Engagements

Programme Recovery

Regulator-mandated remediation, global bank. Recovered a failing AML programme following external scrutiny, rebuilding plan, ownership and governance and delivering to a hard external deadline.

Regulatory reporting recovery, global bank. Took over a programme that had spent several hundred million dollars without delivering a viable solution. Diagnosed the problem across the reporting engine, data extraction and process, and delivered to the first submission deadline with less than twelve months remaining.

Dependency risk, global bank. Built a costed fallback for a regulatory programme dependent on a higher-profile initiative that was not delivering, and secured a pre-agreed contingent decision months before the trigger point.

Finance Transformation

Capital management infrastructure, global bank. Led the migration of capital calculation capability from end-user computing to formal systems, addressing audit issues and strengthening controls.

Daily P&L automation, global bank. Automated the daily P&L process on a Treasury bond portfolio, replacing manual spreadsheet effort with a controlled, repeatable process and improving auditability.

Finance data lake and reporting, global bank. Designed a solution using a finance data lake to feed a Treasury dashboard, building reporting from the detail up and improving access to management information.

Capex business case, telecoms. Built a highly flexible model for a £500m capex roll-out, supporting multiple scenarios and negotiating with vendors to save £200m.

Digital Transformation

AI Centre of Excellence, professional institute. Developed the business case and strategic approach for an AI Centre of Excellence, proposing options to the board covering sandbox collaboration, ethics training and practical application guidance.

Published framework. Authored "Digital Transformation: A Framework for Execution", setting out a structured approach to design, execute and embed digital change.

Strategic Change & Integration

Target state capability, global bank. Delivered the infrastructure and processes to book and manage a $150bn capital portfolio, re-engineering the end-to-end booking model and migrating all positions from legacy systems to a new platform.

Entity rationalisation, global bank. Supported the reduction of legal entities from around 700 to 400, coordinating change across businesses and functions.

M&A Day One integration, global investment bank. Managed the Day One integration for UBS's acquisition of ABN Amro's exchange traded futures and options business, including transferring exchange memberships globally.