London, England, United Kingdom
I build and run modern finance functions that scale, with deployed AI-driven automation, finance chatbots, and decision intelligence. 15+ years across FP&A, strategy, and data, operating at the intersection of finance leadership and applied AI. I specialise in turning finance teams into intelligent operating systems. AI chatbots and copilots are embedded into planning, forecasting, reporting, and variance analysis, giving leaders fast, explainable answers directly from trusted finance data. Core strengths: Deployed finance chatbots and AI copilots Designed, built, and deployed finance chatbots used by senior leadership to explain performance, answer ad-hoc questions, surface risks, and reduce manual analysis. AI-enabled finance transformation Delivered automation across core finance workflows, improving speed, accuracy, and insight across FP&A and reporting. Strategic finance partnership Trusted partner to CEOs and senior leadership on growth, unit economics, capital allocation, and risk, supported by forward-looking, AI-backed insight. Finance operating-model design Built scalable finance stacks, governed semantic layers, and controls that make AI outputs reliable and board-safe. Advanced FP&A and decision intelligence Delivered driver-based models, scenario planning, and executive dashboards tied directly to operational levers. Leadership and talent development Built and led high-performance finance teams with automation-first ways of working. I combine rigorous financial judgement with deep technical fluency across BI, modelling, automation, and applied AI. The result is a finance function that is faster, more predictive, and trusted by senior leadership.
Lead FP&A for a high-growth SaaS business, partnering with COO and exec team. Deployed a finance chatbot in Microsoft Teams for senior leadership, enabling self-serve insight. Automated forecasting, reporting, and variance analysis. Built governed data foundations to support analytics and AI use.
Led global FP&A, partnering with exec team on forecasting, performance, and investment decisions Rebuilt reforecasting process, improving accuracy and responsiveness Owned three-statement model including cash and working capital forecasting Implemented SaaS metrics and customer movement tracking across ARR and retention Upgraded Adaptive Workday reporting to improve profitability and departmental insight
At RFI Global, a dynamic, private equity-backed data intelligence provider with a global footprint, I spearheaded key financial initiatives and drove substantial improvements in data analytics and reporting: - Strategic Leadership in Financial Planning: Established and managed the entire budgeting cycle, focusing on both short-term and long-term cash flow management. Delivered in-depth financial analyses under tight deadlines to meet the rigorous expectations of private equity investors. The increased granularity of my reporting significantly enhanced the understanding of monthly variances, contributing to more strategic decision-making. - Innovative Data Solutions with PowerBI: Successfully implemented PowerBI, creating a centralized data warehouse and user-friendly dashboards. This initiative integrated multiple data streams, providing end-to-end visibility of key performance indicators (KPIs) across various stages from lead generation to cash collection. My efforts in this domain enabled more targeted and efficient management oversight. - Advanced Sales and Client Retention Analytics: Initiated and managed a comprehensive monthly sales and client retention reporting system. This new framework was pivotal in monitoring and deciphering the key factors influencing Annual Recurring Revenue (ARR) dynamics, including customer acquisition, expansion, contraction, and churn. These insights were instrumental in shaping customer engagement strategies and driving sustainable growth.
In my role at MTC, a prominent UK organisation in probation and justice services, I delivered significant advancements in financial analysis and strategic planning: - Innovative Workforce Financial Modelling: Led the design and implementation of advanced financial modelling for workforce planning, uncovering new revenue opportunities and driving financial efficiency. - Strategic Financial Management for Major Bids: Headed the financial aspect of bid contract submissions totalling over £700 million. Developed comprehensive financial models, including integrated balance sheets, scenario analysis, and cash flow projections, which were crucial in winning lucrative contracts. - Geographic Data Analysis Using Python: Pioneered a Python-based geographic data analysis tool, optimizing office location decisions in alignment with crime statistics and real-world travel times, thereby meeting critical contractual requirements. - COVID-19 Impact Analysis and Dashboard Development: Created and implemented a dynamic dashboard to track COVID-19's impact, enabling proactive management of key resources and mitigating operational risks.
In this leadership role, I established and directed the Insights and Analytics team, focusing on FP&A, Operational Business Intelligence, and Data Analytics: - Team Building and Cross-Functional Leadership: Successfully built and led a cohesive team, fostering a collaborative environment that bridged gaps between different functions and led to enhanced organisational performance. - Process Optimisation in Financial Forecasting: Streamlined the company-wide budget review process and financial forecasting, significantly reducing variances and integrating these insights into medium-term forecasting. - Financial Literacy for Non-Finance Staff: Redesigned budgeting processes and financial reports, making them more accessible to non-finance staff, thereby enhancing organisational spending accountability and forecasting accuracy. - Data-Centric Organisational Culture: Drove the adoption of Tableau in an AWS-hosted environment, developing custom dashboards that addressed key operational blind spots and improved decision-making processes. - Operational Process Improvement: Led the design and implementation of new data management systems, improving data completion rates by 25% and facilitating deeper analytical insights.
As a crucial link between Finance and Program teams at CIFF, a major private philanthropy foundation in London, I: - Streamlined Grant Management Processes: Overhauled grant management data processes, enhancing the user experience of a new software rollout. Conducted an in-depth review and gap analysis, which identified and resolved double-entry issues and non-value-adding steps. - Developed Standardised Reporting Tools: Created user-friendly, standardised reporting and financial models, providing clear and consistent monthly forecasts and variance analysis, thereby facilitating more effective financial management.