Finance Transformation Advisory
A specialist consulting practice for banks and financial institutions — forecasting, regulatory and capital reporting, EPM platforms, and AI-enabled finance operations.
Twenty-five years of it, built inside the institutions we now advise: plus 6 years at Citi in Corporate and Divisional FP&A, and close to 2 decades at Deloitte & Touche in financial services advisory.
25yrs
Leading finance change across global and regional banks
70%+
Reduction in redundant forecasting models across a global FP&A estate
2,000+
Reports consolidated in a single GL and reporting migration
3×
Faster finance inquiry response from AI-enabled operations
Figures reflect outcomes our founder led at Citi and Deloitte & Touche. Client institutions are not named.
Forecast accuracy, close cycle time, control breaches, model proliferation, the endless rebuild of the same report — these are usually symptoms. The cause sits upstream, in how the data is sourced, who owns the number, and which decision the process was ever designed to serve.
We work the cause. That means we are as comfortable in a model validation review or a regulatory filing as we are redesigning an org chart or standing up a planning platform.
Engagements rarely stay in one lane. A forecasting mandate becomes a data architecture question; a regulatory remediation becomes a controls redesign. We are built to follow the problem.
01
Driver-based forecasting and multi-scenario planning that senior leadership can actually defend — with the narrative to explain it.
02
Target operating model, process redesign, and the org structure to sustain it — measured in cycle time and capacity released.
03
Platform selection, implementation and rescue — plus the data architecture underneath that decides whether any of it works.
04
CCAR, DFAST, Basel and resolution planning — from methodology and model documentation through to the filing and the examiner conversation.
05
Finance use cases for AI that survive contact with a control environment — identified, quantified, piloted and scaled.
06
Multi-year, cross-functional programs run to scope, budget and date — with the change management that makes the result stick.
Experience built at
Drawn from programs our founder led at Citi and Deloitte & Touche. Client institutions are described by profile rather than name.
Global systemically important bank
Situation
Years of local model-building had left the FP&A function with overlapping forecasts, inconsistent definitions across business lines, and an administrative load that crowded out actual analysis.
What we lead
70%+
Redundant models retired
20%+
YoY capacity shift to analysis
25+
Cross-functional team led
Global bank — finance operations
Situation
Finance was absorbing a high volume of recurring inquiries that required manual research across disconnected sources — slow to answer, impossible to scale, and invisible in any productivity measure.
What we lead
3×
Faster inquiry response
3×
Fewer duplicate requests
CoE
Scaled via enterprise AI function
Multinational financial institution
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 breaking the control framework.
What we lead
2,000+
Reports consolidated
300+
Finance users migrated
20+
Countries in scope
Engage us
Interim leadership, advisory mandates and defined programs. Direct to the principal — no intake tier.
Contact