What we are hired to do.

Forecasts that hold up under challenge, and the narrative that explains them to a CFO in one page. We build driver-based models grounded in the actual economics of the business — product trends, pricing, funding cost, credit assumptions — rather than a trended prior year.

Typical deliverables

• Rebuilt forecast model with documented drivers and assumption governance
• Scenario library quantifying trade-offs for planning committees
• Standardised executive reporting pack and commentary framework

Where the finance function should sit, what it should own, and how work moves through it. We redesign process and org together, because changing one without the other produces a new diagram and the same cycle time.

Typical deliverables

• Current-state assessment with quantified capacity and cycle-time baseline
• Target operating model and phased transition roadmap
• Redesigned close and reporting calendar with owner-level accountability

Platform selection, implementation, and the recovery of implementations that have stalled. We work as the translation layer between Finance and Technology — the role that determines whether a planning platform becomes an asset or an expensive second spreadsheet.

Typical deliverables

• Platform evaluation and business case with vendor-neutral scoring
• Business requirements, solution design and delivery oversight
• Data sourcing, transformation and reconciliation architecture

Capital planning and regulatory reporting for US and foreign banking organisations. We have sat on both sides of review-and-challenge — building the forecast, and testing someone else's — and have presented to US regulators on control adequacy and remediation progress.

Typical deliverables

• Multi-year capital forecast with supporting governance documentation
• Regulatory gap and impact assessment against category-specific requirements
• Review-and-challenge framework and 1LoD / 2LoD evidence packs

AI in finance fails on governance far more often than on capability. We identify the use cases that survive a control environment, size the return before the build, and take the successful ones through to enterprise adoption rather than leaving them as a pilot.

Typical deliverables

• Prioritised use-case portfolio with quantified benefit and control assessment
• Working pilot delivered against real finance data and processes
• Scaling plan in partnership with the enterprise AI and Technology functions

Multi-year, cross-functional programs with real regulatory or reporting deadlines attached. We have run these with teams of up to fifty across business, engineering and architecture — and we take the change management as seriously as the Gantt chart.

Typical deliverables

• Program structure, governance forums and escalation paths
• Requirements, design sign-off and delivery tracking against KPIs
• Change and adoption plan with measured uptake, not assumed uptake