The work, and what it moved.

Situation

Years of local model-building had left a global FP&A function with overlapping forecasts, inconsistent metric definitions across business lines, and an administrative load that crowded out forward-looking analysis. Model risk was rising with the count.

Approach

• Inventoried the model estate and tested each model against the decision it was built to serve
• Standardised financial data intake, ETL and aggregation on the ERP/EPM reporting platform
• Established a common metric and definition layer usable across business teams
• Led a cross-functional team of 25+ across Finance, Risk, Products and Technology
• Redirected released capacity into scenario and driver analysis

Situation

Finance was absorbing a high volume of recurring inquiries that required manual research across disconnected sources. Slow to answer, impossible to scale, and largely invisible in any productivity measure.

Approach

• Identified and ROI-sized high-impact AI use cases across finance operations
• Built digital finance tools against a live control environment rather than a sandbox
• Partnered with the enterprise AI Center of Excellence and Technology to scale what worked
• Ran adoption and change management for rollout across the wider Finance organisation
• Scaled self-service analytics on Hyperion, Power BI and AI-enabled platforms

Situation

A fragmented ledger and reporting landscape spanning procure-to-pay, record-to-report and order-to-cash had to be consolidated through financial close — without interrupting statutory reporting or weakening the control framework mid-flight.

Approach

• Designed and delivered the migration end to end across P2P, R2R and O2C through close and reporting
• Rationalised and consolidated the report population for 300+ finance users
• Redesigned accounting processes in partnership with Controllers
• Maintained the control framework continuously through cutover
• Streamlined data transformation and BI reporting to compress production time

Situation

Multi-year stress-test forecasts had to be produced, defended in formal review-and-challenge, and evidenced to supervisory standard — across balances, net interest income, non-interest revenue and credit loss, with capital impact traceable end to end.

Approach

• Led execution and review-and-challenge of multi-year CCAR/DFAST forecasts and capital planning
• Directed resolution and recovery planning with 1LoD and 2LoD review, covering management actions and scenario assumptions
• Drove model enhancements: historical data sourcing, driver correlation analysis, back-testing, documentation and validation review
• Aligned Finance, Risk, Treasury and Controllers on balance sheet and P&L treatment and regulatory reporting impact (FR Y-14A/Q, FR Y-9C)
• Produced executive narratives covering rate sensitivity, funding cost (FTP) and credit loss (CECL) assumptions

Situation

Product and pricing decisions were being taken without a consistent view of risk-based return or capital consumption, leaving margin on the table and making trade-offs difficult to quantify for senior leadership.

Approach

• Built multi-year forward-looking plans with product trend, pricing and funding cost assumptions
• Evaluated risk-based return, RoTCE and capital usage across the portfolio
• Engineered forecasting and analytics frameworks mining historical transaction data via BI tooling
• Modelled multi-scenario impacts to quantify trade-offs for planning committees
• Translated results into executive-ready B/S and P&L narrative

Situation

Control breaches were being detected late, end-user calculations sat outside the framework, and supervisory findings required demonstrable remediation progress rather than a plan on paper.

Approach

• Strengthened governance by adopting automation tooling, control reporting, and eliminating end-user calculations
• Enhanced an IHC's CCAR transaction testing and data analytics programme for roughly 50 internal auditors
• Designed risk management frameworks and KRI monitoring to surface issues proactively
• Implemented SOX control testing, adequacy assessments and design enhancements
• Presented to US regulators on control adequacy, review-and-challenge effectiveness and remediation progress against MRAs/MRIAs