10+ years leading banking and enterprise-finance transformation for global clients — and building the AI tools that make that work faster.
A certified delivery professional (PMP, CBAP, CSPO) with 10+ years directing banking and enterprise-finance transformation for clients including UBS, Microsoft and Credit Suisse — now leading enterprise finance systems delivery and building practical AI tools.
Most consultants pick a lane. I run both — the finance-systems depth that enterprises need, and the digital craft that growing brands need. Pick the one that fits, or use both.
Owning complex programs end to end — governance, stakeholders and delivery.
Putting AI and automation to work on the repetitive parts of the job.
End-to-end delivery, governance, risk and vendor management for multi-workstream programs.
Requirements elicitation, BRD/FRD/RTM, process re-engineering and gap analysis.
Backlog management, user stories, sprint planning and UAT as a certified product owner.
Financial close, reconciliation and treasury integration across global entities.
Workflow automation and digital transformation that cut turnaround and cost.
AI-driven decisioning, predictive analytics and practical tools for everyday work.
A four-step flow I use whether it's an ERP rollout or a new website — so you always know where things stand.
Understand the real goal, the constraints, and what success looks like.
Map the current state, the data, and the people involved.
Design and deliver the solution in clear, reviewable stages.
Measure the outcome and hand over something you can run.
A few programs where the numbers tell the story. Client-sensitive detail kept high-level.
Led a multi-million-dollar AI-based migration to 100% regulatory compliance with zero critical production defects.
Automated capital-market reporting to cut cycle time by 30% while improving data accuracy across risk and tech teams.
Implemented loan-origination and payment automation across five international banks, cutting turnaround and cost.
I'm building a set of simple, useful tools that put AI to work on everyday business tasks — no jargon, just faster output.
“A real client quote goes here — the kind that names the problem you solved and the result you delivered.”
Tell me what you're trying to fix or grow. A short call is usually enough to see if I can help.
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