (classic, agile or hybrid), even in critical situations, combined with a solution-oriented, hands-on approach.

Ensuring compliance with all legal and regulatory requirements, optimizing financial processes and improving data quality.

Accuracy and precision in financial management and a quick ability to adapt to new regulations.

A structured approach to optimizations, high efficiency and the ability to simplify complex operations.

Consultant & Change Agent

• Visualization and implementation of change processes and strategic realignment in compliance with legal and regulatory requirements as well as internal group guidelines.

• Development and restructuring of foreign branches in the area of corporate and structured finance.

• Analysis of business process outsourcing (BPO) projects, global sourcing, project-based implementation including service level agreements and risk analysis.

• E2E procurement, preferred supplier management and contract management

• Initiator for optimization, conceptual design of project plans, planning and implementation of automation with the aim of maximizing the efficiency and repeatability of processes.Strong communication skills, empathy and a persuasive nature to lead teams and organizations through change.

Mergers & Acquisitions (M&A) Finance Specialist

• Project management and support in cross-border up- and downstream mergers and acquisitions within the Finance division.

• Data migration and harmonization, including customer master data.

• Integration of new financial instruments, enhancement of general ledgers and implementation of additional external reporting.

• Transfer and consolidation of balance sheet positions, taking into account German accounting regulations and Regulatory Reporting requirements.

• Compliance with Regulatory requirements and Risk Management (MaRisk).

Ensuring a smooth M&A integration in Finance, Regulatory Reporting, Controlling and Risk Management.

Smooth transfer of financial values and alignment of processes and systems with new regulatory and operational requirements.

Promoting transformation through tailored advisory services

Supporting the implementation or enhancement of new systems, processes and business models.

Manager & Team Builder

• Focused on results-oriented leadership, an inspiring and appreciative approach that releases the full potential of employees.

• Leader with a strong focus on employee management, motivation, team development and effective teamwork.

• Promoting employee morale and self-potential through respectful interaction and conflict management

AI-Manager

Certified expert in the introduction and integration of Artificial Intelligence in a Business context, including automation of basic processes and development of new efficiency strategies.

• Automation and significant efficiency gains through the implementation of AI solutions for process optimization and data analysis.

• Optimize customer relationships and communication through AI

• Increase productivity and strengthen competitiveness

• Implement AI in various areas, including data protection and ethics

Developing high-performing teams, fostering a positive work culture and increasing productivity.

Facilitator, Educator and Strategic Minded

• Excellent communication skills, even with difficult stakeholders; assertiveness and a focus on delivering results.

• International mindset, fluent English and intercultural skills.

• Strategic thinker with an operational hands-on approach, entrepreneurial mindset and focus on efficiency.

Transparent and effective communication that enables constructive collaboration and successful project implementation.

Structured, methodical approach for sustainable, improved results.

“I provide comprehensive experience, in-depth expertise and a strategic approach to help you effectively master your individual challenges. Whether it's integrating mergers and acquisitions, optimizing Finance and back-office processes or introducing innovative AI solutions, I support you with clear goal orientation, flexibility and transparency. Together, we will turn your visions into reality and create measurable results that will sustainably advance your company.”

- Romansa Kraemer -

My promise: Customized Solutions for Sustainable Success

About me and my business philosophy

With over 20 years of experience in project management and leadership in financial services, I support companies in successfully implementing complex projects. As an interim manager and consultant, I offer fresh insights, clear leadership and tailored solutions for your success.

100+

26+

Years of experience

Happy clients & teams

I have over 20 years of international experience in project management and leadership in the Finance and Operations divisions, as well as establishing and managing international branches. I inspire people and organizations and guide projects to success. As an interim manager, project manager and consultant, I have in-depth expertise in banking and Financial Services, work with diverse teams, IT and systems, and understand the details of complex issues.

My leadership style is based on clarity, transparency and a high degree of personal empathy, whereby I always act in a results-oriented and cooperative manner. My hands-on approach brings an open-minded, fresh perspective that promotes change and drives projects efficiently. I rely on integrity and openness to achieve sustainable results – always with the aim of successfully implementing your strategic goals and objectives.

I offer more than just technical know-how – I have the ability to manage complex changes smoothly, sustainably transforming both people and processes. Together, we can successfully implement your visions and positively shape the future of your company.

Successful projects

Over the years, I have successfully implemented numerous projects as an interim and project manager in the Financial Services industry. Each project tells its own story of challenges, solutions and sustainable results. Here you will find a selection of references that demonstrate my ability to manage complex projects, optimize processes and actively drive change – always with the aim to ensure the success of the organization I am working with.

Project description

As Interim Head of Static Data in the Operations division, I supervised the Static Data and Account Services department. My main task was to optimize and manage all processes for customer accounts administration of customer and custodial accounts for Private Wealth and International and Corporate Banking.

Head of Static Data – Interim Management and Project Management in the Operations division of a prominent financial institution in Frankfurt am Main

Project description

As part of an international project to centralize banking processes, I assumed project management and consulting responsibilities in the area of Finance & Risk. The goal was to transfer assets and liabilities from a French entity to the German parent company and to centrally process these.

Project management and consulting in Finance & Risk for a major cross-border project at a leading bank in Frankfurt a.M.

Project description

As Head of Finance, I managed a team of 13 employees, which included regulatory reporting. I was responsible for streamlining finance processes and led cross-functional projects to improve efficiency.

Head of Finance and Regulatory Reporting – Project management and organizational optimization at a leading securities service bank in Frankfurt a.M.

Project description

As Interim Head of Finance, I continued ongoing optimization projects and developed measures to increase efficiency in financial processes, taking into account CSDR guidelines. Through analysis and proven best practices, I increased transparency, shortened process times and sustainably increased productivity.

Project management of various optimization and compliance projects at a leading securities service bank in Frankfurt am Main

Project description

As an interim and project manager in Finance and Controlling, I supported the Head of Expenses, Statutory Reporting and Transformation. I advised functional departments, supervised audit processes and optimized finance and accounting processes, playing a key role in efficiency improvement projects.

Interim and project management in Finance / Controlling & Transformation at a leading global investment firm in Frankfurt a.M.

Project description

I managed the integration of the new Wealth Management business into the system landscape of CIB in Germany. My responsibilities included the implementation of customized systems, interface management and the alignment with German accounting standards as well as regulatory compliance, in close collaboration with global project participants.

Project management and operational implementation of the Finance-TOM for introducing the 'Wealth Management' division into the CIB of a leading European bank in Frankfurt a.M.

Project description

As part of a cross-border merger, I assumed responsibility for managing the Finance workstream. I was responsible for the timely transfer of balance sheet items and financial instruments. smooth financial and regulatory reporting, the implementation of multi-GAAP accounting, data migration clean-up and the implementation of new banking products into the and Finance operating systems.

Responsibility for the cross-border transfer of balance sheet items and the incorporation of additional banking products as part of a cross-border downstream merger at an international bank in Frankfurt am Main

Contact

I look forward to your inquiry and am happy to help.

Phone

+49 172 69 20 594

Email

info@romi-tc.com

Romansa Kraemer

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